How big is Coachella Valley Economic Partnership's plan?

Coachella Valley Economic Partnership's plan reported $1.3M in assets and 5 participants for 2023.

Original filing (PDF)20241015152726NAL0014965027001

Coachella Valley Economic Partnership

Name: Coachella Valley Economic Partnership — Coachella, Form 5500 (2023)
Creator: Coachella Valley Economic Partnership
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coachella Valley Economic Partnership 401(k) Profit Sharing Plan

401(k) retirement plan · Coachella Valley Economic Partnership's Coachella Valley Economic Partnership 401(k) Profit Sharing Plan held $1.3M in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Coachella Valley Economic Partnership's EIN is 33-0642485.

EIN 33-0642485

Plan number 001

Plan year 2023

ACK ID 20241015152726NAL0014965027001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Coachella Valley Economic Partnership from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Coachella Valley Economic Partnership's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COACHELLA VALLEY ECONOMIC PARTNERSHIP.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score