How big is Southwest Florida Community FO's plan?

Southwest Florida Community FO's plan reported $1.4M in assets and 35 participants for 2024.

Original filing (PDF)20250701131018NAL0018514672001

Southwest Florida Community FO

Name: Southwest Florida Community FO — Safe-Harbor 403(b), Form 5500 (2024)
Creator: Southwest Florida Community FO
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Safe-Harbor 403(b) Thrift Plan for Employees of Southwest Florida Community Foundation, Inc.

401(k) retirement plan · Southwest Florida Community FO's Safe-Harbor 403(b) Thrift Plan for Employees of Southwest Florida Community Foundation, Inc. held $1.4M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Sharon Ralston signed Southwest Florida Community FO's 2024 Form 5500 as plan administrator.

Sharon Ralston — 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

Southwest Florida Community FO's EIN is 59-6580974.

EIN 59-6580974

Plan number 001

Plan year 2024

ACK ID 20250701131018NAL0018514672001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southwest Florida Community FO from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest Florida Community FO's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHWEST FLORIDA COMMUNITY FO.

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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