How big is San Joaquin Community Foundation's plan?

San Joaquin Community Foundation's plan reported $423K in assets and 9 participants for 2024.

Original filing (PDF)20250730140107NAL0004839169001

San Joaquin Community Foundation

Name: San Joaquin Community Foundation — San Joaquin, Form 5500 (2024)
Creator: San Joaquin Community Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

San Joaquin Community Foundation 401(k)Plan

401(k) retirement plan · San Joaquin Community Foundation's San Joaquin Community Foundation 401(k)Plan held $423K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$423K

Net assets (EOY)

$423K

People on this filing

Vanessa Harris signed San Joaquin Community Foundation's 2024 Form 5500 as plan administrator.

Vanessa Harris — 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

San Joaquin Community Foundation's EIN is 26-1476916.

EIN 26-1476916

Plan number 001

Plan year 2024

ACK ID 20250730140107NAL0004839169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for San Joaquin Community Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

San Joaquin Community Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAN JOAQUIN COMMUNITY FOUNDATION.

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Plan health score

Top-tier plan health

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