401k Plan data: THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN plan

THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN
Plan identification number	003

THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

THE COASTAL BANK has sponsored the creation of one or more 401k plans.

Company Name: THE COASTAL BANK

Employer identification number (EIN): 581020594

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about THE COASTAL BANK

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 731784

More information about THE COASTAL BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2014-01-01 JAMES LAHAISE
003 2013-01-01 MARSHALL WITHERS MARSHALL WITHERS 2014-09-25
003 2012-01-01 MARSHALL WITHERS
003 2011-01-01 MARSHALL WITHERS
003 2010-01-01 MARSHALL WITHERS, CFO 2011-10-13 MARSHALL WITHERS, CFO 2011-10-13
003 2009-01-01 2010-08-02
003 2009-01-01 MARSHALL WITHERS JOYCE LOWRY 2010-08-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2014-01-01	JAMES LAHAISE
003	2013-01-01	MARSHALL WITHERS		MARSHALL WITHERS	2014-09-25
003	2012-01-01	MARSHALL WITHERS
003	2011-01-01	MARSHALL WITHERS
003	2010-01-01	MARSHALL WITHERS, CFO	2011-10-13	MARSHALL WITHERS, CFO	2011-10-13
003	2009-01-01		2010-08-02
003	2009-01-01	MARSHALL WITHERS		JOYCE LOWRY	2010-08-02

Plan Statistics for THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN

401k plan membership statisitcs for THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN

Measure Date Value
2014: THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 106
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 31
Total of all active and inactive participants 2013-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 137
Number of participants with account balances 2013-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 97
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 40
Total of all active and inactive participants 2012-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 137
Number of participants with account balances 2012-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 92
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 33
Total of all active and inactive participants 2011-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 125
Number of participants with account balances 2011-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 9
2009: THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 106
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 18
Total of all active and inactive participants 2009-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 124
Number of participants with account balances 2009-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	106
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	31
Total of all active and inactive participants	2013-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	137
Number of participants with account balances	2013-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	97
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	40
Total of all active and inactive participants	2012-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	137
Number of participants with account balances	2012-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	92
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	33
Total of all active and inactive participants	2011-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	125
Number of participants with account balances	2011-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	9
2009: THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	106
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	18
Total of all active and inactive participants	2009-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	124
Number of participants with account balances	2009-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN

Measure	Date	Value
2014 : THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-11-30	$1,865
Total income from all sources (including contributions)	2014-11-30	$467,792
Total loss/gain on sale of assets	2014-11-30	$0
Total of all expenses incurred	2014-11-30	$4,300,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-11-30	$4,282,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-11-30	$276,165
Value of total assets at end of year	2014-11-30	$0
Value of total assets at beginning of year	2014-11-30	$3,834,597
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-11-30	$18,291
Total interest from all sources	2014-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-11-30	$33,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-11-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-11-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2014-11-30	$33,256
Administrative expenses professional fees incurred	2014-11-30	$18,291
Was this plan covered by a fidelity bond	2014-11-30	Yes
Value of fidelity bond cover	2014-11-30	$4,000,000
If this is an individual account plan, was there a blackout period	2014-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-11-30	No
Contributions received from participants	2014-11-30	$190,838
Participant contributions at end of year	2014-11-30	$0
Participant contributions at beginning of year	2014-11-30	$22,650
Income. Received or receivable in cash from other sources (including rollovers)	2014-11-30	$10,048
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-11-30	$1,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-11-30	No
Value of net income/loss	2014-11-30	$-3,832,732
Value of net assets at end of year (total assets less liabilities)	2014-11-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-11-30	$3,832,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-11-30	No
Were any leases to which the plan was party in default or uncollectible	2014-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-11-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-11-30	$3,810,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-11-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-11-30	$1,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-11-30	$1,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-11-30	$158,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-11-30	No
Was there a failure to transmit to the plan any participant contributions	2014-11-30	No
Has the plan failed to provide any benefit when due under the plan	2014-11-30	No
Contributions received in cash from employer	2014-11-30	$75,279
Employer contributions (assets) at end of year	2014-11-30	$0
Employer contributions (assets) at beginning of year	2014-11-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-11-30	$4,282,233
Did the plan have assets held for investment	2014-11-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-11-30	Disclaimer
Accountancy firm name	2014-11-30	HOLLAND, HENRY & BROMLEY, LLP
Accountancy firm EIN	2014-11-30	581941470
2013 : THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,174,367
Total loss/gain on sale of assets	2013-12-31	$170,178
Total of all expenses incurred	2013-12-31	$409,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$385,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$637,088
Value of total assets at end of year	2013-12-31	$3,834,597
Value of total assets at beginning of year	2013-12-31	$3,067,554
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$23,347
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$118,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$118,926
Administrative expenses professional fees incurred	2013-12-31	$23,347
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$341,617
Participant contributions at end of year	2013-12-31	$22,650
Participant contributions at beginning of year	2013-12-31	$12,508
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$151,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$1,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$765,178
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,832,732
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,067,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,810,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,048,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$964
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$964
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$248,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$143,853
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$5,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$385,842
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$2,797,601
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$2,627,423
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HOLLAND,HENRY & BROMLEY,LLP
Accountancy firm EIN	2013-12-31	581941470
2012 : THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$882,880
Total loss/gain on sale of assets	2012-12-31	$77,220
Total of all expenses incurred	2012-12-31	$87,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$67,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$554,932
Value of total assets at end of year	2012-12-31	$3,067,554
Value of total assets at beginning of year	2012-12-31	$2,272,369
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$20,672
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$96,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$96,078
Administrative expenses professional fees incurred	2012-12-31	$20,672
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$301,015
Participant contributions at end of year	2012-12-31	$12,508
Participant contributions at beginning of year	2012-12-31	$9,642
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$142,162
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$11,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$795,185
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,067,554
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,272,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,048,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,237,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$964
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$9,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$9,874
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$154,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$111,755
Employer contributions (assets) at end of year	2012-12-31	$5,329
Employer contributions (assets) at beginning of year	2012-12-31	$3,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$67,023
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$1,037,495
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$960,275
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HOLLAND,HENRY & BROMLEY,LLP
Accountancy firm EIN	2012-12-31	581941470
2011 : THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$402,879
Total loss/gain on sale of assets	2011-12-31	$94,019
Total of all expenses incurred	2011-12-31	$190,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$170,013
Value of total corrective distributions	2011-12-31	$2,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$411,122
Value of total assets at end of year	2011-12-31	$2,272,369
Value of total assets at beginning of year	2011-12-31	$2,060,483
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$18,421
Total interest from all sources	2011-12-31	$1,303
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$63,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$63,452
Administrative expenses professional fees incurred	2011-12-31	$18,421
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$245,845
Participant contributions at end of year	2011-12-31	$9,642
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$94,637
Total non interest bearing cash at end of year	2011-12-31	$11,553
Total non interest bearing cash at beginning of year	2011-12-31	$14,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$211,886
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,272,369
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,060,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,237,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,038,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$9,874
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$8,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$8,211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-167,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$70,640
Employer contributions (assets) at end of year	2011-12-31	$3,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$170,013
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$2,657,358
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$2,563,339
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HOLLAND, HENRY & BROMLEY,LLP
Accountancy firm EIN	2011-12-31	581941470
2009 : THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN

2014: THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING 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	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE COASTAL 401(K) RETIREMENT AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE COASTAL BANK
Employer identification number (EIN):	581020594
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	731784