Plan5500

Fort Worth Zoological Association Savings Plan — Form 5500 plan (Fort Worth Zoological Association)

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, Fort Worth Zoological Association Savings Plan is a benefit plan reported by Fort Worth Zoological Association under EIN 75-0991727 and plan number 001. The latest loaded filing year is 2023. The filing reports 499 participants and $13,797,431 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.8MPlan net assets, end of year$13,797,431
Participants499Covered participants reported
Assets / participant$27.7KComputed: assets ÷ participants$27,650 (computed)
Provider compensation$38.7K3 Schedule C provider row(s)$38,735
Plan sponsor
Fort Worth Zoological Association
EIN
75-0991727
Plan number
001
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    499 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13.8M total assets
Net assets$13.8MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$266.5K
Participant$775K
Full reported line items

Net assets

Total assets (EOY)
$13,797,431
Total liabilities (EOY)
$0
Net assets (EOY)
$13,797,431
Net assets (BOY)
$11,794,914

Income & contributions

Employer contributions
$266,480
Participant contributions
$775,027
Total contributions
$1,241,045
Total income / additions
$3,072,863

Expenses & distributions

Benefits paid
$1,049,969
Administrative expenses
$12,383
Total expenses
$1,070,346
Net increase / (decrease)
$2,002,517
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Ubs Financial Svcs Ins Agcy Inc$26.4K
    BROKER/ADVISER · Direct $0 · Indirect $26.4K
  2. 2
    Empower Advisory Group, LLC$9K
    INVESTMENT MGMT · Direct $9K
  3. 3
    Empower Annuity Insurance Company O$3.3K
    RECORDKEEPER · Direct $3.3K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Fort Worth Zoological Association Savings Plan?
Fort Worth Zoological Association Savings Plan is reported as sponsored by Fort Worth Zoological Association (EIN 75-0991727, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Fort Worth Zoological Association Savings Plan?
The latest Form 5500 filing year loaded for Fort Worth Zoological Association Savings Plan is 2023.
How many participants does Fort Worth Zoological Association Savings Plan report?
Fort Worth Zoological Association Savings Plan reports 499 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Fort Worth Zoological Association Savings Plan?
Fort Worth Zoological Association Savings Plan reports $13,797,431 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages