Original filing (PDF)20250917141949NAL0000439441001

CROWNVIEW CO-OCCURRING INSTITUTE

Name: CROWNVIEW CO-OCCURRING INSTITUTE — CROWNVIEW CO-OCCURRING INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: CROWNVIEW CO-OCCURRING INSTITUTE

Form 5500-SF

FILING_RECEIVED

CROWNVIEW CO-OCCURRING INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$582K

Net assets (EOY)

$582K

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 CROWNVIEW CO-OCCURRING INSTITUTE.

Plan sponsor

Name

CROWNVIEW CO-OCCURRING INSTITUTE

EIN

47-2284401

Address

315 N. CLEMENTINE ST. · OCEANSIDE, CA · 92054

Phone

(760) 828-2865

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

CASE MANAGEMENT, INC.

CASE MANAGEMENT, INC. RETIREMENT PLAN

$584K · 48 participants

ACCESS BEHAVIORAL HEALTH SERVICES

ACCESS BHS 401(K) PLAN

$586K · 114 participants

CARMAHEALTH, PLLC

CARMAHEALTH, PLLC 401(K) PLAN

$578K · 32 participants

TURNING POINT, INC.

403(B) THRIFT PLAN FOR EMPLOYEES OF TURNING POINT, INC.

$589K · 8 participants

A KLEIN LCSW PSYCHOTHERAPY, P.C.

A KLEIN LCSW PSYCHOTHERAPY 401(K) PLAN

$576K · 17 participants