· 2022–2024 · DOL EFAST2

Middletown Community Foundation — Middletown, Form 5500 (2025)

Original filing (PDF)20260602151358NAL0001013073001

Middletown Community Foundation

Form 5500-SF

FILING_RECEIVED

Middletown Community Foundation 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Middletown Community Foundation's Middletown Community Foundation 401(k) Profit Sharing Plan & Trust held $403K in plan assets for 3 participants in 2025.

Active participants

3

Accounts w/ balance

4

Plan assets (EOY)

$403K

Net assets (EOY)

$403K

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

90

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MIDDLETOWN COMMUNITY FOUNDATION

EIN

31-0898380all filings

Address

300 N MAIN ST STE 300 · MIDDLETOWN, OH · 45042

Phone

(513) 424-7369

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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