Plan5500

Tax Sheltered Annuity Plan Of Denver Zoological Foundation — Form 5500 plan (Denver Zoological Foundation)

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, Tax Sheltered Annuity Plan Of Denver Zoological Foundation is a benefit plan reported by Denver Zoological Foundation under EIN 84-0502539 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,107 participants and $27,712,247 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$27.7MPlan net assets, end of year$27,712,247
Participants1.1KCovered participants reported1,107
Assets / participant$25KComputed: assets ÷ participants$25,034 (computed)
Provider compensation$74.3K2 Schedule C provider row(s)$74,318
Plan sponsor
Denver Zoological Foundation
EIN
84-0502539
Plan number
001
Plan type
2
Location
Denver, CO
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
    1,107 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)$27.7M total assets
Net assets$27.7MLiabilities$0
Money in vs. money out
Total income / additions$7.4M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$1.1M
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$27,712,247
Total liabilities (EOY)
$0
Net assets (EOY)
$27,712,247
Net assets (BOY)
$21,736,852

Income & contributions

Employer contributions
$1,087,010
Participant contributions
$1,335,906
Total contributions
$2,886,344
Total income / additions
$7,393,625

Expenses & distributions

Benefits paid
$1,346,739
Administrative expenses
$71,491
Total expenses
$1,418,230
Net increase / (decrease)
$5,975,395
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 45%Participant 55%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income18%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
    Empower Annuity Insurance Company O$73.8K
    RECORDKEEPER · Direct $73.8K · Indirect $0
  2. 2
    Empower Advisory Group, LLC$516
    INVESTMENT MGMT · Direct $516

What to inspect next

Frequently asked questions

Who sponsors the Tax Sheltered Annuity Plan Of Denver Zoological Foundation?
Tax Sheltered Annuity Plan Of Denver Zoological Foundation is reported as sponsored by Denver Zoological Foundation (EIN 84-0502539, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Tax Sheltered Annuity Plan Of Denver Zoological Foundation?
The latest Form 5500 filing year loaded for Tax Sheltered Annuity Plan Of Denver Zoological Foundation is 2023.
How many participants does Tax Sheltered Annuity Plan Of Denver Zoological Foundation report?
Tax Sheltered Annuity Plan Of Denver Zoological Foundation reports 1,107 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Tax Sheltered Annuity Plan Of Denver Zoological Foundation?
Tax Sheltered Annuity Plan Of Denver Zoological Foundation reports $27,712,247 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