2023 Form 5500 filing — Coast360 Federal Credit Union 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 20241007142522NAL0032042146001) for Coast360 Federal Credit Union 401(K) Plan, reported by Coast360 Federal Credit Union under EIN 96-0001016 and plan number 001. It reports 151 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)$8MReported net assets$7,969,719
Participants151
Provider compensation$67.2K2 Schedule C row(s)$67,240
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007142522NAL0032042146001
Plan sponsor
Coast360 Federal Credit Union
EIN
96-0001016
Plan number
001
Location
Maite, GU
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$8M total assets
Net assets$8MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$347.4K
Benefits paid / distributions$280.2K
Contributions
Employer$282.7K
Participant$357.6K
Full reported line items
Total assets (EOY)
$7,969,719
Total liabilities (EOY)
$0
Net assets (EOY)
$7,969,719
Employer contributions
$282,654
Participant contributions
$357,631
Total income / additions
$1,447,565
Benefits paid
$280,192
Administrative expenses
$67,240
Total expenses
$347,432
Net increase / (decrease)
$1,100,133
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    FINANCIAL ADVISOR · Direct $64.5K · Indirect $0
  2. 2
    THIRD PARTY ADMINISTRATOR · Direct $2.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007142522NAL0032042146001 cover?
It is the 2023 Form 5500 filing for Coast360 Federal Credit Union 401(K) Plan, reported by Coast360 Federal Credit Union (EIN 96-0001016).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages