| Plan Name | THE COMMUNITY FOUNDATION OF SOUTH ALABAMA |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE COMMUNITY FOUNDATION OF SOUTH ALABAMA |
| Employer identification number (EIN): | 630695166 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-10-01 | CAROLYN MARSTON | 2024-12-17 | CAROLYN MARSTON | 2024-12-17 |
| 003 | 2022-10-01 | CAROLYN MARSTON | 2024-04-18 | CAROLYN MARSTON | 2024-04-18 |
| 003 | 2021-10-01 | CAROLYN MARSTON | 2023-04-28 | CAROLYN MARSTON | 2023-04-28 |
| 003 | 2020-10-01 | CAROLYN MARSTON | 2021-12-13 | CAROLYN MARSTON | 2021-12-13 |
| 003 | 2019-10-01 | CAROLYN MARSTON | 2021-03-26 | CAROLYN MARSTON | 2021-03-26 |
| 003 | 2018-10-01 | CAROLYN MARSTON | 2020-07-09 | CAROLYN MARSTON | 2020-07-09 |
| 003 | 2017-10-01 | CAROLYN MARSTON | 2019-09-10 | CAROLYN MARSTON | 2019-09-10 |
| 003 | 2016-10-01 | CAROLYN MARSTON | 2019-09-10 | CAROLYN MARSTON | 2019-09-10 |
| 003 | 2015-10-01 | LINETTE CLAUSMAN | 2017-03-24 | ||
| 003 | 2014-10-01 | LINETTE CLAUSMAN | 2015-12-04 | LINETTE CLAUSMAN | 2015-12-04 |
| 003 | 2013-10-01 | LINETTE CLAUSMAN | 2015-03-31 | ||
| 003 | 2012-10-01 | LINETTE CLAUSMAN | 2014-01-15 | ||
| 003 | 2011-10-01 | LINETTE CLAUSMAN | 2013-01-05 | ||
| 003 | 2010-10-01 | LINETTE CLAUSMAN | 2011-12-12 |
| Measure | Date | Value |
|---|---|---|
| 2024 : THE COMMUNITY FOUNDATION OF SOUTH ALABAMA 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-12-17 | 755 |
| Net assets as of the end of the plan year | 2024-12-17 | 303022 |
| Total assets as of the beginning of the plan year | 2024-12-17 | 228562 |
| Participant contributions to plan in this plan year | 2024-12-17 | 12765 |
| Other contributions to plan in this plan year | 2024-12-17 | 39499 |
| Plan net income in this plan year | 2024-12-17 | 74458 |
| Net assets as of the end of the plan year | 2024-12-17 | 303022 |
| Net assets as of the beginning of the plan year | 2024-12-17 | 228562 |
| Employer contributions to plan in this plan year | 2024-12-17 | 22949 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-17 | 755 |