Intercoastal Sales & Management LLC
Plan context: Intercoastal Sales & Management LLC Cash Balance Plan
EIN 34-2051482 • Savannah, GA • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$3,296,280
2025 Contributions
$620,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $3,296,280 | $0 | - |
| Intercoastal Sales & Management LLC Cash Balance Plan | - | 3 | $3,296,280 | $0 | - |
| 2024 | 1 | 3 | $3,115,334 | $620,000 | $206,667iApproximate average salary by contribution assumption: employee only about $5,166,667 at 4% or $3,444,444 at 6%; with 50% employer match about $3,444,444 at 4% or $2,296,296 at 6%; with 100% employer match about $2,583,333 at 4% or $1,722,222 at 6%. |
| Intercoastal Sales & Management LLC Cash Balance Plan | - | 3 | $3,115,334 | $620,000 | $206,667iApproximate average salary by contribution assumption: employee only about $5,166,667 at 4% or $3,444,444 at 6%; with 50% employer match about $3,444,444 at 4% or $2,296,296 at 6%; with 100% employer match about $2,583,333 at 4% or $1,722,222 at 6%. |
| 2023 | 1 | 3 | $2,281,443 | $620,000 | $206,667iApproximate average salary by contribution assumption: employee only about $5,166,667 at 4% or $3,444,444 at 6%; with 50% employer match about $3,444,444 at 4% or $2,296,296 at 6%; with 100% employer match about $2,583,333 at 4% or $1,722,222 at 6%. |
| Intercoastal Sales & Management LLC Cash Balance Plan | - | 3 | $2,281,443 | $620,000 | $206,667iApproximate average salary by contribution assumption: employee only about $5,166,667 at 4% or $3,444,444 at 6%; with 50% employer match about $3,444,444 at 4% or $2,296,296 at 6%; with 100% employer match about $2,583,333 at 4% or $1,722,222 at 6%. |
| 2022 | 1 | 2 | $1,542,737 | $516,000 | $258,000iApproximate average salary by contribution assumption: employee only about $6,450,000 at 4% or $4,300,000 at 6%; with 50% employer match about $4,300,000 at 4% or $2,866,667 at 6%; with 100% employer match about $3,225,000 at 4% or $2,150,000 at 6%. |
| Intercoastal Sales & Management LLC Cash Balance Plan | - | 2 | $1,542,737 | $516,000 | $258,000iApproximate average salary by contribution assumption: employee only about $6,450,000 at 4% or $4,300,000 at 6%; with 50% employer match about $4,300,000 at 4% or $2,866,667 at 6%; with 100% employer match about $3,225,000 at 4% or $2,150,000 at 6%. |
| 2021 | 1 | 2 | $1,184,000 | $600,000 | $300,000iApproximate average salary by contribution assumption: employee only about $7,500,000 at 4% or $5,000,000 at 6%; with 50% employer match about $5,000,000 at 4% or $3,333,333 at 6%; with 100% employer match about $3,750,000 at 4% or $2,500,000 at 6%. |
| Intercoastal Sales & Management LLC Cash Balance Plan | - | 2 | $1,184,000 | $600,000 | $300,000iApproximate average salary by contribution assumption: employee only about $7,500,000 at 4% or $5,000,000 at 6%; with 50% employer match about $5,000,000 at 4% or $3,333,333 at 6%; with 100% employer match about $3,750,000 at 4% or $2,500,000 at 6%. |
| 2020 | 1 | 2 | $540,000 | $540,000 | $270,000iApproximate average salary by contribution assumption: employee only about $6,750,000 at 4% or $4,500,000 at 6%; with 50% employer match about $4,500,000 at 4% or $3,000,000 at 6%; with 100% employer match about $3,375,000 at 4% or $2,250,000 at 6%. |
| Intercoastal Sales & Management LLC Cash Balance Plan | - | 2 | $540,000 | $540,000 | $270,000iApproximate average salary by contribution assumption: employee only about $6,750,000 at 4% or $4,500,000 at 6%; with 50% employer match about $4,500,000 at 4% or $3,000,000 at 6%; with 100% employer match about $3,375,000 at 4% or $2,250,000 at 6%. |