Department of Labor filing

COASTAL FOREST RESOURCES COMPANY

COASTAL FOREST RESOURCES COMPANY RETIREMENT INCOME SAVINGS PLAN · For the plan year ended Dec 31, 2023

Spot something wrong?
Public filing 2023 · received Oct 15, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

77filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$5,774

Reported employer contributions per active participant.

Higher than about 79% of comparable plans
#People in the filing
17

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$45 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 73% of comparable plans
Investment performance
Not available

Plan assets changed 2.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202377out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions79th percentileTypical peer $2,649 · based on 4,869 comparable plans
Lower reported administrative expense73rd percentileTypical peer $142 · based on 5,145 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2023, COASTAL FOREST RESOURCES COMPANY reported $98,159 in employer contributions across the plan and 17 active participants. That works out to $5,774 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy27%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 49.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 36.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context77/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$98,159
Participant contributions
$172,852
Other contributions
Not reported
Employer share of reported contributions
36.2%
Beginning assets
$7,507,082
Ending assets
$7,664,288
Ending net assets
$7,664,288
Ending liabilities
$0
Total income
$1,560,771
Total expenses
$1,403,565
Administrative expenses
$7,284
Participant loans
$39,428

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$11,452
2023
$5,774
Plan-paid administrative expenses per participant
2022
$71
2023
$45
Active participants
2022
69
2023
17
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2023$5,774177.7M20241015073727NAL0028944209001
2022$11,452697.5M20231016080537NAL0025122003001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.5%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
561274448-002

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1987
Industry
Industry group 321
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K3D

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →
Filing ACK_ID20241015073727NAL0028944209001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗