How big is Community Foundation of Monroe's plan?

Community Foundation of Monroe's plan reported $5K in assets and 3 participants for 2025.

Original filing (PDF)20260423094943NAL0007213584001

Community Foundation of Monroe

Name: Community Foundation of Monroe — Community Foundatio, Form 5500 (2025)
Creator: Community Foundation of Monroe
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Community Foundation of Monroe 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Community Foundation of Monroe's Community Foundation of Monroe 401(k) Profit Sharing Plan & Trust held $5K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

Jason Wade signed Community Foundation of Monroe's 2025 Form 5500 as plan administrator.

Jason Wade — 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

Community Foundation of Monroe's EIN is 38-2236628.

EIN 38-2236628

Plan number 001

Plan year 2025

ACK ID 20260423094943NAL0007213584001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Community Foundation of Monroe's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 MONROE.

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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