2023 Form 5500 filing — Coastal Ridge Real Estate Partners 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 20241014142427NAL0027552305001) for Coastal Ridge Real Estate Partners 401(K) Plan, reported by Coastal Ridge Management LLC under EIN 47-5152254 and plan number 001. It reports 574 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142427NAL0027552305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coastal Ridge Management LLC
- EIN
- 47-5152254
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 574
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,206,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,206,005
- Employer contributions
- $1,087,395
- Participant contributions
- $1,960,186
- Total income / additions
- $5,460,649
- Benefits paid
- $905,505
- Administrative expenses
- $6,274
- Total expenses
- $956,203
- Net increase / (decrease)
- $4,504,446
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trinity Pension Consultants, Inc. | CONTRACT ADMIN | $12,285 | $4,312 |
| Empower Annuity Insurance Company | RECORDKEEPER | $3,674 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,125 | not reported in the loaded dataset |