Original filing (PDF)20250410144129NAL0035675504001

POLK COUNTY SCHOOL READINESS COALITION, INC.

Name: POLK COUNTY SCHOOL READINESS COALITION, INC. — POLK COUNTY SCHOOL READINESS COALITION, INC. 401(K) PLAN, Form 5500 (2023)
Creator: POLK COUNTY SCHOOL READINESS COALITION, INC.

Form 5500-SF

FILING_RECEIVED

POLK COUNTY SCHOOL READINESS COALITION, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 POLK COUNTY SCHOOL READINESS COALITION, INC..

Plan sponsor

Name

POLK COUNTY SCHOOL READINESS COALITION, INC.

EIN

59-3648316

Address

115 S MISSOURI AVENUE, STE 501 · LAKELAND, FL · 33815

Phone

(863) 733-9064

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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