Original filing (PDF)20240523095043NAL0002402387001

YORK COUNTY COMMUNITY FOUNDATION

Name: YORK COUNTY COMMUNITY FOUNDATION — 403(B) THRIFT PLAN OF YORK COUNTY COMMUNITY FOUNDATION, Form 5500 (2022)
Creator: YORK COUNTY COMMUNITY FOUNDATION

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN OF YORK COUNTY COMMUNITY FOUNDATION

401(k) retirement plan

Signals · 1

Late filing · 6.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YORK COUNTY COMMUNITY FOUNDATION.

Plan sponsor

Name

YORK COUNTY COMMUNITY FOUNDATION

EIN

23-6299868

Address

14 W MARKET ST · YORK, PA · 174011617

Phone

(717) 848-3733

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

2024-05-23

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

KEI-KNOWLEDGE ECOLOGY INTL

KNOWLEDGE ECOLOGY INTERNATIONA 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 3 participants

INSTITUTE FOR FREE SPEECH

INSTITUTE FOR FREE SPEECH 401(K) PLAN

$1.5M · 16 participants

GUST FOUNDATION

THE CHRISTOPHER L. & M. SUSAN GUST FOUNDATION 401(K) PLAN

$1.5M · 4 participants

UNITED WAY OF SANTA CRUZ COUNTY

UNITED WAY OF SANTA CRUZ COUNTY 403(B) PLAN

$1.5M · 31 participants

HEART OF TEXAS GOODWILL INDUSTRIES INC.