Coastal Cardiovascular Consult 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Coastal Cardiovascular Consult)
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 Cardiovascular Consult 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Coastal Cardiovascular Consult under EIN 22-3516931 and plan number 001. The latest loaded filing year is 2023. The filing reports 22 participants and $13,711,805 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coastal Cardiovascular Consult
- EIN
- 22-3516931
- Plan number
- 001
- Plan type
- 2
- Location
- Brick, NJ
- Latest filing year
- 2023
- Participants
- 22
- End-of-year plan assets
- $13,711,805
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22 | I | 20240531075549NAL0014461441001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $13,711,805
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,711,805
- Net assets (BOY)
- $11,301,770
Income & contributions
- Employer contributions
- $257,214
- Participant contributions
- $241,645
- Total income / additions
- $2,500,910
Expenses & distributions
- Benefits paid
- $50,667
- Administrative expenses
- $40,208
- Total expenses
- $90,875
- Net increase / (decrease)
- $2,410,035
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.