How big is Community First Fund DBA Finanta's plan?

Community First Fund DBA Finanta's plan reported $4.1M in assets and 82 participants for 2024.

Original filing (PDF)20251126083055NAL0004526433001

Community First Fund DBA Finanta

Name: Community First Fund DBA Finanta — Community First, Form 5500 (2024)
Creator: Community First Fund DBA Finanta
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Community First Fund 403(b) Plan

401(k) retirement plan · Community First Fund DBA Finanta's Community First Fund 403(b) Plan held $4.1M in plan assets for 82 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Lloyd Shields signed Community First Fund DBA Finanta's 2024 Form 5500 as plan administrator.

Lloyd Shields — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Community First Fund DBA Finanta's EIN is 23-2689714.

EIN 23-2689714

Plan number 001

Plan year 2024

ACK ID 20251126083055NAL0004526433001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Community First Fund DBA Finanta from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Community First Fund DBA Finanta's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY FIRST FUND DBA FINANTA.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score