401k Plan data: THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN plan

THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
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 BANKSHARES, INC has sponsored the creation of one or more 401k plans.

Company Name: COASTAL BANKSHARES, INC

Employer identification number (EIN): 581504857

NAIC Classification: 522120
NAIC Description: Savings Institutions

Additional information about COASTAL BANKSHARES, INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date: 1981-03-13

Company Identification Number: 644629

Legal Registered Office Address: P.O. BOX 9585

SAVANNAH
United States of America (USA)
31412-9585

More information about COASTAL BANKSHARES, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 CAROLINE GEE
002 2013-01-01 CAROLINE GEE
002 2012-01-01 CAROLINE GEE
002 2011-01-01 CAROLINE GEE

Plan id#	Filing Submission Date	Name of Administrator
002	2014-01-01	CAROLINE GEE
002	2013-01-01	CAROLINE GEE
002	2012-01-01	CAROLINE GEE
002	2011-01-01	CAROLINE GEE

Plan Statistics for THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2014: THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 116
Total number of active participants reported on line 7a of the Form 5500 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
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 BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 72
Number of other retired or separated participants entitled to future benefits 2013-01-01 42
Total of all active and inactive participants 2013-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 116
Number of participants with account balances 2013-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 77
Number of other retired or separated participants entitled to future benefits 2012-01-01 42
Total of all active and inactive participants 2012-01-01 119
Total participants 2012-01-01 119
Number of participants with account balances 2012-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 83
Number of other retired or separated participants entitled to future benefits 2011-01-01 29
Total of all active and inactive participants 2011-01-01 112
Total participants 2011-01-01 112
Number of participants with account balances 2011-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3

Measure	Date	Value
2014: THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	116
Total number of active participants reported on line 7a of the Form 5500	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
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 BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	72
Number of other retired or separated participants entitled to future benefits	2013-01-01	42
Total of all active and inactive participants	2013-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	116
Number of participants with account balances	2013-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	77
Number of other retired or separated participants entitled to future benefits	2012-01-01	42
Total of all active and inactive participants	2012-01-01	119
Total participants	2012-01-01	119
Number of participants with account balances	2012-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	83
Number of other retired or separated participants entitled to future benefits	2011-01-01	29
Total of all active and inactive participants	2011-01-01	112
Total participants	2011-01-01	112
Number of participants with account balances	2011-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3

Financial Data on THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2014 : THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$273,098
Expenses. Total of all expenses incurred	2014-09-30	$522,411
Benefits paid (including direct rollovers)	2014-09-30	$522,411
Total plan assets at end of year	2014-09-30	$0
Total plan assets at beginning of year	2014-09-30	$249,313
Value of fidelity bond covering the plan	2014-09-30	$5,000,000
Other income received	2014-09-30	$273,098
Net income (gross income less expenses)	2014-09-30	$-249,313
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$249,313
2013 : THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$68,078
Expenses. Total of all expenses incurred	2013-12-31	$5,811
Benefits paid (including direct rollovers)	2013-12-31	$5,811
Total plan assets at end of year	2013-12-31	$249,313
Total plan assets at beginning of year	2013-12-31	$187,046
Value of fidelity bond covering the plan	2013-12-31	$5,000,000
Other income received	2013-12-31	$68,078
Net income (gross income less expenses)	2013-12-31	$62,267
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$249,313
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$187,046
Assets. Value of employer securities	2013-12-31	$245,861
2012 : THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$61,799
Expenses. Total of all expenses incurred	2012-12-31	$53
Benefits paid (including direct rollovers)	2012-12-31	$53
Total plan assets at end of year	2012-12-31	$187,046
Total plan assets at beginning of year	2012-12-31	$125,300
Value of fidelity bond covering the plan	2012-12-31	$5,000,000
Other income received	2012-12-31	$61,799
Net income (gross income less expenses)	2012-12-31	$61,746
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$187,046
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$125,300
Assets. Value of employer securities	2012-12-31	$182,380
2011 : THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$25,122
Expenses. Total of all expenses incurred	2011-12-31	$43
Benefits paid (including direct rollovers)	2011-12-31	$43
Total plan assets at end of year	2011-12-31	$125,300
Total plan assets at beginning of year	2011-12-31	$100,221
Value of fidelity bond covering the plan	2011-12-31	$4,000,000
Other income received	2011-12-31	$25,122
Net income (gross income less expenses)	2011-12-31	$25,079
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$125,300
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$100,221
Assets. Value of employer securities	2011-12-31	$120,582
2010 : THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$-58,727
Expenses. Total of all expenses incurred	2010-12-31	$4,437
Benefits paid (including direct rollovers)	2010-12-31	$4,437
Total plan assets at end of year	2010-12-31	$100,221
Total plan assets at beginning of year	2010-12-31	$163,385
Value of fidelity bond covering the plan	2010-12-31	$4,000,000
Contributions received from other sources (not participants or employers)	2010-12-31	$21,656
Other income received	2010-12-31	$-80,383
Net income (gross income less expenses)	2010-12-31	$-63,164
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$100,221
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$163,385
Assets. Value of employer securities	2010-12-31	$95,460
Total contributions received or receivable from employer(s)	2010-12-31	$0

Form 5500 Responses for THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN

2014: THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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 funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE COASTAL BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COASTAL BANKSHARES, INC
Employer identification number (EIN):	581504857
NAIC Classification:	522120
NAIC Description:	Savings Institutions

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:	1981-03-13
Company Identification Number:	644629
Legal Registered Office Address:	P.O. BOX 9585 SAVANNAH United States of America (USA) 31412-9585