Original filing (PDF)20250916135929NAL0004459362001

COALITION FOR THE HOMELESS OF CENTRAL FLORIDA, INC.

Name: COALITION FOR THE HOMELESS OF CENTRAL FLORIDA, INC. — TAX DEFERRED ANNUITY PLAN OF COALITION FOR THE HOMELESS OF, Form 5500 (2024)
Creator: COALITION FOR THE HOMELESS OF CENTRAL FLORIDA, INC.

Form 5500-SF

FILING_RECEIVED

TAX DEFERRED ANNUITY PLAN OF COALITION FOR THE HOMELESS OF

403(b) retirement plan

Active participants

103

Accounts w/ balance

Plan assets (EOY)

$737K

Net assets (EOY)

$737K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COALITION FOR THE HOMELESS OF CENTRAL FLORIDA, INC..

Plan sponsor

Name

COALITION FOR THE HOMELESS OF CENTRAL FLORIDA, INC.

EIN

59-2814255

Address

639 WEST CENTRAL BLVD · ORLANDO, FL · 32801

Phone

(407) 426-1252

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

2025-09-16

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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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