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SOUTHCOAST FINANCIAL PARTNERS LLC 401K PLAN 401k Plan overview

Plan NameSOUTHCOAST FINANCIAL PARTNERS LLC 401K PLAN
Plan identification number 001

SOUTHCOAST FINANCIAL PARTNERS LLC 401K 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

SOUTHCOAST FINANCIAL PARTNERS LLC has sponsored the creation of one or more 401k plans.

Company Name:SOUTHCOAST FINANCIAL PARTNERS LLC
Employer identification number (EIN):871546276
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHCOAST FINANCIAL PARTNERS LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHAUN DACUNHA2024-09-20
0012022-01-01SHAUN DACUNHA2023-10-17

Financial Data on SOUTHCOAST FINANCIAL PARTNERS LLC 401K PLAN

Measure Date Value
2025 : SOUTHCOAST FINANCIAL PARTNERS LLC 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-270
Total liabilities as of the end of the plan year2025-05-270
Total expenses incurred by plan in this plan year2025-05-2787991
Net assets as of the end of the plan year2025-05-27563035
Total assets as of the beginning of the plan year2025-05-27546962
Value of plan covered by a fidelity bond2025-05-27917471694
Participant contributions to plan in this plan year2025-05-2743489
Other expenses paid from plan in this plan year2025-05-270
Other contributions to plan in this plan year2025-05-270
Other income to plan in this plan year2025-05-2754913
Plan net income in this plan year2025-05-2716073
Net assets as of the end of the plan year2025-05-27563035
Net assets as of the beginning of the plan year2025-05-27546962
Value of contributions failed to transmitted timely2025-05-270
Employer contributions to plan in this plan year2025-05-275662
Fees paid to broker by Benefit Provider2025-05-270
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-27484
2024 : SOUTHCOAST FINANCIAL PARTNERS LLC 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-200
Total expenses incurred by plan in this plan year2024-09-20545
Net assets as of the end of the plan year2024-09-20546962
Total assets as of the beginning of the plan year2024-09-206518
Participant contributions to plan in this plan year2024-09-2030215
Other expenses paid from plan in this plan year2024-09-20-15
Other contributions to plan in this plan year2024-09-20470583
Other income to plan in this plan year2024-09-2040191
Plan net income in this plan year2024-09-20540444
Net assets as of the end of the plan year2024-09-20546962
Net assets as of the beginning of the plan year2024-09-206518
Employer contributions to plan in this plan year2024-09-200
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-20560

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