2023 Form 5500 filing — Coastal Pet Products, Inc. 401k Plan And 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 20241007124531NAL0015178977001) for Coastal Pet Products, Inc. 401k Plan And Trust, reported by Coastal Pet Products, Inc. under EIN 34-1044431 and plan number 002. It reports 550 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007124531NAL0015178977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coastal Pet Products, Inc.
- EIN
- 34-1044431
- Plan number
- 002
- Location
- Alliance, OH
- Participants
- 550
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,284,753
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,284,753
- Employer contributions
- $373,295
- Participant contributions
- $701,094
- Total income / additions
- $3,775,457
- Benefits paid
- $2,667,634
- Administrative expenses
- $0
- Total expenses
- $2,667,634
- Net increase / (decrease)
- $1,107,823
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN/RECORDKEEPER | $59,773 | $21,859 |
| Mgo Investment Advisors Inc. | INVESTMENT ADVISOR | $62,457 | $0 |
| Moskal Gross Orchosky Inc. | THIRD PARTY ADMINISTRATO | $12,174 | $11,711 |