401k Plan data: ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 401(K) PLAN plan

ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 401(K) PLAN 401k Plan overview

Plan Name	ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 401(K) PLAN
Plan identification number	001

ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY has sponsored the creation of one or more 401k plans.

Company Name: ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY

Employer identification number (EIN): 396077242

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SARAH BRANDT 2024-10-01 SARAH BRANDT 2024-09-19
001 2022-01-01 KATHLEEN HALFWASSEN 2023-08-29 KATHLEEN HALFWASSEN 2023-08-29
001 2021-01-01 KATHLEEN HALFWASSEN 2022-09-19 KATHLEEN HALFWASSEN 2022-09-19
001 2020-10-01 KATHLEEN HALFWASSEN 2021-10-14 KATHLEEN HALFWASSEN 2021-10-14
001 2019-10-01 KATHLEEN HALFWASSEN 2021-06-02 KATHLEEN HALFWASSEN 2021-06-02
001 2018-10-01 JOHN HEINDEL 2019-11-25 JOHN HEINDEL 2019-11-25
001 2017-10-01 JOHN HEINDEL 2018-11-30 JOHN HEINDEL 2018-11-30
001 2016-10-01 JOHN HEINDEL 2017-12-08 JOHN HEINDEL 2017-12-08
001 2015-10-01 JOHN HEINDEL 2017-01-04 JOHN HEINDEL 2017-01-04
001 2014-10-01 JOHN HEINDEL 2015-12-10 JOHN HEINDEL 2015-12-10
001 2013-10-01 JOHN HEINDEL 2014-11-04 JOHN HEINDEL 2014-11-04
001 2012-10-01 JOHN HEINDEL 2014-01-21 JOHN HEINDEL 2014-01-21
001 2011-10-01 JOHN HEINDEL 2012-11-02 JOHN HEINDEL 2012-11-02
001 2010-10-01 JOHN HEINDEL 2011-11-08 JOHN HEINDEL 2011-11-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	SARAH BRANDT	2024-10-01	SARAH BRANDT	2024-09-19
001	2022-01-01	KATHLEEN HALFWASSEN	2023-08-29	KATHLEEN HALFWASSEN	2023-08-29
001	2021-01-01	KATHLEEN HALFWASSEN	2022-09-19	KATHLEEN HALFWASSEN	2022-09-19
001	2020-10-01	KATHLEEN HALFWASSEN	2021-10-14	KATHLEEN HALFWASSEN	2021-10-14
001	2019-10-01	KATHLEEN HALFWASSEN	2021-06-02	KATHLEEN HALFWASSEN	2021-06-02
001	2018-10-01	JOHN HEINDEL	2019-11-25	JOHN HEINDEL	2019-11-25
001	2017-10-01	JOHN HEINDEL	2018-11-30	JOHN HEINDEL	2018-11-30
001	2016-10-01	JOHN HEINDEL	2017-12-08	JOHN HEINDEL	2017-12-08
001	2015-10-01	JOHN HEINDEL	2017-01-04	JOHN HEINDEL	2017-01-04
001	2014-10-01	JOHN HEINDEL	2015-12-10	JOHN HEINDEL	2015-12-10
001	2013-10-01	JOHN HEINDEL	2014-11-04	JOHN HEINDEL	2014-11-04
001	2012-10-01	JOHN HEINDEL	2014-01-21	JOHN HEINDEL	2014-01-21
001	2011-10-01	JOHN HEINDEL	2012-11-02	JOHN HEINDEL	2012-11-02
001	2010-10-01	JOHN HEINDEL	2011-11-08	JOHN HEINDEL	2011-11-08

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Company Name:	ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY
Employer identification number (EIN):	396077242
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions