401k Plan data: CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN plan

CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN
Plan identification number	001

CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. has sponsored the creation of one or more 401k plans.

Company Name: CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC.

Employer identification number (EIN): 591357197

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Additional information about CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1971-05-06

Company Identification Number: 720872

Legal Registered Office Address: 3755 W Seminole Blvd

Sanford

32771

More information about CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 RICHARD GLOVER 2024-02-12 RICHARD GLOVER 2024-02-12
001 2021-01-01 SCOTT BERNER 2022-11-17 SCOTT BERNER 2022-11-17
001 2020-01-01 DINO FERRI 2021-10-12 DINO FERRI 2021-10-12
001 2019-01-01 DINO FERRI 2020-10-12 DINO FERRI 2020-10-12
001 2018-01-01
001 2017-01-01
001 2016-01-01 CHARLES GRIMES 2017-07-31
001 2015-01-01 CHARLES GRIMES 2016-07-08
001 2014-01-01 CHARLES GRIMES 2015-07-30
001 2013-01-01 CHARLES GRIMES 2014-10-02 CHARLES GRIMES 2014-10-02
001 2012-01-01 JOSEPH A. MONTISANO 2013-07-17 JOSEPH A. MONTISANO 2013-07-17
001 2011-01-01 JOSEPH A. MONTISANO 2012-10-08 JOSEPH A. MONTISANO 2012-10-08
001 2010-01-01 JOSEPH A. MONTISANO 2011-10-11 JOSEPH A. MONTISANO 2011-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	RICHARD GLOVER	2024-02-12	RICHARD GLOVER	2024-02-12
001	2021-01-01	SCOTT BERNER	2022-11-17	SCOTT BERNER	2022-11-17
001	2020-01-01	DINO FERRI	2021-10-12	DINO FERRI	2021-10-12
001	2019-01-01	DINO FERRI	2020-10-12	DINO FERRI	2020-10-12
001	2018-01-01
001	2017-01-01
001	2016-01-01	CHARLES GRIMES	2017-07-31
001	2015-01-01	CHARLES GRIMES	2016-07-08
001	2014-01-01	CHARLES GRIMES	2015-07-30
001	2013-01-01	CHARLES GRIMES	2014-10-02	CHARLES GRIMES	2014-10-02
001	2012-01-01	JOSEPH A. MONTISANO	2013-07-17	JOSEPH A. MONTISANO	2013-07-17
001	2011-01-01	JOSEPH A. MONTISANO	2012-10-08	JOSEPH A. MONTISANO	2012-10-08
001	2010-01-01	JOSEPH A. MONTISANO	2011-10-11	JOSEPH A. MONTISANO	2011-10-11

Plan Statistics for CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN

401k plan membership statisitcs for CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN

Measure Date Value
2022: CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 112
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 34
Total of all active and inactive participants 2022-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 146
Number of participants with account balances 2022-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 104
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 39
Total of all active and inactive participants 2021-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 143
Number of participants with account balances 2021-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 91
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 32
Total of all active and inactive participants 2020-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 123
Number of participants with account balances 2020-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 107
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 31
Total of all active and inactive participants 2019-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 138
Number of participants with account balances 2019-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	112
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	34
Total of all active and inactive participants	2022-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	146
Number of participants with account balances	2022-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	104
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	39
Total of all active and inactive participants	2021-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	143
Number of participants with account balances	2021-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	91
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	32
Total of all active and inactive participants	2020-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	123
Number of participants with account balances	2020-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	107
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	31
Total of all active and inactive participants	2019-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	138
Number of participants with account balances	2019-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN

Measure	Date	Value
2022 : CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-76,538
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$177,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$177,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$257,067
Value of total assets at end of year	2022-12-31	$1,396,547
Value of total assets at beginning of year	2022-12-31	$1,650,878
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$310
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$310
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$100,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$93,843
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$132,067
Administrative expenses (other) incurred	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-254,331
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,396,547
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,650,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,392,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,646,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$2,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$2,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$2,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-333,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$31,157
Employer contributions (assets) at end of year	2022-12-31	$1,702
Employer contributions (assets) at beginning of year	2022-12-31	$1,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$177,483
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	ERIN PERDUE PA LLC
Accountancy firm EIN	2022-12-31	823518399
2021 : CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$319,963
Total of all expenses incurred	2021-12-31	$67,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$67,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$101,585
Value of total assets at end of year	2021-12-31	$1,650,878
Value of total assets at beginning of year	2021-12-31	$1,398,425
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$85
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$85
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$100,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$78,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$252,453
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,650,878
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,398,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,646,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,396,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$605
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$218,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$23,297
Employer contributions (assets) at end of year	2021-12-31	$1,715
Employer contributions (assets) at beginning of year	2021-12-31	$1,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$67,425
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	ERIN PERDUE PA LLC
Accountancy firm EIN	2021-12-31	823518399
2020 : CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$382
Total income from all sources (including contributions)	2020-12-31	$379,036
Total of all expenses incurred	2020-12-31	$260,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$260,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$116,332
Value of total assets at end of year	2020-12-31	$1,398,425
Value of total assets at beginning of year	2020-12-31	$1,280,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$150,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$85,019
Participant contributions at beginning of year	2020-12-31	$2,322
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$10,323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$118,131
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,398,425
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,280,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$185
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,396,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,275,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$605
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$583
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$262,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$20,990
Employer contributions (assets) at end of year	2020-12-31	$1,589
Employer contributions (assets) at beginning of year	2020-12-31	$2,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$260,720
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ERIN PERDUE PA LLC
Accountancy firm EIN	2020-12-31	823518399
2019 : CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$799
Total income from all sources (including contributions)	2019-12-31	$351,275
Total of all expenses incurred	2019-12-31	$86,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$86,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$117,384
Value of total assets at end of year	2019-12-31	$1,280,676
Value of total assets at beginning of year	2019-12-31	$1,016,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$100,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$84,664
Participant contributions at end of year	2019-12-31	$2,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$799
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$264,338
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,280,294
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,015,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$535
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,275,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,015,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$233,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$32,720
Employer contributions (assets) at end of year	2019-12-31	$2,470
Employer contributions (assets) at beginning of year	2019-12-31	$1,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$86,402
Contract administrator fees	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ERIN PERDUE PA LLC
Accountancy firm EIN	2019-12-31	823518399

Form 5500 Responses for CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN

2022: CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CENTRAL FLORIDA ZOOLOGICAL SOCIETY, INC.
Employer identification number (EIN):	591357197
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1971-05-06
Company Identification Number:	720872
Legal Registered Office Address:	3755 W Seminole Blvd Sanford 32771