How big is Coastline Wealth Management, Inc.'s plan?

Coastline Wealth Management, Inc.'s plan reported $699K in assets and 16 participants for 2024.

Original filing (PDF)20250729111014NAL0003161313001

Coastline Wealth Management, Inc.

Name: Coastline Wealth Management, Inc. — Coastline Wealth, Form 5500 (2024)
Creator: Coastline Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastline Wealth Management, Inc. 401(k) Plan

401(k) retirement plan · Coastline Wealth Management, Inc.'s Coastline Wealth Management, Inc. 401(k) Plan held $699K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$699K

Net assets (EOY)

$699K

Plan identifiers

Coastline Wealth Management, Inc.'s EIN is 46-4712205.

EIN 46-4712205

Plan number 001

Plan year 2024

ACK ID 20250729111014NAL0003161313001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coastline Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coastline Wealth Management, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COASTLINE WEALTH MANAGEMENT, INC..

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Plan health score

Top-tier plan health

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