Animal Humane Society 401(K) Retirement Savings Plan — Form 5500 plan (Animal Humane Society)
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, Animal Humane Society 401(K) Retirement Savings Plan is a benefit plan reported by Animal Humane Society under EIN 41-0693842 and plan number 002. The latest loaded filing year is 2023. The filing reports 341 participants and $8,794,814 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Animal Humane Society
- EIN
- 41-0693842
- Plan number
- 002
- Plan type
- 2
- Location
- Woodbury, MN
- Latest filing year
- 2023
- Participants
- 341
- End-of-year plan assets
- $8,794,814
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 341 | H, C | 20240729103310NAL0012415571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,794,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,794,814
- Net assets (BOY)
- $8,257,086
Income & contributions
- Employer contributions
- $346,063
- Participant contributions
- $716,722
- Total contributions
- $1,173,884
- Total income / additions
- $2,606,195
Expenses & distributions
- Benefits paid
- $2,035,208
- Administrative expenses
- $32,523
- Total expenses
- $2,068,467
- Net increase / (decrease)
- $537,728
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISOR | $14,218 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,118 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,372 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $815 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Animal Humane Society
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Woodbury, MN
- Mma Securities LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation