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NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 401k Plan overview

Plan NameNATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN
Plan identification number 001

NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

NATIONAL TROPICAL BOTANICAL GARDEN has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL TROPICAL BOTANICAL GARDEN
Employer identification number (EIN):526057064
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Additional information about NATIONAL TROPICAL BOTANICAL GARDEN

Jurisdiction of Incorporation: District of Columbia Corporations Division
Incorporation Date:
Company Identification Number: X00853

More information about NATIONAL TROPICAL BOTANICAL GARDEN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JANET MAYFIELD JANET MAYFIELD2018-10-15
0012016-01-01JANET MAYFIELD JANET MAYFIELD2017-10-13
0012015-01-01JANET MAYFIELD JANET MAYFIELD2016-10-17
0012014-01-01JANET L. MAYFIELD JANET L. MAYFIELD2015-10-14
0012013-01-01JANET L. MAYFIELD JANET L. MAYFIELD2014-10-15
0012012-01-01JANET L. MAYFIELD JANET L. MAYFIELD2013-10-11
0012011-01-01JANET L. MAYFIELD JANET L. MAYFIELD2012-10-26
0012010-01-01JANET L. MAYFIELD JANET L. MAYFIELD2011-10-17
0012009-01-01MICHAEL J. SHEA

Plan Statistics for NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN

401k plan membership statisitcs for NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN

Measure Date Value
2023: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01265
Total number of active participants reported on line 7a of the Form 55002023-01-0198
Number of other retired or separated participants entitled to future benefits2023-01-01174
Total of all active and inactive participants2023-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-01275
Number of participants with account balances2023-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-017
2022: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01263
Total number of active participants reported on line 7a of the Form 55002022-01-0192
Number of other retired or separated participants entitled to future benefits2022-01-01169
Total of all active and inactive participants2022-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0111
Total participants2022-01-01272
Number of participants with account balances2022-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01264
Total number of active participants reported on line 7a of the Form 55002021-01-0190
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01170
Total of all active and inactive participants2021-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-01269
Number of participants with account balances2021-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01268
Total number of active participants reported on line 7a of the Form 55002020-01-0196
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01182
Total of all active and inactive participants2020-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01280
Number of participants with account balances2020-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01263
Total number of active participants reported on line 7a of the Form 55002019-01-01126
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01164
Total of all active and inactive participants2019-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01293
Number of participants with account balances2019-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01236
Total number of active participants reported on line 7a of the Form 55002018-01-01116
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01164
Total of all active and inactive participants2018-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01283
Number of participants with account balances2018-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01219
Total number of active participants reported on line 7a of the Form 55002017-01-01126
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01163
Total of all active and inactive participants2017-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01290
Number of participants with account balances2017-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01221
Total number of active participants reported on line 7a of the Form 55002016-01-01134
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01170
Total of all active and inactive participants2016-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01305
Number of participants with account balances2016-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01309
Total number of active participants reported on line 7a of the Form 55002015-01-01135
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01169
Total of all active and inactive participants2015-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01304
Number of participants with account balances2015-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01295
Total number of active participants reported on line 7a of the Form 55002014-01-01142
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01167
Total of all active and inactive participants2014-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01309
Number of participants with account balances2014-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01278
Total number of active participants reported on line 7a of the Form 55002013-01-01116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01156
Total of all active and inactive participants2013-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01272
Number of participants with account balances2013-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01284
Total number of active participants reported on line 7a of the Form 55002012-01-01122
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01158
Total of all active and inactive participants2012-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01280
Number of participants with account balances2012-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01216
Total number of active participants reported on line 7a of the Form 55002011-01-01216
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01216
Number of participants with account balances2011-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01326
Total number of active participants reported on line 7a of the Form 55002010-01-01277
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0148
Total of all active and inactive participants2010-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01325
Number of participants with account balances2010-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01250
Total number of active participants reported on line 7a of the Form 55002009-01-01214
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01247
Number of participants with account balances2009-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN

Measure Date Value
2023 : NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,427,579
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,302,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,301,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$525,289
Value of total assets at end of year2023-12-31$15,443,080
Value of total assets at beginning of year2023-12-31$14,317,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$558
Total interest from all sources2023-12-31$229,750
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$88,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$88,457
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$338,797
Participant contributions at end of year2023-12-31$12,855
Participant contributions at beginning of year2023-12-31$22,923
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,125,252
Value of net assets at end of year (total assets less liabilities)2023-12-31$15,443,080
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$14,317,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$10,295,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$8,811,920
Value of interest in pooled separate accounts at end of year2023-12-31$226,638
Value of interest in pooled separate accounts at beginning of year2023-12-31$293,546
Interest earned on other investments2023-12-31$229,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$4,798,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$5,094,077
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$322,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,584,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$184,270
Employer contributions (assets) at end of year2023-12-31$109,884
Employer contributions (assets) at beginning of year2023-12-31$95,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$979,768
Contract administrator fees2023-12-31$558
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KKDLY, LLC
Accountancy firm EIN2023-12-31990292355
2022 : NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,241,589
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$324,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$324,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$422,378
Value of total assets at end of year2022-12-31$14,317,828
Value of total assets at beginning of year2022-12-31$15,884,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$443
Total interest from all sources2022-12-31$203,281
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$68,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$68,698
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$266,511
Participant contributions at end of year2022-12-31$22,923
Participant contributions at beginning of year2022-12-31$8,889
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,566,259
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,317,828
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,884,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,811,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,392,610
Value of interest in pooled separate accounts at end of year2022-12-31$293,546
Value of interest in pooled separate accounts at beginning of year2022-12-31$280,404
Interest earned on other investments2022-12-31$203,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,094,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,000,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,935,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$148,084
Employer contributions (assets) at end of year2022-12-31$95,362
Employer contributions (assets) at beginning of year2022-12-31$201,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$324,227
Contract administrator fees2022-12-31$443
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KKDLY, LLC
Accountancy firm EIN2022-12-31990292355
2021 : NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,060,121
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$390,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$389,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$496,215
Value of total assets at end of year2021-12-31$15,884,087
Value of total assets at beginning of year2021-12-31$14,214,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$414
Total interest from all sources2021-12-31$171,639
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$82,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$82,529
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$234,785
Participant contributions at end of year2021-12-31$8,889
Participant contributions at beginning of year2021-12-31$14,917
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$10,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,669,957
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,884,087
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,214,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,392,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,865,018
Value of interest in pooled separate accounts at end of year2021-12-31$280,404
Value of interest in pooled separate accounts at beginning of year2021-12-31$233,012
Interest earned on other investments2021-12-31$171,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,000,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,017,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,309,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$250,845
Employer contributions (assets) at end of year2021-12-31$201,432
Employer contributions (assets) at beginning of year2021-12-31$83,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$389,750
Contract administrator fees2021-12-31$414
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KKDLY, INC.
Accountancy firm EIN2021-12-31990292355
2020 : NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,956,550
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$781,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$780,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$382,529
Value of total assets at end of year2020-12-31$14,214,130
Value of total assets at beginning of year2020-12-31$13,038,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$284
Total interest from all sources2020-12-31$194,795
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$32,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$32,109
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$245,586
Total non interest bearing cash at end of year2020-12-31$83,661
Total non interest bearing cash at beginning of year2020-12-31$86,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,175,344
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,214,130
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,038,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,865,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,630,455
Value of interest in pooled separate accounts at end of year2020-12-31$233,012
Value of interest in pooled separate accounts at beginning of year2020-12-31$346,556
Interest earned on other investments2020-12-31$194,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,017,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,967,983
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$102,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,347,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$136,943
Employer contributions (assets) at end of year2020-12-31$14,917
Employer contributions (assets) at beginning of year2020-12-31$7,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$677,973
Contract administrator fees2020-12-31$284
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KKDLY LLC
Accountancy firm EIN2020-12-31990292355
2019 : NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,074,216
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$397,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$397,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$419,383
Value of total assets at end of year2019-12-31$13,038,786
Value of total assets at beginning of year2019-12-31$11,361,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$196
Total interest from all sources2019-12-31$194,289
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$23,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$23,078
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$281,158
Participant contributions at end of year2019-12-31$7,027
Participant contributions at beginning of year2019-12-31$6,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,676,888
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,038,786
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,361,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,630,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,910,002
Value of interest in pooled separate accounts at end of year2019-12-31$346,556
Value of interest in pooled separate accounts at beginning of year2019-12-31$361,518
Interest earned on other investments2019-12-31$194,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,967,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,001,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,417,445
Net investment gain/loss from pooled separate accounts2019-12-31$20,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$138,225
Employer contributions (assets) at end of year2019-12-31$86,765
Employer contributions (assets) at beginning of year2019-12-31$81,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$397,132
Contract administrator fees2019-12-31$196
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KKDLY LLC
Accountancy firm EIN2019-12-31990292355
2018 : NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13
Total income from all sources (including contributions)2018-12-31$197,955
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$827,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$826,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$426,848
Value of total assets at end of year2018-12-31$11,361,898
Value of total assets at beginning of year2018-12-31$11,991,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$133
Total interest from all sources2018-12-31$212,115
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$15,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$15,773
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$290,399
Participant contributions at end of year2018-12-31$6,869
Participant contributions at beginning of year2018-12-31$7,374
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-629,135
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,361,898
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,991,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,910,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,291,485
Value of interest in pooled separate accounts at end of year2018-12-31$361,518
Value of interest in pooled separate accounts at beginning of year2018-12-31$336,752
Interest earned on other investments2018-12-31$212,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,001,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,154,591
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$335,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-474,001
Net investment gain/loss from pooled separate accounts2018-12-31$17,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$136,449
Employer contributions (assets) at end of year2018-12-31$81,571
Employer contributions (assets) at beginning of year2018-12-31$200,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$491,514
Contract administrator fees2018-12-31$133
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KKDLY,LLC
Accountancy firm EIN2018-12-31990292355
2017 : NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,808,727
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$360,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$360,621
Value of total corrective distributions2017-12-31$13
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$527,164
Value of total assets at end of year2017-12-31$11,991,046
Value of total assets at beginning of year2017-12-31$10,542,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15
Total interest from all sources2017-12-31$204,165
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,084
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$180,701
Participant contributions at end of year2017-12-31$7,374
Participant contributions at beginning of year2017-12-31$3,113
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$138,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$13
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,448,078
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,991,033
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,542,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,291,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,212,485
Value of interest in pooled separate accounts at end of year2017-12-31$336,752
Value of interest in pooled separate accounts at beginning of year2017-12-31$279,309
Interest earned on other investments2017-12-31$204,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,154,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,048,048
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$103,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,061,830
Net investment gain/loss from pooled separate accounts2017-12-31$13,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$207,584
Employer contributions (assets) at end of year2017-12-31$200,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$256,902
Contract administrator fees2017-12-31$15
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KKDLY, LLC
Accountancy firm EIN2017-12-31990292355
2016 : NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$572
Total transfer of assets from this plan2016-12-31$572
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$756,834
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$185,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$185,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$210,448
Value of total assets at end of year2016-12-31$10,542,955
Value of total assets at beginning of year2016-12-31$9,971,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$216,186
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$154,356
Participant contributions at end of year2016-12-31$3,113
Participant contributions at beginning of year2016-12-31$2,014
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$56,092
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$571,480
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,542,955
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,971,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,212,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,904,006
Value of interest in pooled separate accounts at end of year2016-12-31$279,309
Value of interest in pooled separate accounts at beginning of year2016-12-31$268,036
Interest earned on other investments2016-12-31$216,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,048,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,797,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$316,360
Net investment gain/loss from pooled separate accounts2016-12-31$13,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$185,354
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KKDLY, LLC
Accountancy firm EIN2016-12-31990292355
2015 : NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$398,001
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$290,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$290,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$179,207
Value of total assets at end of year2015-12-31$9,971,475
Value of total assets at beginning of year2015-12-31$9,864,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$194,995
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$149,050
Participant contributions at end of year2015-12-31$2,014
Participant contributions at beginning of year2015-12-31$22,033
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$30,157
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$9,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$107,125
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,971,475
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,864,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,904,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,896,784
Value of interest in pooled separate accounts at end of year2015-12-31$268,036
Value of interest in pooled separate accounts at beginning of year2015-12-31$253,695
Interest earned on other investments2015-12-31$194,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,797,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,682,672
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$56,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$3,121
Net investment gain/loss from pooled separate accounts2015-12-31$20,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$234,799
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KKDLY, LLC
Accountancy firm EIN2015-12-31990292355
2014 : NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$694,071
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$481,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$481,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$165,340
Value of total assets at end of year2014-12-31$9,864,350
Value of total assets at beginning of year2014-12-31$9,651,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$200,226
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$144,655
Participant contributions at end of year2014-12-31$22,033
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,153
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$9,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$212,421
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,864,350
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,651,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,896,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,627,291
Value of interest in pooled separate accounts at end of year2014-12-31$253,695
Value of interest in pooled separate accounts at beginning of year2014-12-31$222,967
Interest earned on other investments2014-12-31$200,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,682,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,801,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$300,918
Net investment gain/loss from pooled separate accounts2014-12-31$27,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$15,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$481,650
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP.
Accountancy firm EIN2014-12-31135565207
2013 : NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,170,518
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$147,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$147,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$159,022
Value of total assets at end of year2013-12-31$9,651,929
Value of total assets at beginning of year2013-12-31$8,629,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$194,108
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$153,878
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,022,541
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,651,929
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,629,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,627,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,844,721
Value of interest in pooled separate accounts at end of year2013-12-31$222,967
Value of interest in pooled separate accounts at beginning of year2013-12-31$171,779
Interest earned on other investments2013-12-31$194,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,801,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,612,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$799,144
Net investment gain/loss from pooled separate accounts2013-12-31$18,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$147,977
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP.
Accountancy firm EIN2013-12-31135565207
2012 : NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$813,084
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$178,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$178,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$167,599
Value of total assets at end of year2012-12-31$8,629,388
Value of total assets at beginning of year2012-12-31$7,994,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$181,764
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$158,727
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$634,462
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,629,388
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,994,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,844,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,376,277
Value of interest in pooled separate accounts at end of year2012-12-31$171,779
Value of interest in pooled separate accounts at beginning of year2012-12-31$154,677
Interest earned on other investments2012-12-31$181,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,612,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,463,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$448,091
Net investment gain/loss from pooled separate accounts2012-12-31$15,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$178,622
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP.
Accountancy firm EIN2012-12-31135565207
2011 : NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$261,595
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$223,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$223,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$124,578
Value of total assets at end of year2011-12-31$7,994,926
Value of total assets at beginning of year2011-12-31$7,956,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$177,594
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$119,459
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$38,078
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,994,926
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,956,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,376,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,448,252
Value of interest in pooled separate accounts at end of year2011-12-31$154,677
Value of interest in pooled separate accounts at beginning of year2011-12-31$132,388
Interest earned on other investments2011-12-31$177,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,463,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,369,666
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$11,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-58,041
Net investment gain/loss from pooled separate accounts2011-12-31$17,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$6,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$211,821
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG, LLP.
Accountancy firm EIN2011-12-31135565207
2010 : NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$696,149
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$579,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$579,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$116,049
Value of total assets at end of year2010-12-31$7,956,848
Value of total assets at beginning of year2010-12-31$7,840,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$164,497
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$116,049
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$7,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$116,696
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,956,848
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,840,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,448,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,438,724
Value of interest in pooled separate accounts at end of year2010-12-31$132,388
Value of interest in pooled separate accounts at beginning of year2010-12-31$125,658
Interest earned on other investments2010-12-31$164,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,369,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,260,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$398,785
Net investment gain/loss from pooled separate accounts2010-12-31$16,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$6,542
Employer contributions (assets) at beginning of year2010-12-31$7,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$579,453
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG, LLP.
Accountancy firm EIN2010-12-31135565207
2009 : NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN

2023: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337315
Policy instance 1
Insurance contract or identification number337315
Number of Individuals Covered173
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337315
Policy instance 1
Insurance contract or identification number337315
Number of Individuals Covered179
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337315
Policy instance 1
Insurance contract or identification number337315
Number of Individuals Covered184
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337315
Policy instance 1
Insurance contract or identification number337315
Number of Individuals Covered263
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337315
Policy instance 1
Insurance contract or identification number337315
Number of Individuals Covered200
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337315
Policy instance 1
Insurance contract or identification number337315
Number of Individuals Covered205
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337315
Policy instance 1
Insurance contract or identification number337315
Number of Individuals Covered236
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337315
Policy instance 1
Insurance contract or identification number337315
Number of Individuals Covered221
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337315
Policy instance 1
Insurance contract or identification number337315
Number of Individuals Covered222
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337315
Policy instance 1
Insurance contract or identification number337315
Number of Individuals Covered222
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337315
Policy instance 1
Insurance contract or identification number337315
Number of Individuals Covered222
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337315
Policy instance 1
Insurance contract or identification number337315
Number of Individuals Covered222
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337315
Policy instance 1
Insurance contract or identification number337315
Number of Individuals Covered325
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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