COASTAL VALLEY WEALTH MANAGEMENT
Plan context: COASTAL VALLEY WEALTH MANAGEMENT 401(K) PLAN
EIN 84-5062908 • Ponte Vedra Beach, FL • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$423,754
2025 Contributions
$87,753
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 | $423,754 | $87,753 | $29,251iApproximate average salary by contribution assumption: employee only about $731,275 at 4% or $487,517 at 6%; with 50% employer match about $487,517 at 4% or $325,011 at 6%; with 100% employer match about $365,638 at 4% or $243,758 at 6%. |
| COASTAL VALLEY WEALTH MANAGEMENT 401(K) PLAN | - | 3 | $423,754 | $87,753 | $29,251iApproximate average salary by contribution assumption: employee only about $731,275 at 4% or $487,517 at 6%; with 50% employer match about $487,517 at 4% or $325,011 at 6%; with 100% employer match about $365,638 at 4% or $243,758 at 6%. |
| 2024 | 1 | 3 | $315,852 | $64,235 | $21,412iApproximate average salary by contribution assumption: employee only about $535,292 at 4% or $356,861 at 6%; with 50% employer match about $356,861 at 4% or $237,907 at 6%; with 100% employer match about $267,646 at 4% or $178,431 at 6%. |
| COASTAL VALLEY WEALTH MANAGEMENT 401(K) PLAN | - | 3 | $315,852 | $64,235 | $21,412iApproximate average salary by contribution assumption: employee only about $535,292 at 4% or $356,861 at 6%; with 50% employer match about $356,861 at 4% or $237,907 at 6%; with 100% employer match about $267,646 at 4% or $178,431 at 6%. |
| 2023 | 1 | 3 | $226,203 | $64,444 | $21,481iApproximate average salary by contribution assumption: employee only about $537,033 at 4% or $358,022 at 6%; with 50% employer match about $358,022 at 4% or $238,681 at 6%; with 100% employer match about $268,517 at 4% or $179,011 at 6%. |
| COASTAL VALLEY WEALTH MANAGEMENT 401(K) PLAN | - | 3 | $226,203 | $64,444 | $21,481iApproximate average salary by contribution assumption: employee only about $537,033 at 4% or $358,022 at 6%; with 50% employer match about $358,022 at 4% or $238,681 at 6%; with 100% employer match about $268,517 at 4% or $179,011 at 6%. |
| 2022 | 1 | 3 | $138,322 | $69,283 | $23,094iApproximate average salary by contribution assumption: employee only about $577,358 at 4% or $384,906 at 6%; with 50% employer match about $384,906 at 4% or $256,604 at 6%; with 100% employer match about $288,679 at 4% or $192,453 at 6%. |
| COASTAL VALLEY WEALTH MANAGEMENT 401(K) PLAN | - | 3 | $138,322 | $69,283 | $23,094iApproximate average salary by contribution assumption: employee only about $577,358 at 4% or $384,906 at 6%; with 50% employer match about $384,906 at 4% or $256,604 at 6%; with 100% employer match about $288,679 at 4% or $192,453 at 6%. |
| 2021 | 1 | 3 | $64,885 | $59,988 | $19,996iApproximate average salary by contribution assumption: employee only about $499,900 at 4% or $333,267 at 6%; with 50% employer match about $333,267 at 4% or $222,178 at 6%; with 100% employer match about $249,950 at 4% or $166,633 at 6%. |
| COASTAL VALLEY WEALTH MANAGEMENT 401(K) PLAN | - | 3 | $64,885 | $59,988 | $19,996iApproximate average salary by contribution assumption: employee only about $499,900 at 4% or $333,267 at 6%; with 50% employer match about $333,267 at 4% or $222,178 at 6%; with 100% employer match about $249,950 at 4% or $166,633 at 6%. |