The Humane Society Of The United States 401(K) Savings Plan — Form 5500 plan (The Humane Society Of The United States)

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, The Humane Society Of The United States 401(K) Savings Plan is a benefit plan reported by The Humane Society Of The United States under EIN 53-0225390 and plan number 002. The latest loaded filing year is 2023. The filing reports 722 participants and $64,871,433 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Humane Society Of The United States
EIN
53-0225390
Plan number
002
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
722
End-of-year plan assets
$64,871,433

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023722H, C20241010113947NAL0011425171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,871,433
Total liabilities (EOY)
$0
Net assets (EOY)
$64,871,433
Net assets (BOY)
$52,706,414

Income & contributions

Employer contributions
$2,982,782
Participant contributions
$5,059,527
Total contributions
$8,294,408
Total income / additions
$17,682,277

Expenses & distributions

Benefits paid
$5,363,100
Administrative expenses
$151,824
Total expenses
$5,517,258
Net increase / (decrease)
$12,165,019

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$71,221$02023
Nfp Retirement IncADVISOR$60,000not reported in the loaded dataset2023
Bdo Usa PcACCOUNTANT/AUDITOR$11,478not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$7,352not reported in the loaded dataset2023

Related Form 5500 pages