Original filing (PDF)20250922161445NAL0005862352003

COMMUNITY FOUNDATION OF WEST TEXAS, INC.

Name: COMMUNITY FOUNDATION OF WEST TEXAS, INC. — Form 5500 (2024)
Creator: COMMUNITY FOUNDATION OF WEST TEXAS, INC.

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$682K

Net assets (EOY)

$682K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

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

Plan sponsor

Name

COMMUNITY FOUNDATION OF WEST TEXAS, INC.

EIN

75-1709180

Address

6102 82ND STREET #8B · LUBBOCK, TX · 79424

Phone

(806) 762-8061

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

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2M · 403(b)(7) custodial accounts

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

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