Original filing (PDF)20230705142449NAL0027960722001

CHAUTAUQUA REGION COMMUNITY FOUNDATION, INC.

Name: CHAUTAUQUA REGION COMMUNITY FOUNDATION, INC. — RETIREMENT PLAN FOR THE CHAUTAUQUA REGION COMMUNITY FOUNDATION, INC., Form 5500 (2022)
Creator: CHAUTAUQUA REGION COMMUNITY FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

RETIREMENT PLAN FOR THE CHAUTAUQUA REGION COMMUNITY FOUNDATION, INC.

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAUTAUQUA REGION COMMUNITY FOUNDATION, INC..

Plan sponsor

Name

CHAUTAUQUA REGION COMMUNITY FOUNDATION, INC.

EIN

16-1113837

Address

JACOB SCHRANTZ · 418 SPRING ST · JAMESTOWN, NY · 147015332

Phone

—

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-05

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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