How big is Coastal Financial, Inc.'s plan?

Coastal Financial, Inc.'s plan reported $1.8M in assets and 9 participants for 2024.

Original filing (PDF)20250423131452NAL0005724129001

Coastal Financial, Inc.

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

Form 5500-SF

FILING_RECEIVED

Coastal Financial, Inc. 401(k) Plan

401(k) retirement plan · Coastal Financial, Inc.'s Coastal Financial, Inc. 401(k) Plan held $1.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Coastal Financial, Inc.'s EIN is 84-3460587.

EIN 84-3460587

Plan number 001

Plan year 2024

ACK ID 20250423131452NAL0005724129001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coastal Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 COASTAL FINANCIAL, 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