ATLANTA HUMANE SOCIETY & SPCA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ATLANTA HUMANE SOCIETY & SPCA 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : ATLANTA HUMANE SOCIETY & SPCA 401K PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-30 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-30 | 39683 |
| Net assets as of the end of the plan year | 2025-06-30 | 4949983 |
| Total assets as of the beginning of the plan year | 2025-06-30 | 3944489 |
| Value of plan covered by a fidelity bond | 2025-06-30 | 50000 |
| Participant contributions to plan in this plan year | 2025-06-30 | 314206 |
| Value of participant loans at end of plan year | 2025-06-30 | 0 |
| Other expenses paid from plan in this plan year | 2025-06-30 | 0 |
| Other contributions to plan in this plan year | 2025-06-30 | 0 |
| Other income to plan in this plan year | 2025-06-30 | 512885 |
| Plan net income in this plan year | 2025-06-30 | 1005494 |
| Net assets as of the end of the plan year | 2025-06-30 | 4949983 |
| Net assets as of the beginning of the plan year | 2025-06-30 | 3944489 |
| Employer contributions to plan in this plan year | 2025-06-30 | 218086 |
| Fees paid to broker by Benefit Provider | 2025-06-30 | 21462 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-30 | 175 |
| 2024 : ATLANTA HUMANE SOCIETY & SPCA 401K PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-03 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-03 | 127460 |
| Net assets as of the end of the plan year | 2024-07-03 | 3944489 |
| Total assets as of the beginning of the plan year | 2024-07-03 | 3066070 |
| Participant contributions to plan in this plan year | 2024-07-03 | 273857 |
| Value of participant loans at end of plan year | 2024-07-03 | 1695 |
| Other expenses paid from plan in this plan year | 2024-07-03 | 0 |
| Other contributions to plan in this plan year | 2024-07-03 | 1567 |
| Other income to plan in this plan year | 2024-07-03 | 546566 |
| Plan net income in this plan year | 2024-07-03 | 878419 |
| Net assets as of the end of the plan year | 2024-07-03 | 3944489 |
| Net assets as of the beginning of the plan year | 2024-07-03 | 3066070 |
| Employer contributions to plan in this plan year | 2024-07-03 | 183889 |
| Fees paid to broker by Benefit Provider | 2024-07-03 | 16529 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-03 | 650 |
| 2017 : ATLANTA HUMANE SOCIETY & SPCA 401K PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $19,493 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $529,547 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $158,137 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $135,611 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $11,054 |
| Value of total corrective distributions | 2017-12-31 | $8,022 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $321,655 |
| Value of total assets at end of year | 2017-12-31 | $2,129,484 |
| Value of total assets at beginning of year | 2017-12-31 | $1,738,581 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,450 |
| Total interest from all sources | 2017-12-31 | $7,349 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $163,319 |
| Participant contributions at end of year | 2017-12-31 | $925 |
| Participant contributions at beginning of year | 2017-12-31 | $12,966 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $105,288 |
| Other income not declared elsewhere | 2017-12-31 | $13,191 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $371,410 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,109,991 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,738,581 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,644,618 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,202,839 |
| Interest on participant loans | 2017-12-31 | $265 |
| Interest earned on other investments | 2017-12-31 | $7,084 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $483,941 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $522,776 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $187,352 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $53,048 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $135,611 |
| Contract administrator fees | 2017-12-31 | $3,450 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $19,493 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | JONES AND KOLB |
| Accountancy firm EIN | 2017-12-31 | 581763570 |
| 2016 : ATLANTA HUMANE SOCIETY & SPCA 401K PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $420,423 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $314,338 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $302,509 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $5,807 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $312,175 |
| Value of total assets at end of year | 2016-12-31 | $1,738,581 |
| Value of total assets at beginning of year | 2016-12-31 | $1,632,496 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $6,022 |
| Total interest from all sources | 2016-12-31 | $2,538 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,904 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,904 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $149,279 |
| Participant contributions at end of year | 2016-12-31 | $12,966 |
| Participant contributions at beginning of year | 2016-12-31 | $8,147 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $75,888 |
| Administrative expenses (other) incurred | 2016-12-31 | $6,022 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $106,085 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,738,581 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,632,496 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,202,839 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,153,931 |
| Interest on participant loans | 2016-12-31 | $1,063 |
| Interest earned on other investments | 2016-12-31 | $1,452 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $470,418 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $470,418 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $23 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $522,776 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $103,806 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $87,008 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $302,509 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | JONES AND KOLB |
| Accountancy firm EIN | 2016-12-31 | 581763570 |
| 2015 : ATLANTA HUMANE SOCIETY & SPCA 401K PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $226,311 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $36,176 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $33,043 |
| Value of total corrective distributions | 2015-12-31 | $1,683 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $221,590 |
| Value of total assets at end of year | 2015-12-31 | $1,632,496 |
| Value of total assets at beginning of year | 2015-12-31 | $1,442,361 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,450 |
| Total interest from all sources | 2015-12-31 | $268 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $65,633 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $65,633 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $131,769 |
| Participant contributions at end of year | 2015-12-31 | $8,147 |
| Participant contributions at beginning of year | 2015-12-31 | $6,002 |
| Administrative expenses (other) incurred | 2015-12-31 | $1,450 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $190,135 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,632,496 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,442,361 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,153,931 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,041,783 |
| Interest on participant loans | 2015-12-31 | $236 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $470,418 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $394,576 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $394,576 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $32 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-61,180 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $89,821 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $33,043 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | JONES AND KOLB |
| Accountancy firm EIN | 2015-12-31 | 581763570 |
| 2014 : ATLANTA HUMANE SOCIETY & SPCA 401K PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $248,243 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $63,424 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $62,924 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $183,799 |
| Value of total assets at end of year | 2014-12-31 | $1,442,361 |
| Value of total assets at beginning of year | 2014-12-31 | $1,257,542 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $500 |
| Total interest from all sources | 2014-12-31 | $293 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $56,152 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $56,152 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $110,054 |
| Participant contributions at end of year | 2014-12-31 | $6,002 |
| Participant contributions at beginning of year | 2014-12-31 | $3,924 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $184,819 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,442,361 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,257,542 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $500 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,041,783 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $931,326 |
| Interest on participant loans | 2014-12-31 | $270 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $394,576 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $322,292 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $322,292 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $23 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $7,999 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $73,745 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $62,924 |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | JONES AND KOLB |
| Accountancy firm EIN | 2014-12-31 | 581763570 |
