How big is Coaching Financial Concepts, Inc.'s plan?

Coaching Financial Concepts, Inc.'s plan reported $35K in assets and 4 participants for 2024.

Original filing (PDF)20251014103634NAL0002539697001

Coaching Financial Concepts, Inc.

Name: Coaching Financial Concepts, Inc. — Coaching Financi, Form 5500 (2024)
Creator: Coaching Financial Concepts, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coaching Financial 401(k) Plan & Trust

401(k) retirement plan · Coaching Financial Concepts, Inc.'s Coaching Financial 401(k) Plan & Trust held $35K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

People on this filing

John Gotschall signed Coaching Financial Concepts, Inc.'s 2024 Form 5500 as plan administrator.

John Gotschall — 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

Coaching Financial Concepts, Inc.'s EIN is 36-4219380.

EIN 36-4219380

Plan number 001

Plan year 2024

ACK ID 20251014103634NAL0002539697001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coaching Financial Concepts, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coaching Financial Concepts, Inc.'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 COACHING FINANCIAL CONCEPTS, INC..

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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