2023 Form 5500 filing — Coastal Specialty Forest Products, Inc. 401(K) Profit Sharing 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 20241015103027NAL0028067857001) for Coastal Specialty Forest Products, Inc. 401(K) Profit Sharing Plan, reported by Coastal Specialty Forest Products, Inc. under EIN 02-0368547 and plan number 001. It reports 169 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)$12MReported net assets$12,001,380
Participants169
Provider compensation$62.4K4 Schedule C row(s)$62,381
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015103027NAL0028067857001
- Plan sponsor
- Coastal Specialty Forest Products, Inc.
- EIN
- 02-0368547
- Plan number
- 001
- Location
- Bow, NH
- 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)$12M total assets
Net assets$12MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,001,380
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,001,380
- Employer contributions
- $434,952
- Participant contributions
- $890,485
- Total income / additions
- $3,317,815
- Benefits paid
- $1,715,578
- Administrative expenses
- $50,640
- Total expenses
- $1,766,218
- Net increase / (decrease)
- $1,551,597
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $30,286 | $0 |
| Massachusetts Mutual Life Ins Comp | BROKER/ADVISER | $0 | $19,736 |
| Nbt Bank Na Dba Third Party Adminis | CONTRACT ADMIN | $9,310 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,049 | $0 |