How big is Coastal Surgical Specialists, P.C.'s plan?

Coastal Surgical Specialists, P.C.'s plan reported $12.3M in assets and 3 participants for 2024.

Original filing (PDF)20250314102541NAL0022159729001

Coastal Surgical Specialists, P.C.

Name: Coastal Surgical Specialists, P.C. — Coastal Surgica, Form 5500 (2024)
Creator: Coastal Surgical Specialists, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastal Surgical Specialists, P.C. Profit Sharing Plan

401(k) retirement plan · Coastal Surgical Specialists, P.C.'s Coastal Surgical Specialists, P.C. Profit Sharing Plan held $12.3M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

Plan identifiers

Coastal Surgical Specialists, P.C.'s EIN is 54-1220461.

EIN 54-1220461

Plan number 001

Plan year 2024

ACK ID 20250314102541NAL0022159729001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coastal Surgical Specialists, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coastal Surgical Specialists, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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