Civic Intelligence

Coastal Mortgage Services Inc.

Plan context: Coastal Mortgage Services Inc., 401K Profit Sharing Plan and Trus

EIN 56-1481518 • Charlotte, NC • 14 filings • 4 plans

11230 Carmel Commons BlvdCharlotte, NC 28226
Current Snapshot

Latest Year

2012

2012 Participants

4

2012 Assets

$721,745

2012 Contributions

$200

Historical Graphs

Total Assets Over Time

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

$2,415,118$1,207,559$0199920062011YearValue
$721,745Latest year 2011

Participants Over Time

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

83420199920052011YearValue
4Latest year 2011

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
201210$0$200-
Coastal Mortgage Services Inc., 401K Profit Sharing Plan and Trus-0$0$200-
201114$721,745$34,002$8,501iApproximate average salary by contribution assumption: employee only about $212,513 at 4% or $141,675 at 6%; with 50% employer match about $141,675 at 4% or $94,450 at 6%; with 100% employer match about $106,256 at 4% or $70,838 at 6%.
Coastal Mortgage Services Inc., 401K Profit Sharing Plan and Trus-4$721,745$34,002$8,501iApproximate average salary by contribution assumption: employee only about $212,513 at 4% or $141,675 at 6%; with 50% employer match about $141,675 at 4% or $94,450 at 6%; with 100% employer match about $106,256 at 4% or $70,838 at 6%.
2010142$1,941,893$259,110$6,169iApproximate average salary by contribution assumption: employee only about $154,232 at 4% or $102,821 at 6%; with 50% employer match about $102,821 at 4% or $68,548 at 6%; with 100% employer match about $77,116 at 4% or $51,411 at 6%.
Coastal Mortgage Services Inc., 401K Profit Sharing Plan and Trus-42$1,941,893$259,110$6,169iApproximate average salary by contribution assumption: employee only about $154,232 at 4% or $102,821 at 6%; with 50% employer match about $102,821 at 4% or $68,548 at 6%; with 100% employer match about $77,116 at 4% or $51,411 at 6%.
2009142$1,725,378$86,052$2,049iApproximate average salary by contribution assumption: employee only about $51,221 at 4% or $34,148 at 6%; with 50% employer match about $34,148 at 4% or $22,765 at 6%; with 100% employer match about $25,611 at 4% or $17,074 at 6%.
Coastal Mortgage Services Inc., 401K Profit Sharing Plan and Trus-42$1,725,378$86,052$2,049iApproximate average salary by contribution assumption: employee only about $51,221 at 4% or $34,148 at 6%; with 50% employer match about $34,148 at 4% or $22,765 at 6%; with 100% employer match about $25,611 at 4% or $17,074 at 6%.
2008151$1,353,636$173,992$3,412iApproximate average salary by contribution assumption: employee only about $85,290 at 4% or $56,860 at 6%; with 50% employer match about $56,860 at 4% or $37,907 at 6%; with 100% employer match about $42,645 at 4% or $28,430 at 6%.
Coastal Mortgage Services Inc., 401K Profit Sharing Plan and Trus-51$1,353,636$173,992$3,412iApproximate average salary by contribution assumption: employee only about $85,290 at 4% or $56,860 at 6%; with 50% employer match about $56,860 at 4% or $37,907 at 6%; with 100% employer match about $42,645 at 4% or $28,430 at 6%.
2007142$2,415,118$124,719$2,970iApproximate average salary by contribution assumption: employee only about $74,238 at 4% or $49,492 at 6%; with 50% employer match about $49,492 at 4% or $32,994 at 6%; with 100% employer match about $37,119 at 4% or $24,746 at 6%.
Coastal Mortgage Services Inc., 401K Profit Sharing Plan and Trus-42$2,415,118$124,719$2,970iApproximate average salary by contribution assumption: employee only about $74,238 at 4% or $49,492 at 6%; with 50% employer match about $49,492 at 4% or $32,994 at 6%; with 100% employer match about $37,119 at 4% or $24,746 at 6%.
2006151$2,294,458$144,335$2,830iApproximate average salary by contribution assumption: employee only about $70,752 at 4% or $47,168 at 6%; with 50% employer match about $47,168 at 4% or $31,446 at 6%; with 100% employer match about $35,376 at 4% or $23,584 at 6%.
Coastal Mortgage Services Inc., 401K Profit Sharing Plan and Trus-51$2,294,458$144,335$2,830iApproximate average salary by contribution assumption: employee only about $70,752 at 4% or $47,168 at 6%; with 50% employer match about $47,168 at 4% or $31,446 at 6%; with 100% employer match about $35,376 at 4% or $23,584 at 6%.
2005164$2,194,195$205,910$3,217iApproximate average salary by contribution assumption: employee only about $80,434 at 4% or $53,622 at 6%; with 50% employer match about $53,622 at 4% or $35,748 at 6%; with 100% employer match about $40,217 at 4% or $26,811 at 6%.
Coastal Mortgage Services Inc., 401K Profit Sharing Plan and Trus-64$2,194,195$205,910$3,217iApproximate average salary by contribution assumption: employee only about $80,434 at 4% or $53,622 at 6%; with 50% employer match about $53,622 at 4% or $35,748 at 6%; with 100% employer match about $40,217 at 4% or $26,811 at 6%.
2004173$2,232,162$350,489$4,801iApproximate average salary by contribution assumption: employee only about $120,030 at 4% or $80,020 at 6%; with 50% employer match about $80,020 at 4% or $53,347 at 6%; with 100% employer match about $60,015 at 4% or $40,010 at 6%.
Coastal Mortgage Services Inc., 401K Profit Sharing Plan and Trus-73$2,232,162$350,489$4,801iApproximate average salary by contribution assumption: employee only about $120,030 at 4% or $80,020 at 6%; with 50% employer match about $80,020 at 4% or $53,347 at 6%; with 100% employer match about $60,015 at 4% or $40,010 at 6%.
2003183$1,843,398$418,665$5,044iApproximate average salary by contribution assumption: employee only about $126,104 at 4% or $84,069 at 6%; with 50% employer match about $84,069 at 4% or $56,046 at 6%; with 100% employer match about $63,052 at 4% or $42,035 at 6%.
Coastal Mortgage Services Inc., 401K Profit Sharing Plan and Trus-83$1,843,398$418,665$5,044iApproximate average salary by contribution assumption: employee only about $126,104 at 4% or $84,069 at 6%; with 50% employer match about $84,069 at 4% or $56,046 at 6%; with 100% employer match about $63,052 at 4% or $42,035 at 6%.
2002176$1,151,951$358,829$4,721iApproximate average salary by contribution assumption: employee only about $118,036 at 4% or $78,691 at 6%; with 50% employer match about $78,691 at 4% or $52,460 at 6%; with 100% employer match about $59,018 at 4% or $39,345 at 6%.
Coastal Mortgage Services Inc., 401K Profit Sharing Plan and Trus-76$1,151,951$358,829$4,721iApproximate average salary by contribution assumption: employee only about $118,036 at 4% or $78,691 at 6%; with 50% employer match about $78,691 at 4% or $52,460 at 6%; with 100% employer match about $59,018 at 4% or $39,345 at 6%.
2001159$1,140,778$285,734$4,843iApproximate average salary by contribution assumption: employee only about $121,074 at 4% or $80,716 at 6%; with 50% employer match about $80,716 at 4% or $53,811 at 6%; with 100% employer match about $60,537 at 4% or $40,358 at 6%.
Coastal Mortgage Services Inc., 401K Profit Sharing Plan and Trus-59$1,140,778$285,734$4,843iApproximate average salary by contribution assumption: employee only about $121,074 at 4% or $80,716 at 6%; with 50% employer match about $80,716 at 4% or $53,811 at 6%; with 100% employer match about $60,537 at 4% or $40,358 at 6%.
2000158$0$0-
Coastal Mortgage Services Inc., 401K Profit Sharing Plan and Trus-58---
1999134$1,266,812$242,679$7,138iApproximate average salary by contribution assumption: employee only about $178,440 at 4% or $118,960 at 6%; with 50% employer match about $118,960 at 4% or $79,307 at 6%; with 100% employer match about $89,220 at 4% or $59,480 at 6%.
Coastal Mortgage Services Inc., 401K Profit Sharing Plan and Trus-34$1,266,812$242,679$7,138iApproximate average salary by contribution assumption: employee only about $178,440 at 4% or $118,960 at 6%; with 50% employer match about $118,960 at 4% or $79,307 at 6%; with 100% employer match about $89,220 at 4% or $59,480 at 6%.