Coastal Financial Group, Inc.

New Jersey

Registered In

02/28/1996

Incorp. Date

Company Summary

Coastal Financial Group, Inc. in New Jersey was registered on 02/28/1996. It is listed at Montville.

MONTVILLE View Map

Form 5500

150 River Road, Suite E3, Montville, Nj 07045 (973) 952-0300 EIN:22-3211956 Plan Admin:Thomas Tyson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCOASTAL FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 0 Assets BOY/EOY$115,950 / $0	2022	COASTAL FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	2 / 0	$115,950 / $0
2021	Plan NameCOASTAL FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 2 Assets BOY/EOY$136,965 / $115,950	2021	COASTAL FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 2	$136,965 / $115,950
2020	Plan NameCOASTAL FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 5 Assets BOY/EOY$425,783 / $136,965	2020	COASTAL FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	13 / 5	$425,783 / $136,965
2019	Plan NameCOASTAL FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 13 Assets BOY/EOY$1,105,305 / $425,783	2019	COASTAL FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	15 / 13	$1,105,305 / $425,783

Benefit & Retirement Plans based on Form 5500.

PPP Loans

150 River Rd, Montville, Nj 07045-8916 Industry:All Other Insurance Related Activities

Loan Date	Approved	Forgiven	Lender	Jobs
04/12/2020	Approved$282,500 Forgiven$286,107 LenderProvident Bank Jobs10	04/12/2020	$282,500	$286,107	Provident Bank	10

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Coastal Financial Group, Inc. Registered in New York	Parsippany, NJ	View Report
Coastal Financial Group, Inc. Registered in Florida	Boca Raton, FL	View Report
Coastal Elite Financial Group Inc. Registered in Florida	Palmetto, FL	View Report
Coastal Financial Group, Inc. Registered in Florida	Palm Harbor, FL	View Report
Coastal Financial Group, Inc. Registered in Wyoming	Cheyenne, WY	View Report
Coastal Financial Group, Inc. Registered in California	Oxnard, CA Santa Barbara, CA	View Report
Coastal Financial Group, Inc. Registered in North Carolina	Greenville, NC	View Report
Coastal Financial Group I, Inc. Registered in California	Los Alamitos, CA Rossmoor, CA	View Report
Coastal Associated Financial Group, Inc. Registered in California	Laguna Niguel, CA San Clemente, CA	View Report
Coastal Financial Group II, Inc. Registered in California	Los Angeles, CA Rossmoor, CA (1 more)	View Report

The following government agencies have contributed data:

New Jersey Division of Revenue and Enterprise Services U.S. Department of Labor U.S. Small Business Administration

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