Original filing (PDF)20250708112347NAL0006874816001

LAKE GENEVA FOUNDATION

Name: LAKE GENEVA FOUNDATION — LAKE GENEVA FOUNDATION 403(B) PLAN, Form 5500 (2024)
Creator: LAKE GENEVA FOUNDATION

Form 5500-SF

FILING_RECEIVED

LAKE GENEVA FOUNDATION 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$544K

Net assets (EOY)

$544K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

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

Plan sponsor

Name

LAKE GENEVA FOUNDATION

EIN

39-0922378

Address

W2655 W SOUTH ST · LAKE GENEVA, WI · 531472340

Phone

(262) 248-5500

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

2025-07-08

Pension benefit codes

2L · 403(b)(1) annuity

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

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