2023 Form 5500 filing — Coastal Motor Sales, Inc. 401(K) Plan
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 20240909123851NAL0004515713001) for Coastal Motor Sales, Inc. 401(K) Plan, reported by Coastal Motor Sales, Inc. under EIN 65-0139069 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909123851NAL0004515713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coastal Motor Sales, Inc.
- EIN
- 65-0139069
- Plan number
- 001
- Location
- Savannah, GA
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,035,796
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,035,796
- Employer contributions
- $95,948
- Participant contributions
- $486,868
- Total income / additions
- $1,026,104
- Benefits paid
- $542,168
- Administrative expenses
- $30,268
- Total expenses
- $572,436
- Net increase / (decrease)
- $453,668
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $1,550 | not reported in the loaded dataset |
| Edward Jones & Co | REGISTERED IA | $0 | not reported in the loaded dataset |
| Wilshire Associates, Inc | REGISTERED IA | $0 | not reported in the loaded dataset |