2023 Form 5500 filing — Coast Surveying, Inc. Employees' Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730183235NAL0020738225001) for Coast Surveying, Inc. Employees' Retirement Plan, reported by Coast Surveying, Inc. under EIN 33-0017362 and plan number 003. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4MReported net assets$3,964,000
Participants28
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240730183235NAL0020738225001
Plan sponsor
Coast Surveying, Inc.
EIN
33-0017362
Plan number
003
Location
Tustin, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$0
Money in vs. money out
Total income / additions$735.7K
Total expenses$191.1K
Benefits paid / distributions$181.1K
Contributions
Employer$156.8K
Participant$135.9K
Full reported line items
Total assets (EOY)
$3,964,000
Total liabilities (EOY)
$0
Net assets (EOY)
$3,964,000
Employer contributions
$156,778
Participant contributions
$135,868
Total income / additions
$735,748
Benefits paid
$181,090
Total expenses
$191,135
Net increase / (decrease)
$544,613

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730183235NAL0020738225001 cover?
It is the 2023 Form 5500 filing for Coast Surveying, Inc. Employees' Retirement Plan, reported by Coast Surveying, Inc. (EIN 33-0017362).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages