2023 Form 5500 filing — Naples Botanical Garden Defined Contribution Retirement 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 20250916081921NAL0001704225001) for Naples Botanical Garden Defined Contribution Retirement Plan, reported by Naples Botanical Garden, Inc. under EIN 65-0511429 and plan number 001. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.2MReported net assets$5,174,015
Participants269
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250916081921NAL0001704225001
Plan sponsor
Naples Botanical Garden, Inc.
EIN
65-0511429
Plan number
001
Location
Naples, FL
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)$5.2M total assets
Net assets$5.2MLiabilities$8.4K
Money in vs. money out
Total income / additions$1.5M
Total expenses$69.7K
Benefits paid / distributions$69.7K
Contributions
Employer$306.9K
Participant$373.7K
Full reported line items
Total assets (EOY)
$5,182,366
Total liabilities (EOY)
$8,351
Net assets (EOY)
$5,174,015
Employer contributions
$306,921
Participant contributions
$373,683
Total income / additions
$1,517,412
Benefits paid
$69,680
Administrative expenses
$25
Total expenses
$69,705
Net increase / (decrease)
$1,447,707

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250916081921NAL0001704225001 cover?
It is the 2023 Form 5500 filing for Naples Botanical Garden Defined Contribution Retirement Plan, reported by Naples Botanical Garden, Inc. (EIN 65-0511429).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages