Coastal Gulf & International, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Coastal Gulf & International, 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 Gulf & International, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Coastal Gulf & International, Inc. under EIN 72-0846457 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $7,520,824 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coastal Gulf & International, Inc.
- EIN
- 72-0846457
- Plan number
- 001
- Plan type
- 2
- Location
- St. Rose, LA
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $7,520,824
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20250129114623NAL0009229875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,520,824
- Total liabilities (EOY)
- $4,140
- Net assets (EOY)
- $7,516,684
- Net assets (BOY)
- $6,815,777
Income & contributions
- Employer contributions
- $252,061
- Participant contributions
- $627,518
- Total contributions
- $879,579
- Total income / additions
- $1,822,637
Expenses & distributions
- Benefits paid
- $1,103,225
- Administrative expenses
- $8,290
- Total expenses
- $1,121,730
- Net increase / (decrease)
- $700,907
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $32,569 | $0 | 2023 |
| Morgan Stanley Smith Barney Ll | INVESTMENT ADVISORY | $0 | $13,177 | 2023 |
| The Haslauer Group, Inc. | TPA | $6,452 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Ins Svcs Inc | INVESTMENT ADVISORY | $0 | $151 | 2023 |
| Sbhu Life Agency Inc | INVESTMENT ADVISORY | $0 | $8 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coastal Gulf & International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in St. Rose, LA
- Nationwide — Schedule C compensation
- Morgan Stanley Smith Barney Ll — Schedule C compensation
- The Haslauer Group, Inc. — Schedule C compensation
- Morgan Stanley Ins Svcs Inc — Schedule C compensation
- Sbhu Life Agency Inc — Schedule C compensation