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COASTAL MASONRY INC. 401(K) PLAN 401k Plan overview

Plan NameCOASTAL MASONRY INC. 401(K) PLAN
Plan identification number 001

COASTAL MASONRY INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COASTAL MASONRY, INC. has sponsored the creation of one or more 401k plans.

Company Name:COASTAL MASONRY, INC.
Employer identification number (EIN):591632960
NAIC Classification:238100

Additional information about COASTAL MASONRY, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1992-03-18
Company Identification Number: 0389753
Legal Registered Office Address: PO BOX 3272

VA BEACH
United States of America (USA)
23454

More information about COASTAL MASONRY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COASTAL MASONRY INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01STEPHEN PIETRAGALL2021-07-15
0012019-01-01STEPHEN PIETRAGALL2020-09-10
0012018-01-01
0012017-01-01STEPHEN PIETRAGALL
0012016-01-01STEPHEN PIETRAGALL
0012015-01-01STEPHEN PIETRAGALL
0012014-01-01STEPHEN PIETRAGALL
0012013-01-01STEPHEN PIETRAGALL
0012012-01-01STEPHEN PIETRAGALL
0012011-01-01STEPHEN PIETRAGALL
0012009-01-01BOB MANDELL
0012009-01-01BOB MANDELL

Plan Statistics for COASTAL MASONRY INC. 401(K) PLAN

401k plan membership statisitcs for COASTAL MASONRY INC. 401(K) PLAN

Measure Date Value
2020: COASTAL MASONRY INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01126
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COASTAL MASONRY INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01143
Total number of active participants reported on line 7a of the Form 55002019-01-01111
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01119
Number of participants with account balances2019-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2017: COASTAL MASONRY INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0187
Total number of active participants reported on line 7a of the Form 55002017-01-01120
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-01122
Total participants2017-01-01122
Number of participants with account balances2017-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: COASTAL MASONRY INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0194
Total number of active participants reported on line 7a of the Form 55002016-01-0177
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-0187
Total participants2016-01-0187
Number of participants with account balances2016-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: COASTAL MASONRY INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0197
Total number of active participants reported on line 7a of the Form 55002015-01-0185
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0194
Total participants2015-01-0194
Number of participants with account balances2015-01-0135
2014: COASTAL MASONRY INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0186
Total number of active participants reported on line 7a of the Form 55002014-01-0188
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0197
Total participants2014-01-0197
Number of participants with account balances2014-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: COASTAL MASONRY INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0135
Total number of active participants reported on line 7a of the Form 55002013-01-0176
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-0186
Total participants2013-01-0186
Number of participants with account balances2013-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: COASTAL MASONRY INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0139
Total number of active participants reported on line 7a of the Form 55002012-01-0126
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0135
Total participants2012-01-0135
Number of participants with account balances2012-01-0127
2011: COASTAL MASONRY INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0153
Total number of active participants reported on line 7a of the Form 55002011-01-0127
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-0139
Total participants2011-01-0139
Number of participants with account balances2011-01-0133
2009: COASTAL MASONRY INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01134
Total number of active participants reported on line 7a of the Form 55002009-01-0160
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-0181
Total participants2009-01-0181
Number of participants with account balances2009-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on COASTAL MASONRY INC. 401(K) PLAN

Measure Date Value
2020 : COASTAL MASONRY INC. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-09-25$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-25$0
Total unrealized appreciation/depreciation of assets2020-09-25$0
Total transfer of assets to this plan2020-09-25$0
Total transfer of assets from this plan2020-09-25$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-25$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-25$0
Expenses. Interest paid2020-09-25$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-09-25$0
Total income from all sources (including contributions)2020-09-25$8,428
Total loss/gain on sale of assets2020-09-25$0
Total of all expenses incurred2020-09-25$1,438,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-25$1,421,963
Expenses. Certain deemed distributions of participant loans2020-09-25$0
Value of total corrective distributions2020-09-25$15,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-25$40,176
Value of total assets at end of year2020-09-25$0
Value of total assets at beginning of year2020-09-25$1,430,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-25$858
Total income from rents2020-09-25$0
Total interest from all sources2020-09-25$4,350
Total dividends received (eg from common stock, registered investment company shares)2020-09-25$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-25Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-09-25$0
Total dividends received from registered investment company shares (eg mutual funds)2020-09-25$0
Assets. Real estate other than employer real property at end of year2020-09-25$0
Assets. Real estate other than employer real property at beginning of year2020-09-25$0
Administrative expenses professional fees incurred2020-09-25$518
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-09-25$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-09-25$0
Was this plan covered by a fidelity bond2020-09-25Yes
Value of fidelity bond cover2020-09-25$250,000
If this is an individual account plan, was there a blackout period2020-09-25No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-09-25$0
Were there any nonexempt tranactions with any party-in-interest2020-09-25No
Contributions received from participants2020-09-25$26,054
Participant contributions at end of year2020-09-25$0
Participant contributions at beginning of year2020-09-25$111,876
Participant contributions at end of year2020-09-25$0
Participant contributions at beginning of year2020-09-25$0
Assets. Other investments not covered elsewhere at end of year2020-09-25$0
Assets. Other investments not covered elsewhere at beginning of year2020-09-25$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-25$11,560
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-09-25$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-25$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-25$0
Assets. Loans (other than to participants) at end of year2020-09-25$0
Assets. Loans (other than to participants) at beginning of year2020-09-25$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-25$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-25$0
Other income not declared elsewhere2020-09-25$0
Administrative expenses (other) incurred2020-09-25$0
Liabilities. Value of operating payables at end of year2020-09-25$0
Liabilities. Value of operating payables at beginning of year2020-09-25$0
Total non interest bearing cash at end of year2020-09-25$0
Total non interest bearing cash at beginning of year2020-09-25$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-25No
Income. Non cash contributions2020-09-25$0
Value of net income/loss2020-09-25$-1,430,014
Value of net assets at end of year (total assets less liabilities)2020-09-25$0
Value of net assets at beginning of year (total assets less liabilities)2020-09-25$1,430,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-25No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-25No
Were any leases to which the plan was party in default or uncollectible2020-09-25No
Assets. partnership/joint venture interests at end of year2020-09-25$0
Assets. partnership/joint venture interests at beginning of year2020-09-25$0
Investment advisory and management fees2020-09-25$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-25$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-25$1,318,138
Value of interest in pooled separate accounts at end of year2020-09-25$0
Value of interest in pooled separate accounts at beginning of year2020-09-25$0
Interest on participant loans2020-09-25$4,350
Income. Interest from loans (other than to participants)2020-09-25$0
Interest earned on other investments2020-09-25$0
Income. Interest from US Government securities2020-09-25$0
Income. Interest from corporate debt instruments2020-09-25$0
Value of interest in master investment trust accounts at end of year2020-09-25$0
Value of interest in master investment trust accounts at beginning of year2020-09-25$0
Value of interest in common/collective trusts at end of year2020-09-25$0
Value of interest in common/collective trusts at beginning of year2020-09-25$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-25$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-25$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-25$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-25$0
Assets. Value of investments in 103.12 investment entities at end of year2020-09-25$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-09-25$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-25$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-25$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-25$0
Asset value of US Government securities at end of year2020-09-25$0
Asset value of US Government securities at beginning of year2020-09-25$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-25$-36,098
Net investment gain/loss from pooled separate accounts2020-09-25$0
Net investment gain or loss from common/collective trusts2020-09-25$0
Net gain/loss from 103.12 investment entities2020-09-25$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-25No
Was there a failure to transmit to the plan any participant contributions2020-09-25Yes
Has the plan failed to provide any benefit when due under the plan2020-09-25No
Assets. Invements in employer securities at end of year2020-09-25$0
Assets. Invements in employer securities at beginning of year2020-09-25$0
Assets. Value of employer real property at end of year2020-09-25$0
Assets. Value of employer real property at beginning of year2020-09-25$0
Contributions received in cash from employer2020-09-25$2,562
Employer contributions (assets) at end of year2020-09-25$0
Employer contributions (assets) at beginning of year2020-09-25$0
Income. Dividends from preferred stock2020-09-25$0
Income. Dividends from common stock2020-09-25$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-25$1,421,963
Asset. Corporate debt instrument preferred debt at end of year2020-09-25$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-09-25$0
Asset. Corporate debt instrument debt (other) at end of year2020-09-25$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-09-25$0
Contract administrator fees2020-09-25$340
Assets. Corporate common stocks other than exployer securities at end of year2020-09-25$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-09-25$0
Liabilities. Value of benefit claims payable at end of year2020-09-25$0
Liabilities. Value of benefit claims payable at beginning of year2020-09-25$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-09-25$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-09-25$0
Did the plan have assets held for investment2020-09-25Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-25No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-25Yes
Aggregate proceeds on sale of assets2020-09-25$0
Aggregate carrying amount (costs) on sale of assets2020-09-25$0
Liabilities. Value of acquisition indebtedness at end of year2020-09-25$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-09-25$0
Opinion of an independent qualified public accountant for this plan2020-09-25Disclaimer
Accountancy firm name2020-09-25ZOMMA GROUP, LLP
Accountancy firm EIN2020-09-25650715836
2019 : COASTAL MASONRY INC. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$329,110
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$198,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$192,913
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$4,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$119,459
Value of total assets at end of year2019-12-31$1,430,014
Value of total assets at beginning of year2019-12-31$1,299,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,493
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$7,419
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$788
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$109,296
Participant contributions at end of year2019-12-31$111,876
Participant contributions at beginning of year2019-12-31$96,478
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$775
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$130,419
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,430,014
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,299,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,318,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,203,117
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$7,419
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$202,232
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$9,388
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$192,913
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$705
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ZOMMA GROUP, LLP
Accountancy firm EIN2019-12-31650715836
2017 : COASTAL MASONRY INC. 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$238,423
Expenses. Total of all expenses incurred2017-12-31$102,140
Benefits paid (including direct rollovers)2017-12-31$102,140
Total plan assets at end of year2017-12-31$1,393,524
Total plan assets at beginning of year2017-12-31$1,257,241
Total contributions received or receivable from participants2017-12-31$121,738
Other income received2017-12-31$105,205
Net income (gross income less expenses)2017-12-31$136,283
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,393,524
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,257,241
Assets. Value of participant loans2017-12-31$85,808
Total contributions received or receivable from employer(s)2017-12-31$11,480
2016 : COASTAL MASONRY INC. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$180,370
Expenses. Total of all expenses incurred2016-12-31$710,941
Benefits paid (including direct rollovers)2016-12-31$710,941
Total plan assets at end of year2016-12-31$1,257,241
Total plan assets at beginning of year2016-12-31$1,787,812
Total contributions received or receivable from participants2016-12-31$105,634
Other income received2016-12-31$64,404
Net income (gross income less expenses)2016-12-31$-530,571
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,257,241
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,787,812
Assets. Value of participant loans2016-12-31$35,372
Total contributions received or receivable from employer(s)2016-12-31$10,332
2015 : COASTAL MASONRY INC. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$67,249
Expenses. Total of all expenses incurred2015-12-31$105,799
Benefits paid (including direct rollovers)2015-12-31$105,799
Total plan assets at end of year2015-12-31$1,787,812
Total plan assets at beginning of year2015-12-31$1,826,362
Total contributions received or receivable from participants2015-12-31$62,874
Other income received2015-12-31$-36,260
Net income (gross income less expenses)2015-12-31$-38,550
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,787,812
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,826,362
Assets. Value of participant loans2015-12-31$44,607
Total contributions received or receivable from employer(s)2015-12-31$40,635
2014 : COASTAL MASONRY INC. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$180,867
Expenses. Total of all expenses incurred2014-12-31$195,510
Benefits paid (including direct rollovers)2014-12-31$195,510
Total plan assets at end of year2014-12-31$1,826,362
Total plan assets at beginning of year2014-12-31$1,841,005
Total contributions received or receivable from participants2014-12-31$92,194
Other income received2014-12-31$79,729
Net income (gross income less expenses)2014-12-31$-14,643
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,826,362
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,841,005
Assets. Value of participant loans2014-12-31$19,154
Total contributions received or receivable from employer(s)2014-12-31$8,944
2013 : COASTAL MASONRY INC. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$373,305
Expenses. Total of all expenses incurred2013-12-31$37,914
Benefits paid (including direct rollovers)2013-12-31$37,914
Total plan assets at end of year2013-12-31$1,841,005
Total plan assets at beginning of year2013-12-31$1,505,614
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$77,855
Other income received2013-12-31$290,132
Net income (gross income less expenses)2013-12-31$335,391
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,841,005
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,505,614
Assets. Value of participant loans2013-12-31$23,971
Total contributions received or receivable from employer(s)2013-12-31$5,318
2012 : COASTAL MASONRY INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$255,439
Expenses. Total of all expenses incurred2012-12-31$195,659
Benefits paid (including direct rollovers)2012-12-31$187,165
Total plan assets at end of year2012-12-31$1,505,614
Total plan assets at beginning of year2012-12-31$1,445,834
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$48,458
Other income received2012-12-31$202,679
Net income (gross income less expenses)2012-12-31$59,780
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,505,614
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,445,834
Assets. Value of participant loans2012-12-31$34,618
Total contributions received or receivable from employer(s)2012-12-31$4,302
Value of corrective distributions2012-12-31$8,494
2011 : COASTAL MASONRY INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$12,163
Expenses. Total of all expenses incurred2011-12-31$186,324
Benefits paid (including direct rollovers)2011-12-31$169,244
Total plan assets at end of year2011-12-31$1,445,834
Total plan assets at beginning of year2011-12-31$1,619,995
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$81,180
Other income received2011-12-31$-75,413
Net income (gross income less expenses)2011-12-31$-174,161
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,445,834
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,619,995
Assets. Value of participant loans2011-12-31$54,804
Total contributions received or receivable from employer(s)2011-12-31$6,396
Value of corrective distributions2011-12-31$17,080
2010 : COASTAL MASONRY INC. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$290,629
Expenses. Total of all expenses incurred2010-12-31$516,625
Benefits paid (including direct rollovers)2010-12-31$516,625
Total plan assets at end of year2010-12-31$1,619,995
Total plan assets at beginning of year2010-12-31$1,845,991
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$120,567
Other income received2010-12-31$160,773
Net income (gross income less expenses)2010-12-31$-225,996
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,619,995
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,845,991
Assets. Value of participant loans2010-12-31$30,718
Total contributions received or receivable from employer(s)2010-12-31$9,289

Form 5500 Responses for COASTAL MASONRY INC. 401(K) PLAN

2020: COASTAL MASONRY INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COASTAL MASONRY INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: COASTAL MASONRY INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COASTAL MASONRY INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COASTAL MASONRY INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COASTAL MASONRY INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COASTAL MASONRY INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COASTAL MASONRY INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COASTAL MASONRY INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: COASTAL MASONRY INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112710
Policy instance 1
Insurance contract or identification number112710
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-09-25
Total amount of commissions paid to insurance brokerUSD $2,431
Total amount of fees paid to insurance companyUSD $1,901
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $436
Amount paid for insurance broker fees1901
Additional information about fees paid to insurance brokerTPA FEES & OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112710
Policy instance 1
Insurance contract or identification number112710
Number of Individuals Covered31
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,904
Total amount of fees paid to insurance companyUSD $1,265
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,203
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?7
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112710
Policy instance 1
Insurance contract or identification number112710
Number of Individuals Covered39
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,128
Total amount of fees paid to insurance companyUSD $335
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,128
Insurance broker organization code?3
Amount paid for insurance broker fees335
Additional information about fees paid to insurance brokerTPA ADMINSTRATIVE SERVICES
Insurance broker nameBENEFITS OUTSOURCE, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112710
Policy instance 1
Insurance contract or identification number112710
Number of Individuals Covered36
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,508
Total amount of fees paid to insurance companyUSD $465
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,508
Insurance broker organization code?3
Amount paid for insurance broker fees465
Additional information about fees paid to insurance brokerTPA ADMINSTRATIVE SERVICES
Insurance broker nameBENEFITS OUTSOURCE, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112710
Policy instance 1
Insurance contract or identification number112710
Number of Individuals Covered31
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $822
Total amount of fees paid to insurance companyUSD $1,598
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1490
Additional information about fees paid to insurance brokerTPA ADMINSTRATIVE SERVICES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $822
Insurance broker nameMORGAN STANLEY INSURANCE SVCS INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711687
Policy instance 1
Insurance contract or identification numberGA-711687
Number of Individuals Covered32
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,317
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,387
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INS SVCS INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112710
Policy instance 2
Insurance contract or identification number112710
Number of Individuals Covered32
Insurance policy start date2013-12-16
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $17,880
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,880
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INSURANCE SVCS INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711687
Policy instance 1
Insurance contract or identification numberGA-711687
Number of Individuals Covered27
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,839
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,839
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INS SERVICES, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711687
Policy instance 1
Insurance contract or identification numberGA-711687
Number of Individuals Covered33
Insurance policy start date2011-01-01
Insurance policy end date2011-11-17
Total amount of commissions paid to insurance brokerUSD $4,056
Total amount of fees paid to insurance companyUSD $101
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711687
Policy instance 1
Insurance contract or identification numberGA-711687
Number of Individuals Covered40
Insurance policy start date2010-01-01
Insurance policy end date2010-11-17
Total amount of commissions paid to insurance brokerUSD $4,220
Total amount of fees paid to insurance companyUSD $127
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,220
Amount paid for insurance broker fees127
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INS SERVICES, INC.

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