Original filing (PDF)20250501131057NAL0003178817001

EARLY LEARNING COALITION OF MANATEE

Name: EARLY LEARNING COALITION OF MANATEE — EARLY LEARNING COALITION OF MANATEE COUNTY 403(B) PLAN, Form 5500 (2023)
Creator: EARLY LEARNING COALITION OF MANATEE

Form 5500-SF

FILING_RECEIVED

EARLY LEARNING COALITION OF MANATEE COUNTY 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 EARLY LEARNING COALITION OF MANATEE.

Plan sponsor

Name

EARLY LEARNING COALITION OF MANATEE

EIN

65-0811318

Address

600 8TH AVE WEST, SUITE 100 · PALMETTO, FL · 34221

Phone

(941) 757-2900

Industry

Other Services (ex. Public Admin)see 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

2025-05-01

Pension benefit codes

2E · Profit-sharing

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

WASHITA VALLEY COMMUNITY ACTIO

403(B) THRIFT PLAN FOR EMPLOYEES OF WASHITA VALLEY COMMUNITY ACTION COUNCIL

$1.5M · 35 participants

TEXAS HEALTH CARE ASSOCIATION

TEXAS HEALTH CARE ASSOCIATION 401K PLAN

$1.5M · 6 participants

RONALD M. SIMON FAMILY FOUNDATION

RONALD M. SIMON FAMILY FOUNDATION 401(K) PLAN

$1.5M · 28 participants

RANKIN CHRISTIAN CENTER

RANKIN CHRISTIAN CENTER 401(K) PROFIT SHARING PLAN

$1.5M · 40 participants

HOA ALABAMA