2023 Form 5500 filing — Coastal Cardiovascular Consult 401(K) Profit Sharing Plan & Trust

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240531075549NAL0014461441001) for Coastal Cardiovascular Consult 401(K) Profit Sharing Plan & Trust, reported by Coastal Cardiovascular Consult under EIN 22-3516931 and plan number 001. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240531075549NAL0014461441001
Filing year
2023
Form type
2
Plan sponsor
Coastal Cardiovascular Consult
EIN
22-3516931
Plan number
001
Location
Brick, NJ
Participants
22
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,711,805
Total liabilities (EOY)
$0
Net assets (EOY)
$13,711,805
Employer contributions
$257,214
Participant contributions
$241,645
Total income / additions
$2,500,910
Benefits paid
$50,667
Administrative expenses
$40,208
Total expenses
$90,875
Net increase / (decrease)
$2,410,035
Schedule source
Schedule I

Related Form 5500 pages