| Plan Name | EMPLOYEE BENEFITS PLAN OF THE NORTH CAROLINA ZOOLOGICAL SOCIETY, INC. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2015-01-01 | DOT GARNER | 2017-06-16 | CHERYL TURNER | 2017-06-16 |
| 001 | 2013-01-01 | CHERYL TURNER EXECUTIVE DIRECTOR | 2014-07-16 | CHERYL TURNER EXECUTIVE DIRECTOR | 2014-07-16 |
| 001 | 2012-01-01 | DOT GARNER | 2013-10-15 | RUSSELL WILLIAMS | 2013-10-15 |
| 001 | 2011-01-01 | DOT GARNER | 2012-07-26 | RUSSELL WILLIAMS | 2012-07-26 |
| 001 | 2010-01-01 | DOT GARNER | 2011-08-01 | ||
| 001 | 2008-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2008: EMPLOYEE BENEFITS PLAN OF THE NORTH CAROLINA ZOOLOGICAL SOCIETY, INC. 2008 401k membership | ||
| Total participants, beginning-of-year | 2008-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 8 |
| Total of all active and inactive participants | 2008-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
| Total participants | 2008-01-01 | 32 |
| Number of participants with account balances | 2008-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2008 : EMPLOYEE BENEFITS PLAN OF THE NORTH CAROLINA ZOOLOGICAL SOCIETY, INC. 2008 401k financial data | ||
| Total income from all sources | 2008-12-31 | $-205,072 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $69,908 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $69,333 |
| Total plan assets at end of year | 2008-12-31 | $982,270 |
| Total plan assets at beginning of year | 2008-12-31 | $1,257,250 |
| Expenses. Other expenses not covered elsewhere | 2008-12-31 | $575 |
| Other income received | 2008-12-31 | $-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 year | 2008-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2008-12-31 | $109,356 |
| Amount contributed by the employer to the plan for this plan year | 2008-12-31 | $109,356 |
| 2008: EMPLOYEE BENEFITS PLAN OF THE NORTH CAROLINA ZOOLOGICAL SOCIETY, INC. 2008 form 5500 responses | ||
|---|---|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) | |
| Policy contract number | 053161-C |
| Policy instance | 1 |