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THE COMMUNITY FOUNDATION OF MUNCIE AND DELAWARE COUNTY INC. — COMMUNITY FOUNDATION 403B SALARY SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250819140611NAL0001185635001
THE COMMUNITY FOUNDATION OF MUNCIE AND DELAWARE COUNTY INC.
Form 5500-SF
FILING_RECEIVED
COMMUNITY FOUNDATION 403B SALARY SAVINGS PLAN
403(b) retirement plan
Active participants
15
Accounts w/ balance
10
Plan assets (EOY)
$609K
Net assets (EOY)
$609K
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE COMMUNITY FOUNDATION OF MUNCIE AND DELAWARE COUNTY INC.
.
Find decision makers
Plan sponsor
Name
THE COMMUNITY FOUNDATION OF MUNCIE AND DELAWARE COUNTY INC.
EIN
35-1640051
Address
302 E JACKSON · MUNCIE, IN · 47305
Phone
(765) 747-7181
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
2025-08-19
Pension benefit codes
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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$609K · 5 participants
COLORADO STATE PATROL FAMILY FOUNDATION
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CLOISTERS ON THE PLATTE
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
CLOISTERS ON THE PLATTE 401(K) PROFIT SHARING PLAN & TRUST
$609K · 25 participants
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