How many benefit plans does Coastal States Bank report on Form 5500?

Coastal States Bank (EIN 03-0546702) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Coastal States Bank?

The Employer Identification Number (EIN) reported for Coastal States Bank is 03-0546702.

What is the latest Form 5500 filing year for Coastal States Bank?

The latest loaded Form 5500 filing year for Coastal States Bank is 2023.

Coastal States Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 States Bank (EIN 03-0546702) is a plan sponsor located in Hilton Head, SC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 03-0546702
Location: Hilton Head, SC
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $14,893,458
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $14,893,458

Contributions & income

Employer contributions: $840,166
Participant contributions: $1,449,766
Total income / additions: $4,512,236

Expenses & distributions

Benefits paid / distributions: $666,339
Total expenses: $733,292
Net increase / (decrease): $3,778,944

Coverage

Total reported participants: 379
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Coastal States Bank plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Coastal States Bank 401(K) Plan	101	213	$14,893,458	2023
Coastal States Bank Employee Benefits Plan	501	166	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Coastal States Bank
Year	Plan	Participants	Schedules	Filing
2023	Coastal States Bank Employee Benefits Plan	166	—	20240724075013NAL0007975379001
2023	Coastal States Bank 401(K) Plan	213	H, C	20240814091144NAL0025216066001