Original filing (PDF)20231202112458NAL0026557682001

Coalision USA

Name: Coalision USA — Coalision USA 401(k) Plan, Form 5500 (2022)
Creator: Coalision USA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coalision USA 401(k) Plan

401(k) retirement plan · Coalision USA's Coalision USA 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Todd Steele signed Coalision USA's 2022 Form 5500 as plan administrator.

Todd Steele — 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

Coalision USA's EIN is 86-1174590.

EIN 86-1174590

Plan number 001

Plan year 2022

ACK ID 20231202112458NAL0026557682001

Official Form 5500 document

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

Download the official 2022 Form 5500 (PDF)

Plan features

Coalision USA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COALISION USA.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

COALISION USA

EIN

all filings

Address

714 STATE STREET · SANTA BARBARA, CA · 93101

Phone

(514) 798-3534

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-11-08

Filed

2023-12-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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