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EMPLOYEE BENEFITS PLAN OF THE NORTH CAROLINA ZOOLOGICAL SOCIETY, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFITS PLAN OF THE NORTH CAROLINA ZOOLOGICAL SOCIETY, INC.
Plan identification number 001

EMPLOYEE BENEFITS PLAN OF THE NORTH CAROLINA ZOOLOGICAL SOCIETY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

THE NORTH CAROLINA ZOOLOGICAL SOCIE TY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE NORTH CAROLINA ZOOLOGICAL SOCIE TY, INC.
Employer identification number (EIN):560990900
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF THE NORTH CAROLINA ZOOLOGICAL SOCIETY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01DOT GARNER2017-06-16 CHERYL TURNER2017-06-16
0012014-01-01DOT GARNER2015-10-12 CHERYL TURNER2015-10-12
0012013-01-01CHERYL TURNER EXECUTIVE DIRECTOR2014-07-16 CHERYL TURNER EXECUTIVE DIRECTOR2014-07-16
0012012-01-01DOT GARNER2013-10-15 RUSSELL WILLIAMS2013-10-15
0012011-01-01DOT GARNER2012-07-26 RUSSELL WILLIAMS2012-07-26
0012010-01-01DOT GARNER2011-08-01
0012008-01-01

Plan Statistics for EMPLOYEE BENEFITS PLAN OF THE NORTH CAROLINA ZOOLOGICAL SOCIETY, INC.

401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF THE NORTH CAROLINA ZOOLOGICAL SOCIETY, INC.

Measure Date Value
2008: EMPLOYEE BENEFITS PLAN OF THE NORTH CAROLINA ZOOLOGICAL SOCIETY, INC. 2008 401k membership
Total participants, beginning-of-year2008-01-0133
Total number of active participants reported on line 7a of the Form 55002008-01-0124
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-018
Total of all active and inactive participants2008-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0132
Number of participants with account balances2008-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

Financial Data on EMPLOYEE BENEFITS PLAN OF THE NORTH CAROLINA ZOOLOGICAL SOCIETY, INC.

Measure Date Value
2008 : EMPLOYEE BENEFITS PLAN OF THE NORTH CAROLINA ZOOLOGICAL SOCIETY, INC. 2008 401k financial data
Total income from all sources2008-12-31$-205,072
Expenses. Total of all expenses incurred2008-12-31$69,908
Benefits paid (including direct rollovers)2008-12-31$69,333
Total plan assets at end of year2008-12-31$982,270
Total plan assets at beginning of year2008-12-31$1,257,250
Expenses. Other expenses not covered elsewhere2008-12-31$575
Other income received2008-12-31$-314,428
Net income (gross income less expenses)2008-12-31$-274,980
Net plan assets at end of year (total assets less liabilities)2008-12-31$982,270
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$1,257,250
Total contributions received or receivable from employer(s)2008-12-31$109,356
Funding deficiency by the employer to the plan for this plan year2008-12-31$0
Minimum employer required contribution for this plan year2008-12-31$109,356
Amount contributed by the employer to the plan for this plan year2008-12-31$109,356

Form 5500 Responses for EMPLOYEE BENEFITS PLAN OF THE NORTH CAROLINA ZOOLOGICAL SOCIETY, INC.

2008: EMPLOYEE BENEFITS PLAN OF THE NORTH CAROLINA ZOOLOGICAL SOCIETY, INC. 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053161-C
Policy instance 1
Insurance contract or identification number053161-C
Number of Individuals Covered32
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of fees paid to insurance companyUSD $272
Contracts With Unallocated Funds Deposit Administration1
Amount paid for insurance broker fees95
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameROBERT LEWIS JR

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