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CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN 401k Plan overview

Plan NameCENTRAL COAST WEALTH MANAGEMENT PENSION PLAN
Plan identification number 002

CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

CENTRAL COAST WEALTH MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL COAST WEALTH MANAGEMENT LLC
Employer identification number (EIN):223973915
NAIC Classification:523120
NAIC Description:Securities Brokerage

Additional information about CENTRAL COAST WEALTH MANAGEMENT LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 200800810147

More information about CENTRAL COAST WEALTH MANAGEMENT LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KURT C. JACKSON2024-10-13
0022022-01-01KURT C. JACKSON2023-10-10
0022021-01-01KURT C. JACKSON2022-09-27
0022020-01-01KURT C. JACKSON2021-10-02
0022019-01-01KURT C. JACKSON2020-10-08
0022018-01-01KURT C. JACKSON2019-09-24
0022017-01-01KURT C. JACKSON2018-10-11
0022016-01-01KURT C. JACKSON2017-10-02
0022015-01-01KURT C. JACKSON2016-10-07
0022014-01-01KURT C. JACKSON2015-08-19
0022013-01-01KURT C. JACKSON2014-10-13

Financial Data on CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN

Measure Date Value
2025 : CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-030
Total liabilities as of the end of the plan year2025-10-030
Total liabilities as of the beginning of the plan year2025-10-030
Total expenses incurred by plan in this plan year2025-10-036025
Net assets as of the end of the plan year2025-10-032337001
Total assets as of the beginning of the plan year2025-10-031926903
Value of plan covered by a fidelity bond2025-10-03500000
Participant contributions to plan in this plan year2025-10-030
Other expenses paid from plan in this plan year2025-10-030
Other contributions to plan in this plan year2025-10-030
Other income to plan in this plan year2025-10-03116123
Plan net income in this plan year2025-10-03410098
Net assets as of the end of the plan year2025-10-032337001
Net assets as of the beginning of the plan year2025-10-031926903
Employer contributions to plan in this plan year2025-10-03300000
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-036025
2024 : CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-130
Total liabilities as of the end of the plan year2024-10-130
Total liabilities as of the beginning of the plan year2024-10-130
Total expenses incurred by plan in this plan year2024-10-135843
Net assets as of the end of the plan year2024-10-131926903
Total assets as of the beginning of the plan year2024-10-131267664
Value of plan covered by a fidelity bond2024-10-13500000
Participant contributions to plan in this plan year2024-10-130
Other expenses paid from plan in this plan year2024-10-130
Other contributions to plan in this plan year2024-10-130
Other income to plan in this plan year2024-10-1335071
Plan net income in this plan year2024-10-13659239
Net assets as of the end of the plan year2024-10-131926903
Net assets as of the beginning of the plan year2024-10-131267664
Employer contributions to plan in this plan year2024-10-13630011
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-135843
2022 : CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-270
Total liabilities as of the end of the plan year2022-09-270
Total liabilities as of the beginning of the plan year2022-09-270
Total expenses incurred by plan in this plan year2022-09-272742
Net assets as of the end of the plan year2022-09-271474082
Total assets as of the beginning of the plan year2022-09-27880144
Value of plan covered by a fidelity bond2022-09-27500000
Participant contributions to plan in this plan year2022-09-270
Other expenses paid from plan in this plan year2022-09-270
Other contributions to plan in this plan year2022-09-270
Other income to plan in this plan year2022-09-27196680
Plan net income in this plan year2022-09-27593938
Net assets as of the end of the plan year2022-09-271474082
Net assets as of the beginning of the plan year2022-09-27880144
Employer contributions to plan in this plan year2022-09-27400000
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-272742

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