2023 Form 5500 filing — Coaster Company Retirement Savings 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 20241014143658NAL0026428065001) for Coaster Company Retirement Savings Plan, reported by Coa, Inc. Dba Coaster Company Of America under EIN 95-3625990 and plan number 001. It reports 505 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143658NAL0026428065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coa, Inc. Dba Coaster Company Of America
- EIN
- 95-3625990
- Plan number
- 001
- Location
- Santa Fe Springs, CA
- Participants
- 505
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,172,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,172,609
- Employer contributions
- $604,602
- Participant contributions
- $1,117,971
- Total income / additions
- $5,521,771
- Benefits paid
- $1,808,953
- Administrative expenses
- $93,463
- Total expenses
- $1,908,495
- Net increase / (decrease)
- $3,613,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $93,463 | $0 |
| Actuarial Benefits Corporation | OTHER SERVICES | $0 | $22,829 |
| Alphapoint, Inc. | INVESTMENT ADVISORY | $0 | $10,000 |
| Morningstar Invstment Mgmt LLC | INVESTMENT ADVISORY | $0 | $0 |