Coastal Pet Products, Inc. 401k Plan And Trust — Form 5500 plan (Coastal Pet 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 Pet Products, Inc. 401k Plan And Trust is a benefit plan reported by Coastal Pet Products, Inc. under EIN 34-1044431 and plan number 002. The latest loaded filing year is 2023. The filing reports 550 participants and $19,284,753 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coastal Pet Products, Inc.
EIN
34-1044431
Plan number
002
Plan type
2
Location
Alliance, OH
Latest filing year
2023
Participants
550
End-of-year plan assets
$19,284,753

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023550H, C20241007124531NAL0015178977001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,284,753
Total liabilities (EOY)
$0
Net assets (EOY)
$19,284,753
Net assets (BOY)
$18,176,930

Income & contributions

Employer contributions
$373,295
Participant contributions
$701,094
Total contributions
$1,076,083
Total income / additions
$3,775,457

Expenses & distributions

Benefits paid
$2,667,634
Administrative expenses
$0
Total expenses
$2,667,634
Net increase / (decrease)
$1,107,823

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideCUSTODIAN/RECORDKEEPER$59,773$21,8592023
Mgo Investment Advisors Inc.INVESTMENT ADVISOR$62,457$02023
Moskal Gross Orchosky Inc.THIRD PARTY ADMINISTRATO$12,174$11,7112023

Related Form 5500 pages