THE ARIZONA HUMANE SOCIETY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE ARIZONA HUMANE SOCIETY 401K PLAN
| Measure | Date | Value |
|---|
| 2023 : THE ARIZONA HUMANE SOCIETY 401K PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2023-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,591,681 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $524,152 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $447,967 |
| Value of total corrective distributions | 2023-12-31 | $16,009 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,375,511 |
| Value of total assets at end of year | 2023-12-31 | $8,031,889 |
| Value of total assets at beginning of year | 2023-12-31 | $5,964,360 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $60,176 |
| Total interest from all sources | 2023-12-31 | $3,593 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,121,751 |
| Participant contributions at end of year | 2023-12-31 | $56,141 |
| Participant contributions at beginning of year | 2023-12-31 | $70,781 |
| Participant contributions at end of year | 2023-12-31 | $0 |
| Participant contributions at beginning of year | 2023-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $10,575 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $0 |
| Administrative expenses (other) incurred | 2023-12-31 | $0 |
| Total non interest bearing cash at end of year | 2023-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Income. Non cash contributions | 2023-12-31 | $0 |
| Value of net income/loss | 2023-12-31 | $2,067,529 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $8,031,889 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,964,360 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $7,897,344 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $5,891,975 |
| Interest on participant loans | 2023-12-31 | $2,376 |
| Interest earned on other investments | 2023-12-31 | $1,217 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $78,404 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $1,604 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $1,212,577 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $243,185 |
| Employer contributions (assets) at end of year | 2023-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $0 |
| Income. Dividends from preferred stock | 2023-12-31 | $0 |
| Income. Dividends from common stock | 2023-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $447,967 |
| Contract administrator fees | 2023-12-31 | $60,176 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Aggregate proceeds on sale of assets | 2023-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | FORVIS MAZARS, LLP |
| Accountancy firm EIN | 2023-12-31 | 440160260 |
| Unrealized appreciation/depreciation of real estate assets | 2023-01-01 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $0 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,591,681 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $524,152 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $447,967 |
| Value of total corrective distributions | 2023-01-01 | $16,009 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,375,511 |
| Value of total assets at end of year | 2023-01-01 | $8,031,889 |
| Value of total assets at beginning of year | 2023-01-01 | $5,964,360 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $60,176 |
| Total interest from all sources | 2023-01-01 | $3,593 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $0 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,121,751 |
| Participant contributions at end of year | 2023-01-01 | $56,141 |
| Participant contributions at beginning of year | 2023-01-01 | $70,781 |
| Participant contributions at end of year | 2023-01-01 | $0 |
| Participant contributions at beginning of year | 2023-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $10,575 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-01-01 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $0 |
| Administrative expenses (other) incurred | 2023-01-01 | $0 |
| Total non interest bearing cash at end of year | 2023-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Income. Non cash contributions | 2023-01-01 | $0 |
| Value of net income/loss | 2023-01-01 | $2,067,529 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $8,031,889 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $5,964,360 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $0 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $7,897,344 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $5,891,975 |
| Interest on participant loans | 2023-01-01 | $2,376 |
| Interest earned on other investments | 2023-01-01 | $1,217 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $78,404 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $1,604 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-01-01 | $0 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $1,212,577 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $243,185 |
| Employer contributions (assets) at end of year | 2023-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $0 |
| Income. Dividends from preferred stock | 2023-01-01 | $0 |
| Income. Dividends from common stock | 2023-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $447,967 |
| Contract administrator fees | 2023-01-01 | $60,176 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Aggregate proceeds on sale of assets | 2023-01-01 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2023-01-01 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | FORVIS MAZARS, LLP |
| Accountancy firm EIN | 2023-01-01 | 440160260 |
| 2022 : THE ARIZONA HUMANE SOCIETY 401K PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $131,871 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $451,391 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $401,898 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,236,886 |
| Value of total assets at end of year | 2022-12-31 | $5,964,360 |
| Value of total assets at beginning of year | 2022-12-31 | $6,283,880 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $49,493 |
| Total interest from all sources | 2022-12-31 | $3,208 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,020,413 |
| Participant contributions at end of year | 2022-12-31 | $70,781 |
| Participant contributions at beginning of year | 2022-12-31 | $75,130 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $10,030 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
| Administrative expenses (other) incurred | 2022-12-31 | $0 |
| Total non interest bearing cash at end of year | 2022-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-319,520 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,964,360 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,283,880 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $5,891,975 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $6,208,750 |
| Interest on participant loans | 2022-12-31 | $3,206 |
| Interest earned on other investments | 2022-12-31 | $2 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,604 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,108,223 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $206,443 |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $401,898 |
| Contract administrator fees | 2022-12-31 | $49,493 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | FORVIS |
| Accountancy firm EIN | 2022-12-31 | 440160260 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $131,871 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $451,391 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $401,898 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,236,886 |
| Value of total assets at end of year | 2022-01-01 | $5,964,360 |
| Value of total assets at beginning of year | 2022-01-01 | $6,283,880 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $49,493 |
| Total interest from all sources | 2022-01-01 | $3,208 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,020,413 |
| Participant contributions at end of year | 2022-01-01 | $70,781 |
| Participant contributions at beginning of year | 2022-01-01 | $75,130 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $10,030 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $0 |
| Administrative expenses (other) incurred | 2022-01-01 | $0 |
| Total non interest bearing cash at end of year | 2022-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-319,520 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $5,964,360 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $6,283,880 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $5,891,975 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $6,208,750 |
| Interest on participant loans | 2022-01-01 | $3,206 |
| Interest earned on other investments | 2022-01-01 | $2 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $1,604 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $0 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-1,108,223 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $206,443 |
| Employer contributions (assets) at end of year | 2022-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $401,898 |
| Contract administrator fees | 2022-01-01 | $49,493 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | FORVIS |
| Accountancy firm EIN | 2022-01-01 | 440160260 |
| 2021 : THE ARIZONA HUMANE SOCIETY 401K PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,953,284 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $476,411 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $430,221 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,185,653 |
| Value of total assets at end of year | 2021-12-31 | $6,283,880 |
| Value of total assets at beginning of year | 2021-12-31 | $4,807,007 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $46,190 |
| Total interest from all sources | 2021-12-31 | $2,552 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $917,721 |
| Participant contributions at end of year | 2021-12-31 | $75,130 |
| Participant contributions at beginning of year | 2021-12-31 | $37,725 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $83,411 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
| Administrative expenses (other) incurred | 2021-12-31 | $0 |
| Total non interest bearing cash at end of year | 2021-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,476,873 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,283,880 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,807,007 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $6,208,750 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $4,769,282 |
| Interest on participant loans | 2021-12-31 | $2,552 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $765,079 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $184,521 |
| Employer contributions (assets) at end of year | 2021-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $430,221 |
| Contract administrator fees | 2021-12-31 | $46,190 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | FORVIS |
| Accountancy firm EIN | 2021-12-31 | 440160260 |
| 2020 : THE ARIZONA HUMANE SOCIETY 401K PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,781,555 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $687,244 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $663,307 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,109,483 |
| Value of total assets at end of year | 2020-12-31 | $4,807,007 |
| Value of total assets at beginning of year | 2020-12-31 | $3,712,696 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $23,937 |
| Total interest from all sources | 2020-12-31 | $2,062 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $786,993 |
| Participant contributions at end of year | 2020-12-31 | $37,725 |
| Participant contributions at beginning of year | 2020-12-31 | $35,680 |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $155,068 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
| Assets. Loans (other than to participants) at end of year | 2020-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $0 |
| Administrative expenses (other) incurred | 2020-12-31 | $0 |
| Total non interest bearing cash at end of year | 2020-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $3,677,016 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,094,311 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,807,007 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,712,696 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $4,769,282 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
| Interest on participant loans | 2020-12-31 | $2,062 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $670,010 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $167,422 |
| Employer contributions (assets) at end of year | 2020-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $663,307 |
| Contract administrator fees | 2020-12-31 | $23,937 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | SCHMIDT WESTERGARD & CO., PLLC |
| Accountancy firm EIN | 2020-12-31 | 860271207 |
| 2019 : THE ARIZONA HUMANE SOCIETY 401K PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets to this plan | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Expenses. Interest paid | 2019-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,495,485 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $560,743 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $553,573 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of total corrective distributions | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $876,687 |
| Value of total assets at end of year | 2019-12-31 | $3,712,696 |
| Value of total assets at beginning of year | 2019-12-31 | $2,777,954 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $7,170 |
| Total income from rents | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $1,286 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $5,135 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $5,135 |
| Administrative expenses professional fees incurred | 2019-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $0 |
| Contributions received from participants | 2019-12-31 | $645,602 |
| Participant contributions at end of year | 2019-12-31 | $35,680 |
| Participant contributions at beginning of year | 2019-12-31 | $18,319 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $27 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $82,011 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
| Other income not declared elsewhere | 2019-12-31 | $0 |
| Administrative expenses (other) incurred | 2019-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
| Total non interest bearing cash at end of year | 2019-12-31 | $3,677,016 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Income. Non cash contributions | 2019-12-31 | $0 |
| Value of net income/loss | 2019-12-31 | $934,742 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,712,696 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,777,954 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2019-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2019-12-31 | $0 |
| Investment advisory and management fees | 2019-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $101,895 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $179,845 |
| Interest on participant loans | 2019-12-31 | $1,286 |
| Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
| Interest earned on other investments | 2019-12-31 | $0 |
| Income. Interest from US Government securities | 2019-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $2,477,858 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $12,176 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $53,371 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $546,830 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $149,074 |
| Employer contributions (assets) at end of year | 2019-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $10 |
| Income. Dividends from preferred stock | 2019-12-31 | $0 |
| Income. Dividends from common stock | 2019-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $553,573 |
| Contract administrator fees | 2019-12-31 | $7,170 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | SCHMIDT WESTERGARD & CO., PLLC |
| Accountancy firm EIN | 2019-12-31 | 860271207 |
| 2018 : THE ARIZONA HUMANE SOCIETY 401K PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets to this plan | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Expenses. Interest paid | 2018-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $442,658 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $97,891 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $91,221 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of total corrective distributions | 2018-12-31 | $3,799 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $683,748 |
| Value of total assets at end of year | 2018-12-31 | $2,777,954 |
| Value of total assets at beginning of year | 2018-12-31 | $2,433,187 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,871 |
| Total income from rents | 2018-12-31 | $0 |
| Total interest from all sources | 2018-12-31 | $601 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $3,866 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $3,866 |
| Administrative expenses professional fees incurred | 2018-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2018-12-31 | $0 |
| Contributions received from participants | 2018-12-31 | $531,150 |
| Participant contributions at end of year | 2018-12-31 | $18,319 |
| Participant contributions at beginning of year | 2018-12-31 | $5,723 |
| Participant contributions at end of year | 2018-12-31 | $27 |
| Participant contributions at beginning of year | 2018-12-31 | $9,869 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,415 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
| Other income not declared elsewhere | 2018-12-31 | $928 |
| Administrative expenses (other) incurred | 2018-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
| Total non interest bearing cash at end of year | 2018-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Income. Non cash contributions | 2018-12-31 | $0 |
| Value of net income/loss | 2018-12-31 | $344,767 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,777,954 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,433,187 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2018-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2018-12-31 | $0 |
| Investment advisory and management fees | 2018-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $101,895 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $39,638 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $179,845 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $155,774 |
| Interest on participant loans | 2018-12-31 | $601 |
| Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
| Interest earned on other investments | 2018-12-31 | $0 |
| Income. Interest from US Government securities | 2018-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,477,858 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,220,174 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-6,763 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-17,120 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-222,602 |
| Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $150,183 |
| Employer contributions (assets) at end of year | 2018-12-31 | $10 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $2,009 |
| Income. Dividends from preferred stock | 2018-12-31 | $0 |
| Income. Dividends from common stock | 2018-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $91,221 |
| Contract administrator fees | 2018-12-31 | $2,871 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | SCHMITT WESTERGARD |
| Accountancy firm EIN | 2018-12-31 | 860271207 |
| 2017 : THE ARIZONA HUMANE SOCIETY 401K PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Expenses. Interest paid | 2017-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $708,375 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $222,938 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $190,836 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of total corrective distributions | 2017-12-31 | $29,835 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $356,452 |
| Value of total assets at end of year | 2017-12-31 | $2,433,187 |
| Value of total assets at beginning of year | 2017-12-31 | $1,947,750 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,267 |
| Total income from rents | 2017-12-31 | $0 |
| Total interest from all sources | 2017-12-31 | $1,102 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,711 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,711 |
| Administrative expenses professional fees incurred | 2017-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $0 |
| Contributions received from participants | 2017-12-31 | $278,172 |
| Participant contributions at end of year | 2017-12-31 | $5,723 |
| Participant contributions at beginning of year | 2017-12-31 | $22,777 |
| Participant contributions at end of year | 2017-12-31 | $9,869 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $27,969 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
| Other income not declared elsewhere | 2017-12-31 | $-1,309 |
| Administrative expenses (other) incurred | 2017-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
| Total non interest bearing cash at end of year | 2017-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Income. Non cash contributions | 2017-12-31 | $0 |
| Value of net income/loss | 2017-12-31 | $485,437 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,433,187 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,947,750 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2017-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2017-12-31 | $0 |
| Investment advisory and management fees | 2017-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $39,638 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,798,642 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $155,774 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $0 |
| Interest on participant loans | 2017-12-31 | $1,102 |
| Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
| Interest earned on other investments | 2017-12-31 | $0 |
| Income. Interest from US Government securities | 2017-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,220,174 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $112,071 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $14,260 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $14,260 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $85,810 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $17,629 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $246,980 |
| Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $50,311 |
| Employer contributions (assets) at end of year | 2017-12-31 | $2,009 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
| Income. Dividends from preferred stock | 2017-12-31 | $0 |
| Income. Dividends from common stock | 2017-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $190,836 |
| Contract administrator fees | 2017-12-31 | $2,267 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | SCHMIDT WESTERGARD & CO., LLC |
| Accountancy firm EIN | 2017-12-31 | 860271207 |
| 2016 : THE ARIZONA HUMANE SOCIETY 401K PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets to this plan | 2016-12-31 | $0 |
| Total transfer of assets from this plan | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $428,044 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $94,292 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $76,742 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $2,012 |
| Value of total corrective distributions | 2016-12-31 | $14,838 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $297,021 |
| Value of total assets at end of year | 2016-12-31 | $1,947,750 |
| Value of total assets at beginning of year | 2016-12-31 | $1,613,998 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $700 |
| Total interest from all sources | 2016-12-31 | $1,204 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $60,903 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $60,903 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $162,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $253,524 |
| Participant contributions at end of year | 2016-12-31 | $22,777 |
| Participant contributions at beginning of year | 2016-12-31 | $24,349 |
| Administrative expenses (other) incurred | 2016-12-31 | $700 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $333,752 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,947,750 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,613,998 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,798,642 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,499,824 |
| Interest on participant loans | 2016-12-31 | $1,204 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $112,071 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $77,382 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $14,260 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $12,443 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $12,443 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $57,225 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $11,691 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $43,497 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $76,742 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | SCHMIDT WESTERGARD & CO, PLLC |
| Accountancy firm EIN | 2016-12-31 | 860271207 |
| 2015 : THE ARIZONA HUMANE SOCIETY 401K PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total transfer of assets to this plan | 2015-12-31 | $0 |
| Total transfer of assets from this plan | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $288,123 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $150,625 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $149,625 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $297,079 |
| Value of total assets at end of year | 2015-12-31 | $1,613,998 |
| Value of total assets at beginning of year | 2015-12-31 | $1,476,500 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,000 |
| Total interest from all sources | 2015-12-31 | $748 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $80,023 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $80,023 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $148,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $240,142 |
| Participant contributions at end of year | 2015-12-31 | $24,349 |
| Participant contributions at beginning of year | 2015-12-31 | $7,078 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $10,454 |
| Administrative expenses (other) incurred | 2015-12-31 | $1,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $137,498 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,613,998 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,476,500 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,499,824 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,306,937 |
| Interest on participant loans | 2015-12-31 | $748 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $77,382 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $55,896 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $12,443 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $106,589 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $106,589 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-89,708 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $-19 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $46,483 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $149,625 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | SCHMIDT WESTERGARD & CO, PLLC |
| Accountancy firm EIN | 2015-12-31 | 860271207 |
| 2014 : THE ARIZONA HUMANE SOCIETY 401K PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total transfer of assets to this plan | 2014-12-31 | $0 |
| Total transfer of assets from this plan | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $392,742 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $227,230 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $225,804 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $1 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $320,236 |
| Value of total assets at end of year | 2014-12-31 | $1,476,500 |
| Value of total assets at beginning of year | 2014-12-31 | $1,310,988 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,425 |
| Total interest from all sources | 2014-12-31 | $420 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $55,478 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $55,478 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $132,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $169,564 |
| Participant contributions at end of year | 2014-12-31 | $7,078 |
| Participant contributions at beginning of year | 2014-12-31 | $4,509 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $120,960 |
| Administrative expenses (other) incurred | 2014-12-31 | $1,425 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $165,512 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,476,500 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,310,988 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,306,937 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,096,179 |
| Interest on participant loans | 2014-12-31 | $420 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $55,896 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $44,866 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $106,589 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $165,434 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $165,434 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $10,115 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $6,493 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $29,712 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $225,804 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | SCHMIDT WESTERGARD & CO, PLLC |
| Accountancy firm EIN | 2014-12-31 | 860271207 |
| 2013 : THE ARIZONA HUMANE SOCIETY 401K PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $369,013 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $203,102 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $200,558 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $897 |
| Value of total corrective distributions | 2013-12-31 | $897 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $165,409 |
| Value of total assets at end of year | 2013-12-31 | $1,310,988 |
| Value of total assets at beginning of year | 2013-12-31 | $1,145,077 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $750 |
| Total interest from all sources | 2013-12-31 | $630 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $35,189 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $35,189 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $141,985 |
| Participant contributions at end of year | 2013-12-31 | $4,509 |
| Participant contributions at beginning of year | 2013-12-31 | $17,681 |
| Administrative expenses (other) incurred | 2013-12-31 | $750 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $165,911 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,310,988 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,145,077 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,096,179 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $956,318 |
| Interest on participant loans | 2013-12-31 | $630 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $44,866 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $54,523 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $165,434 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $116,555 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $116,555 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $155,191 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $12,594 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $23,424 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $200,558 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | SCHMIDT WESTERGARD & CO, PLLC |
| Accountancy firm EIN | 2013-12-31 | 860271207 |
| 2012 : THE ARIZONA HUMANE SOCIETY 401K PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $284,644 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $96,137 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $95,077 |
| Value of total corrective distributions | 2012-12-31 | $260 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $157,973 |
| Value of total assets at end of year | 2012-12-31 | $1,145,077 |
| Value of total assets at beginning of year | 2012-12-31 | $956,570 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $800 |
| Total interest from all sources | 2012-12-31 | $851 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $18,352 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $18,352 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $96,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $131,168 |
| Participant contributions at end of year | 2012-12-31 | $17,681 |
| Participant contributions at beginning of year | 2012-12-31 | $19,241 |
| Administrative expenses (other) incurred | 2012-12-31 | $800 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $188,507 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,145,077 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $956,570 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $956,318 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $786,517 |
| Interest on participant loans | 2012-12-31 | $851 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $54,523 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $47,508 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $116,555 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $103,304 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $103,304 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $99,308 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $8,160 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $26,805 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $95,077 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | SCHMIDT WESTERGARD & CO, PLLC |
| Accountancy firm EIN | 2012-12-31 | 860271207 |
| 2011 : THE ARIZONA HUMANE SOCIETY 401K PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $139,635 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $42,489 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $41,489 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $158,675 |
| Value of total assets at end of year | 2011-12-31 | $956,570 |
| Value of total assets at beginning of year | 2011-12-31 | $859,424 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,000 |
| Total interest from all sources | 2011-12-31 | $991 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $12,502 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $12,502 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $133,509 |
| Participant contributions at end of year | 2011-12-31 | $19,241 |
| Participant contributions at beginning of year | 2011-12-31 | $23,997 |
| Administrative expenses (other) incurred | 2011-12-31 | $1,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $97,146 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $956,570 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $859,424 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $786,517 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $716,613 |
| Interest on participant loans | 2011-12-31 | $991 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $150,812 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $118,814 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-31,776 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $-757 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $25,166 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $41,489 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | CLIFTONLARSON ALLEN LLP |
| Accountancy firm EIN | 2011-12-31 | 410746749 |
| 2010 : THE ARIZONA HUMANE SOCIETY 401K PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $233,415 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $78,702 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $78,302 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $137,194 |
| Value of total assets at end of year | 2010-12-31 | $859,424 |
| Value of total assets at beginning of year | 2010-12-31 | $704,711 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $400 |
| Total interest from all sources | 2010-12-31 | $1,571 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $9,624 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $9,624 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $71,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $116,997 |
| Participant contributions at end of year | 2010-12-31 | $23,997 |
| Participant contributions at beginning of year | 2010-12-31 | $32,576 |
| Administrative expenses (other) incurred | 2010-12-31 | $400 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $154,713 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $859,424 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $704,711 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $716,613 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $604,223 |
| Interest on participant loans | 2010-12-31 | $1,571 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $118,814 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $67,912 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $78,149 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $6,877 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $20,197 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $78,302 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | LARSON ALLEN LLP |
| Accountancy firm EIN | 2010-12-31 | 410746749 |
| 2009 : THE ARIZONA HUMANE SOCIETY 401K PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
