Original filing (PDF)20260121151654NAL0004450353001

The Montgomery County Coalition for the Homeless Inc.

Name: The Montgomery County Coalition for the Homeless Inc. — Form 5500 Plan 001 (2024)
Creator: The Montgomery County Coalition for the Homeless Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montgomery County Coalition for the Homeless 403(b) Plan

403(b) retirement plan · The Montgomery County Coalition for the Homeless Inc.'s Montgomery County Coalition for the Homeless 403(b) Plan held $3.2M in plan assets for 206 participants in 2024.

Signals · 1

No auditor on file

Active participants

206

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Myrtle Coleman signed The Montgomery County Coalition for the Homeless Inc.'s 2024 Form 5500 as plan administrator.

Myrtle Coleman — 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

The Montgomery County Coalition for the Homeless Inc.'s EIN is 52-1735674.

EIN 52-1735674

Plan number 001

Plan year 2024

ACK ID 20260121151654NAL0004450353001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Montgomery County Coalition for the Homeless Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Montgomery County Coalition for the Homeless Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MONTGOMERY COUNTY COALITION FOR THE HOMELESS INC..

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score