Original filing (PDF)20250301144313NAL0004887168001

Katrina Ubell Coaching LLC

Name: Katrina Ubell Coaching LLC — Katrina Ubell Coaching, Form 5500 (2024)
Creator: Katrina Ubell Coaching LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Katrina Ubell Coaching, LLC 401(k) Plan

401(k) retirement plan · Katrina Ubell Coaching LLC's Katrina Ubell Coaching, LLC 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Katrina Ubell signed Katrina Ubell Coaching LLC's 2024 Form 5500 as plan administrator.

Katrina Ubell — 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

Katrina Ubell Coaching LLC's EIN is 81-2596477.

EIN 81-2596477

Plan number 001

Plan year 2024

ACK ID 20250301144313NAL0004887168001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Katrina Ubell Coaching LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Katrina Ubell Coaching LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATRINA UBELL COACHING LLC.

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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 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