How many benefit plans does Santa Catalina Island Conservancy report on Form 5500?

Santa Catalina Island Conservancy (EIN 23-7228407) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Santa Catalina Island Conservancy?

The Employer Identification Number (EIN) reported for Santa Catalina Island Conservancy is 23-7228407.

What is the latest Form 5500 filing year for Santa Catalina Island Conservancy?

The latest loaded Form 5500 filing year for Santa Catalina Island Conservancy is 2023.

Santa Catalina Island Conservancy — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Santa Catalina Island Conservancy (EIN 23-7228407) is a plan sponsor located in Avalon, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 23-7228407
Location: Avalon, CA
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Santa Catalina Island Conservancy

1 loaded plans hold $12M in reported assets.
The largest, 403(B) Thrift Plan Of Santa Catalina Island Conservancy, holds 100% of this company's reported plan assets.
Plans cover 190 reported participants.
1 of 1 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12MSummed across loaded plans$12,017,486

Total reported assets$12M$12,017,486

Total reported participants190

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12M total assets

Net assets$12MLiabilities$0

Contributions & income

Employer contributions$496.4K

Participant contributions$489.2K

Total income / additions$2.8M

Expenses & distributions

Benefits paid / distributions$829.8K

Total expenses$831.1K

Net increase / (decrease)$2M

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%403(B) Thrift Plan Of Santa Catalina Island Conservancy

Participants per plan190Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
403(B) Thrift Plan Of Santa Catalina Island Conservancy$12M
Plan #002 · 190 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Santa Catalina Island Conservancy. Open one for its full reported snapshot.

2023
403(B) Thrift Plan Of Santa Catalina Island Conservancy190 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Santa Catalina Island Conservancy report on Form 5500?: Santa Catalina Island Conservancy (EIN 23-7228407) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Santa Catalina Island Conservancy?: The Employer Identification Number (EIN) reported for Santa Catalina Island Conservancy is 23-7228407.
What is the latest Form 5500 filing year for Santa Catalina Island Conservancy?: The latest loaded Form 5500 filing year for Santa Catalina Island Conservancy is 2023.