Coastal Auto Parts 401(K) Plan — Form 5500 plan (Coastal Auto, Inc)

Plain-English plan 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, Coastal Auto Parts 401(K) Plan is a benefit plan reported by Coastal Auto, Inc under EIN 01-0394996 and plan number 001. The latest loaded filing year is 2023. The filing reports 380 participants and $5,415,060 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coastal Auto, Inc
EIN
01-0394996
Plan number
001
Plan type
2
Location
Ellsworth, ME
Latest filing year
2023
Participants
380
End-of-year plan assets
$5,415,060

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023380H, C20240923075654NAL0011117537001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,415,060
Net assets (EOY)
$5,415,060
Net assets (BOY)
$4,126,704

Income & contributions

Employer contributions
$287,176
Participant contributions
$449,396
Total contributions
$986,523
Total income / additions
$1,611,733

Expenses & distributions

Benefits paid
$304,844
Administrative expenses
$863
Total expenses
$323,377
Net increase / (decrease)
$1,288,356

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Equity Services LLCINVESTMENT ADVISOR$18,155$02023
Empower Annuity Insurance CompanyRECORDKEEPER$863$02023

Related Form 5500 pages