2023 Form 5500 filing — Coastal Auto Parts 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 20240923075654NAL0011117537001) for Coastal Auto Parts 401(K) Plan, reported by Coastal Auto, Inc under EIN 01-0394996 and plan number 001. It reports 380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923075654NAL0011117537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coastal Auto, Inc
- EIN
- 01-0394996
- Plan number
- 001
- Location
- Ellsworth, ME
- Participants
- 380
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,415,060
- Net assets (EOY)
- $5,415,060
- Employer contributions
- $287,176
- Participant contributions
- $449,396
- Total income / additions
- $1,611,733
- Benefits paid
- $304,844
- Administrative expenses
- $863
- Total expenses
- $323,377
- Net increase / (decrease)
- $1,288,356
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $18,155 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $863 | $0 |