Coast Professional Inc. Profit Sharing Plan — Form 5500 plan (Coast Professional 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 Professional Inc. Profit Sharing Plan is a benefit plan reported by Coast Professional Inc. under EIN 33-0791735 and plan number 001. The latest loaded filing year is 2023. The filing reports 746 participants and $7,572,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coast Professional Inc.
- EIN
- 33-0791735
- Plan number
- 001
- Plan type
- 2
- Location
- West Monroe, LA
- Latest filing year
- 2023
- Participants
- 746
- End-of-year plan assets
- $7,572,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 746 | H, C | 20241015171609NAL0016952227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,572,764
- Total liabilities (EOY)
- $42,494
- Net assets (EOY)
- $7,530,270
- Net assets (BOY)
- $5,362,551
Income & contributions
- Employer contributions
- $534,230
- Participant contributions
- $934,133
- Total contributions
- $2,243,328
- Total income / additions
- $3,130,232
Expenses & distributions
- Benefits paid
- $882,201
- Administrative expenses
- $80,312
- Total expenses
- $962,513
- Net increase / (decrease)
- $2,167,719
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $59,654 | $0 | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $20,659 | $22 | 2023 |
| Bank Of America Na | INVESTMENT ADVISORY - PL | $17,515 | not reported in the loaded dataset | 2023 |