Coastal Hospitality Associates, LLC 401(K) Plan — Form 5500 plan (Coastal Hospitality Associates, 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 Hospitality Associates, LLC 401(K) Plan is a benefit plan reported by Coastal Hospitality Associates, LLC under EIN 46-1045825 and plan number 001. The latest loaded filing year is 2023. The filing reports 432 participants and $4,578,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coastal Hospitality Associates, LLC
- EIN
- 46-1045825
- Plan number
- 001
- Plan type
- 2
- Location
- Virginia Beach, VA
- Latest filing year
- 2023
- Participants
- 432
- End-of-year plan assets
- $4,578,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 432 | H, C | 20240920120747NAL0010381760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,578,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,578,327
- Net assets (BOY)
- $3,692,241
Income & contributions
- Employer contributions
- $141,913
- Participant contributions
- $400,961
- Total contributions
- $563,411
- Total income / additions
- $1,229,929
Expenses & distributions
- Benefits paid
- $288,963
- Administrative expenses
- $54,880
- Total expenses
- $343,843
- Net increase / (decrease)
- $886,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Co | RECORDKEEPER | $33,483 | $0 | 2023 |
| Newedge Advisors LLC | REG INVESTMENT ADVISOR | $20,574 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc (Usa) | REG INVESTMENT ADVISOR | $823 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coastal Hospitality Associates, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Virginia Beach, VA
- John Hancock Life Insurance Co — Schedule C compensation
- Newedge Advisors LLC — Schedule C compensation
- Wilshire Associates Inc (Usa) — Schedule C compensation