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

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

ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

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

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SARAH BRANDT2024-10-01 SARAH BRANDT2024-09-19
0012022-01-01KATHLEEN HALFWASSEN2023-08-29 KATHLEEN HALFWASSEN2023-08-29
0012021-01-01KATHLEEN HALFWASSEN2022-09-19 KATHLEEN HALFWASSEN2022-09-19
0012020-10-01KATHLEEN HALFWASSEN2021-10-14 KATHLEEN HALFWASSEN2021-10-14
0012019-10-01KATHLEEN HALFWASSEN2021-06-02 KATHLEEN HALFWASSEN2021-06-02
0012018-10-01JOHN HEINDEL2019-11-25 JOHN HEINDEL2019-11-25
0012017-10-01JOHN HEINDEL2018-11-30 JOHN HEINDEL2018-11-30
0012016-10-01JOHN HEINDEL2017-12-08 JOHN HEINDEL2017-12-08
0012015-10-01JOHN HEINDEL2017-01-04 JOHN HEINDEL2017-01-04
0012014-10-01JOHN HEINDEL2015-12-10 JOHN HEINDEL2015-12-10
0012013-10-01JOHN HEINDEL2014-11-04 JOHN HEINDEL2014-11-04
0012012-10-01JOHN HEINDEL2014-01-21 JOHN HEINDEL2014-01-21
0012011-10-01JOHN HEINDEL2012-11-02 JOHN HEINDEL2012-11-02
0012010-10-01JOHN HEINDEL2011-11-08 JOHN HEINDEL2011-11-08

Financial Data on ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 401(K) PLAN

Measure Date Value
2025 : ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-160
Total liabilities as of the end of the plan year2025-09-160
Total liabilities as of the beginning of the plan year2025-09-160
Total expenses incurred by plan in this plan year2025-09-16136324
Net assets as of the end of the plan year2025-09-166163556
Total assets as of the beginning of the plan year2025-09-165272425
Value of plan covered by a fidelity bond2025-09-16500000
Participant contributions to plan in this plan year2025-09-16194314
Other expenses paid from plan in this plan year2025-09-160
Other contributions to plan in this plan year2025-09-160
Other income to plan in this plan year2025-09-16722658
Plan net income in this plan year2025-09-16891131
Net assets as of the end of the plan year2025-09-166163556
Net assets as of the beginning of the plan year2025-09-165272425
Employer contributions to plan in this plan year2025-09-16110483
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1639875
2024 : ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-010
Total liabilities as of the end of the plan year2024-10-010
Total liabilities as of the beginning of the plan year2024-10-010
Total expenses incurred by plan in this plan year2024-10-01614780
Net assets as of the end of the plan year2024-10-015272425
Total assets as of the beginning of the plan year2024-10-014707395
Value of plan covered by a fidelity bond2024-10-01500000
Participant contributions to plan in this plan year2024-10-01234623
Other expenses paid from plan in this plan year2024-10-010
Other contributions to plan in this plan year2024-10-015892
Other income to plan in this plan year2024-10-01804917
Plan net income in this plan year2024-10-01565030
Net assets as of the end of the plan year2024-10-015272425
Net assets as of the beginning of the plan year2024-10-014707395
Value of contributions failed to transmitted timely2024-10-015393
Employer contributions to plan in this plan year2024-10-01134378
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0134298
2022 : ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-190
Total liabilities as of the end of the plan year2022-09-190
Total liabilities as of the beginning of the plan year2022-09-190
Total expenses incurred by plan in this plan year2022-09-19175363
Net assets as of the end of the plan year2022-09-195305494
Total assets as of the beginning of the plan year2022-09-194452786
Value of plan covered by a fidelity bond2022-09-19500000
Participant contributions to plan in this plan year2022-09-19162702
Other expenses paid from plan in this plan year2022-09-190
Other contributions to plan in this plan year2022-09-190
Other income to plan in this plan year2022-09-19749077
Plan net income in this plan year2022-09-19852708
Net assets as of the end of the plan year2022-09-195305494
Net assets as of the beginning of the plan year2022-09-194452786
Value of contributions failed to transmitted timely2022-09-195393
Employer contributions to plan in this plan year2022-09-19116292
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-1934203

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