The Arizona Humane Society 401(K) Plan — Form 5500 plan (The Arizona 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, The Arizona Humane Society 401(K) Plan is a benefit plan reported by The Arizona Humane Society under EIN 86-0135567 and plan number 002. The latest loaded filing year is 2023. The filing reports 416 participants and $8,031,889 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Arizona Humane Society
- EIN
- 86-0135567
- Plan number
- 002
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 416
- End-of-year plan assets
- $8,031,889
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 416 | H, C | 20241008110219NAL0029610240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,031,889
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,031,889
- Net assets (BOY)
- $5,964,360
Income & contributions
- Employer contributions
- $243,185
- Participant contributions
- $1,121,751
- Total contributions
- $1,375,511
- Total income / additions
- $2,591,681
Expenses & distributions
- Benefits paid
- $447,967
- Administrative expenses
- $60,176
- Total expenses
- $524,152
- Net increase / (decrease)
- $2,067,529
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hightower Securities, LLC | SERVICE PROVIDER | not reported in the loaded dataset | $17,518 | 2023 |
| Pension Specialists | THIRD PARTY ADMINISTRATO | $0 | $5,919 | 2023 |