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COASTAL BEND SPINE & SPORT, P.C. RETIREMENT PLAN 401k Plan overview

Plan NameCOASTAL BEND SPINE & SPORT, P.C. RETIREMENT PLAN
Plan identification number 001

COASTAL BEND SPINE & SPORT, P.C. RETIREMENT PLAN 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.
  • 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 BEND SPINE & SPORT, P.C. has sponsored the creation of one or more 401k plans.

Company Name:COASTAL BEND SPINE & SPORT, P.C.
Employer identification number (EIN):820578186
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COASTAL BEND SPINE & SPORT, P.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PATRICIA MARTIN2024-07-29
0012022-01-01PATRICIA MARTIN2023-07-27
0012021-01-01TRISH MARTIN2022-08-03
0012020-01-01PATRICIA MARTIN2021-08-02
0012019-01-01TRISH MARTIN2020-10-12
0012018-01-01DARRYL MARTIN2019-10-15

Plan Statistics for COASTAL BEND SPINE & SPORT, P.C. RETIREMENT PLAN

401k plan membership statisitcs for COASTAL BEND SPINE & SPORT, P.C. RETIREMENT PLAN

Measure Date Value
2025: COASTAL BEND SPINE & SPORT, P.C. RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-255
Total number of particpants at end of year2025-07-255
Number of Participants With Account Balances2025-07-255
2024: COASTAL BEND SPINE & SPORT, P.C. RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-295
Total number of particpants at end of year2024-07-295
Number of Participants With Account Balances2024-07-295
2022: COASTAL BEND SPINE & SPORT, P.C. RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-08-035
Total number of particpants at end of year2022-08-035
Number of Participants With Account Balances2022-08-034

Financial Data on COASTAL BEND SPINE & SPORT, P.C. RETIREMENT PLAN

Measure Date Value
2025 : COASTAL BEND SPINE & SPORT, P.C. RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-25139951
Net assets as of the end of the plan year2025-07-2581334
Total assets as of the beginning of the plan year2025-07-25207101
Value of plan covered by a fidelity bond2025-07-250
Participant contributions to plan in this plan year2025-07-250
Value of participant loans at end of plan year2025-07-2521169
Other contributions to plan in this plan year2025-07-250
Other income to plan in this plan year2025-07-2514184
Plan net income in this plan year2025-07-25-125767
Net assets as of the end of the plan year2025-07-2581334
Net assets as of the beginning of the plan year2025-07-25207101
Employer contributions to plan in this plan year2025-07-250
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-25845
2024 : COASTAL BEND SPINE & SPORT, P.C. RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2948640
Net assets as of the end of the plan year2024-07-29207101
Total assets as of the beginning of the plan year2024-07-29220141
Value of plan covered by a fidelity bond2024-07-290
Participant contributions to plan in this plan year2024-07-290
Value of participant loans at end of plan year2024-07-2921169
Other contributions to plan in this plan year2024-07-290
Other income to plan in this plan year2024-07-2935600
Plan net income in this plan year2024-07-29-13040
Net assets as of the end of the plan year2024-07-29207101
Net assets as of the beginning of the plan year2024-07-29220141
Employer contributions to plan in this plan year2024-07-290
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-29640
2022 : COASTAL BEND SPINE & SPORT, P.C. RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-03440
Net assets as of the end of the plan year2022-08-03250190
Total assets as of the beginning of the plan year2022-08-03210309
Value of plan covered by a fidelity bond2022-08-030
Participant contributions to plan in this plan year2022-08-031761
Value of participant loans at end of plan year2022-08-0330210
Other contributions to plan in this plan year2022-08-030
Other income to plan in this plan year2022-08-0329484
Plan net income in this plan year2022-08-0339881
Net assets as of the end of the plan year2022-08-03250190
Net assets as of the beginning of the plan year2022-08-03210309
Employer contributions to plan in this plan year2022-08-039076
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-03440

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