2023 Form 5500 filing — Coastal Mechanical Services, LLC 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 20251014150445NAL0001586051001) for Coastal Mechanical Services, LLC 401(K) Plan, reported by Coastal Mechanical Services, LLC under EIN 59-3572681 and plan number 001. It reports 345 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)$0Reported net assets

Participants345

Provider compensation$36K1 Schedule C row(s)$35,958

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20251014150445NAL0001586051001
Plan sponsor: Coastal Mechanical Services, LLC
EIN: 59-3572681
Plan number: 001
Location: Melbourne, FL
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.

Money in vs. money out

Total income / additions$5.1M

Total expenses$1.3M

Benefits paid / distributions$1.2M

Contributions

Employer$1M

Participant$1.9M

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $1,007,274
Participant contributions: $1,912,589
Total income / additions: $5,092,748
Benefits paid: $1,234,202
Administrative expenses: $40,925
Total expenses: $1,291,763
Net increase / (decrease): $3,800,985

Schedule C

Reported service provider compensation

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

1
Fidelity Investments Institutional$36K
RECORDKEEPER · Direct $36K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251014150445NAL0001586051001 cover?: It is the 2023 Form 5500 filing for Coastal Mechanical Services, LLC 401(K) Plan, reported by Coastal Mechanical Services, LLC (EIN 59-3572681).
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).