Original filing (PDF)20260128151117NAL0004390353001

COMMUNITY SHELTER BOARD

Name: COMMUNITY SHELTER BOARD — COMMUNITY SHELTER BOARD 401(K) PLAN, Form 5500 (2024)
Creator: COMMUNITY SHELTER BOARD

Form 5500-SF

FILING_RECEIVED

COMMUNITY SHELTER BOARD 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

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 COMMUNITY SHELTER BOARD.

Plan sponsor

Name

COMMUNITY SHELTER BOARD

EIN

31-1181284

Address

355 E CAMPUS VIEW BLVD · SUITE 150 · COLUMBUS, OH · 43235

Phone

(614) 221-9195

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

2024-07-01

Tax period

2025-06-30

Filed

2026-01-28

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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