Coastal Construction Group 401(K) Plan — Form 5500 plan (Coastal Construction Group Of South Florida, 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 Construction Group 401(K) Plan is a benefit plan reported by Coastal Construction Group Of South Florida, Inc. under EIN 65-0802683 and plan number 001. The latest loaded filing year is 2023. The filing reports 461 participants and $42,623,761 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coastal Construction Group Of South Florida, Inc.
- EIN
- 65-0802683
- Plan number
- 001
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 461
- End-of-year plan assets
- $42,623,761
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 461 | H, C | 20241001115238NAL0011513216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,623,761
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,623,761
- Net assets (BOY)
- $37,942,291
Income & contributions
- Employer contributions
- $1,317,085
- Participant contributions
- $3,110,309
- Total contributions
- $4,521,644
- Total income / additions
- $10,776,522
Expenses & distributions
- Benefits paid
- $5,870,013
- Administrative expenses
- $200,501
- Total expenses
- $6,095,052
- Net increase / (decrease)
- $4,681,470
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $113,499 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $55,185 | not reported in the loaded dataset | 2023 |
| Brown & Brown Of Florida Inc | INVESTMENT ADVISOR | $15,767 | not reported in the loaded dataset | 2023 |
| Mayer Hoffman Mccann Pc | AUDITOR | $15,750 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coastal Construction Group Of South Florida, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miami, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Brown & Brown Of Florida Inc — Schedule C compensation
- Mayer Hoffman Mccann Pc — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation