Logo

THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 401k Plan overview

Plan NameTHE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN
Plan identification number 002

THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN Benefits

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

401k Sponsoring company profile

ARIZONA CENTER FOR NATURE CONSERVATION has sponsored the creation of one or more 401k plans.

Company Name:ARIZONA CENTER FOR NATURE CONSERVATION
Employer identification number (EIN):860174843
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHRISTINE LOWERY-NUNEZ CHRISTINE LOWERY-NUNEZ2018-10-15
0022016-01-01CHRISTINE LOWERY-NUNEZ CHRISTINE LOWERY-NUNEZ2017-10-13
0022015-07-01CHRISTINE LOWERY-NUNEZ CHRISTINE LOWERY-NUNEZ2016-10-12
0022014-07-01CHRISTINE LOWERY-NUNEZ CHRISTINE LOWERY-NUNEZ2016-01-29
0022013-07-01CHRISTINE LOWERY-NUNEZ CHRISTINE LOWERY-NUNEZ2015-04-13
0022012-07-01STEPHANIE BALDWIN STEPHANIE BALDWIN2014-04-15
0022011-07-01STEPHANIE BALDWIN STEPHANIE BALDWIN2013-04-13
0022010-07-01STEPHANIE BALDWIN
0022009-07-01STEPHANIE BALDWIN

Plan Statistics for THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN

401k plan membership statisitcs for THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN

Measure Date Value
2023: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01448
Total number of active participants reported on line 7a of the Form 55002023-01-01387
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01100
Total of all active and inactive participants2023-01-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01489
Number of participants with account balances2023-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0137
2022: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01381
Total number of active participants reported on line 7a of the Form 55002022-01-01314
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01108
Total of all active and inactive participants2022-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01425
Number of participants with account balances2022-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01377
Total number of active participants reported on line 7a of the Form 55002021-01-01292
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0189
Total of all active and inactive participants2021-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01382
Number of participants with account balances2021-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0133
2020: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01444
Total number of active participants reported on line 7a of the Form 55002020-01-01285
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0194
Total of all active and inactive participants2020-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01380
Number of participants with account balances2020-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0169
2019: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01437
Total number of active participants reported on line 7a of the Form 55002019-01-01370
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01444
Number of participants with account balances2019-01-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0162
2018: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01413
Total number of active participants reported on line 7a of the Form 55002018-01-01356
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0175
Total of all active and inactive participants2018-01-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01431
Number of participants with account balances2018-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0158
2017: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01380
Total number of active participants reported on line 7a of the Form 55002017-01-01349
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0161
Total of all active and inactive participants2017-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01410
Number of participants with account balances2017-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0132
2016: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01359
Total number of active participants reported on line 7a of the Form 55002016-01-01330
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0147
Total of all active and inactive participants2016-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01377
Number of participants with account balances2016-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0156
2015: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01354
Total number of active participants reported on line 7a of the Form 55002015-07-01310
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0142
Total of all active and inactive participants2015-07-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01352
Number of participants with account balances2015-07-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-019
2014: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01330
Total number of active participants reported on line 7a of the Form 55002014-07-01309
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0137
Total of all active and inactive participants2014-07-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01346
Number of participants with account balances2014-07-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0131
2013: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01304
Total number of active participants reported on line 7a of the Form 55002013-07-01292
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0136
Total of all active and inactive participants2013-07-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01328
Number of participants with account balances2013-07-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0146
2012: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01288
Total number of active participants reported on line 7a of the Form 55002012-07-01268
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0123
Total of all active and inactive participants2012-07-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01292
Number of participants with account balances2012-07-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-017
2011: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01319
Total number of active participants reported on line 7a of the Form 55002011-07-01275
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0119
Total of all active and inactive participants2011-07-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01294
Number of participants with account balances2011-07-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-014
2010: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01315
Total number of active participants reported on line 7a of the Form 55002010-07-01293
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0120
Total of all active and inactive participants2010-07-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01313
Number of participants with account balances2010-07-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0123
2009: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01337
Total number of active participants reported on line 7a of the Form 55002009-07-01248
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0123
Total of all active and inactive participants2009-07-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01271
Number of participants with account balances2009-07-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0119

Financial Data on THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN

Measure Date Value
2023 : THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$5,157,485
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$846,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$769,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,223,032
Value of total assets at end of year2023-12-31$21,327,292
Value of total assets at beginning of year2023-12-31$17,015,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$76,849
Total interest from all sources2023-12-31$1,522
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$34,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$34,431
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,738,417
Participant contributions at end of year2023-12-31$23,999
Participant contributions at beginning of year2023-12-31$28,654
Participant contributions at end of year2023-12-31$63,112
Participant contributions at beginning of year2023-12-31$49,075
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$32,855
Other income not declared elsewhere2023-12-31$69,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,311,372
Value of net assets at end of year (total assets less liabilities)2023-12-31$21,327,292
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$17,015,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,007,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,393,362
Value of interest in pooled separate accounts at end of year2023-12-31$18,217,342
Value of interest in pooled separate accounts at beginning of year2023-12-31$14,338,842
Interest on participant loans2023-12-31$1,522
Value of interest in common/collective trusts at end of year2023-12-31$884,842
Value of interest in common/collective trusts at beginning of year2023-12-31$1,086,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$155,528
Net investment gain/loss from pooled separate accounts2023-12-31$2,652,237
Net investment gain or loss from common/collective trusts2023-12-31$21,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$451,760
Employer contributions (assets) at end of year2023-12-31$130,147
Employer contributions (assets) at beginning of year2023-12-31$119,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$769,264
Contract administrator fees2023-12-31$76,849
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER TILLY U.S LLP
Accountancy firm EIN2023-12-31301413443
2022 : THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,407,135
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$345,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$340,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,843,478
Value of total assets at end of year2022-12-31$17,015,920
Value of total assets at beginning of year2022-12-31$18,768,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,199
Total interest from all sources2022-12-31$1,570
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$22,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$22,703
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,413,868
Participant contributions at end of year2022-12-31$28,654
Participant contributions at beginning of year2022-12-31$46,878
Participant contributions at end of year2022-12-31$49,075
Participant contributions at beginning of year2022-12-31$39,486
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$48,781
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$2,211
Other income not declared elsewhere2022-12-31$-1,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,752,421
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,015,920
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,768,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,393,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,486,412
Value of interest in pooled separate accounts at end of year2022-12-31$14,338,842
Value of interest in pooled separate accounts at beginning of year2022-12-31$16,458,854
Interest on participant loans2022-12-31$1,570
Value of interest in common/collective trusts at end of year2022-12-31$1,086,909
Value of interest in common/collective trusts at beginning of year2022-12-31$624,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-116,709
Net investment gain/loss from pooled separate accounts2022-12-31$-3,165,220
Net investment gain or loss from common/collective trusts2022-12-31$8,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$380,829
Employer contributions (assets) at end of year2022-12-31$119,078
Employer contributions (assets) at beginning of year2022-12-31$111,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$337,876
Contract administrator fees2022-12-31$5,199
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY, US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$3,842,927
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$816,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$809,131
Expenses. Certain deemed distributions of participant loans2021-12-31$1,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,435,363
Value of total assets at end of year2021-12-31$18,768,341
Value of total assets at beginning of year2021-12-31$15,741,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,750
Total interest from all sources2021-12-31$3,361
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$17,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$17,751
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,110,549
Participant contributions at end of year2021-12-31$46,878
Participant contributions at beginning of year2021-12-31$50,933
Participant contributions at end of year2021-12-31$39,486
Participant contributions at beginning of year2021-12-31$36,570
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,026,460
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,768,341
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,741,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,486,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,230,886
Value of interest in pooled separate accounts at end of year2021-12-31$16,458,854
Value of interest in pooled separate accounts at beginning of year2021-12-31$13,786,214
Interest on participant loans2021-12-31$3,361
Value of interest in common/collective trusts at end of year2021-12-31$624,796
Value of interest in common/collective trusts at beginning of year2021-12-31$536,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$253,106
Net investment gain/loss from pooled separate accounts2021-12-31$2,128,187
Net investment gain or loss from common/collective trusts2021-12-31$5,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$312,274
Employer contributions (assets) at end of year2021-12-31$111,915
Employer contributions (assets) at beginning of year2021-12-31$100,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$809,131
Contract administrator fees2021-12-31$5,750
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HENRY & HORNE LLP
Accountancy firm EIN2021-12-31860133881
2020 : THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$3,279,383
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,613,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,600,070
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,285,020
Value of total assets at end of year2020-12-31$15,741,881
Value of total assets at beginning of year2020-12-31$14,076,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,450
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$2,759
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$18,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$18,528
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,006,084
Participant contributions at end of year2020-12-31$50,933
Participant contributions at beginning of year2020-12-31$84,310
Participant contributions at end of year2020-12-31$36,570
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,665,863
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,741,881
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,076,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
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 year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,230,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,230,013
Value of interest in pooled separate accounts at end of year2020-12-31$13,786,214
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,145,085
Interest on participant loans2020-12-31$2,759
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$536,560
Value of interest in common/collective trusts at beginning of year2020-12-31$508,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$41,987
Net investment gain/loss from pooled separate accounts2020-12-31$1,924,109
Net investment gain or loss from common/collective trusts2020-12-31$6,980
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$278,936
Employer contributions (assets) at end of year2020-12-31$100,718
Employer contributions (assets) at beginning of year2020-12-31$108,572
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,600,070
Contract administrator fees2020-12-31$13,450
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HENRY & HORNE LLP
Accountancy firm EIN2020-12-31860133881
2019 : THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$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
Total income from all sources (including contributions)2019-12-31$3,976,614
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$691,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$681,240
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,503,477
Value of total assets at end of year2019-12-31$14,076,018
Value of total assets at beginning of year2019-12-31$10,790,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,343
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$4,892
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$18,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$18,206
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$1,113,703
Participant contributions at end of year2019-12-31$84,310
Participant contributions at beginning of year2019-12-31$143,643
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$62,505
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 year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,285,031
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,076,018
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,790,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
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 year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,230,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$963,205
Value of interest in pooled separate accounts at end of year2019-12-31$12,145,085
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,999,324
Interest on participant loans2019-12-31$4,892
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$508,038
Value of interest in common/collective trusts at beginning of year2019-12-31$572,811
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 benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$200,029
Net investment gain/loss from pooled separate accounts2019-12-31$2,233,668
Net investment gain or loss from common/collective trusts2019-12-31$16,342
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$327,269
Employer contributions (assets) at end of year2019-12-31$108,572
Employer contributions (assets) at beginning of year2019-12-31$112,004
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$681,240
Contract administrator fees2019-12-31$10,343
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HENRY & HORNE LLP
Accountancy firm EIN2019-12-31860133881
2018 : THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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
Total income from all sources (including contributions)2018-12-31$516,815
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$670,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$653,846
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$6,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,278,321
Value of total assets at end of year2018-12-31$10,790,987
Value of total assets at beginning of year2018-12-31$10,944,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,756
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$6,832
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$15,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$15,897
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$953,973
Participant contributions at end of year2018-12-31$143,643
Participant contributions at beginning of year2018-12-31$242,168
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$328
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$193
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-153,794
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,790,987
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,944,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
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 year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$963,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,062,241
Value of interest in pooled separate accounts at end of year2018-12-31$8,999,324
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,056,969
Interest on participant loans2018-12-31$6,832
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$572,811
Value of interest in common/collective trusts at beginning of year2018-12-31$524,827
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 benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-55,842
Net investment gain/loss from pooled separate accounts2018-12-31$-729,842
Net investment gain or loss from common/collective trusts2018-12-31$1,449
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$324,020
Employer contributions (assets) at end of year2018-12-31$112,004
Employer contributions (assets) at beginning of year2018-12-31$58,576
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$653,653
Contract administrator fees2018-12-31$10,756
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HENRY & HORNE LLP
Accountancy firm EIN2018-12-31860133881
2017 : THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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
Total income from all sources (including contributions)2017-12-31$2,847,059
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$786,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$780,114
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,257,285
Value of total assets at end of year2017-12-31$10,944,781
Value of total assets at beginning of year2017-12-31$8,884,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,559
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$7,853
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$15,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$15,445
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$863,761
Participant contributions at end of year2017-12-31$242,168
Participant contributions at beginning of year2017-12-31$209,276
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$29,619
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$25,264
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 year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,060,386
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,944,781
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,884,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
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 year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,062,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$932,443
Value of interest in pooled separate accounts at end of year2017-12-31$9,056,969
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,160,121
Interest on participant loans2017-12-31$7,853
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$524,827
Value of interest in common/collective trusts at beginning of year2017-12-31$545,840
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 benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$148,714
Net investment gain/loss from pooled separate accounts2017-12-31$1,413,759
Net investment gain or loss from common/collective trusts2017-12-31$4,003
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$368,260
Employer contributions (assets) at end of year2017-12-31$58,576
Employer contributions (assets) at beginning of year2017-12-31$7,096
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$780,114
Contract administrator fees2017-12-31$6,559
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HENRY AND HORNE, LLP
Accountancy firm EIN2017-12-31860133881
2016 : THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$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$1,716,140
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$803,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$808,501
Expenses. Certain deemed distributions of participant loans2016-12-31$-14,444
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,103,434
Value of total assets at end of year2016-12-31$8,884,395
Value of total assets at beginning of year2016-12-31$7,971,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,079
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$6,676
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$14,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$14,682
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$779,626
Participant contributions at end of year2016-12-31$209,276
Participant contributions at beginning of year2016-12-31$131,879
Participant contributions at end of year2016-12-31$29,619
Participant contributions at beginning of year2016-12-31$23,748
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$27,791
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$913,004
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,884,395
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,971,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
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 year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$932,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$771,075
Value of interest in pooled separate accounts at end of year2016-12-31$7,160,121
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,505,892
Interest on participant loans2016-12-31$6,676
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$545,840
Value of interest in common/collective trusts at beginning of year2016-12-31$532,089
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$94,903
Net investment gain/loss from pooled separate accounts2016-12-31$493,313
Net investment gain or loss from common/collective trusts2016-12-31$3,132
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$296,017
Employer contributions (assets) at end of year2016-12-31$7,096
Employer contributions (assets) at beginning of year2016-12-31$6,706
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$808,501
Contract administrator fees2016-12-31$9,079
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HENRY & HORNE, LLP
Accountancy firm EIN2016-12-31860133881
2015 : THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$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$226,939
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$283,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$269,850
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$9,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$442,226
Value of total assets at end of year2015-12-31$7,971,391
Value of total assets at beginning of year2015-12-31$8,028,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,345
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$2,020
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,782
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$321,114
Participant contributions at end of year2015-12-31$131,879
Participant contributions at beginning of year2015-12-31$143,813
Participant contributions at end of year2015-12-31$23,748
Participant contributions at beginning of year2015-12-31$20,687
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$41,940
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$167
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-56,747
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,971,391
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,028,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
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 year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$771,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$857,894
Value of interest in pooled separate accounts at end of year2015-12-31$6,505,892
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,471,733
Interest on participant loans2015-12-31$2,020
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$532,089
Value of interest in common/collective trusts at beginning of year2015-12-31$407,926
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-29,813
Net investment gain/loss from pooled separate accounts2015-12-31$-193,518
Net investment gain or loss from common/collective trusts2015-12-31$-758
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$79,172
Employer contributions (assets) at end of year2015-12-31$6,706
Employer contributions (assets) at beginning of year2015-12-31$126,085
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$269,683
Contract administrator fees2015-12-31$4,345
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountancy firm name2015-12-31HENRY & HORNE
Accountancy firm EIN2015-12-31860133881
Unrealized appreciation/depreciation of real estate assets2015-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$0
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,199,646
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$804,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$792,758
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Value of total corrective distributions2015-06-30$4,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$959,231
Value of total assets at end of year2015-06-30$8,028,138
Value of total assets at beginning of year2015-06-30$7,632,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$6,898
Total income from rents2015-06-30$0
Total interest from all sources2015-06-30$5,201
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$14,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$14,532
Administrative expenses professional fees incurred2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Amount of non-exempt transactions with any party-in-interest2015-06-30$0
Contributions received from participants2015-06-30$626,429
Participant contributions at end of year2015-06-30$143,813
Participant contributions at beginning of year2015-06-30$135,820
Participant contributions at end of year2015-06-30$20,687
Participant contributions at beginning of year2015-06-30$17,711
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$43,153
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$44
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$0
Liabilities. Value of operating payables at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$395,341
Value of net assets at end of year (total assets less liabilities)2015-06-30$8,028,138
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$7,632,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
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 year2015-06-30$0
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-06-30$0
Investment advisory and management fees2015-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$857,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$948,902
Value of interest in pooled separate accounts at end of year2015-06-30$6,471,733
Value of interest in pooled separate accounts at beginning of year2015-06-30$6,114,113
Interest on participant loans2015-06-30$5,201
Income. Interest from loans (other than to participants)2015-06-30$0
Interest earned on other investments2015-06-30$0
Income. Interest from US Government securities2015-06-30$0
Income. Interest from corporate debt instruments2015-06-30$0
Value of interest in common/collective trusts at end of year2015-06-30$407,926
Value of interest in common/collective trusts at beginning of year2015-06-30$412,391
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$13,187
Net investment gain/loss from pooled separate accounts2015-06-30$206,414
Net investment gain or loss from common/collective trusts2015-06-30$1,081
Net gain/loss from 103.12 investment entities2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$289,649
Employer contributions (assets) at end of year2015-06-30$126,085
Employer contributions (assets) at beginning of year2015-06-30$3,860
Income. Dividends from preferred stock2015-06-30$0
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$792,714
Contract administrator fees2015-06-30$6,898
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$0
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$0
Aggregate carrying amount (costs) on sale of assets2015-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30HENRY & HORNE LLP
Accountancy firm EIN2015-06-30860133881
2014 : THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$0
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,826,154
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$866,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$836,577
Expenses. Certain deemed distributions of participant loans2014-06-30$14,471
Value of total corrective distributions2014-06-30$10,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$721,815
Value of total assets at end of year2014-06-30$7,632,797
Value of total assets at beginning of year2014-06-30$6,673,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$5,462
Total income from rents2014-06-30$0
Total interest from all sources2014-06-30$5,182
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$12,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$12,854
Administrative expenses professional fees incurred2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Amount of non-exempt transactions with any party-in-interest2014-06-30$0
Contributions received from participants2014-06-30$459,314
Participant contributions at end of year2014-06-30$135,820
Participant contributions at beginning of year2014-06-30$167,487
Participant contributions at end of year2014-06-30$17,711
Participant contributions at beginning of year2014-06-30$23,997
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$118
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$2
Administrative expenses (other) incurred2014-06-30$0
Liabilities. Value of operating payables at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$959,417
Value of net assets at end of year (total assets less liabilities)2014-06-30$7,632,797
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$6,673,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
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 year2014-06-30$0
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-06-30$0
Investment advisory and management fees2014-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$948,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$950,055
Value of interest in pooled separate accounts at end of year2014-06-30$6,114,113
Value of interest in pooled separate accounts at beginning of year2014-06-30$4,878,381
Interest on participant loans2014-06-30$5,182
Income. Interest from loans (other than to participants)2014-06-30$0
Interest earned on other investments2014-06-30$0
Income. Interest from US Government securities2014-06-30$0
Income. Interest from corporate debt instruments2014-06-30$0
Value of interest in common/collective trusts at end of year2014-06-30$412,391
Value of interest in common/collective trusts at beginning of year2014-06-30$539,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$132,573
Net investment gain/loss from pooled separate accounts2014-06-30$949,903
Net investment gain or loss from common/collective trusts2014-06-30$3,825
Net gain/loss from 103.12 investment entities2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$262,501
Employer contributions (assets) at end of year2014-06-30$3,860
Employer contributions (assets) at beginning of year2014-06-30$113,651
Income. Dividends from preferred stock2014-06-30$0
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$836,459
Contract administrator fees2014-06-30$5,462
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$0
Aggregate carrying amount (costs) on sale of assets2014-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30HENRY & HORNE LLP
Accountancy firm EIN2014-06-30860133881
2013 : THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$0
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,399,218
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$340,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$323,166
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Value of total corrective distributions2013-06-30$14,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$680,720
Value of total assets at end of year2013-06-30$6,673,380
Value of total assets at beginning of year2013-06-30$5,615,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$2,927
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$5,185
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$17,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$17,629
Administrative expenses professional fees incurred2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Amount of non-exempt transactions with any party-in-interest2013-06-30$0
Contributions received from participants2013-06-30$387,418
Participant contributions at end of year2013-06-30$167,487
Participant contributions at beginning of year2013-06-30$167,522
Participant contributions at end of year2013-06-30$23,997
Participant contributions at beginning of year2013-06-30$11,879
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$70,337
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$0
Liabilities. Value of operating payables at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,058,313
Value of net assets at end of year (total assets less liabilities)2013-06-30$6,673,380
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,615,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
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 year2013-06-30$0
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-06-30$0
Investment advisory and management fees2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$950,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$779,234
Value of interest in pooled separate accounts at end of year2013-06-30$4,878,381
Value of interest in pooled separate accounts at beginning of year2013-06-30$3,973,966
Interest on participant loans2013-06-30$5,185
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$0
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$0
Value of interest in common/collective trusts at end of year2013-06-30$539,809
Value of interest in common/collective trusts at beginning of year2013-06-30$678,582
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$109,870
Net investment gain/loss from pooled separate accounts2013-06-30$593,452
Net investment gain or loss from common/collective trusts2013-06-30$-7,638
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$222,965
Employer contributions (assets) at end of year2013-06-30$113,651
Employer contributions (assets) at beginning of year2013-06-30$3,884
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$323,166
Contract administrator fees2013-06-30$2,927
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30HENRY & HORNE LLP
Accountancy firm EIN2013-06-30860133881
2012 : THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$640,731
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$592,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$583,731
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Value of total corrective distributions2012-06-30$6,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$641,914
Value of total assets at end of year2012-06-30$5,615,067
Value of total assets at beginning of year2012-06-30$5,567,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$3,003
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$5,371
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$12,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$12,456
Administrative expenses professional fees incurred2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Amount of non-exempt transactions with any party-in-interest2012-06-30$0
Contributions received from participants2012-06-30$332,161
Participant contributions at end of year2012-06-30$167,522
Participant contributions at beginning of year2012-06-30$165,810
Participant contributions at end of year2012-06-30$11,879
Participant contributions at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$64,307
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$0
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$47,985
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,615,067
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,567,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
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 year2012-06-30$0
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-06-30$0
Investment advisory and management fees2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$779,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$0
Value of interest in pooled separate accounts at end of year2012-06-30$3,973,966
Value of interest in pooled separate accounts at beginning of year2012-06-30$5,401,272
Interest on participant loans2012-06-30$5,371
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$0
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Value of interest in common/collective trusts at end of year2012-06-30$678,582
Value of interest in common/collective trusts at beginning of year2012-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$118,195
Net investment gain/loss from pooled separate accounts2012-06-30$-158,795
Net investment gain or loss from common/collective trusts2012-06-30$21,590
Net gain/loss from 103.12 investment entities2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$245,446
Employer contributions (assets) at end of year2012-06-30$3,884
Employer contributions (assets) at beginning of year2012-06-30$0
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$583,731
Contract administrator fees2012-06-30$3,003
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30SCHMIDT WESTERGARD & CO. PPLC
Accountancy firm EIN2012-06-30860271207
2011 : THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,512,181
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$367,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$358,660
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$7,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$541,621
Value of total assets at end of year2011-06-30$5,567,082
Value of total assets at beginning of year2011-06-30$4,422,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$2,224
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$6,008
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$0
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Amount of non-exempt transactions with any party-in-interest2011-06-30$0
Contributions received from participants2011-06-30$304,736
Participant contributions at end of year2011-06-30$165,810
Participant contributions at beginning of year2011-06-30$173,310
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$96
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,144,209
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,567,082
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,422,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
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 year2011-06-30$0
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-06-30$0
Investment advisory and management fees2011-06-30$0
Value of interest in pooled separate accounts at end of year2011-06-30$5,401,272
Value of interest in pooled separate accounts at beginning of year2011-06-30$4,249,563
Interest on participant loans2011-06-30$6,008
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$0
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$964,552
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$236,789
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$358,660
Contract administrator fees2011-06-30$2,224
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30SCHMIDT WESTERGARD & COMPANY PLLC
Accountancy firm EIN2011-06-30860271207
2010 : THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN

2023: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: THE ARIZONA ZOOLOGICAL SOCIETY 401K PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528080
Policy instance 1
Insurance contract or identification number528080
Number of Individuals Covered489
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528080
Policy instance 1
Insurance contract or identification number528080
Number of Individuals Covered425
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528080
Policy instance 1
Insurance contract or identification number528080
Number of Individuals Covered382
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528080
Policy instance 1
Insurance contract or identification number528080
Number of Individuals Covered380
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528080
Policy instance 1
Insurance contract or identification number528080
Number of Individuals Covered444
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528080
Policy instance 1
Insurance contract or identification number528080
Number of Individuals Covered431
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528080
Policy instance 1
Insurance contract or identification number528080
Number of Individuals Covered410
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number614499
Policy instance 1
Insurance contract or identification number614499
Number of Individuals Covered352
Insurance policy start date2015-07-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number614499
Policy instance 1
Insurance contract or identification number614499
Number of Individuals Covered346
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,914
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2914
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker namePURSHE KAPLAN STERLING INVESTMENTS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number614499
Policy instance 1
Insurance contract or identification number614499
Number of Individuals Covered328
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,685
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2685
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker namePURSHE KAPLAN STERLING INVESTMENTS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number614499
Policy instance 1
Insurance contract or identification number614499
Number of Individuals Covered292
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,915
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2915
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker namePURSHE KAPLAN STERLING INVESTMENTS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number614499
Policy instance 1
Insurance contract or identification number614499
Number of Individuals Covered294
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number614499
Policy instance 1
Insurance contract or identification number614499
Number of Individuals Covered313
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1