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403(B) THRIFT PLAN OF COASTAL BEND CENTER FOR INDEPENDENT LIVING 401k Plan overview

Plan Name403(B) THRIFT PLAN OF COASTAL BEND CENTER FOR INDEPENDENT LIVING
Plan identification number 002

403(B) THRIFT PLAN OF COASTAL BEND CENTER FOR INDEPENDENT LIVING Benefits

401k Plan TypeDefined 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

COASTAL BEND CENTER FOR INDEPENDENT LIVING has sponsored the creation of one or more 401k plans.

Company Name:COASTAL BEND CENTER FOR INDEPENDENT LIVING
Employer identification number (EIN):742878070
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about COASTAL BEND CENTER FOR INDEPENDENT LIVING

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1996-01-16
Company Identification Number: 0138415801
Legal Registered Office Address: PO BOX 331660

CORPUS CHRISTI
United States of America (USA)
78463

More information about COASTAL BEND CENTER FOR INDEPENDENT LIVING

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF COASTAL BEND CENTER FOR INDEPENDENT LIVING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CAROL WHEELER2024-07-31
0022022-01-01CAROL WHEELER2023-07-05
0022021-01-01DENISSE ALANIS2022-10-11
0022020-01-01MARISA TELGE2021-07-26
0022019-01-01MARISA TELGE2020-07-30
0022018-01-01MARISA TELGE2019-07-25
0022017-01-01MARISA TELGE-MASUR2018-07-31 MARISA TELGE-MASUR2018-07-31
0022016-01-01MARISA TELGE-MASUR2017-07-28 MARISA TELGE-MASUR2017-07-28
0022015-01-01MARISA TELGE-MASUR2016-07-13 MARISA TELGE-MASUR2016-07-13
0022014-01-01MARISA TELGE-MASUR2015-07-08 MARISA TELGE-MASUR2015-07-08
0022013-01-01MARISA TELGE-MASUR2014-07-31 MARISA TELGE-MASUR2014-07-31
0022012-01-01MARISA TELGE-MASUR2013-10-08 MARISA TELGE-MASUR2013-10-08

Plan Statistics for 403(B) THRIFT PLAN OF COASTAL BEND CENTER FOR INDEPENDENT LIVING

401k plan membership statisitcs for 403(B) THRIFT PLAN OF COASTAL BEND CENTER FOR INDEPENDENT LIVING

Measure Date Value
2025: 403(B) THRIFT PLAN OF COASTAL BEND CENTER FOR INDEPENDENT LIVING 2025 401k membership
Total number of particpants at beginning of year2025-07-3147
Total number of particpants at end of year2025-07-3145
Number of Participants With Account Balances2025-07-3144
2024: 403(B) THRIFT PLAN OF COASTAL BEND CENTER FOR INDEPENDENT LIVING 2024 401k membership
Total number of particpants at beginning of year2024-07-3145
Total number of particpants at end of year2024-07-3146
Number of Participants With Account Balances2024-07-3140
2022: 403(B) THRIFT PLAN OF COASTAL BEND CENTER FOR INDEPENDENT LIVING 2022 401k membership
Total number of particpants at beginning of year2022-10-1135
Total number of particpants at end of year2022-10-1133
Number of Participants With Account Balances2022-10-1133

Financial Data on 403(B) THRIFT PLAN OF COASTAL BEND CENTER FOR INDEPENDENT LIVING

Measure Date Value
2025 : 403(B) THRIFT PLAN OF COASTAL BEND CENTER FOR INDEPENDENT LIVING 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-310
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-3161272
Net assets as of the end of the plan year2025-07-311072409
Total assets as of the beginning of the plan year2025-07-31886041
Value of plan covered by a fidelity bond2025-07-31200000
Participant contributions to plan in this plan year2025-07-3151433
Other expenses paid from plan in this plan year2025-07-310
Other contributions to plan in this plan year2025-07-310
Other income to plan in this plan year2025-07-31137116
Plan net income in this plan year2025-07-31186368
Net assets as of the end of the plan year2025-07-311072409
Net assets as of the beginning of the plan year2025-07-31886041
Employer contributions to plan in this plan year2025-07-3159091
Fees paid to broker by Benefit Provider2025-07-31154
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-31264
2024 : 403(B) THRIFT PLAN OF COASTAL BEND CENTER FOR INDEPENDENT LIVING 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-310
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-3171116
Net assets as of the end of the plan year2024-07-31886041
Total assets as of the beginning of the plan year2024-07-31724703
Value of plan covered by a fidelity bond2024-07-31100000
Participant contributions to plan in this plan year2024-07-3162483
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-31102655
Plan net income in this plan year2024-07-31161338
Net assets as of the end of the plan year2024-07-31886041
Net assets as of the beginning of the plan year2024-07-31724703
Employer contributions to plan in this plan year2024-07-3167316
Fees paid to broker by Benefit Provider2024-07-31229
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-31157
2022 : 403(B) THRIFT PLAN OF COASTAL BEND CENTER FOR INDEPENDENT LIVING 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-110
Total liabilities as of the end of the plan year2022-10-110
Total liabilities as of the beginning of the plan year2022-10-110
Total expenses incurred by plan in this plan year2022-10-1132693
Net assets as of the end of the plan year2022-10-11790528
Total assets as of the beginning of the plan year2022-10-11646047
Value of plan covered by a fidelity bond2022-10-11100000
Participant contributions to plan in this plan year2022-10-1136776
Other expenses paid from plan in this plan year2022-10-11420
Other contributions to plan in this plan year2022-10-110
Other income to plan in this plan year2022-10-1185296
Plan net income in this plan year2022-10-11144481
Net assets as of the end of the plan year2022-10-11790528
Net assets as of the beginning of the plan year2022-10-11646047
Employer contributions to plan in this plan year2022-10-1155102
Fees paid to broker by Benefit Provider2022-10-1159

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