401k Plan data: COAST 360 FEDERAL CREDIT UNION 401K PLAN plan

COAST 360 FEDERAL CREDIT UNION 401K PLAN 401k Plan overview

Plan Name	COAST 360 FEDERAL CREDIT UNION 401K PLAN
Plan identification number	001

COAST 360 FEDERAL CREDIT UNION 401K PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

COAST 360 FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: COAST 360 FEDERAL CREDIT UNION

Employer identification number (EIN): 960001016

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COAST 360 FEDERAL CREDIT UNION 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 GENER DELIQUINA 2024-10-06
001 2022-01-01
001 2021-01-01 GENER DELIQUINA 2022-11-02
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 GENER DELIQUINA
001 2016-01-01 GENER DELIQUINA
001 2015-01-01 GENER DELIQUINA 2016-09-30
001 2012-01-01 RICHARD H. NORTHEY 2013-06-10
001 2011-01-01 RICHARD H. NORTHEY 2012-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	GENER DELIQUINA	2024-10-06
001	2022-01-01
001	2021-01-01	GENER DELIQUINA	2022-11-02
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	GENER DELIQUINA
001	2016-01-01	GENER DELIQUINA
001	2015-01-01	GENER DELIQUINA	2016-09-30
001	2012-01-01	RICHARD H. NORTHEY	2013-06-10
001	2011-01-01	RICHARD H. NORTHEY	2012-10-15

Plan Statistics for COAST 360 FEDERAL CREDIT UNION 401K PLAN

401k plan membership statisitcs for COAST 360 FEDERAL CREDIT UNION 401K PLAN

Measure Date Value
2023: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 127
Number of retired or separated participants receiving benefits 2023-01-01 14
Number of other retired or separated participants entitled to future benefits 2023-01-01 25
Total of all active and inactive participants 2023-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 166
Number of participants with account balances 2023-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 15
2022: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 123
Number of retired or separated participants receiving benefits 2022-01-01 14
Number of other retired or separated participants entitled to future benefits 2022-01-01 14
Total of all active and inactive participants 2022-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 151
Number of participants with account balances 2022-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 129
Number of retired or separated participants receiving benefits 2021-01-01 14
Number of other retired or separated participants entitled to future benefits 2021-01-01 11
Total of all active and inactive participants 2021-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 154
Number of participants with account balances 2021-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 129
Number of retired or separated participants receiving benefits 2020-01-01 8
Number of other retired or separated participants entitled to future benefits 2020-01-01 17
Total of all active and inactive participants 2020-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 154
Number of participants with account balances 2020-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 134
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 20
Total of all active and inactive participants 2019-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 158
Number of participants with account balances 2019-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 17
2018: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 130
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 16
Total of all active and inactive participants 2018-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 151
Number of participants with account balances 2018-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 134
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 13
Total of all active and inactive participants 2017-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 151
Number of participants with account balances 2017-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 15
2016: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 108
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 20
Total of all active and inactive participants 2016-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 128
Number of participants with account balances 2016-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 10

Measure	Date	Value
2023: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	127
Number of retired or separated participants receiving benefits	2023-01-01	14
Number of other retired or separated participants entitled to future benefits	2023-01-01	25
Total of all active and inactive participants	2023-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	166
Number of participants with account balances	2023-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	15
2022: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	123
Number of retired or separated participants receiving benefits	2022-01-01	14
Number of other retired or separated participants entitled to future benefits	2022-01-01	14
Total of all active and inactive participants	2022-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	151
Number of participants with account balances	2022-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	129
Number of retired or separated participants receiving benefits	2021-01-01	14
Number of other retired or separated participants entitled to future benefits	2021-01-01	11
Total of all active and inactive participants	2021-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	154
Number of participants with account balances	2021-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	129
Number of retired or separated participants receiving benefits	2020-01-01	8
Number of other retired or separated participants entitled to future benefits	2020-01-01	17
Total of all active and inactive participants	2020-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	154
Number of participants with account balances	2020-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	134
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	20
Total of all active and inactive participants	2019-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	158
Number of participants with account balances	2019-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	17
2018: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	130
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	16
Total of all active and inactive participants	2018-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	151
Number of participants with account balances	2018-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	134
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	13
Total of all active and inactive participants	2017-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	151
Number of participants with account balances	2017-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	15
2016: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	108
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	20
Total of all active and inactive participants	2016-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	128
Number of participants with account balances	2016-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	10

Financial Data on COAST 360 FEDERAL CREDIT UNION 401K PLAN

Measure	Date	Value
2023 : COAST 360 FEDERAL CREDIT UNION 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$1,447,565
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$347,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$280,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$647,839
Value of total assets at end of year	2023-12-31	$7,969,719
Value of total assets at beginning of year	2023-12-31	$6,869,586
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$67,240
Total interest from all sources	2023-12-31	$8,282
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$314,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$314,952
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$357,631
Participant contributions at end of year	2023-12-31	$128,241
Participant contributions at beginning of year	2023-12-31	$126,190
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$7,554
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$2,315
Other income not declared elsewhere	2023-12-31	$0
Total non interest bearing cash at end of year	2023-12-31	$435
Total non interest bearing cash at beginning of year	2023-12-31	$2,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,100,133
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$7,969,719
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$6,869,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$64,510
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$7,841,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$6,738,937
Interest on participant loans	2023-12-31	$8,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$476,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$282,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$280,192
Contract administrator fees	2023-12-31	$2,730
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BCM LLC
Accountancy firm EIN	2023-12-31	660826885
2022 : COAST 360 FEDERAL CREDIT UNION 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-708,174
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$680,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$613,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$666,381
Value of total assets at end of year	2022-12-31	$6,869,586
Value of total assets at beginning of year	2022-12-31	$8,258,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$67,116
Total interest from all sources	2022-12-31	$8,887
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$242,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$242,352
Administrative expenses professional fees incurred	2022-12-31	$67,116
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$365,808
Participant contributions at end of year	2022-12-31	$126,190
Participant contributions at beginning of year	2022-12-31	$133,265
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$10,301
Total non interest bearing cash at beginning of year	2022-12-31	$1,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,388,918
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,869,586
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,258,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,743,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,124,172
Interest on participant loans	2022-12-31	$8,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,625,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$290,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$613,628
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BCM, LLC
Accountancy firm EIN	2022-12-31	660826885
2021 : COAST 360 FEDERAL CREDIT UNION 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,403,410
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$286,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$215,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$554,206
Value of total assets at end of year	2021-12-31	$8,230,796
Value of total assets at beginning of year	2021-12-31	$7,114,334
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$71,151
Total interest from all sources	2021-12-31	$8,925
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$304,012
Participant contributions at end of year	2021-12-31	$133,265
Participant contributions at beginning of year	2021-12-31	$111,636
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$840,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,116,462
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,230,796
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,114,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$66,956
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,097,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,002,695
Interest on participant loans	2021-12-31	$8,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$3
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$3
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$250,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$215,797
Contract administrator fees	2021-12-31	$4,195
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	BCM, LLC
Accountancy firm EIN	2021-12-31	660826885
2020 : COAST 360 FEDERAL CREDIT UNION 401K PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,449,802
Total of all expenses incurred	2020-12-31	$210,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$156,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$601,133
Value of total assets at end of year	2020-12-31	$7,114,334
Value of total assets at beginning of year	2020-12-31	$5,875,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$53,703
Total interest from all sources	2020-12-31	$4,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$4,198
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$295,993
Participant contributions at end of year	2020-12-31	$111,636
Participant contributions at beginning of year	2020-12-31	$157,144
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$51,402
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$2,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$844,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,239,167
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,114,334
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,875,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$49,505
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,002,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,715,793
Interest on participant loans	2020-12-31	$4,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$3
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$5
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$253,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$156,932
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BCM, LLC
Accountancy firm EIN	2020-12-31	660826885
2019 : COAST 360 FEDERAL CREDIT UNION 401K PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$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	$74,674
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$74,674
Total income from all sources (including contributions)	2019-12-31	$1,578,441
Total income from all sources (including contributions)	2019-12-31	$1,578,441
Total of all expenses incurred	2019-12-31	$693,218
Total of all expenses incurred	2019-12-31	$693,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$641,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$641,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$545,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$545,745
Value of total assets at end of year	2019-12-31	$5,875,167
Value of total assets at end of year	2019-12-31	$5,875,167
Value of total assets at beginning of year	2019-12-31	$5,064,618
Value of total assets at beginning of year	2019-12-31	$5,064,618
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$51,490
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$51,490
Total interest from all sources	2019-12-31	$9,043
Total interest from all sources	2019-12-31	$9,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$300,564
Contributions received from participants	2019-12-31	$300,564
Participant contributions at end of year	2019-12-31	$157,144
Participant contributions at end of year	2019-12-31	$157,144
Participant contributions at beginning of year	2019-12-31	$163,131
Participant contributions at beginning of year	2019-12-31	$163,131
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$14,330
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$14,330
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$2,225
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$2,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$74,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$74,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$885,223
Value of net income/loss	2019-12-31	$885,223
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,875,167
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,875,167
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,989,944
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,989,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$46,605
Investment advisory and management fees	2019-12-31	$46,605
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,715,793
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,715,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,799,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,799,055
Interest on participant loans	2019-12-31	$9,043
Interest on participant loans	2019-12-31	$9,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$5
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$102,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$102,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$102,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$102,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,023,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,023,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$230,851
Contributions received in cash from employer	2019-12-31	$230,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$641,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$641,728
Contract administrator fees	2019-12-31	$4,885
Contract administrator fees	2019-12-31	$4,885
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BCM, LLC
Accountancy firm EIN	2019-12-31	660826885
Accountancy firm EIN	2019-12-31	660826885
2018 : COAST 360 FEDERAL CREDIT UNION 401K PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$74,674
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$22
Total income from all sources (including contributions)	2018-12-31	$214,362
Total of all expenses incurred	2018-12-31	$478,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$425,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$560,921
Value of total assets at end of year	2018-12-31	$5,064,618
Value of total assets at beginning of year	2018-12-31	$5,254,493
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$53,610
Total interest from all sources	2018-12-31	$9,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$5,875
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$302,822
Participant contributions at end of year	2018-12-31	$163,131
Participant contributions at beginning of year	2018-12-31	$181,131
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$13,244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$74,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$22
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-264,527
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,989,944
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,254,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$47,735
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,799,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,045,020
Interest on participant loans	2018-12-31	$9,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$102,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$28,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$28,342
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-355,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$244,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$425,279
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BCM, LLC
Accountancy firm EIN	2018-12-31	660826885
2017 : COAST 360 FEDERAL CREDIT UNION 401K PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$22
Total income from all sources (including contributions)	2017-12-31	$1,340,284
Total of all expenses incurred	2017-12-31	$404,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$339,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$599,889
Value of total assets at end of year	2017-12-31	$5,254,493
Value of total assets at beginning of year	2017-12-31	$4,318,965
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$65,527
Total interest from all sources	2017-12-31	$10,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$21,497
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$370,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$277,462
Participant contributions at end of year	2017-12-31	$181,131
Participant contributions at beginning of year	2017-12-31	$219,827
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$120,782
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$22
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$935,506
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,254,471
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,318,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$44,030
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,045,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,072,638
Interest on participant loans	2017-12-31	$10,438
Interest earned on other investments	2017-12-31	$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$28,342
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$26,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$26,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$729,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$201,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$339,251
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BCM, LLC
Accountancy firm EIN	2017-12-31	660826885
2016 : COAST 360 FEDERAL CREDIT UNION 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$852,281
Total of all expenses incurred	2016-12-31	$774,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$726,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$498,266
Value of total assets at end of year	2016-12-31	$4,318,965
Value of total assets at beginning of year	2016-12-31	$4,241,582
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$48,165
Total interest from all sources	2016-12-31	$12,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$48,165
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$370,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$264,905
Participant contributions at end of year	2016-12-31	$219,827
Participant contributions at beginning of year	2016-12-31	$198,061
Participant contributions at beginning of year	2016-12-31	$23,632
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$77,383
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,318,965
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,241,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,072,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,009,358
Interest on participant loans	2016-12-31	$12,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$26,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$341,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$232,804
Employer contributions (assets) at beginning of year	2016-12-31	$10,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$726,733
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BURGER COMER MAGLIARI
Accountancy firm EIN	2016-12-31	660826885

Form 5500 Responses for COAST 360 FEDERAL CREDIT UNION 401K PLAN

2023: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COAST 360 FEDERAL CREDIT UNION 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COAST 360 FEDERAL CREDIT UNION
Employer identification number (EIN):	960001016
NAIC Classification:	522130
NAIC Description:	Credit Unions