How big is Community Foundation of Johnson County's plan?

Community Foundation of Johnson County's plan reported $366K in assets and 5 participants for 2024.

Original filing (PDF)20251212135510NAL0009160112001

Community Foundation of Johnson County

Name: Community Foundation of Johnson County — Form 5500 Plan 001 (2024)
Creator: Community Foundation of Johnson County
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Community Foundation of Johnson County 403(b) Retirement Plan

403(b) retirement plan · Community Foundation of Johnson County's Community Foundation of Johnson County 403(b) Retirement Plan held $366K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$366K

Net assets (EOY)

$366K

People on this filing

Shelly Maharry signed Community Foundation of Johnson County's 2024 Form 5500 as plan administrator.

Shelly Maharry — 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 Johnson County's EIN is 42-1508117.

EIN 42-1508117

Plan number 001

Plan year 2024

ACK ID 20251212135510NAL0009160112001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Community Foundation of Johnson County from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Community Foundation of Johnson County's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, 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 JOHNSON 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

COMMUNITY FOUNDATION OF JOHNSON COUNTY

EIN

all filings

Address

501 12TH AVENUE SUITE 102 · CORALVILLE, IA · 52241

Phone

(319) 337-0483

Industry

Other Services (ex. Public Admin)

Plan administrator