Civic Intelligence

Coastal Securities Inc.

Plan context: Coastal Securities Inc. 401(K) Profit Sharing Plan

EIN 20-8175595 • Houston, TX • 11 filings • 3 plans

Suite 2200Houston, TX 77056
Current Snapshot

Latest Year

2017

2017 Participants

98

2017 Assets

$17,284,432

2017 Contributions

$361,856

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$19,828,030$9,914,015$0200720122016YearValue
$17,284,432Latest year 2016

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

116580200720122016YearValue
98Latest year 2016

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201710$0$361,856-
Coastal Securities Inc. 401(K) Profit Sharing Plan-0-$361,856-
2016198$17,284,432$889,655$9,078iApproximate average salary by contribution assumption: employee only about $226,953 at 4% or $151,302 at 6%; with 50% employer match about $151,302 at 4% or $100,868 at 6%; with 100% employer match about $113,476 at 4% or $75,651 at 6%.
Coastal Securities Inc. 401(K) Profit Sharing Plan-98$17,284,432$889,655$9,078iApproximate average salary by contribution assumption: employee only about $226,953 at 4% or $151,302 at 6%; with 50% employer match about $151,302 at 4% or $100,868 at 6%; with 100% employer match about $113,476 at 4% or $75,651 at 6%.
20151101$16,109,314$1,040,630$10,303iApproximate average salary by contribution assumption: employee only about $257,582 at 4% or $171,721 at 6%; with 50% employer match about $171,721 at 4% or $114,481 at 6%; with 100% employer match about $128,791 at 4% or $85,861 at 6%.
Coastal Securities Inc. 401(K) Profit Sharing Plan-101$16,109,314$1,040,630$10,303iApproximate average salary by contribution assumption: employee only about $257,582 at 4% or $171,721 at 6%; with 50% employer match about $171,721 at 4% or $114,481 at 6%; with 100% employer match about $128,791 at 4% or $85,861 at 6%.
20141100$19,828,030$778,896$7,789iApproximate average salary by contribution assumption: employee only about $194,724 at 4% or $129,816 at 6%; with 50% employer match about $129,816 at 4% or $86,544 at 6%; with 100% employer match about $97,362 at 4% or $64,908 at 6%.
Coastal Securities Inc. 401(K) Profit Sharing Plan-100$19,828,030$778,896$7,789iApproximate average salary by contribution assumption: employee only about $194,724 at 4% or $129,816 at 6%; with 50% employer match about $129,816 at 4% or $86,544 at 6%; with 100% employer match about $97,362 at 4% or $64,908 at 6%.
20131103$18,529,016$848,599$8,239iApproximate average salary by contribution assumption: employee only about $205,971 at 4% or $137,314 at 6%; with 50% employer match about $137,314 at 4% or $91,543 at 6%; with 100% employer match about $102,985 at 4% or $68,657 at 6%.
Coastal Securities Inc. 401(K) Profit Sharing Plan-103$18,529,016$848,599$8,239iApproximate average salary by contribution assumption: employee only about $205,971 at 4% or $137,314 at 6%; with 50% employer match about $137,314 at 4% or $91,543 at 6%; with 100% employer match about $102,985 at 4% or $68,657 at 6%.
20121105$17,240,383$938,815$8,941iApproximate average salary by contribution assumption: employee only about $223,527 at 4% or $149,018 at 6%; with 50% employer match about $149,018 at 4% or $99,346 at 6%; with 100% employer match about $111,764 at 4% or $74,509 at 6%.
Coastal Securities Inc. 401(K) Profit Sharing Plan-105$17,240,383$938,815$8,941iApproximate average salary by contribution assumption: employee only about $223,527 at 4% or $149,018 at 6%; with 50% employer match about $149,018 at 4% or $99,346 at 6%; with 100% employer match about $111,764 at 4% or $74,509 at 6%.
20111107$15,256,776$893,335$8,349iApproximate average salary by contribution assumption: employee only about $208,723 at 4% or $139,149 at 6%; with 50% employer match about $139,149 at 4% or $92,766 at 6%; with 100% employer match about $104,362 at 4% or $69,574 at 6%.
Coastal Securities Inc. 401(K) Profit Sharing Plan-107$15,256,776$893,335$8,349iApproximate average salary by contribution assumption: employee only about $208,723 at 4% or $139,149 at 6%; with 50% employer match about $139,149 at 4% or $92,766 at 6%; with 100% employer match about $104,362 at 4% or $69,574 at 6%.
20101113$14,839,508$836,835$7,406iApproximate average salary by contribution assumption: employee only about $185,140 at 4% or $123,427 at 6%; with 50% employer match about $123,427 at 4% or $82,285 at 6%; with 100% employer match about $92,570 at 4% or $61,713 at 6%.
Coastal Securities Inc. 401(K) Profit Sharing Plan-113$14,839,508$836,835$7,406iApproximate average salary by contribution assumption: employee only about $185,140 at 4% or $123,427 at 6%; with 50% employer match about $123,427 at 4% or $82,285 at 6%; with 100% employer match about $92,570 at 4% or $61,713 at 6%.
20091116$12,141,798$777,837$6,705iApproximate average salary by contribution assumption: employee only about $167,637 at 4% or $111,758 at 6%; with 50% employer match about $111,758 at 4% or $74,505 at 6%; with 100% employer match about $83,819 at 4% or $55,879 at 6%.
Coastal Securities Inc. 401(K) Profit Sharing Plan-116$12,141,798$777,837$6,705iApproximate average salary by contribution assumption: employee only about $167,637 at 4% or $111,758 at 6%; with 50% employer match about $111,758 at 4% or $74,505 at 6%; with 100% employer match about $83,819 at 4% or $55,879 at 6%.
20081104$9,470,239$694,989$6,683iApproximate average salary by contribution assumption: employee only about $167,065 at 4% or $111,376 at 6%; with 50% employer match about $111,376 at 4% or $74,251 at 6%; with 100% employer match about $83,532 at 4% or $55,688 at 6%.
Coastal Securities Inc. 401(K) Profit Sharing Plan-104$9,470,239$694,989$6,683iApproximate average salary by contribution assumption: employee only about $167,065 at 4% or $111,376 at 6%; with 50% employer match about $111,376 at 4% or $74,251 at 6%; with 100% employer match about $83,532 at 4% or $55,688 at 6%.
20071111$13,905,419$818,824$7,377iApproximate average salary by contribution assumption: employee only about $184,420 at 4% or $122,947 at 6%; with 50% employer match about $122,947 at 4% or $81,964 at 6%; with 100% employer match about $92,210 at 4% or $61,473 at 6%.
Coastal Securities Inc. 401(K) Profit Sharing Plan-111$13,905,419$818,824$7,377iApproximate average salary by contribution assumption: employee only about $184,420 at 4% or $122,947 at 6%; with 50% employer match about $122,947 at 4% or $81,964 at 6%; with 100% employer match about $92,210 at 4% or $61,473 at 6%.
Coastal Securities Inc. | EIN 20-8175595 | 2017 Form 5500 Company Profile