Coastline Elderly Services, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Coastline Elderly Services, INC.
  • Sponsor EIN: 042622121
  • Sponsor Address: 863 BELLEVILLE AVENUE, NEW BEDFORD, MA, 02745
  • Plan Type: 403(b)
  • Plan Number: 004
  • Total Participants: 174
  • Total Assets: $5.8M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023174$5.8M$259,656$265,648
2022158$4.9M$299,291$238,084

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