Coastal Specialty Forest Products, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Coastal Specialty Forest Products, 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 Specialty Forest Products, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Coastal Specialty Forest Products, Inc. under EIN 02-0368547 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $12,001,380 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coastal Specialty Forest Products, Inc.
- EIN
- 02-0368547
- Plan number
- 001
- Plan type
- 2
- Location
- Bow, NH
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $12,001,380
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20241015103027NAL0028067857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,001,380
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,001,380
- Net assets (BOY)
- $10,449,783
Income & contributions
- Employer contributions
- $434,952
- Participant contributions
- $890,485
- Total contributions
- $1,403,548
- Total income / additions
- $3,317,815
Expenses & distributions
- Benefits paid
- $1,715,578
- Administrative expenses
- $50,640
- Total expenses
- $1,766,218
- Net increase / (decrease)
- $1,551,597
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $30,286 | $0 | 2023 |
| Massachusetts Mutual Life Ins Comp | BROKER/ADVISER | $0 | $19,736 | 2023 |
| Nbt Bank Na Dba Third Party Adminis | CONTRACT ADMIN | $9,310 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,049 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coastal Specialty Forest Products, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Bow, NH
- Empower Annuity Insurance Company — Schedule C compensation
- Massachusetts Mutual Life Ins Comp — Schedule C compensation
- Nbt Bank Na Dba Third Party Adminis — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation