Afscme Local 282 401(K) Plan — Form 5500 plan (Zoological Society Of Cincinnati)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Afscme Local 282 401(K) Plan is a benefit plan reported by Zoological Society Of Cincinnati under EIN 31-0537171 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $11,185,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zoological Society Of Cincinnati
- EIN
- 31-0537171
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $11,185,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20240910141834NAL0009884672001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,185,181
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,185,181
- Net assets (BOY)
- $8,953,868
Income & contributions
- Employer contributions
- $300,699
- Participant contributions
- $493,006
- Total contributions
- $793,705
- Total income / additions
- $2,626,692
Expenses & distributions
- Benefits paid
- $344,172
- Administrative expenses
- $51,207
- Total expenses
- $395,379
- Net increase / (decrease)
- $2,231,313
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $30,401 | not reported in the loaded dataset | 2023 |
| Lincoln Financial Advisors Corp | ADVISOR | $20,806 | not reported in the loaded dataset | 2023 |