| Plan Name | THE COMMUNITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE COMMUNITY FOUNDATION FOR NORTHEAST FLORIDA, INC. |
| Employer identification number (EIN): | 596150746 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about THE COMMUNITY FOUNDATION FOR NORTHEAST FLORIDA, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 1988-09-28 |
| Company Identification Number: | N28579 |
| Legal Registered Office Address: |
11828 TANYA TER. E JACKSONVILLE 32223 |
More information about THE COMMUNITY FOUNDATION FOR NORTHEAST FLORIDA, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | GRACE SACERDOTE | 2024-06-21 | GRACE SACERDOTE | 2024-06-21 |
| 001 | 2022-01-01 | GRACE SACERDOTE | 2023-07-24 | GRACE SACERDOTE | 2023-07-24 |
| 001 | 2021-01-01 | GRACE SACERDOTE | 2022-07-07 | GRACE SACERDOTE | 2022-07-07 |
| 001 | 2020-01-01 | GRACE SACERDOTE | 2021-07-16 | ||
| 001 | 2019-01-01 | GRACE SACERDOTE | 2020-07-31 | GRACE SACERDOTE | 2020-07-31 |
| 001 | 2018-01-01 | GRACE SACERDOTE | 2019-07-24 | GRACE SACERDOTE | 2019-07-24 |
| 001 | 2017-01-01 | GRACE SACERDOTE | 2018-05-29 | GRACE SACERDOTE | 2018-05-29 |
| 001 | 2016-01-01 | GRACE SACERDOTE | 2017-04-03 | GRACE SACERDOTE | 2017-04-03 |
| 001 | 2015-01-01 | GRACE SACERDOTE | 2016-07-25 | GRACE SACERDOTE | 2016-07-25 |
| 001 | 2014-01-01 | GRACE SACERDOTE | 2015-03-26 | GRACE SACERDOTE | 2015-03-26 |
| 001 | 2013-01-01 | GRACE SACERDOTE | 2014-08-01 | GRACE SACERDOTE | 2014-08-01 |
| 001 | 2012-01-01 | GRACE SACERDOTE | 2013-07-31 | GRACE SACERDOTE | 2013-07-31 |
| 001 | 2011-01-01 | GRACE SACERDOTE | 2012-07-27 | ||
| 001 | 2010-01-01 | GRACE SACERDOTE | 2011-07-29 | GRACE SACERDOTE | 2011-07-29 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE COMMUNITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-04-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-15 | 1951244 |
| Net assets as of the end of the plan year | 2025-04-15 | 5858683 |
| Total assets as of the beginning of the plan year | 2025-04-15 | 6575549 |
| Participant contributions to plan in this plan year | 2025-04-15 | 234164 |
| Other expenses paid from plan in this plan year | 2025-04-15 | 0 |
| Other contributions to plan in this plan year | 2025-04-15 | 0 |
| Other income to plan in this plan year | 2025-04-15 | 731798 |
| Plan net income in this plan year | 2025-04-15 | -716866 |
| Net assets as of the end of the plan year | 2025-04-15 | 5858683 |
| Net assets as of the beginning of the plan year | 2025-04-15 | 6575549 |
| Employer contributions to plan in this plan year | 2025-04-15 | 268416 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-15 | 1830 |
| 2024 : THE COMMUNITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-06-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-21 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-21 | 975189 |
| Net assets as of the end of the plan year | 2024-06-21 | 6575549 |
| Total assets as of the beginning of the plan year | 2024-06-21 | 6077672 |
| Participant contributions to plan in this plan year | 2024-06-21 | 258272 |
| Other expenses paid from plan in this plan year | 2024-06-21 | 1650 |
| Other contributions to plan in this plan year | 2024-06-21 | 0 |
| Other income to plan in this plan year | 2024-06-21 | 964301 |
| Plan net income in this plan year | 2024-06-21 | 497877 |
| Net assets as of the end of the plan year | 2024-06-21 | 6575549 |
| Net assets as of the beginning of the plan year | 2024-06-21 | 6077672 |
| Employer contributions to plan in this plan year | 2024-06-21 | 250493 |
| 2022 : THE COMMUNITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-07-07 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-07 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-07 | 77835 |
| Net assets as of the end of the plan year | 2022-07-07 | 6699059 |
| Total assets as of the beginning of the plan year | 2022-07-07 | 5599199 |
| Participant contributions to plan in this plan year | 2022-07-07 | 225389 |
| Other expenses paid from plan in this plan year | 2022-07-07 | 1415 |
| Other contributions to plan in this plan year | 2022-07-07 | 0 |
| Other income to plan in this plan year | 2022-07-07 | 740169 |
| Plan net income in this plan year | 2022-07-07 | 1099860 |
| Net assets as of the end of the plan year | 2022-07-07 | 6699059 |
| Net assets as of the beginning of the plan year | 2022-07-07 | 5599199 |
| Employer contributions to plan in this plan year | 2022-07-07 | 212137 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-07 | 0 |