Coastal Ear, Nose And Throat 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Coastal Ear, Nose And Throat LLC)

Plain-English plan 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, Coastal Ear, Nose And Throat 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Coastal Ear, Nose And Throat LLC under EIN 22-3848241 and plan number 003. The latest loaded filing year is 2023. The filing reports 109 participants and $10,237,836 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.2MPlan net assets, end of year$10,237,836
Participants109Covered participants reported
Assets / participant$93.9KComputed: assets ÷ participants$93,925 (computed)
Provider compensationNone reported
Plan sponsor
Coastal Ear, Nose And Throat LLC
EIN
22-3848241
Plan number
003
Plan type
2
Location
Neptune, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023109I20241007092719NAL0025847760001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.2M total assets
Net assets$10.2MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$206.1K
Benefits paid / distributions$204.7K
Contributions
Employer$261.8K
Participant$361.5K
Full reported line items

Net assets

Total assets (EOY)
$10,237,836
Total liabilities (EOY)
$0
Net assets (EOY)
$10,237,836
Net assets (BOY)
$8,345,730

Income & contributions

Employer contributions
$261,841
Participant contributions
$361,500
Total income / additions
$2,098,229

Expenses & distributions

Benefits paid
$204,663
Administrative expenses
$2,592
Total expenses
$206,123
Net increase / (decrease)
$1,892,106
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 42%Participant 58%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income10%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages