Original filing (PDF)20250717153410NAL0000975202001

COASTAL ACCOUNTING & TAX ADVISORS, CPA'S, PA

Name: COASTAL ACCOUNTING & TAX ADVISORS, CPA'S, PA — COASTAL ACCOUNTING & TAX ADVISORS, CPA'S, PA 401(K) PLAN, Form 5500 (2024)
Creator: COASTAL ACCOUNTING & TAX ADVISORS, CPA'S, PA

Form 5500-SF

FILING_RECEIVED

COASTAL ACCOUNTING & TAX ADVISORS, CPA'S, PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COASTAL ACCOUNTING & TAX ADVISORS, CPA'S, PA.

Plan sponsor

Name

COASTAL ACCOUNTING & TAX ADVISORS, CPA'S, PA

EIN

88-2671278all filings

Address

20 W NORVELL BRYANT HWY. · HERNANDO, FL · 34442

Phone

(352) 418-0829

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator