GOLDEN COAST WEALTH ADVISORS
Plan context: GOLD COAST WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 81-0996641 • Hauppauge, NY • 8 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$736,986
2025 Contributions
$72,833
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 | 3 | $736,986 | $72,833 | $24,278iApproximate average salary by contribution assumption: employee only about $606,942 at 4% or $404,628 at 6%; with 50% employer match about $404,628 at 4% or $269,752 at 6%; with 100% employer match about $303,471 at 4% or $202,314 at 6%. |
| GOLD COAST WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $736,986 | $72,833 | $24,278iApproximate average salary by contribution assumption: employee only about $606,942 at 4% or $404,628 at 6%; with 50% employer match about $404,628 at 4% or $269,752 at 6%; with 100% employer match about $303,471 at 4% or $202,314 at 6%. |
| 2024 | 1 | 3 | $568,388 | $75,939 | $25,313iApproximate average salary by contribution assumption: employee only about $632,825 at 4% or $421,883 at 6%; with 50% employer match about $421,883 at 4% or $281,256 at 6%; with 100% employer match about $316,413 at 4% or $210,942 at 6%. |
| GOLD COAST WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $568,388 | $75,939 | $25,313iApproximate average salary by contribution assumption: employee only about $632,825 at 4% or $421,883 at 6%; with 50% employer match about $421,883 at 4% or $281,256 at 6%; with 100% employer match about $316,413 at 4% or $210,942 at 6%. |
| 2023 | 1 | 3 | $431,180 | $75,577 | $25,192iApproximate average salary by contribution assumption: employee only about $629,808 at 4% or $419,872 at 6%; with 50% employer match about $419,872 at 4% or $279,915 at 6%; with 100% employer match about $314,904 at 4% or $209,936 at 6%. |
| GOLD COAST WEALTH ADVISORS 401K PLAN | - | 3 | $431,180 | $75,577 | $25,192iApproximate average salary by contribution assumption: employee only about $629,808 at 4% or $419,872 at 6%; with 50% employer match about $419,872 at 4% or $279,915 at 6%; with 100% employer match about $314,904 at 4% or $209,936 at 6%. |
| 2022 | 1 | 3 | $281,410 | $69,241 | $23,080iApproximate average salary by contribution assumption: employee only about $577,008 at 4% or $384,672 at 6%; with 50% employer match about $384,672 at 4% or $256,448 at 6%; with 100% employer match about $288,504 at 4% or $192,336 at 6%. |
| GOLD COAST WEALTH ADVISORS 401K PLAN | - | 3 | $281,410 | $69,241 | $23,080iApproximate average salary by contribution assumption: employee only about $577,008 at 4% or $384,672 at 6%; with 50% employer match about $384,672 at 4% or $256,448 at 6%; with 100% employer match about $288,504 at 4% or $192,336 at 6%. |
| 2021 | 1 | 2 | $277,125 | $59,883 | $29,942iApproximate average salary by contribution assumption: employee only about $748,538 at 4% or $499,025 at 6%; with 50% employer match about $499,025 at 4% or $332,683 at 6%; with 100% employer match about $374,269 at 4% or $249,513 at 6%. |
| GOLD COAST WEALTH ADVISORS 401K PLAN | - | 2 | $277,125 | $59,883 | $29,942iApproximate average salary by contribution assumption: employee only about $748,538 at 4% or $499,025 at 6%; with 50% employer match about $499,025 at 4% or $332,683 at 6%; with 100% employer match about $374,269 at 4% or $249,513 at 6%. |
| 2020 | 1 | 3 | $276,840 | $68,772 | $22,924iApproximate average salary by contribution assumption: employee only about $573,100 at 4% or $382,067 at 6%; with 50% employer match about $382,067 at 4% or $254,711 at 6%; with 100% employer match about $286,550 at 4% or $191,033 at 6%. |
| GOLD COAST WEALTH ADVISORS 401K PLAN | - | 3 | $276,840 | $68,772 | $22,924iApproximate average salary by contribution assumption: employee only about $573,100 at 4% or $382,067 at 6%; with 50% employer match about $382,067 at 4% or $254,711 at 6%; with 100% employer match about $286,550 at 4% or $191,033 at 6%. |
| 2019 | 1 | 3 | $167,408 | $64,798 | $21,599iApproximate average salary by contribution assumption: employee only about $539,983 at 4% or $359,989 at 6%; with 50% employer match about $359,989 at 4% or $239,993 at 6%; with 100% employer match about $269,992 at 4% or $179,994 at 6%. |
| GOLD COAST WEALTH ADVISORS 401K PLAN | - | 3 | $167,408 | $64,798 | $21,599iApproximate average salary by contribution assumption: employee only about $539,983 at 4% or $359,989 at 6%; with 50% employer match about $359,989 at 4% or $239,993 at 6%; with 100% employer match about $269,992 at 4% or $179,994 at 6%. |
| 2018 | 1 | 3 | $78,533 | $86,933 | $28,978iApproximate average salary by contribution assumption: employee only about $724,442 at 4% or $482,961 at 6%; with 50% employer match about $482,961 at 4% or $321,974 at 6%; with 100% employer match about $362,221 at 4% or $241,481 at 6%. |
| GOLD COAST WEALTH ADVISORS 401K PLAN | - | 3 | $78,533 | $86,933 | $28,978iApproximate average salary by contribution assumption: employee only about $724,442 at 4% or $482,961 at 6%; with 50% employer match about $482,961 at 4% or $321,974 at 6%; with 100% employer match about $362,221 at 4% or $241,481 at 6%. |