401k Plan data: COASTAL ENGINEERING 401(K) PLAN plan

COASTAL ENGINEERING 401(K) PLAN 401k Plan overview

Plan Name	COASTAL ENGINEERING 401(K) PLAN
Plan identification number	001

COASTAL ENGINEERING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 ENGINEERING, PLLC has sponsored the creation of one or more 401k plans.

Company Name: COASTAL ENGINEERING, PLLC

Employer identification number (EIN): 542051924

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about COASTAL ENGINEERING, PLLC

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2001-08-28

Company Identification Number: S066756

Legal Registered Office Address: 2406 PRINCESS ANNE RD STE 200

VIRGINIA BEACH
United States of America (USA)
23456

More information about COASTAL ENGINEERING, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COASTAL ENGINEERING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 RICHARD M. KLEIN 2023-10-11
001 2021-01-01 RICHARD M. KLEIN 2022-07-20 LISA K. KLEIN 2022-07-20
001 2019-01-01 LISA K KLEIN 2020-10-12
001 2018-01-01 LISA K KLEIN 2019-07-02 LISA K KLEIN 2019-07-02
001 2017-01-01 LISA KLEIN 2018-07-18
001 2016-01-01 LISA KLEIN 2017-07-28
001 2015-01-01 LISA KLEIN 2016-06-15
001 2014-01-01 LISA KLEIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	RICHARD M. KLEIN	2023-10-11
001	2021-01-01	RICHARD M. KLEIN	2022-07-20	LISA K. KLEIN	2022-07-20
001	2019-01-01	LISA K KLEIN	2020-10-12
001	2018-01-01	LISA K KLEIN	2019-07-02	LISA K KLEIN	2019-07-02
001	2017-01-01	LISA KLEIN	2018-07-18
001	2016-01-01	LISA KLEIN	2017-07-28
001	2015-01-01	LISA KLEIN	2016-06-15
001	2014-01-01	LISA KLEIN

Plan Statistics for COASTAL ENGINEERING 401(K) PLAN

401k plan membership statisitcs for COASTAL ENGINEERING 401(K) PLAN

Measure Date Value
2014: COASTAL ENGINEERING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2014: COASTAL ENGINEERING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on COASTAL ENGINEERING 401(K) PLAN

Measure	Date	Value
2014 : COASTAL ENGINEERING 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$12,661
Expenses. Total of all expenses incurred	2014-12-31	$1,561
Benefits paid (including direct rollovers)	2014-12-31	$1,223
Total plan assets at end of year	2014-12-31	$124,624
Total plan assets at beginning of year	2014-12-31	$113,524
Value of fidelity bond covering the plan	2014-12-31	$20,000
Total contributions received or receivable from participants	2014-12-31	$4,391
Expenses. Other expenses not covered elsewhere	2014-12-31	$338
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$8,160
Net income (gross income less expenses)	2014-12-31	$11,100
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$124,624
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$113,524
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$110
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0

Form 5500 Responses for COASTAL ENGINEERING 401(K) PLAN

2014: COASTAL ENGINEERING 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-807416

Policy instance

Insurance contract or identification number	GA-807416
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $458
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $458
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS INS AGENCY, LL

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Company Name:	COASTAL ENGINEERING, PLLC
Employer identification number (EIN):	542051924
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2001-08-28
Company Identification Number:	S066756
Legal Registered Office Address:	2406 PRINCESS ANNE RD STE 200 VIRGINIA BEACH United States of America (USA) 23456