How big is North Valley Community Foundation's plan?

North Valley Community Foundation's plan reported $703K in assets and 12 participants for 2023.

Original filing (PDF)20240801114840NAL0022866833001

North Valley Community Foundation

Name: North Valley Community Foundation — NVCF Employee, Form 5500 (2023)
Creator: North Valley Community Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NVCF Employee Retirement Plan

403(b) retirement plan · North Valley Community Foundation's NVCF Employee Retirement Plan held $703K in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$703K

Net assets (EOY)

$703K

People on this filing

Karsen Bradley signed North Valley Community Foundation's 2023 Form 5500 as plan administrator.

Karsen Bradley — 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 Valley Community Foundation's EIN is 68-0161455.

EIN 68-0161455

Plan number 001

Plan year 2023

ACK ID 20240801114840NAL0022866833001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for North Valley Community Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

North Valley Community Foundation'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 NORTH VALLEY COMMUNITY FOUNDATION.

Finding similar companies…

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 (90th percentile).

Plan sponsor

Name

NORTH VALLEY COMMUNITY FOUNDATION

EIN

all filings

Address

1811 CONCORD AVE STE 220 · CHICO, CA · 95928

Phone

(530) 891-1150

Industry

Other Services (ex. Public Admin)

Plan administrator