Original filing (PDF)20230219211213NAL0044790145001

FOUNDRY UNITED METHODIST CHURCH

Name: FOUNDRY UNITED METHODIST CHURCH — FOUNDRY UNITED METHODIST CHURCH 401(K) PLAN, Form 5500 (2022)
Creator: FOUNDRY UNITED METHODIST CHURCH

Form 5500-SF

FILING_RECEIVED

FOUNDRY UNITED METHODIST CHURCH 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

129

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOUNDRY UNITED METHODIST CHURCH.

Plan sponsor

Name

FOUNDRY UNITED METHODIST CHURCH

EIN

74-2020166

Address

8350 JONES RD. · HOUSTON, TX · 77065

Phone

(713) 937-9388

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-02-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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