· 2022–2024 · DOL EFAST2

HABITAT FOR HUMANITY OF MARION — 403(B) THRIFT PLAN FOR EMPLOYEES OF HABITAT FOR HUMANITY OF MARION COUNTY, INC., Form 5500 (2024)

Original filing (PDF)20260407132938NAL0007485793001

HABITAT FOR HUMANITY OF MARION

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF HABITAT FOR HUMANITY OF MARION COUNTY, INC.

401(k) retirement plan

Active participants

8

Accounts w/ balance

8

Plan assets (EOY)

$368K

Net assets (EOY)

$368K

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

77

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HABITAT FOR HUMANITY OF MARION.

Plan sponsor

Name

HABITAT FOR HUMANITY OF MARION

EIN

59-2992077

Address

PO BOX 5578 · OCALA, FL · 344785578

Phone

(352) 351-4663

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

2024-07-01

Tax period

2025-06-30

Filed

2026-04-07

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

UNITARIAN UNIVERSALIST SERVICE COMMITTEE, INC.

VOYA-ING 403B ERISA PLAN (VE483)

SCIENCE IS ELEMENTARY, INC.

SCIENCE IS ELEMENTARY 401(K) PLAN

$368K · 13 participants

UNITED WAY OF ST. JOSEPH COUNT

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF ST. JOSEPH COUNTY, INC.

$368K · 13 participants

WOMEN'S CONGRESSIONAL POLICY INSTITUTE

WOMEN'S CONGRESSIONAL POLICY INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN

$368K · 6 participants

DECENTRALIZED WIRELESS FOUNDATION

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.