2023 Form 5500 filing — Coast Professional Inc. Profit Sharing 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 20241015171609NAL0016952227001) for Coast Professional Inc. Profit Sharing Plan, reported by Coast Professional Inc. under EIN 33-0791735 and plan number 001. It reports 746 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015171609NAL0016952227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coast Professional Inc.
- EIN
- 33-0791735
- Plan number
- 001
- Location
- West Monroe, LA
- Participants
- 746
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,572,764
- Total liabilities (EOY)
- $42,494
- Net assets (EOY)
- $7,530,270
- Employer contributions
- $534,230
- Participant contributions
- $934,133
- Total income / additions
- $3,130,232
- Benefits paid
- $882,201
- Administrative expenses
- $80,312
- Total expenses
- $962,513
- Net increase / (decrease)
- $2,167,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $59,654 | $0 |
| Futureplan By Ascensus | RECORDKEEPER | $20,659 | $22 |
| Bank Of America Na | INVESTMENT ADVISORY - PL | $17,515 | not reported in the loaded dataset |