Original filing (PDF)20250422180951NAL0004590625001

Gold Coast Capital Investments, Inc. DBA Exceed Leaning

Name: Gold Coast Capital Investments, Inc. DBA Exceed Leaning — Form 5500 Plan 002 (2024)
Creator: Gold Coast Capital Investments, Inc. DBA Exceed Leaning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Exceed Lending Retirement Plan

401(k) retirement plan · Gold Coast Capital Investments, Inc. DBA Exceed Leaning's Exceed Lending Retirement Plan held $582K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$582K

Net assets (EOY)

$582K

Plan identifiers

Gold Coast Capital Investments, Inc. DBA Exceed Leaning's EIN is 47-4390127.

EIN 47-4390127

Plan number 002

Plan year 2024

ACK ID 20250422180951NAL0004590625001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gold Coast Capital Investments, Inc. DBA Exceed Leaning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gold Coast Capital Investments, Inc. DBA Exceed Leaning's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GOLD COAST CAPITAL INVESTMENTS, INC. DBA EXCEED LEANING.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

GOLD COAST CAPITAL INVESTMENTS, INC. DBA EXCEED LEANING

EIN

all filings

Address

17503 MONDINO DR · ROWLAND HEIGHTS, CA · 91748

Phone

(626) 631-0086

Industry

Finance & Insurance

Plan administrator