Civic Intelligence
Filing

Greater Coastal Management Co LLC 401(K) Profit Sharing Plan A

Greater Coastal Management Co LL • EIN 76-0530664 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Down

30 → 21

-9 • -30.00%

Assets

Up

$221,454 → $254,797

$33,343 • 15.06%

Investment Management Fee

-

Admin expenses - • Total expenses $27,384

Filing Details

Context
Net investment result
$33,344
Pension payor EIN
16-1470238

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024127$3,112,014$199,435$7,386iApproximate average salary by contribution assumption: employee only about $184,662 at 4% or $123,108 at 6%; with 50% employer match about $123,108 at 4% or $82,072 at 6%; with 100% employer match about $92,331 at 4% or $61,554 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-27$3,112,014$199,435$7,386iApproximate average salary by contribution assumption: employee only about $184,662 at 4% or $123,108 at 6%; with 50% employer match about $123,108 at 4% or $82,072 at 6%; with 100% employer match about $92,331 at 4% or $61,554 at 6%.
2023128$2,764,643$196,452$7,016iApproximate average salary by contribution assumption: employee only about $175,404 at 4% or $116,936 at 6%; with 50% employer match about $116,936 at 4% or $77,957 at 6%; with 100% employer match about $87,702 at 4% or $58,468 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-28$2,764,643$196,452$7,016iApproximate average salary by contribution assumption: employee only about $175,404 at 4% or $116,936 at 6%; with 50% employer match about $116,936 at 4% or $77,957 at 6%; with 100% employer match about $87,702 at 4% or $58,468 at 6%.
2022127$2,409,103$174,093$6,448iApproximate average salary by contribution assumption: employee only about $161,197 at 4% or $107,465 at 6%; with 50% employer match about $107,465 at 4% or $71,643 at 6%; with 100% employer match about $80,599 at 4% or $53,732 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-27$2,409,103$174,093$6,448iApproximate average salary by contribution assumption: employee only about $161,197 at 4% or $107,465 at 6%; with 50% employer match about $107,465 at 4% or $71,643 at 6%; with 100% employer match about $80,599 at 4% or $53,732 at 6%.
2021129$2,400,052$154,440$5,326iApproximate average salary by contribution assumption: employee only about $133,138 at 4% or $88,759 at 6%; with 50% employer match about $88,759 at 4% or $59,172 at 6%; with 100% employer match about $66,569 at 4% or $44,379 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-29$2,400,052$154,440$5,326iApproximate average salary by contribution assumption: employee only about $133,138 at 4% or $88,759 at 6%; with 50% employer match about $88,759 at 4% or $59,172 at 6%; with 100% employer match about $66,569 at 4% or $44,379 at 6%.
2020129$2,134,285$139,104$4,797iApproximate average salary by contribution assumption: employee only about $119,917 at 4% or $79,945 at 6%; with 50% employer match about $79,945 at 4% or $53,297 at 6%; with 100% employer match about $59,959 at 4% or $39,972 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-29$2,134,285$139,104$4,797iApproximate average salary by contribution assumption: employee only about $119,917 at 4% or $79,945 at 6%; with 50% employer match about $79,945 at 4% or $53,297 at 6%; with 100% employer match about $59,959 at 4% or $39,972 at 6%.
2019127$2,091,325$140,029$5,186iApproximate average salary by contribution assumption: employee only about $129,656 at 4% or $86,438 at 6%; with 50% employer match about $86,438 at 4% or $57,625 at 6%; with 100% employer match about $64,828 at 4% or $43,219 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-27$2,091,325$140,029$5,186iApproximate average salary by contribution assumption: employee only about $129,656 at 4% or $86,438 at 6%; with 50% employer match about $86,438 at 4% or $57,625 at 6%; with 100% employer match about $64,828 at 4% or $43,219 at 6%.
2018125$1,686,715$134,368$5,375iApproximate average salary by contribution assumption: employee only about $134,368 at 4% or $89,579 at 6%; with 50% employer match about $89,579 at 4% or $59,719 at 6%; with 100% employer match about $67,184 at 4% or $44,789 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-25$1,686,715$134,368$5,375iApproximate average salary by contribution assumption: employee only about $134,368 at 4% or $89,579 at 6%; with 50% employer match about $89,579 at 4% or $59,719 at 6%; with 100% employer match about $67,184 at 4% or $44,789 at 6%.
2017127$1,597,248$130,299$4,826iApproximate average salary by contribution assumption: employee only about $120,647 at 4% or $80,431 at 6%; with 50% employer match about $80,431 at 4% or $53,621 at 6%; with 100% employer match about $60,324 at 4% or $40,216 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-27$1,597,248$130,299$4,826iApproximate average salary by contribution assumption: employee only about $120,647 at 4% or $80,431 at 6%; with 50% employer match about $80,431 at 4% or $53,621 at 6%; with 100% employer match about $60,324 at 4% or $40,216 at 6%.
2016135$1,371,866$120,694$3,448iApproximate average salary by contribution assumption: employee only about $86,210 at 4% or $57,473 at 6%; with 50% employer match about $57,473 at 4% or $38,316 at 6%; with 100% employer match about $43,105 at 4% or $28,737 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-35$1,371,866$120,694$3,448iApproximate average salary by contribution assumption: employee only about $86,210 at 4% or $57,473 at 6%; with 50% employer match about $57,473 at 4% or $38,316 at 6%; with 100% employer match about $43,105 at 4% or $28,737 at 6%.
2015136$1,276,300$117,432$3,262iApproximate average salary by contribution assumption: employee only about $81,550 at 4% or $54,367 at 6%; with 50% employer match about $54,367 at 4% or $36,244 at 6%; with 100% employer match about $40,775 at 4% or $27,183 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-36$1,276,300$117,432$3,262iApproximate average salary by contribution assumption: employee only about $81,550 at 4% or $54,367 at 6%; with 50% employer match about $54,367 at 4% or $36,244 at 6%; with 100% employer match about $40,775 at 4% or $27,183 at 6%.
2014137$1,161,946$105,954$2,864iApproximate average salary by contribution assumption: employee only about $71,591 at 4% or $47,727 at 6%; with 50% employer match about $47,727 at 4% or $31,818 at 6%; with 100% employer match about $35,795 at 4% or $23,864 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-37$1,161,946$105,954$2,864iApproximate average salary by contribution assumption: employee only about $71,591 at 4% or $47,727 at 6%; with 50% employer match about $47,727 at 4% or $31,818 at 6%; with 100% employer match about $35,795 at 4% or $23,864 at 6%.
2013148$1,030,446$97,611$2,034iApproximate average salary by contribution assumption: employee only about $50,839 at 4% or $33,893 at 6%; with 50% employer match about $33,893 at 4% or $22,595 at 6%; with 100% employer match about $25,420 at 4% or $16,946 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-48$1,030,446$97,611$2,034iApproximate average salary by contribution assumption: employee only about $50,839 at 4% or $33,893 at 6%; with 50% employer match about $33,893 at 4% or $22,595 at 6%; with 100% employer match about $25,420 at 4% or $16,946 at 6%.
2012154$876,275$112,529$2,084iApproximate average salary by contribution assumption: employee only about $52,097 at 4% or $34,731 at 6%; with 50% employer match about $34,731 at 4% or $23,154 at 6%; with 100% employer match about $26,048 at 4% or $17,366 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-54$876,275$112,529$2,084iApproximate average salary by contribution assumption: employee only about $52,097 at 4% or $34,731 at 6%; with 50% employer match about $34,731 at 4% or $23,154 at 6%; with 100% employer match about $26,048 at 4% or $17,366 at 6%.
2011137$776,325$86,820$2,346iApproximate average salary by contribution assumption: employee only about $58,662 at 4% or $39,108 at 6%; with 50% employer match about $39,108 at 4% or $26,072 at 6%; with 100% employer match about $29,331 at 4% or $19,554 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-37$776,325$86,820$2,346iApproximate average salary by contribution assumption: employee only about $58,662 at 4% or $39,108 at 6%; with 50% employer match about $39,108 at 4% or $26,072 at 6%; with 100% employer match about $29,331 at 4% or $19,554 at 6%.
2010155$742,018$86,340$1,570iApproximate average salary by contribution assumption: employee only about $39,245 at 4% or $26,164 at 6%; with 50% employer match about $26,164 at 4% or $17,442 at 6%; with 100% employer match about $19,623 at 4% or $13,082 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-55$742,018$86,340$1,570iApproximate average salary by contribution assumption: employee only about $39,245 at 4% or $26,164 at 6%; with 50% employer match about $26,164 at 4% or $17,442 at 6%; with 100% employer match about $19,623 at 4% or $13,082 at 6%.
2009266$1,369,384$181,924$2,756iApproximate average salary by contribution assumption: employee only about $68,911 at 4% or $45,940 at 6%; with 50% employer match about $45,940 at 4% or $30,627 at 6%; with 100% employer match about $34,455 at 4% or $22,970 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-66$684,692$90,962$1,378iApproximate average salary by contribution assumption: employee only about $34,455 at 4% or $22,970 at 6%; with 50% employer match about $22,970 at 4% or $15,313 at 6%; with 100% employer match about $17,228 at 4% or $11,485 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-65$684,692$90,962$1,399iApproximate average salary by contribution assumption: employee only about $34,985 at 4% or $23,324 at 6%; with 50% employer match about $23,324 at 4% or $15,549 at 6%; with 100% employer match about $17,493 at 4% or $11,662 at 6%.
2008170$574,193$90,652$1,295iApproximate average salary by contribution assumption: employee only about $32,376 at 4% or $21,584 at 6%; with 50% employer match about $21,584 at 4% or $14,389 at 6%; with 100% employer match about $16,188 at 4% or $10,792 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-70$574,193$90,652$1,295iApproximate average salary by contribution assumption: employee only about $32,376 at 4% or $21,584 at 6%; with 50% employer match about $21,584 at 4% or $14,389 at 6%; with 100% employer match about $16,188 at 4% or $10,792 at 6%.
2007164$554,592$106,149$1,659iApproximate average salary by contribution assumption: employee only about $41,464 at 4% or $27,643 at 6%; with 50% employer match about $27,643 at 4% or $18,429 at 6%; with 100% employer match about $20,732 at 4% or $13,821 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-64$554,592$106,149$1,659iApproximate average salary by contribution assumption: employee only about $41,464 at 4% or $27,643 at 6%; with 50% employer match about $27,643 at 4% or $18,429 at 6%; with 100% employer match about $20,732 at 4% or $13,821 at 6%.
2005131$348,232$81,643$2,634iApproximate average salary by contribution assumption: employee only about $65,841 at 4% or $43,894 at 6%; with 50% employer match about $43,894 at 4% or $29,263 at 6%; with 100% employer match about $32,921 at 4% or $21,947 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-31$348,232$81,643$2,634iApproximate average salary by contribution assumption: employee only about $65,841 at 4% or $43,894 at 6%; with 50% employer match about $43,894 at 4% or $29,263 at 6%; with 100% employer match about $32,921 at 4% or $21,947 at 6%.
2004121$254,797$56,904$2,710iApproximate average salary by contribution assumption: employee only about $67,743 at 4% or $45,162 at 6%; with 50% employer match about $45,162 at 4% or $30,108 at 6%; with 100% employer match about $33,871 at 4% or $22,581 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && TrustCurrent21$254,797$56,904$2,710iApproximate average salary by contribution assumption: employee only about $67,743 at 4% or $45,162 at 6%; with 50% employer match about $45,162 at 4% or $30,108 at 6%; with 100% employer match about $33,871 at 4% or $22,581 at 6%.
2003124$221,454$58,842$2,452iApproximate average salary by contribution assumption: employee only about $61,294 at 4% or $40,863 at 6%; with 50% employer match about $40,863 at 4% or $27,242 at 6%; with 100% employer match about $30,647 at 4% or $20,431 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-24$221,454$58,842$2,452iApproximate average salary by contribution assumption: employee only about $61,294 at 4% or $40,863 at 6%; with 50% employer match about $40,863 at 4% or $27,242 at 6%; with 100% employer match about $30,647 at 4% or $20,431 at 6%.
2002118$160,055$50,415$2,801iApproximate average salary by contribution assumption: employee only about $70,021 at 4% or $46,681 at 6%; with 50% employer match about $46,681 at 4% or $31,120 at 6%; with 100% employer match about $35,010 at 4% or $23,340 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-18$160,055$50,415$2,801iApproximate average salary by contribution assumption: employee only about $70,021 at 4% or $46,681 at 6%; with 50% employer match about $46,681 at 4% or $31,120 at 6%; with 100% employer match about $35,010 at 4% or $23,340 at 6%.
1999111$47,481$30,716$2,792iApproximate average salary by contribution assumption: employee only about $69,809 at 4% or $46,539 at 6%; with 50% employer match about $46,539 at 4% or $31,026 at 6%; with 100% employer match about $34,905 at 4% or $23,270 at 6%.
Greater Coastal Management Co 401K Profit Sharing Plan && Trust-11$47,481$30,716$2,792iApproximate average salary by contribution assumption: employee only about $69,809 at 4% or $46,539 at 6%; with 50% employer match about $46,539 at 4% or $31,026 at 6%; with 100% employer match about $34,905 at 4% or $23,270 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$254,797$33,343 change

Balance Sheet

Beginning and end of plan year.

Total assets$221,454$254,797Increase +$33,343 (15.06%)
Total liabilities$0$0No change $0
Net assets$221,454$254,797Increase +$33,343 (15.06%)

Contributions

Employer contributions$16,424
Participant contributions$40,480
Other contributions$0

Income & Expenses

Total income$60,728
Total expenses$27,384
Net income$33,344
Source fields
Schedule I source fields
Filing Id
84037210347315
Schedule I EIN
76-0530664
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2004-01-01
Schedule I Tax Period
20041231
Small plan total assets at beginning of year
$221,454
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$221,454
Small plan total assets at end of year
$254,797
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$254,797
Small plan employer contributions
$16,424
Small plan participant contributions
$40,480
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$3,824
Small plan total income
$60,728
Small plan total benefit distributions
$25,093
Small Corrective Distribution Amount
$2,186
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$105
Small plan total expenses
$27,384
Small plan net income or loss
$33,344
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$14,974
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$50,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN16-1470238

Transfers

Distributed property value$0
Schedule R source fields
Payor 16-1470238
Filing Id
84037210347315
Schedule R EIN
76-0530664
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2004-01-01
Schedule R Tax Period
20041231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
16-1470238
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
3
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Chg Fndng Method Indicator
3