Coastal Ridge Real Estate Partners 401(K) Plan — Form 5500 plan (Coastal Ridge Management 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 Ridge Real Estate Partners 401(K) Plan is a benefit plan reported by Coastal Ridge Management LLC under EIN 47-5152254 and plan number 001. The latest loaded filing year is 2023. The filing reports 574 participants and $12,206,005 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coastal Ridge Management LLC
- EIN
- 47-5152254
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 574
- End-of-year plan assets
- $12,206,005
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 574 | H, C | 20241014142427NAL0027552305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,206,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,206,005
- Net assets (BOY)
- $7,701,559
Income & contributions
- Employer contributions
- $1,087,395
- Participant contributions
- $1,960,186
- Total contributions
- $3,720,212
- Total income / additions
- $5,460,649
Expenses & distributions
- Benefits paid
- $905,505
- Administrative expenses
- $6,274
- Total expenses
- $956,203
- Net increase / (decrease)
- $4,504,446
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trinity Pension Consultants, Inc. | CONTRACT ADMIN | $12,285 | $4,312 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $3,674 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,125 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coastal Ridge Management LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Trinity Pension Consultants, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation