2023 Form 5500 filing — Coastal Coffee Roasters Inc. 401(K) 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 20240826145551NAL0019649634001) for Coastal Coffee Roasters Inc. 401(K) Plan, reported by Coastal Coffee Roasters Inc. under EIN 27-4028379 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$156KReported net assets$155,993
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240826145551NAL0019649634001
Plan sponsor
Coastal Coffee Roasters Inc.
EIN
27-4028379
Plan number
001
Location
Summerville, SC
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)$156K total assets
Net assets$156KLiabilities
Money in vs. money out
Total income / additions$50.5K
Total expenses$130
Benefits paid / distributions$0
Contributions
Employer$11.1K
Participant$18.2K
Full reported line items
Total assets (EOY)
$155,993
Net assets (EOY)
$155,993
Employer contributions
$11,064
Participant contributions
$18,164
Total income / additions
$50,497
Benefits paid
$0
Administrative expenses
$0
Total expenses
$130
Net increase / (decrease)
$50,367

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240826145551NAL0019649634001 cover?
It is the 2023 Form 5500 filing for Coastal Coffee Roasters Inc. 401(K) Plan, reported by Coastal Coffee Roasters Inc. (EIN 27-4028379).
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