How big is Marion Community Foundation's plan?

Marion Community Foundation's plan reported $825K in assets and 6 participants for 2023.

Original filing (PDF)20250122114537NAL0007593744001

Marion Community Foundation

Name: Marion Community Foundation — Marion Community, Form 5500 (2023)
Creator: Marion Community Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marion Community Foundation 401(k) Plan

401(k) retirement plan · Marion Community Foundation's Marion Community Foundation 401(k) Plan held $825K in plan assets for 6 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$825K

Net assets (EOY)

$825K

People on this filing

Julie Prettyman signed Marion Community Foundation's 2023 Form 5500 as plan administrator.

Julie Prettyman — 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

Marion Community Foundation's EIN is 31-4446189.

EIN 31-4446189

Plan number 001

Plan year 2023

ACK ID 20250122114537NAL0007593744001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Marion Community Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Marion Community Foundation's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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