Coastal Ridge Management LLC — 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 Ridge Management LLC (EIN 47-5152254) is a plan sponsor located in Columbus, OH 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
47-5152254
Location
Columbus, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,206,005
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$12,206,005

Contributions & income

Employer contributions
$1,087,395
Participant contributions
$1,960,186
Total income / additions
$5,460,649

Expenses & distributions

Benefits paid / distributions
$905,505
Total expenses
$956,203
Net increase / (decrease)
$4,504,446

Coverage

Total reported participants
1,215
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 Ridge Management LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Coastal Ridge Real Estate Partners 401(K) Plan001574$12,206,0052023
Coastal Ridge Real Estate Partners Welfare Benefit Plan501641not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Coastal Ridge Management LLC
YearPlanParticipantsSchedulesFiling
2023Coastal Ridge Real Estate Partners Welfare Benefit Plan64120240719120029NAL0011088672001
2023Coastal Ridge Real Estate Partners 401(K) Plan574H, C20241014142427NAL0027552305001

Related Form 5500 pages