Original filing (PDF)20250930095600NAL0014681248001

UNITED WAY EMERALD COAST, INC.

Name: UNITED WAY EMERALD COAST, INC. — SPIN-OFF TERMINATION PLAN FOR UNITED WAY EMERALD COAST, INC., Form 5500 (2024)
Creator: UNITED WAY EMERALD COAST, INC.

Form 5500-SF

FILING_RECEIVED

SPIN-OFF TERMINATION PLAN FOR UNITED WAY EMERALD COAST, INC.

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED WAY EMERALD COAST, INC..

Plan sponsor

Name

UNITED WAY EMERALD COAST, INC.

EIN

59-0972293

Address

112 TUPELO AVE. SE · FORT WALTON BEACH, FL · 32548

Phone

(850) 243-0315

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

HR, INC. DBA SIMPLE HR

EIN

81-0583874

City

DESTIN, FL

Phone

(850) 650-9935

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-04-23

Filed

2025-09-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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