Coastal Coffee Roasters INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Coastal Coffee Roasters INC.
  • Sponsor EIN: 274028379
  • Sponsor Address: 108 E 3RD NORTH ST., SUMMERVILLE, SC, 29483
  • Plan Type: 401(k)
  • Total Participants: 9
  • Total Assets: $222,767

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20259$222,767$14,006$26,885
20249$222,767$14,006$26,885
202310$155,993$11,064$18,164
20228$105,626$16,370$10,474
20217$59,878$7,672$10,309

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