Coastal Horizons Center, Inc. Profit Sharing Plan — Form 5500 plan (Coastal Horizons Center, 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 Horizons Center, Inc. Profit Sharing Plan is a benefit plan reported by Coastal Horizons Center, Inc. under EIN 56-0950370 and plan number 001. The latest loaded filing year is 2023. The filing reports 556 participants and $12,629,743 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coastal Horizons Center, Inc.
- EIN
- 56-0950370
- Plan number
- 001
- Plan type
- 2
- Location
- Wilmington, NC
- Latest filing year
- 2023
- Participants
- 556
- End-of-year plan assets
- $12,629,743
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 556 | H, C | 20250806093508NAL0001640131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,629,743
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,629,743
- Net assets (BOY)
- $9,239,677
Income & contributions
- Employer contributions
- $735,122
- Participant contributions
- $995,738
- Total contributions
- $2,070,095
- Total income / additions
- $3,905,950
Expenses & distributions
- Benefits paid
- $462,705
- Administrative expenses
- $53,179
- Total expenses
- $515,884
- Net increase / (decrease)
- $3,390,066
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $49,348 | $0 | 2023 |
| Wells Fargo Advisors Fin Network Ll | BROKER/ADVISER | $0 | $24,667 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,124 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coastal Horizons Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Wilmington, NC
- Empower Annuity Insurance Company — Schedule C compensation
- Wells Fargo Advisors Fin Network Ll — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation