Health Coalition, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Health Coalition, INC.
  • Sponsor EIN: 650068208
  • Sponsor Address: 8320 N.W. 30TH TERRACE, DORAL, FL, 33122
  • Plan Type: 401(k)
  • Total Participants: 18
  • Total Assets: $4.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202418$4.1M$0$48,262
202318$3.9M$258,018$36,240
202214$3.4M$221,563$27,616

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