Original filing (PDF)20250721120412NAL0003033618001

WEST COAST ACCOUNTING AND TAX

Name: WEST COAST ACCOUNTING AND TAX — WEST COAST ACCOUNTING AND TAX INC 401(K), Form 5500 (2024)
Creator: WEST COAST ACCOUNTING AND TAX

Form 5500-SF

FILING_RECEIVED

WEST COAST ACCOUNTING AND TAX INC 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEST COAST ACCOUNTING AND TAX.

Plan sponsor

Name

WEST COAST ACCOUNTING AND TAX

EIN

99-4256245

Address

3569 WEBBER STREET · SARASOTA, FL · 34239

Phone

(708) 642-1432

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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

OXFORD MANAGEMENT CONSULTANTS

OXFORD MANAGEMENT CONSULTANTS 401(K) PROFIT SHARING PLAN & TRUST

$4K · 1 participants

HOSPICE OF OMEGA INC

HOSPICE OF OMEGA INC 401(K) PLAN

$4K · 3 participants

JOHNSON TREE SERVICES LLC

JOHNSON TREE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

$4K · 4 participants

SAVELY ROOFING INC

SAVELY ROOFING INC. 401(K) PLAN

$4K · 5 participants

MAGIC HOME RESTORATION, LLC

MAGIC HOME RESTORATION, LLC PROFIT SHARING PLAN