Plan5500

Coastal Motor Sales, Inc. 401(K) Plan — Form 5500 plan (Coastal Motor Sales, 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, Coastal Motor Sales, Inc. 401(K) Plan is a benefit plan reported by Coastal Motor Sales, Inc. under EIN 65-0139069 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $3,035,796 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coastal Motor Sales, Inc.
EIN
65-0139069
Plan number
001
Plan type
2
Location
Savannah, GA
Latest filing year
2023
Participants
147
End-of-year plan assets
$3,035,796

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20240909123851NAL0004515713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,035,796
Total liabilities (EOY)
$0
Net assets (EOY)
$3,035,796
Net assets (BOY)
$2,582,128

Income & contributions

Employer contributions
$95,948
Participant contributions
$486,868
Total contributions
$609,138
Total income / additions
$1,026,104

Expenses & distributions

Benefits paid
$542,168
Administrative expenses
$30,268
Total expenses
$572,436
Net increase / (decrease)
$453,668

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$1,550not reported in the loaded dataset2023
Edward Jones & CoREGISTERED IA$0not reported in the loaded dataset2023
Wilshire Associates, IncREGISTERED IA$0not reported in the loaded dataset2023

Related Form 5500 pages