Plan5500

403(B) Thrift Plan Of Santa Catalina Island Conservancy — Form 5500 plan (Santa Catalina Island Conservancy)

Plain-English plan 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, 403(B) Thrift Plan Of Santa Catalina Island Conservancy is a benefit plan reported by Santa Catalina Island Conservancy under EIN 23-7228407 and plan number 002. The latest loaded filing year is 2023. The filing reports 190 participants and $12,017,486 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12MPlan net assets, end of year$12,017,486
Participants190Covered participants reported
Assets / participant$63.2KComputed: assets ÷ participants$63,250 (computed)
Provider compensation$1K1 Schedule C provider row(s)$1,041
Plan sponsor
Santa Catalina Island Conservancy
EIN
23-7228407
Plan number
002
Plan type
2
Location
Avalon, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    190 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12M total assets
Net assets$12MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$831.1K
Benefits paid / distributions$829.8K
Contributions
Employer$496.4K
Participant$489.2K
Full reported line items

Net assets

Total assets (EOY)
$12,017,486
Total liabilities (EOY)
$0
Net assets (EOY)
$12,017,486
Net assets (BOY)
$10,049,956

Income & contributions

Employer contributions
$496,365
Participant contributions
$489,197
Total contributions
$1,255,388
Total income / additions
$2,798,581

Expenses & distributions

Benefits paid
$829,844
Administrative expenses
$1,207
Total expenses
$831,051
Net increase / (decrease)
$1,967,530
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 50%Participant 50%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Mutual Of America Investment Corp$1K
    INSURANCE CARRIER · Direct $1K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the 403(B) Thrift Plan Of Santa Catalina Island Conservancy?
403(B) Thrift Plan Of Santa Catalina Island Conservancy is reported as sponsored by Santa Catalina Island Conservancy (EIN 23-7228407, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for 403(B) Thrift Plan Of Santa Catalina Island Conservancy?
The latest Form 5500 filing year loaded for 403(B) Thrift Plan Of Santa Catalina Island Conservancy is 2023.
How many participants does 403(B) Thrift Plan Of Santa Catalina Island Conservancy report?
403(B) Thrift Plan Of Santa Catalina Island Conservancy reports 190 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for 403(B) Thrift Plan Of Santa Catalina Island Conservancy?
403(B) Thrift Plan Of Santa Catalina Island Conservancy reports $12,017,486 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages