Coast Sign, Inc. 401k Plan — Form 5500 plan (Coast Sign, Inc.)

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, Coast Sign, Inc. 401k Plan is a benefit plan reported by Coast Sign, Inc. under EIN 33-0147771 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $5,171,378 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.2MPlan net assets, end of year$5,171,378
Participants215Covered participants reported
Assets / participant$24.1KComputed: assets ÷ participants$24,053 (computed)
Provider compensation$34.2K2 Schedule C provider row(s)$34,152
Plan sponsor
Coast Sign, Inc.
EIN
33-0147771
Plan number
001
Plan type
2
Location
Anaheim, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023215H, C20240913114806NAL0021480978001
Schedule H · 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)$5.2M total assets
Net assets$5.2MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$154.2K
Benefits paid / distributions$117.1K
Contributions
Employer$153.1K
Participant$354.6K
Full reported line items

Net assets

Total assets (EOY)
$5,171,378
Total liabilities (EOY)
$0
Net assets (EOY)
$5,171,378
Net assets (BOY)
$4,186,252

Income & contributions

Employer contributions
$153,111
Participant contributions
$354,573
Total contributions
$530,168
Total income / additions
$1,139,331

Expenses & distributions

Benefits paid
$117,062
Administrative expenses
$34,153
Total expenses
$154,205
Net increase / (decrease)
$985,126

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burnham Gibson Wealth Advisors, IncINVESTMENT/FINANCIAL ADVI$21,598$02023
Adp, Inc.RECORD KEEPER$12,554$02023

Related Form 5500 pages