Civic Intelligence

Coastal Equities Inc.

Plan context: Coastal Equities Inc. 401(K) Plan

EIN 56-2456935 • Wilmington, DE • 8 filings • 2 plans

1201 N. Orange Street, Suite 729Wilmington, DE 19801
Current Snapshot

Latest Year

2025

2025 Participants

28

2025 Assets

$1,237,897

2025 Contributions

$356,482

Historical Graphs

Total Assets Over Time

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

$1,237,897$618,949$0201820222025YearValue
$1,237,897Latest year 2025

Participants Over Time

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

35180201820222025YearValue
28Latest year 2025

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
2025128$1,237,897$356,482$12,732iApproximate average salary by contribution assumption: employee only about $318,288 at 4% or $212,192 at 6%; with 50% employer match about $212,192 at 4% or $141,461 at 6%; with 100% employer match about $159,144 at 4% or $106,096 at 6%.
Coastal Equities Inc. 401(K) Plan-28$1,237,897$356,482$12,732iApproximate average salary by contribution assumption: employee only about $318,288 at 4% or $212,192 at 6%; with 50% employer match about $212,192 at 4% or $141,461 at 6%; with 100% employer match about $159,144 at 4% or $106,096 at 6%.
2024135$1,031,404$431,834$12,338iApproximate average salary by contribution assumption: employee only about $308,453 at 4% or $205,635 at 6%; with 50% employer match about $205,635 at 4% or $137,090 at 6%; with 100% employer match about $154,226 at 4% or $102,818 at 6%.
Coastal Equities Inc. 401(K) Plan-35$1,031,404$431,834$12,338iApproximate average salary by contribution assumption: employee only about $308,453 at 4% or $205,635 at 6%; with 50% employer match about $205,635 at 4% or $137,090 at 6%; with 100% employer match about $154,226 at 4% or $102,818 at 6%.
2023132$1,138,842$593,744$18,555iApproximate average salary by contribution assumption: employee only about $463,863 at 4% or $309,242 at 6%; with 50% employer match about $309,242 at 4% or $206,161 at 6%; with 100% employer match about $231,931 at 4% or $154,621 at 6%.
Coastal Equities Inc. 401(K) Plan-32$1,138,842$593,744$18,555iApproximate average salary by contribution assumption: employee only about $463,863 at 4% or $309,242 at 6%; with 50% employer match about $309,242 at 4% or $206,161 at 6%; with 100% employer match about $231,931 at 4% or $154,621 at 6%.
2022134$707,019$362,165$10,652iApproximate average salary by contribution assumption: employee only about $266,298 at 4% or $177,532 at 6%; with 50% employer match about $177,532 at 4% or $118,355 at 6%; with 100% employer match about $133,149 at 4% or $88,766 at 6%.
Coastal Equities Inc. 401(K) Plan-34$707,019$362,165$10,652iApproximate average salary by contribution assumption: employee only about $266,298 at 4% or $177,532 at 6%; with 50% employer match about $177,532 at 4% or $118,355 at 6%; with 100% employer match about $133,149 at 4% or $88,766 at 6%.
2021120$524,780$208,574$10,429iApproximate average salary by contribution assumption: employee only about $260,718 at 4% or $173,812 at 6%; with 50% employer match about $173,812 at 4% or $115,874 at 6%; with 100% employer match about $130,359 at 4% or $86,906 at 6%.
Coastal Equities Inc. 401(K) Plan-20$524,780$208,574$10,429iApproximate average salary by contribution assumption: employee only about $260,718 at 4% or $173,812 at 6%; with 50% employer match about $173,812 at 4% or $115,874 at 6%; with 100% employer match about $130,359 at 4% or $86,906 at 6%.
2020115$262,397$67,980$4,532iApproximate average salary by contribution assumption: employee only about $113,300 at 4% or $75,533 at 6%; with 50% employer match about $75,533 at 4% or $50,356 at 6%; with 100% employer match about $56,650 at 4% or $37,767 at 6%.
Coastal Equities Inc. 401(K) Plan-15$262,397$67,980$4,532iApproximate average salary by contribution assumption: employee only about $113,300 at 4% or $75,533 at 6%; with 50% employer match about $75,533 at 4% or $50,356 at 6%; with 100% employer match about $56,650 at 4% or $37,767 at 6%.
2019113$159,035$72,911$5,609iApproximate average salary by contribution assumption: employee only about $140,213 at 4% or $93,476 at 6%; with 50% employer match about $93,476 at 4% or $62,317 at 6%; with 100% employer match about $70,107 at 4% or $46,738 at 6%.
Coastal Equities Inc. 401(K) Plan-13$159,035$72,911$5,609iApproximate average salary by contribution assumption: employee only about $140,213 at 4% or $93,476 at 6%; with 50% employer match about $93,476 at 4% or $62,317 at 6%; with 100% employer match about $70,107 at 4% or $46,738 at 6%.
2018113$78,133$84,521$6,502iApproximate average salary by contribution assumption: employee only about $162,540 at 4% or $108,360 at 6%; with 50% employer match about $108,360 at 4% or $72,240 at 6%; with 100% employer match about $81,270 at 4% or $54,180 at 6%.
Coastal Equities Inc. 401(K) Plan-13$78,133$84,521$6,502iApproximate average salary by contribution assumption: employee only about $162,540 at 4% or $108,360 at 6%; with 50% employer match about $108,360 at 4% or $72,240 at 6%; with 100% employer match about $81,270 at 4% or $54,180 at 6%.