401k Plan data: AZA RETIRMENT PLAN plan

AZA RETIRMENT PLAN 401k Plan overview

Plan Name	AZA RETIRMENT PLAN
Plan identification number	002

AZA RETIRMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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

AMERICAN ASSOCIATION OF ZOOLOGICAL PARKS & AQUARIUMS has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN ASSOCIATION OF ZOOLOGICAL PARKS & AQUARIUMS

Employer identification number (EIN): 550526930

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AZA RETIRMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 PHILIP WAGNER 2023-06-27
002 2021-01-01 PHILIP F. WAGNER 2022-06-07 PHIL WAGNER 2022-06-07
002 2020-01-01 PHILIP F. WAGNER 2021-06-25
002 2019-01-01 PHILIP F. WAGNER 2020-07-02
002 2018-01-01 PHILIP F. WAGNER 2019-06-04
002 2017-01-01 PHILIP F. WAGNER 2018-08-14 PHIL WAGNER 2018-08-14
002 2016-01-01 PHILIP F. WAGNER 2017-07-21
002 2015-01-01 PHILIP F. WAGNER 2016-06-06
002 2014-01-01 PHILIP F. WAGNER 2015-05-29 PHILIP F. WAGNER 2015-05-29
002 2013-01-01 PHILIP F. WAGNER 2014-05-23 PHILIP F. WAGNER 2014-05-23
002 2012-10-01 PHILIP WAGNER 2013-06-17
002 2011-10-01 PHILIP WAGNER 2013-02-21
002 2010-10-01 PHILIP WAGNER 2013-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	PHILIP WAGNER	2023-06-27
002	2021-01-01	PHILIP F. WAGNER	2022-06-07	PHIL WAGNER	2022-06-07
002	2020-01-01	PHILIP F. WAGNER	2021-06-25
002	2019-01-01	PHILIP F. WAGNER	2020-07-02
002	2018-01-01	PHILIP F. WAGNER	2019-06-04
002	2017-01-01	PHILIP F. WAGNER	2018-08-14	PHIL WAGNER	2018-08-14
002	2016-01-01	PHILIP F. WAGNER	2017-07-21
002	2015-01-01	PHILIP F. WAGNER	2016-06-06
002	2014-01-01	PHILIP F. WAGNER	2015-05-29	PHILIP F. WAGNER	2015-05-29
002	2013-01-01	PHILIP F. WAGNER	2014-05-23	PHILIP F. WAGNER	2014-05-23
002	2012-10-01	PHILIP WAGNER	2013-06-17
002	2011-10-01	PHILIP WAGNER	2013-02-21
002	2010-10-01	PHILIP WAGNER	2013-10-07

Financial Data on AZA RETIRMENT PLAN

Measure	Date	Value
2008 : AZA RETIRMENT PLAN 2008 401k financial data
Total income from all sources	2008-09-30	$-48,811
Expenses. Total of all expenses incurred	2008-09-30	$74,091
Benefits paid (including direct rollovers)	2008-09-30	$73,956
Total plan assets at end of year	2008-09-30	$1,048,583
Total plan assets at beginning of year	2008-09-30	$1,171,485
Value of fidelity bond covering the plan	2008-09-30	$250,000
Expenses. Other expenses not covered elsewhere	2008-09-30	$135
Other income received	2008-09-30	$-249,356
Net income (gross income less expenses)	2008-09-30	$-122,902
Net plan assets at end of year (total assets less liabilities)	2008-09-30	$1,048,583
Net plan assets at beginning of year (total assets less liabilities)	2008-09-30	$1,171,485
Total contributions received or receivable from employer(s)	2008-09-30	$200,545
Funding deficiency by the employer to the plan for this plan year	2008-09-30	$0
Minimum employer required contribution for this plan year	2008-09-30	$200,545
Amount contributed by the employer to the plan for this plan year	2008-09-30	$200,545

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

014515

Policy instance

Insurance contract or identification number	014515
Number of Individuals Covered	1
Insurance policy start date	2007-10-01
Insurance policy end date	2008-09-30
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	INDIVIDUAL VARIABLE ANNUITY

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Company Name:	AMERICAN ASSOCIATION OF ZOOLOGICAL PARKS & AQUARIUMS
Employer identification number (EIN):	550526930
NAIC Classification:	541800