Original filing (PDF)20260430072639NAL0011283761001

Community Foundation of Madison & Jefferson County

Name: Community Foundation of Madison & Jefferson County — Form 5500 Plan 001 (2025)
Creator: Community Foundation of Madison & Jefferson County
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Community Foundation of Madison & Jefferson County 401(k) Plan

401(k) retirement plan · Community Foundation of Madison & Jefferson County's Community Foundation of Madison & Jefferson County 401(k) Plan held $1.1M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Community Foundation of Madison & Jefferson County's EIN is 35-1847297.

EIN 35-1847297

Plan number 001

Plan year 2025

ACK ID 20260430072639NAL0011283761001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Community Foundation of Madison & Jefferson County from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Community Foundation of Madison & Jefferson County'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 COMMUNITY FOUNDATION OF MADISON & JEFFERSON COUNTY.

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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