Original filing (PDF)20251015093141NAL0008854178001

COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC.

Name: COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC. — COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC.

Form 5500-SF

FILING_RECEIVED

COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC.

EIN

58-1723645

Address

1900 UNION AVENUE · MEMPHIS, TN · 38104

Phone

(901) 722-0025

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

MACON-BIBB COUNTY EOC, INC.

MACON-BIBB COUNTY EOC, INC. PROFIT SHARING PLAN

$4.4M · 134 participants

JACOBS & CUSHMAN SAN DIEGO FOOD BANK

403(B) THRIFT PLAN OF JACOBS & CUSHMAN SAN DIEGO FOOD BANK

$4.4M · 100 participants

JAMHI HEALTH & WELLNESS, INC.

403(B) THRIFT PLAN OF JAMHI HEALTH & WELLNESS, INC.

$4.3M · 94 participants

OPEN HAND ATLANTA, INC.

403(B) THRIFT PLAN FOR EMPLOYEES OF OPEN HAND ATLANTA, INC.

$4.3M · 107 participants

WATER STREET MINISTRIES