2023 Form 5500 filing — Coastal Construction Group 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 20241001115238NAL0011513216001) for Coastal Construction Group 401(K) Plan, reported by Coastal Construction Group Of South Florida, Inc. under EIN 65-0802683 and plan number 001. It reports 461 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001115238NAL0011513216001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coastal Construction Group Of South Florida, Inc.
- EIN
- 65-0802683
- Plan number
- 001
- Location
- Miami, FL
- Participants
- 461
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,623,761
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,623,761
- Employer contributions
- $1,317,085
- Participant contributions
- $3,110,309
- Total income / additions
- $10,776,522
- Benefits paid
- $5,870,013
- Administrative expenses
- $200,501
- Total expenses
- $6,095,052
- Net increase / (decrease)
- $4,681,470
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $113,499 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $55,185 | not reported in the loaded dataset |
| Brown & Brown Of Florida Inc | INVESTMENT ADVISOR | $15,767 | not reported in the loaded dataset |
| Mayer Hoffman Mccann Pc | AUDITOR | $15,750 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $300 | not reported in the loaded dataset |