Original filing (PDF)20240618123550NAL0002607969001

SALES COACHING, INC. DBA CHRIS JENNINGS GROUP

Name: SALES COACHING, INC. DBA CHRIS JENNINGS GROUP — SALES COACHING, INC. 401(K) PLAN, Form 5500 (2023)
Creator: SALES COACHING, INC. DBA CHRIS JENNINGS GROUP

Form 5500-SF

FILING_RECEIVED

SALES COACHING, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SALES COACHING, INC. DBA CHRIS JENNINGS GROUP.

Plan sponsor

Name

SALES COACHING, INC. DBA CHRIS JENNINGS GROUP

EIN

20-8016707

Address

17701 COWAN · STE. 120 · IRVINE, CA · 92614

Phone

(949) 450-1425

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-01-31

Filed

2024-06-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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