2023 Form 5500 filing — North Coast Medical Supply 401(K) Retirement 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 20241014144531NAL0026450033001) for North Coast Medical Supply 401(K) Retirement Plan, reported by North Coast Medical Supply, LLC under EIN 22-3865781 and plan number 001. It reports 966 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$26MReported net assets$25,991,374
Participants966
Provider compensation$76.9K2 Schedule C row(s)$76,910
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014144531NAL0026450033001
Plan sponsor
North Coast Medical Supply, LLC
EIN
22-3865781
Plan number
001
Location
Carlsbad, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$26M total assets
Net assets$26MLiabilities$0
Money in vs. money out
Total income / additions$8.2M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$1.9M
Participant$2.5M
Full reported line items
Total assets (EOY)
$25,991,374
Total liabilities (EOY)
$0
Net assets (EOY)
$25,991,374
Employer contributions
$1,891,646
Participant contributions
$2,518,558
Total income / additions
$8,206,137
Benefits paid
$1,515,115
Administrative expenses
$79,330
Total expenses
$1,594,445
Net increase / (decrease)
$6,611,692
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $40.2K
  2. 2
    RECORDKEEPER · Direct $36.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014144531NAL0026450033001 cover?
It is the 2023 Form 5500 filing for North Coast Medical Supply 401(K) Retirement Plan, reported by North Coast Medical Supply, LLC (EIN 22-3865781).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages