Original filing (PDF)20250415104004NAL0006061778001

COASTAL CARDIOVASCULAR CONSULTANTS PLLC

Name: COASTAL CARDIOVASCULAR CONSULTANTS PLLC — COASTAL CARDIOVASCULAR CONSULTANTS PLLC 401(K) PLAN, Form 5500 (2024)
Creator: COASTAL CARDIOVASCULAR CONSULTANTS PLLC

Form 5500-SF

FILING_RECEIVED

COASTAL CARDIOVASCULAR CONSULTANTS PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COASTAL CARDIOVASCULAR CONSULTANTS PLLC.

Plan sponsor

Name

COASTAL CARDIOVASCULAR CONSULTANTS PLLC

EIN

47-3801045

Address

4351 CORTEZ ROAD WEST, SUITE 200 · BRADENTON, FL · 34210

Phone

(941) 345-1950

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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EYECARE INSIGHT PC