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

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, National Tropical Botanical Garden Defined Contribution Retirement Plan 403(B) Dc And Tda Plan is a benefit plan reported by National Tropical Botanical Garden under EIN 52-6057064 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $15,443,080 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.4MPlan net assets, end of year$15,443,080

Participants265Covered participants reported

Assets / participant$58.3KComputed: assets ÷ participants$58,276 (computed)

Provider compensation$5591 Schedule C provider row(s)

Plan sponsor: National Tropical Botanical Garden
EIN: 52-6057064
Plan number: 001
Plan type: 2
Location: Kalaheo, HI
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.

2023
265 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)$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

Net assets

Total assets (EOY): $15,443,080
Total liabilities (EOY): $0
Net assets (EOY): $15,443,080
Net assets (BOY): $14,317,828

Income & contributions

Employer contributions: $184,270
Participant contributions: $338,797
Total contributions: $525,289
Total income / additions: $2,427,579

Expenses & distributions

Benefits paid: $1,301,769
Administrative expenses: $558
Total expenses: $1,302,327
Net increase / (decrease): $1,125,252

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)

35%65%

Employer 35%Participant 65%

Total expenses ÷ net assets8%Computed ratio

Benefits paid ÷ total income54%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
Tiaa-Teachers Insurance And Annuity$559
Direct $559 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the National Tropical Botanical Garden Defined Contribution Retirement Plan 403(B) Dc And Tda Plan?: National Tropical Botanical Garden Defined Contribution Retirement Plan 403(B) Dc And Tda Plan is reported as sponsored by National Tropical Botanical Garden (EIN 52-6057064, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for National Tropical Botanical Garden Defined Contribution Retirement Plan 403(B) Dc And Tda Plan?: The latest Form 5500 filing year loaded for National Tropical Botanical Garden Defined Contribution Retirement Plan 403(B) Dc And Tda Plan is 2023.
How many participants does National Tropical Botanical Garden Defined Contribution Retirement Plan 403(B) Dc And Tda Plan report?: National Tropical Botanical Garden Defined Contribution Retirement Plan 403(B) Dc And Tda Plan reports 265 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for National Tropical Botanical Garden Defined Contribution Retirement Plan 403(B) Dc And Tda Plan?: National Tropical Botanical Garden Defined Contribution Retirement Plan 403(B) Dc And Tda Plan reports $15,443,080 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.