Original filing (PDF)20250423220451NAL0004269651054

GULF COAST FINANCIAL PLANNING, LLC

Name: GULF COAST FINANCIAL PLANNING, LLC — GULF COAST FINANCIAL PLANNING 401(K) PLAN, Form 5500 (2024)
Creator: GULF COAST FINANCIAL PLANNING, LLC

Form 5500-SF

FILING_RECEIVED

GULF COAST FINANCIAL PLANNING 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$490K

Net assets (EOY)

$490K

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 average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GULF COAST FINANCIAL PLANNING, LLC.

Plan sponsor

Name

GULF COAST FINANCIAL PLANNING, LLC

EIN

82-0630397all filings

Address

9015 TOWN CENTER PARKWAY · UNIT 110 · LAKEWOOD RANCH, FL · 34202

Phone

(941) 822-8778

Industry

Real Estatesee all

Plan administrator