Coast360 Federal Credit Union 401(K) Plan — Form 5500 plan (Coast360 Federal Credit Union)
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, Coast360 Federal Credit Union 401(K) Plan is a benefit plan reported by Coast360 Federal Credit Union under EIN 96-0001016 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $7,969,719 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8MPlan net assets, end of year$7,969,719
Participants151Covered participants reported
Assets / participant$52.8KComputed: assets ÷ participants$52,780 (computed)
Provider compensation$67.2K2 Schedule C provider row(s)$67,240
- Plan sponsor
- Coast360 Federal Credit Union
- EIN
- 96-0001016
- Plan number
- 001
- Plan type
- 2
- Location
- Maite, GU
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20241007142522NAL0032042146001 |
Schedule H · 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)$8M total assets
Net assets$8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,969,719
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,969,719
- Net assets (BOY)
- $6,869,586
Income & contributions
- Employer contributions
- $282,654
- Participant contributions
- $357,631
- Total contributions
- $647,839
- Total income / additions
- $1,447,565
Expenses & distributions
- Benefits paid
- $280,192
- Administrative expenses
- $67,240
- Total expenses
- $347,432
- Net increase / (decrease)
- $1,100,133
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.
44%56%
Employer 44%Participant 56%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Asia Pacific Financial Management G | FINANCIAL ADVISOR | $64,510 | $0 | 2023 |
| Ascensus, LLC | THIRD PARTY ADMINISTRATOR | $2,730 | $0 | 2023 |