How big is Naples ZOO, Inc.'s plan?

Naples ZOO, Inc.'s plan reported $2.0M in assets and 105 participants for 2023.

Original filing (PDF)20250410084925NAL0023960897001

Naples ZOO, Inc.

Name: Naples ZOO, Inc. — Naples ZOO, Inc. 403(b) Plan, Form 5500 (2023)
Creator: Naples ZOO, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Naples ZOO, Inc. 403(b) Plan

403(b) retirement plan · Naples ZOO, Inc.'s Naples ZOO, Inc. 403(b) Plan held $2.0M in plan assets for 105 participants in 2023.

Signals · 1

Late filing · 4.8 mo

Active participants

105

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Naples ZOO, Inc.'s EIN is 56-2412630.

EIN 56-2412630

Plan number 003

Plan year 2023

ACK ID 20250410084925NAL0023960897001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Naples ZOO, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Naples ZOO, Inc.'s plan includes profit-sharing, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NAPLES ZOO, INC..

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Filed 4.8 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score