Coastal Beverage Company, Inc. Profit Sharing/401(K) Plan — Form 5500 plan (Coastal Beverage Company, 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 Beverage Company, Inc. Profit Sharing/401(K) Plan is a benefit plan reported by Coastal Beverage Company, Inc. under EIN 56-0694530 and plan number 001. The latest loaded filing year is 2023. The filing reports 665 participants and $22,586,603 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coastal Beverage Company, Inc.
- EIN
- 56-0694530
- Plan number
- 001
- Plan type
- 2
- Location
- Wilmington, NC
- Latest filing year
- 2023
- Participants
- 665
- End-of-year plan assets
- $22,586,603
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 665 | H, C | 20241009061435NAL0017936657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,586,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,586,603
- Net assets (BOY)
- $18,500,036
Income & contributions
- Employer contributions
- $616,375
- Participant contributions
- $1,710,752
- Total contributions
- $2,330,191
- Total income / additions
- $5,716,252
Expenses & distributions
- Benefits paid
- $1,506,041
- Administrative expenses
- $84,299
- Total expenses
- $1,629,685
- Net increase / (decrease)
- $4,086,567
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | ADVISOR | $36,456 | not reported in the loaded dataset | 2023 |
| Earney And Company, L.L.P. | ACCOUNTANT/AUDITOR | $28,750 | not reported in the loaded dataset | 2023 |
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $19,093 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coastal Beverage Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Wilmington, NC
- Capfinancial Partners LLC — Schedule C compensation
- Earney And Company, L.L.P. — Schedule C compensation
- Fidelity Workplace Services, LLC — Schedule C compensation