2023 Form 5500 filing — Coastline Employees 403(B) 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 20250310072846NAL0031363138001) for Coastline Employees 403(B) Plan, reported by Coastline Elderly Services, Inc. under EIN 04-2622121 and plan number 004. It reports 158 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)$5.8MReported net assets$5,847,045
Participants158
Provider compensation$25.5K3 Schedule C row(s)$25,452
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250310072846NAL0031363138001
Plan sponsor
Coastline Elderly Services, Inc.
EIN
04-2622121
Plan number
004
Location
New Bedford, MA
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)$5.8M total assets
Net assets$5.8MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$328.8K
Benefits paid / distributions$304.8K
Contributions
Employer$259.7K
Participant$265.6K
Full reported line items
Total assets (EOY)
$5,847,045
Total liabilities (EOY)
$0
Net assets (EOY)
$5,847,045
Employer contributions
$259,656
Participant contributions
$265,648
Total income / additions
$1,239,395
Benefits paid
$304,751
Administrative expenses
$20,938
Total expenses
$328,801
Net increase / (decrease)
$910,594
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $12.6K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $11.3K
  3. 3
    INVESTMENT MGMT · Direct $1.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250310072846NAL0031363138001 cover?
It is the 2023 Form 5500 filing for Coastline Employees 403(B) Plan, reported by Coastline Elderly Services, Inc. (EIN 04-2622121).
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