· 2022–2024 · DOL EFAST2

COASTAL HEART MEDICAL GROUP — COASTAL HEART MEDICAL GROUP 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)

Original filing (PDF)20230714173520NAL0024396657001

COASTAL HEART MEDICAL GROUP

Form 5500-SF

FILING_RECEIVED

COASTAL HEART MEDICAL GROUP 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

21

Accounts w/ balance

8

Plan assets (EOY)

$95K

Net assets (EOY)

$95K

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

35

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COASTAL HEART MEDICAL GROUP.

Plan sponsor

Name

COASTAL HEART MEDICAL GROUP

EIN

33-0034741all filings

Address

2621 S BRISTOL STREET · SUITE 108 · SANTA ANA, CA · 92704

Phone

(714) 754-1684

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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