401k Plan data: COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN plan

COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN
Plan identification number	002

COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COASTAL ORTHOPEDIC ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: COASTAL ORTHOPEDIC ASSOCIATES, INC.

Employer identification number (EIN): 042527022

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 STEVEN HOLIS 2024-07-19 STEVEN HOLIS 2024-07-19
002 2022-01-01 STEVEN HOLIS 2023-07-18 STEVEN HOLIS 2023-07-18
002 2021-01-01 STEVEN HOLIS 2022-06-10 STEVEN HOLIS 2022-06-10
002 2020-01-01 STEVEN HOLIS 2021-06-18 STEVEN HOLIS 2021-06-18
002 2019-01-01 STEVEN HOLIS 2020-07-15 STEVEN HOLIS 2020-07-15
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 DIANE BODEN 2013-10-10
002 2011-01-01 DIANE BODEN 2012-10-05
002 2010-01-01 DIANE BODEN 2011-06-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	STEVEN HOLIS	2024-07-19	STEVEN HOLIS	2024-07-19
002	2022-01-01	STEVEN HOLIS	2023-07-18	STEVEN HOLIS	2023-07-18
002	2021-01-01	STEVEN HOLIS	2022-06-10	STEVEN HOLIS	2022-06-10
002	2020-01-01	STEVEN HOLIS	2021-06-18	STEVEN HOLIS	2021-06-18
002	2019-01-01	STEVEN HOLIS	2020-07-15	STEVEN HOLIS	2020-07-15
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	DIANE BODEN	2013-10-10
002	2011-01-01	DIANE BODEN	2012-10-05
002	2010-01-01	DIANE BODEN	2011-06-23

Plan Statistics for COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN

401k plan membership statisitcs for COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN

Measure Date Value
2023: COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 24
Number of other retired or separated participants entitled to future benefits 2023-01-01 15
Total of all active and inactive participants 2023-01-01 39
Total participants 2023-01-01 39
Number of participants with account balances 2023-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 23
Number of other retired or separated participants entitled to future benefits 2022-01-01 12
Total of all active and inactive participants 2022-01-01 35
Total participants 2022-01-01 35
Number of participants with account balances 2022-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 23
Number of other retired or separated participants entitled to future benefits 2021-01-01 12
Total of all active and inactive participants 2021-01-01 35
Total participants 2021-01-01 35
Number of participants with account balances 2021-01-01 33
2020: COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 21
Number of other retired or separated participants entitled to future benefits 2020-01-01 11
Total of all active and inactive participants 2020-01-01 32
Total participants 2020-01-01 32
Number of participants with account balances 2020-01-01 27
2019: COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 20
Number of other retired or separated participants entitled to future benefits 2019-01-01 10
Total of all active and inactive participants 2019-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 31
Number of participants with account balances 2019-01-01 25

Measure	Date	Value
2023: COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	24
Number of other retired or separated participants entitled to future benefits	2023-01-01	15
Total of all active and inactive participants	2023-01-01	39
Total participants	2023-01-01	39
Number of participants with account balances	2023-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	23
Number of other retired or separated participants entitled to future benefits	2022-01-01	12
Total of all active and inactive participants	2022-01-01	35
Total participants	2022-01-01	35
Number of participants with account balances	2022-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	23
Number of other retired or separated participants entitled to future benefits	2021-01-01	12
Total of all active and inactive participants	2021-01-01	35
Total participants	2021-01-01	35
Number of participants with account balances	2021-01-01	33
2020: COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	21
Number of other retired or separated participants entitled to future benefits	2020-01-01	11
Total of all active and inactive participants	2020-01-01	32
Total participants	2020-01-01	32
Number of participants with account balances	2020-01-01	27
2019: COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	20
Number of other retired or separated participants entitled to future benefits	2019-01-01	10
Total of all active and inactive participants	2019-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	31
Number of participants with account balances	2019-01-01	25

Financial Data on COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN

Measure	Date	Value
2023 : COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$836,693
Expenses. Total of all expenses incurred	2023-12-31	$27,991
Benefits paid (including direct rollovers)	2023-12-31	$27,866
Total plan assets at end of year	2023-12-31	$4,389,791
Total plan assets at beginning of year	2023-12-31	$3,581,089
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$164,315
Other income received	2023-12-31	$591,481
Net income (gross income less expenses)	2023-12-31	$808,702
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,389,791
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,581,089
Assets. Value of participant loans	2023-12-31	$19,555
Total contributions received or receivable from employer(s)	2023-12-31	$80,897
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$125
2022 : COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-432,406
Expenses. Total of all expenses incurred	2022-12-31	$1,326,516
Benefits paid (including direct rollovers)	2022-12-31	$1,326,283
Total plan assets at end of year	2022-12-31	$3,581,089
Total plan assets at beginning of year	2022-12-31	$5,340,011
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$159,412
Contributions received from other sources (not participants or employers)	2022-12-31	$22,952
Other income received	2022-12-31	$-709,943
Net income (gross income less expenses)	2022-12-31	$-1,758,922
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,581,089
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,340,011
Assets. Value of participant loans	2022-12-31	$25,783
Total contributions received or receivable from employer(s)	2022-12-31	$95,173
Value of corrective distributions	2022-12-31	$58
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$175
2021 : COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$987,508
Expenses. Total of all expenses incurred	2021-12-31	$301,441
Benefits paid (including direct rollovers)	2021-12-31	$301,041
Total plan assets at end of year	2021-12-31	$5,340,011
Total plan assets at beginning of year	2021-12-31	$4,653,944
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$128,294
Other income received	2021-12-31	$780,607
Net income (gross income less expenses)	2021-12-31	$686,067
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,340,011
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,653,944
Assets. Value of participant loans	2021-12-31	$32,920
Total contributions received or receivable from employer(s)	2021-12-31	$78,607
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$400
2020 : COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$824,300
Expenses. Total of all expenses incurred	2020-12-31	$2,453,200
Benefits paid (including direct rollovers)	2020-12-31	$2,453,200
Total plan assets at end of year	2020-12-31	$4,653,944
Total plan assets at beginning of year	2020-12-31	$6,282,844
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$85,375
Other income received	2020-12-31	$685,537
Net income (gross income less expenses)	2020-12-31	$-1,628,900
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,653,944
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,282,844
Assets. Value of participant loans	2020-12-31	$32,329
Total contributions received or receivable from employer(s)	2020-12-31	$53,388
2019 : COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,311,047
Expenses. Total of all expenses incurred	2019-12-31	$4,085
Benefits paid (including direct rollovers)	2019-12-31	$3,935
Total plan assets at end of year	2019-12-31	$6,282,844
Total plan assets at beginning of year	2019-12-31	$4,975,882
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$105,390
Other income received	2019-12-31	$1,143,648
Net income (gross income less expenses)	2019-12-31	$1,306,962
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,282,844
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,975,882
Assets. Value of participant loans	2019-12-31	$16,959
Total contributions received or receivable from employer(s)	2019-12-31	$62,009
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$150

Form 5500 Responses for COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN

2023: COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COASTAL ORTHOPEDIC ASSOCIATES, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COASTAL ORTHOPEDIC ASSOCIATES, INC.
Employer identification number (EIN):	042527022
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)