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THE COMMUNITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameTHE COMMUNITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

THE COMMUNITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.

401k Sponsoring company profile

THE COMMUNITY FOUNDATION FOR NORTHEAST FLORIDA, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COMMUNITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GRACE SACERDOTE2024-06-21 GRACE SACERDOTE2024-06-21
0012022-01-01GRACE SACERDOTE2023-07-24 GRACE SACERDOTE2023-07-24
0012021-01-01GRACE SACERDOTE2022-07-07 GRACE SACERDOTE2022-07-07
0012020-01-01GRACE SACERDOTE2021-07-16
0012019-01-01GRACE SACERDOTE2020-07-31 GRACE SACERDOTE2020-07-31
0012018-01-01GRACE SACERDOTE2019-07-24 GRACE SACERDOTE2019-07-24
0012017-01-01GRACE SACERDOTE2018-05-29 GRACE SACERDOTE2018-05-29
0012016-01-01GRACE SACERDOTE2017-04-03 GRACE SACERDOTE2017-04-03
0012015-01-01GRACE SACERDOTE2016-07-25 GRACE SACERDOTE2016-07-25
0012014-01-01GRACE SACERDOTE2015-03-26 GRACE SACERDOTE2015-03-26
0012013-01-01GRACE SACERDOTE2014-08-01 GRACE SACERDOTE2014-08-01
0012012-01-01GRACE SACERDOTE2013-07-31 GRACE SACERDOTE2013-07-31
0012011-01-01GRACE SACERDOTE2012-07-27
0012010-01-01GRACE SACERDOTE2011-07-29 GRACE SACERDOTE2011-07-29

Financial Data on THE COMMUNITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2025 : THE COMMUNITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-150
Total liabilities as of the end of the plan year2025-04-150
Total liabilities as of the beginning of the plan year2025-04-150
Total expenses incurred by plan in this plan year2025-04-151951244
Net assets as of the end of the plan year2025-04-155858683
Total assets as of the beginning of the plan year2025-04-156575549
Participant contributions to plan in this plan year2025-04-15234164
Other expenses paid from plan in this plan year2025-04-150
Other contributions to plan in this plan year2025-04-150
Other income to plan in this plan year2025-04-15731798
Plan net income in this plan year2025-04-15-716866
Net assets as of the end of the plan year2025-04-155858683
Net assets as of the beginning of the plan year2025-04-156575549
Employer contributions to plan in this plan year2025-04-15268416
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-151830
2024 : THE COMMUNITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-06-210
Total liabilities as of the beginning of the plan year2024-06-210
Total expenses incurred by plan in this plan year2024-06-21975189
Net assets as of the end of the plan year2024-06-216575549
Total assets as of the beginning of the plan year2024-06-216077672
Participant contributions to plan in this plan year2024-06-21258272
Other expenses paid from plan in this plan year2024-06-211650
Other contributions to plan in this plan year2024-06-210
Other income to plan in this plan year2024-06-21964301
Plan net income in this plan year2024-06-21497877
Net assets as of the end of the plan year2024-06-216575549
Net assets as of the beginning of the plan year2024-06-216077672
Employer contributions to plan in this plan year2024-06-21250493
2022 : THE COMMUNITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-070
Total liabilities as of the end of the plan year2022-07-070
Total liabilities as of the beginning of the plan year2022-07-070
Total expenses incurred by plan in this plan year2022-07-0777835
Net assets as of the end of the plan year2022-07-076699059
Total assets as of the beginning of the plan year2022-07-075599199
Participant contributions to plan in this plan year2022-07-07225389
Other expenses paid from plan in this plan year2022-07-071415
Other contributions to plan in this plan year2022-07-070
Other income to plan in this plan year2022-07-07740169
Plan net income in this plan year2022-07-071099860
Net assets as of the end of the plan year2022-07-076699059
Net assets as of the beginning of the plan year2022-07-075599199
Employer contributions to plan in this plan year2022-07-07212137
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-070

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