Civic Intelligence

The Conservancy Inc.

Plan context: The Conservancy Inc. Employee Retirement Plan

EIN 59-1157084 • Naples, FL • 27 filings • 5 plans

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1495 Smith Preserve WayNaples, FL 34102
Current Snapshot

Latest Year

2023

2023 Participants

60

2023 Assets

$4,602,372

2023 Contributions

$332,102

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,602,372$2,301,186$0200820162023YearValue
$4,602,372Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

67340200820162023YearValue
60Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2023160$4,602,372$332,102$5,535iApproximate average salary by contribution assumption: employee only about $138,376 at 4% or $92,251 at 6%; with 50% employer match about $92,251 at 4% or $61,500 at 6%; with 100% employer match about $69,188 at 4% or $46,125 at 6%.
The Conservancy Inc. Employee Retirement Plan-60$4,602,372$332,102$5,535iApproximate average salary by contribution assumption: employee only about $138,376 at 4% or $92,251 at 6%; with 50% employer match about $92,251 at 4% or $61,500 at 6%; with 100% employer match about $69,188 at 4% or $46,125 at 6%.
2022160$3,843,727$343,936$5,732iApproximate average salary by contribution assumption: employee only about $143,307 at 4% or $95,538 at 6%; with 50% employer match about $95,538 at 4% or $63,692 at 6%; with 100% employer match about $71,653 at 4% or $47,769 at 6%.
The Conservancy Inc. Employee Retirement Plan-60$3,843,727$343,936$5,732iApproximate average salary by contribution assumption: employee only about $143,307 at 4% or $95,538 at 6%; with 50% employer match about $95,538 at 4% or $63,692 at 6%; with 100% employer match about $71,653 at 4% or $47,769 at 6%.
2021159$3,312,172$302,768$5,132iApproximate average salary by contribution assumption: employee only about $128,292 at 4% or $85,528 at 6%; with 50% employer match about $85,528 at 4% or $57,018 at 6%; with 100% employer match about $64,146 at 4% or $42,764 at 6%.
The Conservancy Inc. Employee Retirement Plan-59$3,312,172$302,768$5,132iApproximate average salary by contribution assumption: employee only about $128,292 at 4% or $85,528 at 6%; with 50% employer match about $85,528 at 4% or $57,018 at 6%; with 100% employer match about $64,146 at 4% or $42,764 at 6%.
2020161$3,823,586$301,146$4,937iApproximate average salary by contribution assumption: employee only about $123,420 at 4% or $82,280 at 6%; with 50% employer match about $82,280 at 4% or $54,854 at 6%; with 100% employer match about $61,710 at 4% or $41,140 at 6%.
The Conservancy Inc. Employee Retirement Plan-61$3,823,586$301,146$4,937iApproximate average salary by contribution assumption: employee only about $123,420 at 4% or $82,280 at 6%; with 50% employer match about $82,280 at 4% or $54,854 at 6%; with 100% employer match about $61,710 at 4% or $41,140 at 6%.
2019159$2,949,369$311,086$5,273iApproximate average salary by contribution assumption: employee only about $131,816 at 4% or $87,877 at 6%; with 50% employer match about $87,877 at 4% or $58,585 at 6%; with 100% employer match about $65,908 at 4% or $43,939 at 6%.
The Conservancy Inc. Employee Retirement Plan-59$2,949,369$311,086$5,273iApproximate average salary by contribution assumption: employee only about $131,816 at 4% or $87,877 at 6%; with 50% employer match about $87,877 at 4% or $58,585 at 6%; with 100% employer match about $65,908 at 4% or $43,939 at 6%.
2018158$2,612,336$363,307$6,264iApproximate average salary by contribution assumption: employee only about $156,598 at 4% or $104,399 at 6%; with 50% employer match about $104,399 at 4% or $69,599 at 6%; with 100% employer match about $78,299 at 4% or $52,199 at 6%.
The Conservancy Inc. Employee Retirement Plan-58$2,612,336$363,307$6,264iApproximate average salary by contribution assumption: employee only about $156,598 at 4% or $104,399 at 6%; with 50% employer match about $104,399 at 4% or $69,599 at 6%; with 100% employer match about $78,299 at 4% or $52,199 at 6%.
2017153$2,303,868$348,350$6,573iApproximate average salary by contribution assumption: employee only about $164,316 at 4% or $109,544 at 6%; with 50% employer match about $109,544 at 4% or $73,029 at 6%; with 100% employer match about $82,158 at 4% or $54,772 at 6%.
The Conservancy Inc. Employee Retirement Plan-53$2,303,868$348,350$6,573iApproximate average salary by contribution assumption: employee only about $164,316 at 4% or $109,544 at 6%; with 50% employer match about $109,544 at 4% or $73,029 at 6%; with 100% employer match about $82,158 at 4% or $54,772 at 6%.
2016145$1,843,498$249,923$5,554iApproximate average salary by contribution assumption: employee only about $138,846 at 4% or $92,564 at 6%; with 50% employer match about $92,564 at 4% or $61,709 at 6%; with 100% employer match about $69,423 at 4% or $46,282 at 6%.
The Conservancy Inc. Employee Retirement Plan-45$1,843,498$249,923$5,554iApproximate average salary by contribution assumption: employee only about $138,846 at 4% or $92,564 at 6%; with 50% employer match about $92,564 at 4% or $61,709 at 6%; with 100% employer match about $69,423 at 4% or $46,282 at 6%.
2015143$1,402,949$232,178$5,399iApproximate average salary by contribution assumption: employee only about $134,987 at 4% or $89,991 at 6%; with 50% employer match about $89,991 at 4% or $59,994 at 6%; with 100% employer match about $67,494 at 4% or $44,996 at 6%.
The Conservancy Inc. Employee Retirement Plan-43$1,402,949$232,178$5,399iApproximate average salary by contribution assumption: employee only about $134,987 at 4% or $89,991 at 6%; with 50% employer match about $89,991 at 4% or $59,994 at 6%; with 100% employer match about $67,494 at 4% or $44,996 at 6%.
2014140$1,421,235$204,378$5,109iApproximate average salary by contribution assumption: employee only about $127,736 at 4% or $85,158 at 6%; with 50% employer match about $85,158 at 4% or $56,772 at 6%; with 100% employer match about $63,868 at 4% or $42,579 at 6%.
The Conservancy Inc. Employee Retirement Plan-40$1,421,235$204,378$5,109iApproximate average salary by contribution assumption: employee only about $127,736 at 4% or $85,158 at 6%; with 50% employer match about $85,158 at 4% or $56,772 at 6%; with 100% employer match about $63,868 at 4% or $42,579 at 6%.
2013137$1,460,749$214,830$5,806iApproximate average salary by contribution assumption: employee only about $145,155 at 4% or $96,770 at 6%; with 50% employer match about $96,770 at 4% or $64,514 at 6%; with 100% employer match about $72,578 at 4% or $48,385 at 6%.
The Conservancy Inc. Employee Retirement Plan-37$1,460,749$214,830$5,806iApproximate average salary by contribution assumption: employee only about $145,155 at 4% or $96,770 at 6%; with 50% employer match about $96,770 at 4% or $64,514 at 6%; with 100% employer match about $72,578 at 4% or $48,385 at 6%.
2012141$1,225,536$217,299$5,300iApproximate average salary by contribution assumption: employee only about $132,499 at 4% or $88,333 at 6%; with 50% employer match about $88,333 at 4% or $58,889 at 6%; with 100% employer match about $66,250 at 4% or $44,166 at 6%.
The Conservancy Inc. Employee Retirement Plan-41$1,225,536$217,299$5,300iApproximate average salary by contribution assumption: employee only about $132,499 at 4% or $88,333 at 6%; with 50% employer match about $88,333 at 4% or $58,889 at 6%; with 100% employer match about $66,250 at 4% or $44,166 at 6%.
2011138$929,700$159,868$4,207iApproximate average salary by contribution assumption: employee only about $105,176 at 4% or $70,118 at 6%; with 50% employer match about $70,118 at 4% or $46,745 at 6%; with 100% employer match about $52,588 at 4% or $35,059 at 6%.
The Conservancy Inc. Employee Retirement Plan-38$929,700$159,868$4,207iApproximate average salary by contribution assumption: employee only about $105,176 at 4% or $70,118 at 6%; with 50% employer match about $70,118 at 4% or $46,745 at 6%; with 100% employer match about $52,588 at 4% or $35,059 at 6%.
2010140$666,358$159,642$3,991iApproximate average salary by contribution assumption: employee only about $99,776 at 4% or $66,518 at 6%; with 50% employer match about $66,518 at 4% or $44,345 at 6%; with 100% employer match about $49,888 at 4% or $33,259 at 6%.
The Conservancy Inc. Employee Retirement Plan-40$666,358$159,642$3,991iApproximate average salary by contribution assumption: employee only about $99,776 at 4% or $66,518 at 6%; with 50% employer match about $66,518 at 4% or $44,345 at 6%; with 100% employer match about $49,888 at 4% or $33,259 at 6%.
2009248$542,990$150,717$3,140iApproximate average salary by contribution assumption: employee only about $78,498 at 4% or $52,332 at 6%; with 50% employer match about $52,332 at 4% or $34,888 at 6%; with 100% employer match about $39,249 at 4% or $26,166 at 6%.
The Conservancy Inc. Employee Retirement Plan-48$542,990$150,717$3,140iApproximate average salary by contribution assumption: employee only about $78,498 at 4% or $52,332 at 6%; with 50% employer match about $52,332 at 4% or $34,888 at 6%; with 100% employer match about $39,249 at 4% or $26,166 at 6%.
The Conservancy Inc. Employee Retirement Plan-0$0$0-
2008267$216,769$240,217$3,585iApproximate average salary by contribution assumption: employee only about $89,633 at 4% or $59,755 at 6%; with 50% employer match about $59,755 at 4% or $39,837 at 6%; with 100% employer match about $44,817 at 4% or $29,878 at 6%.
The Conservancy Inc. Employee Retirement Plan-67$216,769$240,217$3,585iApproximate average salary by contribution assumption: employee only about $89,633 at 4% or $59,755 at 6%; with 50% employer match about $59,755 at 4% or $39,837 at 6%; with 100% employer match about $44,817 at 4% or $29,878 at 6%.
The Conservancy Inc. Employee Retirement Plan-0---
200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
The Conservancy Inc. Employee Retirement Plan-0---
200010$0$0-
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199910$0$0-
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