THE COMMUNITY FOUNDATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE COMMUNITY FOUNDATION
| Measure | Date | Value |
|---|
| 2025 : 403(B) THRIFT PLAN OF THE COMMUNITY FOUNDATION 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-07-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-15 | 424561 |
| Net assets as of the end of the plan year | 2025-07-15 | 8528020 |
| Total assets as of the beginning of the plan year | 2025-07-15 | 7135219 |
| Value of plan covered by a fidelity bond | 2025-07-15 | 3000000 |
| Participant contributions to plan in this plan year | 2025-07-15 | 357566 |
| Value of participant loans at end of plan year | 2025-07-15 | 5733 |
| Other expenses paid from plan in this plan year | 2025-07-15 | 79 |
| Other contributions to plan in this plan year | 2025-07-15 | 177955 |
| Other income to plan in this plan year | 2025-07-15 | 1084008 |
| Plan net income in this plan year | 2025-07-15 | 1392801 |
| Net assets as of the end of the plan year | 2025-07-15 | 8528020 |
| Net assets as of the beginning of the plan year | 2025-07-15 | 7135219 |
| Employer contributions to plan in this plan year | 2025-07-15 | 197833 |
| Fees paid to broker by Benefit Provider | 2025-07-15 | 564 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-15 | 500 |
| 2024 : 403(B) THRIFT PLAN OF THE COMMUNITY FOUNDATION 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-15 | 301050 |
| Net assets as of the end of the plan year | 2024-10-15 | 7135219 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 5808695 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 3000000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 359880 |
| Value of participant loans at end of plan year | 2024-10-15 | 16277 |
| Other expenses paid from plan in this plan year | 2024-10-15 | 0 |
| Other contributions to plan in this plan year | 2024-10-15 | 14940 |
| Other income to plan in this plan year | 2024-10-15 | 1060765 |
| Plan net income in this plan year | 2024-10-15 | 1326524 |
| Net assets as of the end of the plan year | 2024-10-15 | 7135219 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 5808695 |
| Employer contributions to plan in this plan year | 2024-10-15 | 191989 |
| Fees paid to broker by Benefit Provider | 2024-10-15 | 1689 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 224 |
| 2023 : 403(B) THRIFT PLAN OF THE COMMUNITY FOUNDATION 2023 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2023-07-20 | 0 |
| Total liabilities as of the end of the plan year | 2023-07-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2023-07-20 | 0 |
| Total expenses incurred by plan in this plan year | 2023-07-20 | 809788 |
| Net assets as of the end of the plan year | 2023-07-20 | 6977467 |
| Total assets as of the beginning of the plan year | 2023-07-20 | 6227829 |
| Value of plan covered by a fidelity bond | 2023-07-20 | 3000000 |
| Participant contributions to plan in this plan year | 2023-07-20 | 310585 |
| Value of participant loans at end of plan year | 2023-07-20 | 21263 |
| Other expenses paid from plan in this plan year | 2023-07-20 | 131 |
| Other contributions to plan in this plan year | 2023-07-20 | 97633 |
| Other income to plan in this plan year | 2023-07-20 | 997659 |
| Plan net income in this plan year | 2023-07-20 | 749638 |
| Net assets as of the end of the plan year | 2023-07-20 | 6977467 |
| Net assets as of the beginning of the plan year | 2023-07-20 | 6227829 |
| Employer contributions to plan in this plan year | 2023-07-20 | 153549 |
| Fees paid to broker by Benefit Provider | 2023-07-20 | 469 |
