Original filing (PDF)20230201150557NAL0019935233001

COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN, INC.

Name: COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN, INC. — TAX DEFERRED ANNUITY PLAN OF COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN, INC., Form 5500 (2022)
Creator: COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN, INC.

Form 5500-SF

FILING_RECEIVED

TAX DEFERRED ANNUITY PLAN OF COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN, INC.

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN, INC..

Plan sponsor

Name

COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN, INC.

EIN

39-1711388

Address

PO BOX 8125 · JANESVILLE, WI · 535478125

Phone

(608) 758-0883

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN, INC.

EIN

39-1711388

City

JANESVILLE, WI

Phone

(608) 758-0883

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-02-01

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

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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