Gulf Coast Financial Planning LLC
Plan context: Gulf Coast Financial Planning 401(K) Plan
EIN 82-0630397 • Lakewood Ranch, FL • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$489,952
2025 Contributions
$82,097
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 | 0 | $0 | $82,097 | - |
| Gulf Coast Financial Planning 401(K) Plan | - | 0 | $0 | $82,097 | - |
| 2024 | 1 | 3 | $489,952 | $83,218 | $27,739iApproximate average salary by contribution assumption: employee only about $693,483 at 4% or $462,322 at 6%; with 50% employer match about $462,322 at 4% or $308,215 at 6%; with 100% employer match about $346,742 at 4% or $231,161 at 6%. |
| Gulf Coast Financial Planning 401(K) Plan | - | 3 | $489,952 | $83,218 | $27,739iApproximate average salary by contribution assumption: employee only about $693,483 at 4% or $462,322 at 6%; with 50% employer match about $462,322 at 4% or $308,215 at 6%; with 100% employer match about $346,742 at 4% or $231,161 at 6%. |
| 2023 | 1 | 4 | $514,751 | $137,530 | $34,383iApproximate average salary by contribution assumption: employee only about $859,563 at 4% or $573,042 at 6%; with 50% employer match about $573,042 at 4% or $382,028 at 6%; with 100% employer match about $429,781 at 4% or $286,521 at 6%. |
| Gulf Coast Financial Planning 401(K) Plan | - | 4 | $514,751 | $137,530 | $34,383iApproximate average salary by contribution assumption: employee only about $859,563 at 4% or $573,042 at 6%; with 50% employer match about $573,042 at 4% or $382,028 at 6%; with 100% employer match about $429,781 at 4% or $286,521 at 6%. |
| 2022 | 1 | 4 | $288,540 | $146,559 | $36,640iApproximate average salary by contribution assumption: employee only about $915,994 at 4% or $610,663 at 6%; with 50% employer match about $610,663 at 4% or $407,108 at 6%; with 100% employer match about $457,997 at 4% or $305,331 at 6%. |
| Gulf Coast Financial Planning 401(K) Plan | - | 4 | $288,540 | $146,559 | $36,640iApproximate average salary by contribution assumption: employee only about $915,994 at 4% or $610,663 at 6%; with 50% employer match about $610,663 at 4% or $407,108 at 6%; with 100% employer match about $457,997 at 4% or $305,331 at 6%. |
| 2021 | 1 | 3 | $274,709 | $111,000 | $37,000iApproximate average salary by contribution assumption: employee only about $925,000 at 4% or $616,667 at 6%; with 50% employer match about $616,667 at 4% or $411,111 at 6%; with 100% employer match about $462,500 at 4% or $308,333 at 6%. |
| Gulf Coast Financial Planning 401(K) Plan | - | 3 | $274,709 | $111,000 | $37,000iApproximate average salary by contribution assumption: employee only about $925,000 at 4% or $616,667 at 6%; with 50% employer match about $616,667 at 4% or $411,111 at 6%; with 100% employer match about $462,500 at 4% or $308,333 at 6%. |
| 2020 | 1 | 3 | $144,026 | $67,184 | $22,395iApproximate average salary by contribution assumption: employee only about $559,867 at 4% or $373,244 at 6%; with 50% employer match about $373,244 at 4% or $248,830 at 6%; with 100% employer match about $279,933 at 4% or $186,622 at 6%. |
| Gulf Coast Financial Planning 401(K) Plan | - | 3 | $144,026 | $67,184 | $22,395iApproximate average salary by contribution assumption: employee only about $559,867 at 4% or $373,244 at 6%; with 50% employer match about $373,244 at 4% or $248,830 at 6%; with 100% employer match about $279,933 at 4% or $186,622 at 6%. |
| 2019 | 1 | 3 | $53,935 | $48,712 | $16,237iApproximate average salary by contribution assumption: employee only about $405,933 at 4% or $270,622 at 6%; with 50% employer match about $270,622 at 4% or $180,415 at 6%; with 100% employer match about $202,967 at 4% or $135,311 at 6%. |
| Gulf Coast Financial Planning 401(K) Plan | - | 3 | $53,935 | $48,712 | $16,237iApproximate average salary by contribution assumption: employee only about $405,933 at 4% or $270,622 at 6%; with 50% employer match about $270,622 at 4% or $180,415 at 6%; with 100% employer match about $202,967 at 4% or $135,311 at 6%. |