How big is Coastal Mortgage Solutions, Inc.'s plan?

Coastal Mortgage Solutions, Inc.'s plan reported $732K in assets and 8 participants for 2024.

Original filing (PDF)20251015150816NAL0002638659001

Coastal Mortgage Solutions, Inc.

Name: Coastal Mortgage Solutions, Inc. — Coastal Mortgage, Form 5500 (2024)
Creator: Coastal Mortgage Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastal Mortgage Solutions, Inc. Cash Balance Plan

Defined-benefit pension plan · Coastal Mortgage Solutions, Inc.'s Coastal Mortgage Solutions, Inc. Cash Balance Plan held $732K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$732K

Net assets (EOY)

$732K

Plan identifiers

Coastal Mortgage Solutions, Inc.'s EIN is 82-4701779.

EIN 82-4701779

Plan number 002

Plan year 2024

ACK ID 20251015150816NAL0002638659001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coastal Mortgage Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coastal Mortgage Solutions, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COASTAL MORTGAGE SOLUTIONS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score