Original filing (PDF)20250516144823NAL0014134739001

EDYTH BUSH CHARITABLE FOUNDATION, INC.

Name: EDYTH BUSH CHARITABLE FOUNDATION, INC. — EDYTH BUSH CHARITABLE FOUNDATION 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: EDYTH BUSH CHARITABLE FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

EDYTH BUSH CHARITABLE FOUNDATION 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 EDYTH BUSH CHARITABLE FOUNDATION, INC..

Plan sponsor

Name

EDYTH BUSH CHARITABLE FOUNDATION, INC.

EIN

23-7318041

Address

P.O. BOX 1967 · WINTER PARK, FL · 327901967

Phone

(407) 647-4322

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-16

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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

THE JEWISH FEDERATION OF GREATER NEW HAVEN

THE JEWISH FEDERATION OF GREATER NEW HAVEN 403(B) PLAN

$3.2M · 177 participants

DIDLAKE, INC.

$3.2M · 431 participants

SOLANA BEACH PRESBYTERIAN CHUR

SOLANA BEACH PRESBYTERIAN CHUR 401(K) PROFIT SHARING PLAN & TRUST

$3.2M · 60 participants

ALASKA COMMUNITY DEVELOPMENT CORPORATION

ALASKA COMMUNITY DEVELOPMENT CORPORATION TAX- SHELTERED ANNUITY PLAN

$3.2M · 17 participants

CALIFORNIA PSYCHOLOGICAL ASSOC