2023 Form 5500 filing — Coastal Auto Parts 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 20240923075654NAL0011117537001) for Coastal Auto Parts 401(K) Plan, reported by Coastal Auto, Inc under EIN 01-0394996 and plan number 001. It reports 380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.4MReported net assets$5,415,060
Participants380
Provider compensation$19K2 Schedule C row(s)$19,018
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923075654NAL0011117537001
Plan sponsor
Coastal Auto, Inc
EIN
01-0394996
Plan number
001
Location
Ellsworth, ME
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities
Money in vs. money out
Total income / additions$1.6M
Total expenses$323.4K
Benefits paid / distributions$304.8K
Contributions
Employer$287.2K
Participant$449.4K
Full reported line items
Total assets (EOY)
$5,415,060
Net assets (EOY)
$5,415,060
Employer contributions
$287,176
Participant contributions
$449,396
Total income / additions
$1,611,733
Benefits paid
$304,844
Administrative expenses
$863
Total expenses
$323,377
Net increase / (decrease)
$1,288,356

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Commonwealth Equity Services LLCINVESTMENT ADVISOR$18,155$0
Empower Annuity Insurance CompanyRECORDKEEPER$863$0

Related Form 5500 pages