2023 Form 5500 filing — National Tropical Botanical Garden Defined Contribution Retirement Plan 403(B) Dc And Tda Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015034041NAL0015828211001) for National Tropical Botanical Garden Defined Contribution Retirement Plan 403(B) Dc And Tda Plan, reported by National Tropical Botanical Garden under EIN 52-6057064 and plan number 001. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.4MReported net assets$15,443,080

Participants265

Provider compensation$5591 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015034041NAL0015828211001
Plan sponsor: National Tropical Botanical Garden
EIN: 52-6057064
Plan number: 001
Location: Kalaheo, HI
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.4M total assets

Net assets$15.4MLiabilities$0

Money in vs. money out

Total income / additions$2.4M

Total expenses$1.3M

Benefits paid / distributions$1.3M

Contributions

Employer$184.3K

Participant$338.8K

Full reported line items

Total assets (EOY): $15,443,080
Total liabilities (EOY): $0
Net assets (EOY): $15,443,080
Employer contributions: $184,270
Participant contributions: $338,797
Total income / additions: $2,427,579
Benefits paid: $1,301,769
Administrative expenses: $558
Total expenses: $1,302,327
Net increase / (decrease): $1,125,252

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Tiaa-Teachers Insurance And Annuity$559
Direct $559 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015034041NAL0015828211001 cover?: It is the 2023 Form 5500 filing for National Tropical Botanical Garden Defined Contribution Retirement Plan 403(B) Dc And Tda Plan, reported by National Tropical Botanical Garden (EIN 52-6057064).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).