Coastal Cardiovascular Consult 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Coastal Cardiovascular Consult
  • Sponsor EIN: 223516931
  • Sponsor Address: 459 JACK MARTIN BLVD STE 2, BRICK, NJ, 087247724
  • Plan Type: 401(k)
  • Total Participants: 19
  • Total Assets: $16.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202419$16.5M$161,807$264,719
202319$13.7M$257,214$241,645
202221$11.3M$262,983$215,076

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