Civic Intelligence

Coastal Financial Corporation

Plan context: 401K Profit Sharing Plan & Trust of Coastal Financial Corporation

EIN 57-0925911 • 12 filings • 4 plans

Current Snapshot

Latest Year

2007

2007 Participants

525

2007 Assets

$22,269,206

2007 Contributions

$1,006,084

Historical Graphs

Total Assets Over Time

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

$22,269,206$11,134,603$0199920032006YearValue
$22,269,206Latest year 2006

Participants Over Time

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

5252630199920032006YearValue
525Latest year 2006

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
200720$0$1,006,084-
401K Profit Sharing Plan & Trust of Coastal Financial Corporation-0-$1,006,084-
Coastal Federal Flexible Benefits Plan-0---
20062525$22,269,206$2,042,561$3,891iApproximate average salary by contribution assumption: employee only about $97,265 at 4% or $64,843 at 6%; with 50% employer match about $64,843 at 4% or $43,229 at 6%; with 100% employer match about $48,632 at 4% or $32,422 at 6%.
401K Profit Sharing Plan & Trust of Coastal Financial Corporation-525$22,269,206$2,042,561$3,891iApproximate average salary by contribution assumption: employee only about $97,265 at 4% or $64,843 at 6%; with 50% employer match about $64,843 at 4% or $43,229 at 6%; with 100% employer match about $48,632 at 4% or $32,422 at 6%.
Coastal Federal Flexible Benefits Plan-116---
20052461$16,935,866$1,851,476$4,016iApproximate average salary by contribution assumption: employee only about $100,405 at 4% or $66,937 at 6%; with 50% employer match about $66,937 at 4% or $44,625 at 6%; with 100% employer match about $50,203 at 4% or $33,468 at 6%.
401K Profit Sharing Plan & Trust of Coastal Financial Corporation-461$16,935,866$1,851,476$4,016iApproximate average salary by contribution assumption: employee only about $100,405 at 4% or $66,937 at 6%; with 50% employer match about $66,937 at 4% or $44,625 at 6%; with 100% employer match about $50,203 at 4% or $33,468 at 6%.
Coastal Federal Flexible Benefits Plan-107---
20041347$16,391,553$1,772,682$5,109iApproximate average salary by contribution assumption: employee only about $127,715 at 4% or $85,143 at 6%; with 50% employer match about $85,143 at 4% or $56,762 at 6%; with 100% employer match about $63,857 at 4% or $42,572 at 6%.
401K Profit Sharing Plan & Trust of Coastal Financial Corporation-347$16,391,553$1,772,682$5,109iApproximate average salary by contribution assumption: employee only about $127,715 at 4% or $85,143 at 6%; with 50% employer match about $85,143 at 4% or $56,762 at 6%; with 100% employer match about $63,857 at 4% or $42,572 at 6%.
20031314$12,359,165$1,816,040$5,784iApproximate average salary by contribution assumption: employee only about $144,589 at 4% or $96,393 at 6%; with 50% employer match about $96,393 at 4% or $64,262 at 6%; with 100% employer match about $72,295 at 4% or $48,196 at 6%.
401K Profit Sharing Plan & Trust of Coastal Financial Corporation-314$12,359,165$1,816,040$5,784iApproximate average salary by contribution assumption: employee only about $144,589 at 4% or $96,393 at 6%; with 50% employer match about $96,393 at 4% or $64,262 at 6%; with 100% employer match about $72,295 at 4% or $48,196 at 6%.
20021285$7,644,471$1,123,318$3,941iApproximate average salary by contribution assumption: employee only about $98,537 at 4% or $65,691 at 6%; with 50% employer match about $65,691 at 4% or $43,794 at 6%; with 100% employer match about $49,268 at 4% or $32,846 at 6%.
401K Profit Sharing Plan & Trust of Coastal Financial Corporation-285$7,644,471$1,123,318$3,941iApproximate average salary by contribution assumption: employee only about $98,537 at 4% or $65,691 at 6%; with 50% employer match about $65,691 at 4% or $43,794 at 6%; with 100% employer match about $49,268 at 4% or $32,846 at 6%.
20011379$6,492,349$843,183$2,225iApproximate average salary by contribution assumption: employee only about $55,619 at 4% or $37,079 at 6%; with 50% employer match about $37,079 at 4% or $24,720 at 6%; with 100% employer match about $27,809 at 4% or $18,540 at 6%.
401K Profit Sharing Plan & Trust of Coastal Financial Corporation-379$6,492,349$843,183$2,225iApproximate average salary by contribution assumption: employee only about $55,619 at 4% or $37,079 at 6%; with 50% employer match about $37,079 at 4% or $24,720 at 6%; with 100% employer match about $27,809 at 4% or $18,540 at 6%.
20001229$5,721,281$774,428$3,382iApproximate average salary by contribution assumption: employee only about $84,545 at 4% or $56,363 at 6%; with 50% employer match about $56,363 at 4% or $37,575 at 6%; with 100% employer match about $42,272 at 4% or $28,182 at 6%.
401K Profit Sharing Plan & Trust of Coastal Financial Corporation-229$5,721,281$774,428$3,382iApproximate average salary by contribution assumption: employee only about $84,545 at 4% or $56,363 at 6%; with 50% employer match about $56,363 at 4% or $37,575 at 6%; with 100% employer match about $42,272 at 4% or $28,182 at 6%.
19991188$5,641,443$918,603$4,886iApproximate average salary by contribution assumption: employee only about $122,155 at 4% or $81,436 at 6%; with 50% employer match about $81,436 at 4% or $54,291 at 6%; with 100% employer match about $61,077 at 4% or $40,718 at 6%.
401K Profit Sharing Plan & Trust of Coastal Financial Corporation-188$5,641,443$918,603$4,886iApproximate average salary by contribution assumption: employee only about $122,155 at 4% or $81,436 at 6%; with 50% employer match about $81,436 at 4% or $54,291 at 6%; with 100% employer match about $61,077 at 4% or $40,718 at 6%.