401k Plan data: 403(B) THRIFT PLAN OF HONOLULU ZOOLOGICAL SOCIETY plan

403(B) THRIFT PLAN OF HONOLULU ZOOLOGICAL SOCIETY 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF HONOLULU ZOOLOGICAL SOCIETY
Plan identification number	001

403(B) THRIFT PLAN OF HONOLULU ZOOLOGICAL SOCIETY Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HONOLULU ZOOLOGICAL SOCIETY has sponsored the creation of one or more 401k plans.

Company Name: HONOLULU ZOOLOGICAL SOCIETY

Employer identification number (EIN): 237057714

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF HONOLULU ZOOLOGICAL SOCIETY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 MARY BENSON 2024-04-12
001 2021-07-01 MARY BENSON 2024-04-12
001 2020-07-01 MARY BENSON 2022-04-04
001 2019-07-01 MARLEE BREESE 2021-01-15
001 2018-07-01 MARLEE BREESE 2020-01-17
001 2017-07-01 MARLEE BREESE 2019-04-05
001 2016-07-01 DAVID EARLES 2018-04-05 DAVID EARLES 2018-04-05
001 2015-07-01 AMANDA LAGOY 2017-01-30
001 2014-07-01 AMANDA L. LAGOY 2016-01-28 AMANDA L. LAGOY 2016-01-28
001 2013-07-01 TED OTAGURO 2014-11-20 TED OTAGURO 2014-11-20
001 2012-07-01 TED OTAGURO 2014-01-22 TED OTAGURO 2014-01-22
001 2011-07-01 TED OTAGURO 2013-04-10 TED OTAGURO 2013-04-10
001 2010-07-01 TED OTAGURO 2012-02-07 TED OTAGURO 2012-02-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01	MARY BENSON	2024-04-12
001	2021-07-01	MARY BENSON	2024-04-12
001	2020-07-01	MARY BENSON	2022-04-04
001	2019-07-01	MARLEE BREESE	2021-01-15
001	2018-07-01	MARLEE BREESE	2020-01-17
001	2017-07-01	MARLEE BREESE	2019-04-05
001	2016-07-01	DAVID EARLES	2018-04-05	DAVID EARLES	2018-04-05
001	2015-07-01	AMANDA LAGOY	2017-01-30
001	2014-07-01	AMANDA L. LAGOY	2016-01-28	AMANDA L. LAGOY	2016-01-28
001	2013-07-01	TED OTAGURO	2014-11-20	TED OTAGURO	2014-11-20
001	2012-07-01	TED OTAGURO	2014-01-22	TED OTAGURO	2014-01-22
001	2011-07-01	TED OTAGURO	2013-04-10	TED OTAGURO	2013-04-10
001	2010-07-01	TED OTAGURO	2012-02-07	TED OTAGURO	2012-02-07

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Company Name:	HONOLULU ZOOLOGICAL SOCIETY
Employer identification number (EIN):	237057714
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions