401k Plan data: COASTAL STATES ORGANIZATION, INC. 401K PLAN plan

COASTAL STATES ORGANIZATION, INC. 401K PLAN 401k Plan overview

Plan Name	COASTAL STATES ORGANIZATION, INC. 401K PLAN
Plan identification number	001

COASTAL STATES ORGANIZATION, INC. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

COASTAL STATES ORGANIZATION has sponsored the creation of one or more 401k plans.

Company Name: COASTAL STATES ORGANIZATION

Employer identification number (EIN): 541124134

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COASTAL STATES ORGANIZATION, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DEREK BROCKBANK 2024-07-02 DEREK BROCKBANK 2024-07-02
001 2022-01-01 DEREK BROCKBANK 2023-10-03 DEREK BROCKBANK 2023-10-03
001 2021-01-01 DEREK BROCKBANK 2022-09-16 DEREK BROCKBANK 2022-09-16
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BRADLEY WATSON
001 2016-01-01 BRADLEY WATSON
001 2015-01-01 MARY MUNSON
001 2014-01-01 MARY MUNSON
001 2013-01-01 MARY MUNSON
001 2012-01-01 MARY MUNSON
001 2011-01-01 KRISTEN FLETCHER
001 2010-01-01 KRISTEN FLETCHER
001 2008-01-01 KRISTEN FLETCHER
001 2007-01-01 KRISTEN FLETCHER
001 2006-01-01 KRISTEN FLETCHER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DEREK BROCKBANK	2024-07-02	DEREK BROCKBANK	2024-07-02
001	2022-01-01	DEREK BROCKBANK	2023-10-03	DEREK BROCKBANK	2023-10-03
001	2021-01-01	DEREK BROCKBANK	2022-09-16	DEREK BROCKBANK	2022-09-16
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	BRADLEY WATSON
001	2016-01-01	BRADLEY WATSON
001	2015-01-01	MARY MUNSON
001	2014-01-01	MARY MUNSON
001	2013-01-01	MARY MUNSON
001	2012-01-01	MARY MUNSON
001	2011-01-01	KRISTEN FLETCHER
001	2010-01-01	KRISTEN FLETCHER
001	2008-01-01	KRISTEN FLETCHER
001	2007-01-01	KRISTEN FLETCHER
001	2006-01-01	KRISTEN FLETCHER

Financial Data on COASTAL STATES ORGANIZATION, INC. 401K PLAN

Measure	Date	Value
2025 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2025 401k financial data
Net assets as of the end of the plan year	2025-10-07	782788
Total assets as of the beginning of the plan year	2025-10-07	617231
Participant contributions to plan in this plan year	2025-10-07	43247
Other income to plan in this plan year	2025-10-07	100546
Plan net income in this plan year	2025-10-07	165557
Net assets as of the end of the plan year	2025-10-07	782788
Net assets as of the beginning of the plan year	2025-10-07	617231
Employer contributions to plan in this plan year	2025-10-07	21764
2024 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-02	612
Net assets as of the end of the plan year	2024-07-02	617231
Total assets as of the beginning of the plan year	2024-07-02	469080
Participant contributions to plan in this plan year	2024-07-02	37539
Other income to plan in this plan year	2024-07-02	100152
Plan net income in this plan year	2024-07-02	148151
Net assets as of the end of the plan year	2024-07-02	617231
Net assets as of the beginning of the plan year	2024-07-02	469080
Employer contributions to plan in this plan year	2024-07-02	11072
2020 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$96,722
Expenses. Total of all expenses incurred	2020-12-31	$2,296
Benefits paid (including direct rollovers)	2020-12-31	$2,296
Total plan assets at end of year	2020-12-31	$415,475
Total plan assets at beginning of year	2020-12-31	$321,049
Total contributions received or receivable from participants	2020-12-31	$22,644
Other income received	2020-12-31	$64,138
Net income (gross income less expenses)	2020-12-31	$94,426
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$415,475
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$321,049
Total contributions received or receivable from employer(s)	2020-12-31	$9,940
2019 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$90,053
Expenses. Total of all expenses incurred	2019-12-31	$0
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$321,049
Total plan assets at beginning of year	2019-12-31	$230,996
Total contributions received or receivable from participants	2019-12-31	$19,751
Other income received	2019-12-31	$57,194
Net income (gross income less expenses)	2019-12-31	$90,053
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$321,049
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$230,996
Total contributions received or receivable from employer(s)	2019-12-31	$13,108
2018 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total income from all sources	2018-12-31	$7,865
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$230,996
Total plan assets at beginning of year	2018-12-31	$223,131
Total contributions received or receivable from participants	2018-12-31	$12,797
Other income received	2018-12-31	$-17,087
Net income (gross income less expenses)	2018-12-31	$7,865
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$230,996
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$223,131
Total contributions received or receivable from employer(s)	2018-12-31	$12,155
2017 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total income from all sources	2017-12-31	$61,064
Expenses. Total of all expenses incurred	2017-12-31	$57,998
Benefits paid (including direct rollovers)	2017-12-31	$57,998
Total plan assets at end of year	2017-12-31	$223,131
Total plan assets at beginning of year	2017-12-31	$220,065
Total contributions received or receivable from participants	2017-12-31	$14,693
Other income received	2017-12-31	$34,058
Net income (gross income less expenses)	2017-12-31	$3,066
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$223,131
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$220,065
Total contributions received or receivable from employer(s)	2017-12-31	$12,313
2016 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$29,873
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$220,065
Total plan assets at beginning of year	2016-12-31	$190,192
Total contributions received or receivable from participants	2016-12-31	$14,825
Other income received	2016-12-31	$5,022
Net income (gross income less expenses)	2016-12-31	$29,873
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$220,065
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$190,192
Total contributions received or receivable from employer(s)	2016-12-31	$10,026
2015 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$18,722
Expenses. Total of all expenses incurred	2015-12-31	$10,210
Benefits paid (including direct rollovers)	2015-12-31	$10,210
Total plan assets at end of year	2015-12-31	$190,192
Total plan assets at beginning of year	2015-12-31	$181,680
Total contributions received or receivable from participants	2015-12-31	$11,990
Other income received	2015-12-31	$743
Net income (gross income less expenses)	2015-12-31	$8,512
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$190,192
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$181,680
Total contributions received or receivable from employer(s)	2015-12-31	$5,989
2014 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$22,791
Total plan assets at end of year	2014-12-31	$181,680
Total plan assets at beginning of year	2014-12-31	$158,889
Total contributions received or receivable from participants	2014-12-31	$6,777
Other income received	2014-12-31	$10,504
Net income (gross income less expenses)	2014-12-31	$22,791
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$181,680
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$158,889
Total contributions received or receivable from employer(s)	2014-12-31	$5,510
2013 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$33,180
Expenses. Total of all expenses incurred	2013-12-31	$1,350
Benefits paid (including direct rollovers)	2013-12-31	$1,350
Total plan assets at end of year	2013-12-31	$158,890
Total plan assets at beginning of year	2013-12-31	$127,060
Total contributions received or receivable from participants	2013-12-31	$8,613
Other income received	2013-12-31	$23,671
Net income (gross income less expenses)	2013-12-31	$31,830
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$158,890
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$127,060
Total contributions received or receivable from employer(s)	2013-12-31	$896
2012 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$29,417
Expenses. Total of all expenses incurred	2012-12-31	$779
Benefits paid (including direct rollovers)	2012-12-31	$779
Total plan assets at end of year	2012-12-31	$127,060
Total plan assets at beginning of year	2012-12-31	$98,422
Total contributions received or receivable from participants	2012-12-31	$13,725
Other income received	2012-12-31	$8,859
Net income (gross income less expenses)	2012-12-31	$28,638
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$127,060
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$98,422
Total contributions received or receivable from employer(s)	2012-12-31	$6,833
2011 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$16,805
Total plan assets at end of year	2011-12-31	$98,422
Total plan assets at beginning of year	2011-12-31	$81,617
Total contributions received or receivable from participants	2011-12-31	$11,430
Other income received	2011-12-31	$-1,050
Net income (gross income less expenses)	2011-12-31	$16,805
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$98,422
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$81,617
Total contributions received or receivable from employer(s)	2011-12-31	$6,425
2010 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$20,441
Expenses. Total of all expenses incurred	2010-12-31	$22,925
Benefits paid (including direct rollovers)	2010-12-31	$22,925
Total plan assets at end of year	2010-12-31	$81,617
Total plan assets at beginning of year	2010-12-31	$84,101
Total contributions received or receivable from participants	2010-12-31	$7,531
Other income received	2010-12-31	$6,930
Net income (gross income less expenses)	2010-12-31	$-2,484
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$81,617
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$84,101
Total contributions received or receivable from employer(s)	2010-12-31	$5,980

Form 5500 Responses for COASTAL STATES ORGANIZATION, INC. 401K PLAN

2020: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2008: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	This submission is the final filing	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2007: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	This submission is the final filing	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2006: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	First time form 5500 has been submitted	Yes
2006-01-01	This submission is the final filing	No
2006-01-01	Plan funding arrangement – Insurance	Yes
2006-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	388777
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	388777
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	388777
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	388777
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	388777
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	388777
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	388777
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	388777
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	388777
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	388777
Policy instance	1

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Company Name:	COASTAL STATES ORGANIZATION
Employer identification number (EIN):	541124134
NAIC Classification:	611000