Retirement plan

CARIBBEAN CONSERVATION CORPORATION TAX DEFERRED ANNUITY PLAN

Name: SEA TURTLE CONSERVANCY - CARIBBEAN CONSERVATION CORPORATION TAX DEFERRED ANNUITY PLAN (2023) Form 5500
Creator: SEA TURTLE CONSERVANCY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARIBBEAN CONSERVATION CORPORATION TAX DEFERRED ANNUITY PLAN, SEA TURTLE CONSERVANCY

SEA TURTLE CONSERVANCYdba CARIBBEAN CONSERVATION CORPORATIONEIN 59-6151069Plan #002PY 2023

4581 NW 6TH ST STE A - GAINESVILLE, FL 326090710352-373-6441conserveturtles.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement-$2.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$654K

-13.1% from 2022

Total participants

0.0% from 2022

Average account balance

No prior year

Annual return

12.13%

+22.55 pp from 2022

Benchmarks

See 41,776 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,776 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$778K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$71K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.10%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2L2G

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$217K

$31003 / participant

Other / not subdivided$217K100.0%

% of EOY assets

33.198%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$96,691-100.0%

$86,656-100.0%

$139,487-100.0%

Participation rate

0.0%

74.4%-74.4pp

71.7%-71.7pp

80.3%-80.3pp

Annual return

12.13%

106.87%-94.7pp

593.09%-581.0pp

373.84%-361.7pp

Employer contribution / active EE

$3,267-100.0%

$3,025-100.0%

$4,755-100.0%

Participant deferral / active EE

$3,918

$4,838-19.0%

$4,439-11.7%

$6,713-41.6%

Admin fee / account holder

$6,414-100.0%

$5,619-100.0%

$11,407-100.0%

CARIBBEAN CONSERVATION CORPORATION TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARIBBEAN CONSERVATION CORPORATION TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion