Coastal Surgical Specialists, P.A.
Plan context: Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan
EIN 56-1072704 • New Bern, NC • 44 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
27
2025 Assets
$24,327,648
2025 Contributions
$207,740
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 | 27 | $24,327,648 | $207,740 | $7,694iApproximate average salary by contribution assumption: employee only about $192,352 at 4% or $128,235 at 6%; with 50% employer match about $128,235 at 4% or $85,490 at 6%; with 100% employer match about $96,176 at 4% or $64,117 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 27 | $24,327,648 | $207,740 | $7,694iApproximate average salary by contribution assumption: employee only about $192,352 at 4% or $128,235 at 6%; with 50% employer match about $128,235 at 4% or $85,490 at 6%; with 100% employer match about $96,176 at 4% or $64,117 at 6%. |
| 2024 | 1 | 28 | $23,063,620 | $237,095 | $8,468iApproximate average salary by contribution assumption: employee only about $211,692 at 4% or $141,128 at 6%; with 50% employer match about $141,128 at 4% or $94,085 at 6%; with 100% employer match about $105,846 at 4% or $70,564 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 28 | $23,063,620 | $237,095 | $8,468iApproximate average salary by contribution assumption: employee only about $211,692 at 4% or $141,128 at 6%; with 50% employer match about $141,128 at 4% or $94,085 at 6%; with 100% employer match about $105,846 at 4% or $70,564 at 6%. |
| 2023 | 2 | 26 | $18,759,579 | $2,523,399 | $97,054iApproximate average salary by contribution assumption: employee only about $2,426,345 at 4% or $1,617,563 at 6%; with 50% employer match about $1,617,563 at 4% or $1,078,376 at 6%; with 100% employer match about $1,213,173 at 4% or $808,782 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 26 | $18,759,579 | $2,523,399 | $97,054iApproximate average salary by contribution assumption: employee only about $2,426,345 at 4% or $1,617,563 at 6%; with 50% employer match about $1,617,563 at 4% or $1,078,376 at 6%; with 100% employer match about $1,213,173 at 4% or $808,782 at 6%. |
| COASTAL SURGICAL SPECIALISTS, P.A. CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2022 | 2 | 26 | $17,269,862 | $326,212 | $12,547iApproximate average salary by contribution assumption: employee only about $313,665 at 4% or $209,110 at 6%; with 50% employer match about $209,110 at 4% or $139,407 at 6%; with 100% employer match about $156,833 at 4% or $104,555 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 26 | $14,480,951 | $226,212 | $8,700iApproximate average salary by contribution assumption: employee only about $217,512 at 4% or $145,008 at 6%; with 50% employer match about $145,008 at 4% or $96,672 at 6%; with 100% employer match about $108,756 at 4% or $72,504 at 6%. |
| COASTAL SURGICAL SPECIALISTS, P.A. CASH BALANCE PLAN | - | 24 | $2,788,911 | $100,000 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| 2021 | 2 | 26 | $19,733,304 | $455,946 | $17,536iApproximate average salary by contribution assumption: employee only about $438,410 at 4% or $292,273 at 6%; with 50% employer match about $292,273 at 4% or $194,849 at 6%; with 100% employer match about $219,205 at 4% or $146,137 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 26 | $16,555,148 | $380,946 | $14,652iApproximate average salary by contribution assumption: employee only about $366,294 at 4% or $244,196 at 6%; with 50% employer match about $244,196 at 4% or $162,797 at 6%; with 100% employer match about $183,147 at 4% or $122,098 at 6%. |
| COASTAL SURGICAL SPECIALISTS, P.A. CASH BALANCE PLAN | - | 24 | $3,178,156 | $75,000 | $3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%. |
| 2020 | 2 | 26 | $16,263,652 | $610,264 | $23,472iApproximate average salary by contribution assumption: employee only about $586,792 at 4% or $391,195 at 6%; with 50% employer match about $391,195 at 4% or $260,797 at 6%; with 100% employer match about $293,396 at 4% or $195,597 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 26 | $13,724,461 | $310,264 | $11,933iApproximate average salary by contribution assumption: employee only about $298,331 at 4% or $198,887 at 6%; with 50% employer match about $198,887 at 4% or $132,591 at 6%; with 100% employer match about $149,165 at 4% or $99,444 at 6%. |
| COASTAL SURGICAL SPECIALISTS, P.A. CASH BALANCE PLAN | - | 25 | $2,539,191 | $300,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2019 | 2 | 25 | $13,013,269 | $689,634 | $27,585iApproximate average salary by contribution assumption: employee only about $689,634 at 4% or $459,756 at 6%; with 50% employer match about $459,756 at 4% or $306,504 at 6%; with 100% employer match about $344,817 at 4% or $229,878 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 25 | $11,156,841 | $289,634 | $11,585iApproximate average salary by contribution assumption: employee only about $289,634 at 4% or $193,089 at 6%; with 50% employer match about $193,089 at 4% or $128,726 at 6%; with 100% employer match about $144,817 at 4% or $96,545 at 6%. |
| COASTAL SURGICAL SPECIALISTS, P.A. CASH BALANCE PLAN | - | 25 | $1,856,428 | $400,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2018 | 2 | 24 | $9,539,619 | $436,384 | $18,183iApproximate average salary by contribution assumption: employee only about $454,567 at 4% or $303,044 at 6%; with 50% employer match about $303,044 at 4% or $202,030 at 6%; with 100% employer match about $227,283 at 4% or $151,522 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 24 | $8,359,711 | $261,384 | $10,891iApproximate average salary by contribution assumption: employee only about $272,275 at 4% or $181,517 at 6%; with 50% employer match about $181,517 at 4% or $121,011 at 6%; with 100% employer match about $136,138 at 4% or $90,758 at 6%. |
| COASTAL SURGICAL SPECIALISTS, P.A. CASH BALANCE PLAN | - | 21 | $1,179,908 | $175,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2017 | 2 | 23 | $9,337,881 | $327,437 | $14,236iApproximate average salary by contribution assumption: employee only about $355,910 at 4% or $237,273 at 6%; with 50% employer match about $237,273 at 4% or $158,182 at 6%; with 100% employer match about $177,955 at 4% or $118,637 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 23 | $8,257,075 | $177,437 | $7,715iApproximate average salary by contribution assumption: employee only about $192,866 at 4% or $128,578 at 6%; with 50% employer match about $128,578 at 4% or $85,718 at 6%; with 100% employer match about $96,433 at 4% or $64,289 at 6%. |
| COASTAL SURGICAL SPECIALISTS, P.A. CASH BALANCE PLAN | - | 19 | $1,080,806 | $150,000 | $7,895iApproximate average salary by contribution assumption: employee only about $197,368 at 4% or $131,579 at 6%; with 50% employer match about $131,579 at 4% or $87,719 at 6%; with 100% employer match about $98,684 at 4% or $65,789 at 6%. |
| 2016 | 2 | 22 | $7,523,170 | $646,447 | $29,384iApproximate average salary by contribution assumption: employee only about $734,599 at 4% or $489,733 at 6%; with 50% employer match about $489,733 at 4% or $326,488 at 6%; with 100% employer match about $367,299 at 4% or $244,866 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 22 | $6,754,633 | $180,979 | $8,226iApproximate average salary by contribution assumption: employee only about $205,658 at 4% or $137,105 at 6%; with 50% employer match about $137,105 at 4% or $91,404 at 6%; with 100% employer match about $102,829 at 4% or $68,553 at 6%. |
| COASTAL SURGICAL SPECIALISTS, P.A. CASH BALANCE PLAN | - | 17 | $768,537 | $465,468 | $27,380iApproximate average salary by contribution assumption: employee only about $684,512 at 4% or $456,341 at 6%; with 50% employer match about $456,341 at 4% or $304,227 at 6%; with 100% employer match about $342,256 at 4% or $228,171 at 6%. |
| 2015 | 2 | 22 | $6,173,218 | $490,493 | $22,295iApproximate average salary by contribution assumption: employee only about $557,378 at 4% or $371,586 at 6%; with 50% employer match about $371,586 at 4% or $247,724 at 6%; with 100% employer match about $278,689 at 4% or $185,793 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 22 | $5,878,218 | $195,493 | $8,886iApproximate average salary by contribution assumption: employee only about $222,151 at 4% or $148,101 at 6%; with 50% employer match about $148,101 at 4% or $98,734 at 6%; with 100% employer match about $111,076 at 4% or $74,050 at 6%. |
| COASTAL SURGICAL SPECIALISTS, P.A. CASH BALANCE PLAN | - | 16 | $295,000 | $295,000 | $18,438iApproximate average salary by contribution assumption: employee only about $460,938 at 4% or $307,292 at 6%; with 50% employer match about $307,292 at 4% or $204,861 at 6%; with 100% employer match about $230,469 at 4% or $153,646 at 6%. |
| 2014 | 1 | 21 | $5,426,999 | $258,208 | $12,296iApproximate average salary by contribution assumption: employee only about $307,390 at 4% or $204,927 at 6%; with 50% employer match about $204,927 at 4% or $136,618 at 6%; with 100% employer match about $153,695 at 4% or $102,463 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 21 | $5,426,999 | $258,208 | $12,296iApproximate average salary by contribution assumption: employee only about $307,390 at 4% or $204,927 at 6%; with 50% employer match about $204,927 at 4% or $136,618 at 6%; with 100% employer match about $153,695 at 4% or $102,463 at 6%. |
| 2013 | 1 | 20 | $4,943,657 | $270,877 | $13,544iApproximate average salary by contribution assumption: employee only about $338,596 at 4% or $225,731 at 6%; with 50% employer match about $225,731 at 4% or $150,487 at 6%; with 100% employer match about $169,298 at 4% or $112,865 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 20 | $4,943,657 | $270,877 | $13,544iApproximate average salary by contribution assumption: employee only about $338,596 at 4% or $225,731 at 6%; with 50% employer match about $225,731 at 4% or $150,487 at 6%; with 100% employer match about $169,298 at 4% or $112,865 at 6%. |
| 2012 | 1 | 18 | $3,723,592 | $234,091 | $13,005iApproximate average salary by contribution assumption: employee only about $325,126 at 4% or $216,751 at 6%; with 50% employer match about $216,751 at 4% or $144,501 at 6%; with 100% employer match about $162,563 at 4% or $108,375 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 18 | $3,723,592 | $234,091 | $13,005iApproximate average salary by contribution assumption: employee only about $325,126 at 4% or $216,751 at 6%; with 50% employer match about $216,751 at 4% or $144,501 at 6%; with 100% employer match about $162,563 at 4% or $108,375 at 6%. |
| 2011 | 1 | 18 | $3,472,591 | $235,824 | $13,101iApproximate average salary by contribution assumption: employee only about $327,533 at 4% or $218,356 at 6%; with 50% employer match about $218,356 at 4% or $145,570 at 6%; with 100% employer match about $163,767 at 4% or $109,178 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 18 | $3,472,591 | $235,824 | $13,101iApproximate average salary by contribution assumption: employee only about $327,533 at 4% or $218,356 at 6%; with 50% employer match about $218,356 at 4% or $145,570 at 6%; with 100% employer match about $163,767 at 4% or $109,178 at 6%. |
| 2010 | 1 | 16 | $3,329,752 | $203,897 | $12,744iApproximate average salary by contribution assumption: employee only about $318,589 at 4% or $212,393 at 6%; with 50% employer match about $212,393 at 4% or $141,595 at 6%; with 100% employer match about $159,295 at 4% or $106,196 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 16 | $3,329,752 | $203,897 | $12,744iApproximate average salary by contribution assumption: employee only about $318,589 at 4% or $212,393 at 6%; with 50% employer match about $212,393 at 4% or $141,595 at 6%; with 100% employer match about $159,295 at 4% or $106,196 at 6%. |
| 2009 | 1 | 16 | $2,818,709 | $188,504 | $11,782iApproximate average salary by contribution assumption: employee only about $294,538 at 4% or $196,358 at 6%; with 50% employer match about $196,358 at 4% or $130,906 at 6%; with 100% employer match about $147,269 at 4% or $98,179 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 16 | $2,818,709 | $188,504 | $11,782iApproximate average salary by contribution assumption: employee only about $294,538 at 4% or $196,358 at 6%; with 50% employer match about $196,358 at 4% or $130,906 at 6%; with 100% employer match about $147,269 at 4% or $98,179 at 6%. |
| 2008 | 2 | 10 | $2,078,405 | $133,118 | $13,312iApproximate average salary by contribution assumption: employee only about $332,795 at 4% or $221,863 at 6%; with 50% employer match about $221,863 at 4% or $147,909 at 6%; with 100% employer match about $166,398 at 4% or $110,932 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 10 | $2,078,338 | $133,118 | $13,312iApproximate average salary by contribution assumption: employee only about $332,795 at 4% or $221,863 at 6%; with 50% employer match about $221,863 at 4% or $147,909 at 6%; with 100% employer match about $166,398 at 4% or $110,932 at 6%. |
| Coastal Surgical Specialists, Pa Money Purchase Pension Plan | - | 0 | $67 | - | - |
| 2007 | 2 | 8 | $2,872,275 | $128,959 | $16,120iApproximate average salary by contribution assumption: employee only about $402,997 at 4% or $268,665 at 6%; with 50% employer match about $268,665 at 4% or $179,110 at 6%; with 100% employer match about $201,498 at 4% or $134,332 at 6%. |
| Coastal Surgical Specialists, Pa Money Purchase Pension Plan | - | 8 | $1,586,170 | $53,427 | $6,678iApproximate average salary by contribution assumption: employee only about $166,959 at 4% or $111,306 at 6%; with 50% employer match about $111,306 at 4% or $74,204 at 6%; with 100% employer match about $83,480 at 4% or $55,653 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 8 | $1,286,105 | $75,532 | $9,442iApproximate average salary by contribution assumption: employee only about $236,038 at 4% or $157,358 at 6%; with 50% employer match about $157,358 at 4% or $104,906 at 6%; with 100% employer match about $118,019 at 4% or $78,679 at 6%. |
| 2006 | 2 | 8 | $2,616,940 | $125,404 | $15,676iApproximate average salary by contribution assumption: employee only about $391,888 at 4% or $261,258 at 6%; with 50% employer match about $261,258 at 4% or $174,172 at 6%; with 100% employer match about $195,944 at 4% or $130,629 at 6%. |
| Coastal Surgical Specialists, Pa Money Purchase Pension Plan | - | 8 | $1,399,890 | $52,157 | $6,520iApproximate average salary by contribution assumption: employee only about $162,991 at 4% or $108,660 at 6%; with 50% employer match about $108,660 at 4% or $72,440 at 6%; with 100% employer match about $81,495 at 4% or $54,330 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 8 | $1,217,050 | $73,247 | $9,156iApproximate average salary by contribution assumption: employee only about $228,897 at 4% or $152,598 at 6%; with 50% employer match about $152,598 at 4% or $101,732 at 6%; with 100% employer match about $114,448 at 4% or $76,299 at 6%. |
| 2005 | 2 | 10 | $2,479,560 | $204,335 | $20,434iApproximate average salary by contribution assumption: employee only about $510,838 at 4% or $340,558 at 6%; with 50% employer match about $340,558 at 4% or $227,039 at 6%; with 100% employer match about $255,419 at 4% or $170,279 at 6%. |
| Coastal Surgical Specialists, Pa Money Purchase Pension Plan | - | 10 | $1,299,559 | $87,610 | $8,761iApproximate average salary by contribution assumption: employee only about $219,025 at 4% or $146,017 at 6%; with 50% employer match about $146,017 at 4% or $97,344 at 6%; with 100% employer match about $109,513 at 4% or $73,008 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 10 | $1,180,001 | $116,725 | $11,673iApproximate average salary by contribution assumption: employee only about $291,813 at 4% or $194,542 at 6%; with 50% employer match about $194,542 at 4% or $129,694 at 6%; with 100% employer match about $145,906 at 4% or $97,271 at 6%. |
| 2004 | 2 | 9 | $2,219,262 | $194,376 | $21,597iApproximate average salary by contribution assumption: employee only about $539,933 at 4% or $359,956 at 6%; with 50% employer match about $359,956 at 4% or $239,970 at 6%; with 100% employer match about $269,967 at 4% or $179,978 at 6%. |
| Coastal Surgical Specialists, Pa Money Purchase Pension Plan | - | 9 | $1,191,578 | $83,779 | $9,309iApproximate average salary by contribution assumption: employee only about $232,719 at 4% or $155,146 at 6%; with 50% employer match about $155,146 at 4% or $103,431 at 6%; with 100% employer match about $116,360 at 4% or $77,573 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 9 | $1,027,684 | $110,597 | $12,289iApproximate average salary by contribution assumption: employee only about $307,214 at 4% or $204,809 at 6%; with 50% employer match about $204,809 at 4% or $136,540 at 6%; with 100% employer match about $153,607 at 4% or $102,405 at 6%. |
| 2003 | 2 | 11 | $1,219,696 | $79,013 | $7,183iApproximate average salary by contribution assumption: employee only about $179,575 at 4% or $119,717 at 6%; with 50% employer match about $119,717 at 4% or $79,811 at 6%; with 100% employer match about $89,788 at 4% or $59,858 at 6%. |
| Coastal Surgical Specialists, Pa Money Purchase Pension Plan | - | 11 | $1,219,696 | $79,013 | $7,183iApproximate average salary by contribution assumption: employee only about $179,575 at 4% or $119,717 at 6%; with 50% employer match about $119,717 at 4% or $79,811 at 6%; with 100% employer match about $89,788 at 4% or $59,858 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 10 | - | - | - |
| 2002 | 2 | 9 | $1,441,814 | $102,623 | $11,403iApproximate average salary by contribution assumption: employee only about $285,064 at 4% or $190,043 at 6%; with 50% employer match about $190,043 at 4% or $126,695 at 6%; with 100% employer match about $142,532 at 4% or $95,021 at 6%. |
| Coastal Surgical Specialists, Pa Money Purchase Pension Plan | - | 0 | $893,564 | - | - |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 9 | $548,250 | $102,623 | $11,403iApproximate average salary by contribution assumption: employee only about $285,064 at 4% or $190,043 at 6%; with 50% employer match about $190,043 at 4% or $126,695 at 6%; with 100% employer match about $142,532 at 4% or $95,021 at 6%. |
| 2001 | 2 | 9 | $1,647,482 | $121,299 | $13,478iApproximate average salary by contribution assumption: employee only about $336,942 at 4% or $224,628 at 6%; with 50% employer match about $224,628 at 4% or $149,752 at 6%; with 100% employer match about $168,471 at 4% or $112,314 at 6%. |
| Coastal Surgical Specialists, Pa Money Purchase Pension Plan | - | 9 | $1,061,542 | $48,411 | $5,379iApproximate average salary by contribution assumption: employee only about $134,475 at 4% or $89,650 at 6%; with 50% employer match about $89,650 at 4% or $59,767 at 6%; with 100% employer match about $67,238 at 4% or $44,825 at 6%. |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 9 | $585,940 | $72,888 | $8,099iApproximate average salary by contribution assumption: employee only about $202,467 at 4% or $134,978 at 6%; with 50% employer match about $134,978 at 4% or $89,985 at 6%; with 100% employer match about $101,233 at 4% or $67,489 at 6%. |
| 2000 | 2 | 0 | $1,666,717 | $102,673 | - |
| Coastal Surgical Specialists, Pa Money Purchase Pension Plan | - | 0 | $1,086,124 | $50,091 | - |
| Coastal Surgical Specialists, P.A. 401(K) Profit Sharing Plan | - | 0 | $580,593 | $52,582 | - |