How big is North Georgia Community Foundation's plan?

North Georgia Community Foundation's plan reported $1.1M in assets and 8 participants for 2024.

Original filing (PDF)20250610073958NAL0043292066001

North Georgia Community Foundation

Name: North Georgia Community Foundation — North Georgia, Form 5500 (2024)
Creator: North Georgia Community Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

North Georgia Community Foundation 401(k) Plan

401(k) retirement plan · North Georgia Community Foundation's North Georgia Community Foundation 401(k) Plan held $1.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

LISA Warwick signed North Georgia Community Foundation's 2024 Form 5500 as plan administrator.

LISA Warwick — 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

North Georgia Community Foundation's EIN is 58-1610318.

EIN 58-1610318

Plan number 001

Plan year 2024

ACK ID 20250610073958NAL0043292066001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

North Georgia Community Foundation'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 NORTH GEORGIA COMMUNITY FOUNDATION.

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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