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RETIREMENT PLAN FOR POINT DEFIANCE ZOOLOGICAL SOCIETY 401k Plan overview

Plan NameRETIREMENT PLAN FOR POINT DEFIANCE ZOOLOGICAL SOCIETY
Plan identification number 001

RETIREMENT PLAN FOR POINT DEFIANCE ZOOLOGICAL SOCIETY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

POINT DEFIANCE ZOOLOGICAL SOCIETY has sponsored the creation of one or more 401k plans.

Company Name:POINT DEFIANCE ZOOLOGICAL SOCIETY
Employer identification number (EIN):916066667
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Additional information about POINT DEFIANCE ZOOLOGICAL SOCIETY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1949-08-01
Company Identification Number: 600554256
Legal Registered Office Address: 5400 N PEARL ST

TACOMA
United States of America (USA)
984073224

More information about POINT DEFIANCE ZOOLOGICAL SOCIETY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR POINT DEFIANCE ZOOLOGICAL SOCIETY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LISA LEONARD2023-06-05 LISA LEONARD2023-06-05
0012021-01-01LISA LEONARD2022-11-04
0012021-01-01LISA LEONARD2022-12-09 LISA LEONARD2022-12-09
0012020-01-01LISA LEONARD2021-08-01
0012018-01-01LISA LEONARD2019-07-31
0012017-01-01LISA LEONARD2018-07-31
0012016-01-01LISA LEONARD2017-08-01
0012015-01-01LISA LEONARD2016-07-31 LISA LEONARD2016-07-31
0012014-01-01LISA LEONARD2015-07-29
0012013-01-01LISA LEONARD2014-07-31 LISA LEONARD2014-07-31
0012012-01-01LISA LEONARD
0012011-01-01MATTHEW JONES2012-07-30
0012010-01-01MATTHEW JONES2012-11-16
0012009-01-01PAULA KRAUPA

Plan Statistics for RETIREMENT PLAN FOR POINT DEFIANCE ZOOLOGICAL SOCIETY

401k plan membership statisitcs for RETIREMENT PLAN FOR POINT DEFIANCE ZOOLOGICAL SOCIETY

Measure Date Value
2012: RETIREMENT PLAN FOR POINT DEFIANCE ZOOLOGICAL SOCIETY 2012 401k membership
Total participants, beginning-of-year2012-01-0130
Total number of active participants reported on line 7a of the Form 55002012-01-0125
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0131
Number of participants with account balances2012-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2009: RETIREMENT PLAN FOR POINT DEFIANCE ZOOLOGICAL SOCIETY 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0110
Total participants2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on RETIREMENT PLAN FOR POINT DEFIANCE ZOOLOGICAL SOCIETY

Measure Date Value
2012 : RETIREMENT PLAN FOR POINT DEFIANCE ZOOLOGICAL SOCIETY 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$63,928
Expenses. Total of all expenses incurred2012-12-31$907
Benefits paid (including direct rollovers)2012-12-31$907
Total plan assets at end of year2012-12-31$461,425
Total plan assets at beginning of year2012-12-31$398,403
Total contributions received or receivable from participants2012-12-31$12,114
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$41,327
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$63,021
Net plan assets at end of year (total assets less liabilities)2012-12-31$461,425
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$398,403
Total contributions received or receivable from employer(s)2012-12-31$10,487
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR POINT DEFIANCE ZOOLOGICAL SOCIETY

2012: RETIREMENT PLAN FOR POINT DEFIANCE ZOOLOGICAL SOCIETY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR POINT DEFIANCE ZOOLOGICAL SOCIETY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386793
Policy instance 1
Insurance contract or identification number386793
Number of Individuals Covered25
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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