· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COATES DESIGN, INC. — COATES DESIGN, INC. 401(K) P/S PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230830164753NAL0006568129001
COATES DESIGN, INC.
Form 5500-SF
FILING_RECEIVED
COATES DESIGN, INC. 401(K) P/S PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
18
Plan assets (EOY)
$397K
Net assets (EOY)
$397K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COATES DESIGN, INC.
.
Find decision makers
Plan sponsor
Name
COATES DESIGN, INC.
EIN
20-3846915
Address
900 WINSLOW WAY E · SUITE 210 · BAINBRIDGE ISLAND, WA · 98110
Phone
(206) 780-0876
Industry
Construction
see all
Plan administrator
Name
COATES DESIGN, INC.
EIN
20-3846915
City
BAINBRIDGE ISLAND, WA
Phone
(206) 780-0876
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-08-30
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
LNR COMPANIES, INC.
LUNAR COMPANIES 401(K) PLAN
$397K · 125 participants
MA STEINER CONSTRUCTION INC
MA STEINER CONSTRUCTION INC 401K PROFIT SHARING PLAN
$397K · 3 participants
GREEN TANNER INDUSTRIAL CONSTRUCTION, LLC
GREEN TANNER INDUSTRIAL CONSTRUCTION, LLC RETIREMENT PLAN
$397K · 263 participants
QUALITY CUTTING & CORING, INC.
QUALITY CUTTING & CORING, INC. CASH BALANCE PLAN
$397K · 5 participants
K & W CONSTRUCTION INC
K & W CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$397K
E.R. SALVATORE ASSOCIATES, LLC
E.R. SALVATORE ASSOCIATES, LLC 401K PLAN
$398K · 5 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
