Coast Companies, Inc. Employee Stock Ownership Plan — Form 5500 plan (Coast Holdings Group 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, Coast Companies, Inc. Employee Stock Ownership Plan is a benefit plan reported by Coast Holdings Group Inc. under EIN 81-4666405 and plan number 002. The latest loaded filing year is 2023. The filing reports 59 participants and $6,561,780 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$232.1KPlan net assets, end of year-$232,123
Participants59Covered participants reported
Assets / participant$111.2KComputed: assets ÷ participants$111,217 (computed)
Provider compensationNone reported
Plan sponsor
Coast Holdings Group Inc.
EIN
81-4666405
Plan number
002
Plan type
2
Location
South El Monte, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202359I20240731083007NAL0036097024004
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.6M total assets
Net assets-$232.1KLiabilities$6.8M
Money in vs. money out
Total income / additions$1.5M
Total expenses$319.5K
Benefits paid / distributions$158.3K
Contributions
Employer$501.6K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$6,561,780
Total liabilities (EOY)
$6,793,903
Net assets (EOY)
-$232,123
Net assets (BOY)
-$1,388,493

Income & contributions

Employer contributions
$501,636
Total income / additions
$1,475,906

Expenses & distributions

Benefits paid
$158,302
Total expenses
$319,536
Net increase / (decrease)
$1,156,370
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Benefits paid ÷ total income11%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages