Coaster Company Retirement Savings Plan — Form 5500 plan (Coa, Inc. Dba Coaster Company Of America)
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, Coaster Company Retirement Savings Plan is a benefit plan reported by Coa, Inc. Dba Coaster Company Of America under EIN 95-3625990 and plan number 001. The latest loaded filing year is 2023. The filing reports 505 participants and $29,172,609 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coa, Inc. Dba Coaster Company Of America
- EIN
- 95-3625990
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Fe Springs, CA
- Latest filing year
- 2023
- Participants
- 505
- End-of-year plan assets
- $29,172,609
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 505 | H, C | 20241014143658NAL0026428065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,172,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,172,609
- Net assets (BOY)
- $25,559,333
Income & contributions
- Employer contributions
- $604,602
- Participant contributions
- $1,117,971
- Total contributions
- $1,726,431
- Total income / additions
- $5,521,771
Expenses & distributions
- Benefits paid
- $1,808,953
- Administrative expenses
- $93,463
- Total expenses
- $1,908,495
- Net increase / (decrease)
- $3,613,276
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $93,463 | $0 | 2023 |
| Actuarial Benefits Corporation | OTHER SERVICES | $0 | $22,829 | 2023 |
| Alphapoint, Inc. | INVESTMENT ADVISORY | $0 | $10,000 | 2023 |
| Morningstar Invstment Mgmt LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coa, Inc. Dba Coaster Company Of America
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Fe Springs, CA
- Principal Life Insurance Company — Schedule C compensation
- Actuarial Benefits Corporation — Schedule C compensation
- Alphapoint, Inc. — Schedule C compensation
- Morningstar Invstment Mgmt LLC — Schedule C compensation