How big is Coastline Elderly Services, Inc.'s plan?

Coastline Elderly Services, Inc.'s plan reported $1.3M in assets and 35 participants for 2023.

Original filing (PDF)20250405142636NAL0015296913001

Coastline Elderly Services, Inc.

Name: Coastline Elderly Services, Inc. — Coastline Elderly, Form 5500 (2023)
Creator: Coastline Elderly Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastline Elderly Services, Inc. 403(b) Plan

403(b) retirement plan · Coastline Elderly Services, Inc.'s Coastline Elderly Services, Inc. 403(b) Plan held $1.3M in plan assets for 35 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Sherry Middendorf signed Coastline Elderly Services, Inc.'s 2023 Form 5500 as plan administrator.

Sherry Middendorf — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Coastline Elderly Services, Inc.'s EIN is 04-2622121.

EIN 04-2622121

Plan number 003

Plan year 2023

ACK ID 20250405142636NAL0015296913001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Coastline Elderly Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Coastline Elderly Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score