CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN 401k Plan overview

CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	CENTRAL COAST WEALTH MANAGEMENT LLC
Employer identification number (EIN):	223973915
NAIC Classification:	523120
NAIC Description:	Securities Brokerage

Additional information about CENTRAL COAST WEALTH MANAGEMENT LLC

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	200800810147

More information about CENTRAL COAST WEALTH MANAGEMENT LLC

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ALEXIS EAGER	2024-10-14
001	2022-01-01	KURT JACKSON	2023-07-14
001	2021-01-01	KURT JACKSON	2022-07-11
001	2020-01-01	KURT JACKSON	2021-09-07
001	2019-01-01	WILLIAM C. PARKS	2020-09-14
001	2018-01-01	WILLIAM C. PARKS	2019-07-30
001	2017-01-01	BRYAN JACOBSON	2018-06-12
001	2016-01-01	BRYAN JACOBSON	2017-06-05
001	2015-01-01	BRYAN JACOBSON	2016-09-20
001	2014-01-01	KURT JACKSON	2015-07-17
001	2013-01-01	CENTRAL COAST WEALTH MANAGEMEN	2014-10-15
001	2012-01-01	KURT C. JACKSON	2013-09-13
001	2011-01-01	KURT C. JACKSON	2012-09-24
001	2010-01-01	KURT C. JACKSON	2011-09-23
001	2009-01-01	KURT C. JACKSON
001	2009-01-01	KURT C. JACKSON		KURT C. JACKSON	2010-10-14

Plan Statistics for CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN

Measure	Date	Value
2009: CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN

Form 5500 Responses for CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN

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