How big is Coalition for Independent LIVI's plan?

Coalition for Independent LIVI's plan reported $618K in assets and 25 participants for 2022.

Original filing (PDF)20231031101542NAL0018673536001

Coalition for Independent LIVI

Name: Coalition for Independent LIVI — 401(k) Profit, Form 5500 (2022)
Creator: Coalition for Independent LIVI
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) Profit Sharing Plan for Employees of Coalition for Independent Living Options, Inc.

401(k) retirement plan · Coalition for Independent LIVI's 401(k) Profit Sharing Plan for Employees of Coalition for Independent Living Options, Inc. held $618K in plan assets for 25 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$618K

Net assets (EOY)

$618K

People on this filing

Joshua Nelson signed Coalition for Independent LIVI's 2022 Form 5500 as plan administrator.

Joshua Nelson — 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

Coalition for Independent LIVI's EIN is 65-0174695.

EIN 65-0174695

Plan number 001

Plan year 2022

ACK ID 20231031101542NAL0018673536001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Coalition for Independent LIVI from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Coalition for Independent LIVI's plan includes a 401(k) feature, profit-sharing, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COALITION FOR INDEPENDENT LIVI.

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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 (86th percentile).

Plan sponsor

Name

COALITION FOR INDEPENDENT LIVI

EIN

all filings

Address

4400 N CONGRESS AVE STE 203 · WEST PALM BEACH, FL · 334073221

Phone

(561) 966-4288

Industry

Health Care & Social Assistance

Plan administrator