How big is Coastline Bookkeeping, Inc.'s plan?

Coastline Bookkeeping, Inc.'s plan reported $11K in assets and 4 participants for 2025.

Original filing (PDF)20260429220313NAL0024983778013

Coastline Bookkeeping, Inc.

Name: Coastline Bookkeeping, Inc. — Coastline Bookkeeping, Form 5500 (2025)
Creator: Coastline Bookkeeping, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastline Bookkeeping 401(k) Plan

401(k) retirement plan · Coastline Bookkeeping, Inc.'s Coastline Bookkeeping 401(k) Plan held $11K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

Plan identifiers

Coastline Bookkeeping, Inc.'s EIN is 35-2736761.

EIN 35-2736761

Plan number 001

Plan year 2025

ACK ID 20260429220313NAL0024983778013

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Coastline Bookkeeping, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Coastline Bookkeeping, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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