Coasthills Credit Union 401(K) And Profit Sharing Plan — Form 5500 plan (Coasthills Credit Union)
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, Coasthills Credit Union 401(K) And Profit Sharing Plan is a benefit plan reported by Coasthills Credit Union under EIN 95-2015359 and plan number 003. The latest loaded filing year is 2023. The filing reports 382 participants and $22,603,974 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coasthills Credit Union
- EIN
- 95-2015359
- Plan number
- 003
- Plan type
- 2
- Location
- Santa Maria, CA
- Latest filing year
- 2023
- Participants
- 382
- End-of-year plan assets
- $22,603,974
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 382 | H, C | 20240904175203NAL0044415410001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,603,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,603,974
- Net assets (BOY)
- $20,163,181
Income & contributions
- Employer contributions
- $1,030,846
- Participant contributions
- $1,536,450
- Total contributions
- $2,749,602
- Total income / additions
- $5,881,499
Expenses & distributions
- Benefits paid
- $3,360,075
- Administrative expenses
- $29,603
- Total expenses
- $3,440,706
- Net increase / (decrease)
- $2,440,793
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,603 | $0 | 2023 |