Original filing (PDF)20250620112221NAL0002307955001

Central Coast Wealth Management, LLC

Name: Central Coast Wealth Management, LLC — Central Coast, Form 5500 (2024)
Creator: Central Coast Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Central Coast Wealth Management, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Central Coast Wealth Management, LLC's Central Coast Wealth Management, LLC 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Kurt Jackson signed Central Coast Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Kurt Jackson — 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

Central Coast Wealth Management, LLC's EIN is 22-3973915.

EIN 22-3973915

Plan number 001

Plan year 2024

ACK ID 20250620112221NAL0002307955001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Central Coast Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Central Coast Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CENTRAL COAST WEALTH MANAGEMENT, LLC.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score