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THE CLEVELAND ZOOLOGICAL SOCIETY 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameTHE CLEVELAND ZOOLOGICAL SOCIETY 403(B) RETIREMENT PLAN
Plan identification number 001

THE CLEVELAND ZOOLOGICAL SOCIETY 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

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

Company Name:THE CLEVELAND ZOOLOGICAL SOCIETY
Employer identification number (EIN):340816490
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CLEVELAND ZOOLOGICAL SOCIETY 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SARAH CRUPI2024-07-18 SARAH CRUPI2024-07-18
0012022-01-01SARAH CRUPI2023-06-30
0012021-01-01SARAH CRUPI2022-09-10
0012020-01-01SARAH CRUPI2021-07-30
0012019-01-01MARY MCMILLAN2020-03-09
0012018-01-01MARY MCMILLAN2019-06-28
0012017-01-01MARY MCMILLAN2018-06-04
0012016-01-01MARY MCMILLAN2017-09-06
0012015-01-01MARY MCMILLAN2016-09-29
0012014-01-01MARY MCMILLAN2015-10-14
0012013-01-01MARY MCMILLAN2014-10-14
0012012-01-01MARY MCMILLAN2013-05-17
0012011-01-01MARY MCMILLAN2012-03-22
0012010-01-01MARY MCMILLAN2011-04-15

Financial Data on THE CLEVELAND ZOOLOGICAL SOCIETY 403(B) RETIREMENT PLAN

Measure Date Value
2025 : THE CLEVELAND ZOOLOGICAL SOCIETY 403(B) RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2951029
Net assets as of the end of the plan year2025-07-292547760
Total assets as of the beginning of the plan year2025-07-292073018
Value of plan covered by a fidelity bond2025-07-29155000
Participant contributions to plan in this plan year2025-07-29145229
Other income to plan in this plan year2025-07-29291389
Plan net income in this plan year2025-07-29474742
Net assets as of the end of the plan year2025-07-292547760
Net assets as of the beginning of the plan year2025-07-292073018
Employer contributions to plan in this plan year2025-07-2989153
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2925716
2024 : THE CLEVELAND ZOOLOGICAL SOCIETY 403(B) RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-282990
Net assets as of the end of the plan year2024-07-282073018
Total assets as of the beginning of the plan year2024-07-281543462
Value of plan covered by a fidelity bond2024-07-28155000
Participant contributions to plan in this plan year2024-07-28120110
Other contributions to plan in this plan year2024-07-2820494
Other income to plan in this plan year2024-07-28310765
Plan net income in this plan year2024-07-28529556
Net assets as of the end of the plan year2024-07-282073018
Net assets as of the beginning of the plan year2024-07-281543462
Employer contributions to plan in this plan year2024-07-2881177
Fees paid to broker by Benefit Provider2024-07-286491
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-281346

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