2023 Form 5500 filing — Coastal Gulf & International, 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 20250129114623NAL0009229875001) for Coastal Gulf & International, Inc. 401(K) Profit Sharing Plan, reported by Coastal Gulf & International, Inc. under EIN 72-0846457 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250129114623NAL0009229875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coastal Gulf & International, Inc.
- EIN
- 72-0846457
- Plan number
- 001
- Location
- St. Rose, LA
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,520,824
- Total liabilities (EOY)
- $4,140
- Net assets (EOY)
- $7,516,684
- Employer contributions
- $252,061
- Participant contributions
- $627,518
- Total income / additions
- $1,822,637
- Benefits paid
- $1,103,225
- Administrative expenses
- $8,290
- Total expenses
- $1,121,730
- Net increase / (decrease)
- $700,907
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $32,569 | $0 |
| Morgan Stanley Smith Barney Ll | INVESTMENT ADVISORY | $0 | $13,177 |
| The Haslauer Group, Inc. | TPA | $6,452 | not reported in the loaded dataset |
| Morgan Stanley Ins Svcs Inc | INVESTMENT ADVISORY | $0 | $151 |
| Sbhu Life Agency Inc | INVESTMENT ADVISORY | $0 | $8 |