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  5. COASTAL PENSION CONSULTANTS, INC.

COASTAL PENSION CONSULTANTS, INC. - Florida Company Profile

Company Details

Entity Name: COASTAL PENSION CONSULTANTS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

COASTAL PENSION CONSULTANTS, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 24 Sep 2002 (23 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 27 Jan 2003 (22 years ago)
Document Number: P02000104307
FEI/EIN Number 383661233

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 595 HOLLOW RIDGE RD, PALM HARBOR, FL, 34683, US
Mail Address: PO BOX 1350, PALM HARBOR, FL, 34682-1350, US
ZIP code: 34683
County: Pinellas
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COASTAL PENSION CONSULTANTS, INC. 401(K) PLAN 2023 383661233 2024-07-10 COASTAL PENSION CONSULTANTS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 7277811807
Plan sponsor’s address 595 HOLLOW RIDGE ROD, PALM HARBOR, FL, 34683

Plan administrator’s name and address
Administrator’s EIN 383661233
Plan administrator’s name COASTAL PENSION CONSULTANTS, INC.
Plan administrator’s address PO BOX 1350, PALM HARBOR, FL, 346821350
Administrator’s telephone number 7277811807
COASTAL PENSION CONSULTANTS, INC. 401(K) PLAN 2022 383661233 2023-09-05 COASTAL PENSION CONSULTANTS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 7277811807
Plan sponsor’s address 595 HOLLOW RIDGE ROD, PALM HARBOR, FL, 34683

Plan administrator’s name and address
Administrator’s EIN 383661233
Plan administrator’s name COASTAL PENSION CONSULTANTS, INC.
Plan administrator’s address PO BOX 1350, PALM HARBOR, FL, 346821350
Administrator’s telephone number 7277811807
COASTAL PENSION CONSULTANTS, INC. 401(K) PLAN 2021 383661233 2022-04-21 COASTAL PENSION CONSULTANTS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 7277811807
Plan sponsor’s address 595 HOLLOW RIDGE ROD, PALM HARBOR, FL, 34683

Plan administrator’s name and address
Administrator’s EIN 383661233
Plan administrator’s name COASTAL PENSION CONSULTANTS, INC.
Plan administrator’s address PO BOX 1350, PALM HARBOR, FL, 346821350
Administrator’s telephone number 7277811807
COASTAL PENSION CONSULTANTS, INC. 401(K) PLAN 2020 383661233 2021-07-29 COASTAL PENSION CONSULTANTS, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 7277811807
Plan sponsor’s address 595 HOLLOW RIDGE ROD, PALM HARBOR, FL, 34683

Plan administrator’s name and address
Administrator’s EIN 383661233
Plan administrator’s name COASTAL PENSION CONSULTANTS, INC.
Plan administrator’s address PO BOX 1350, PALM HARBOR, FL, 346821350
Administrator’s telephone number 7277811807

Signature of
Role Plan administrator
Date 2021-07-29
Name of individual signing DENISE M HERRICK
Valid signature Filed with authorized/valid electronic signature
COASTAL PENSION CONSULTANTS, INC. 401(K) PLAN 2019 383661233 2020-07-17 COASTAL PENSION CONSULTANTS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 7277811807
Plan sponsor’s address 595 HOLLOW RIDGE ROD, PALM HARBOR, FL, 34683

Plan administrator’s name and address
Administrator’s EIN 383661233
Plan administrator’s name COASTAL PENSION CONSULTANTS, INC.
Plan administrator’s address PO BOX 1350, PALM HARBOR, FL, 346821350
Administrator’s telephone number 7277811807
COASTAL PENSION CONSULTANTS, INC. 401(K) PLAN 2018 383661233 2019-10-02 COASTAL PENSION CONSULTANTS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 7277811807
Plan sponsor’s address 595 HOLLOW RIDGE ROD, PALM HARBOR, FL, 34683

Plan administrator’s name and address
Administrator’s EIN 383661233
Plan administrator’s name COASTAL PENSION CONSULTANTS, INC.
Plan administrator’s address PO BOX 1350, PALM HARBOR, FL, 346821350
Administrator’s telephone number 7277811807

Signature of
Role Plan administrator
Date 2019-10-02
Name of individual signing DENISE M HERRICK
Valid signature Filed with authorized/valid electronic signature
COASTAL PENSION CONSULTANTS, INC. 401(K) PLAN 2017 383661233 2018-09-26 COASTAL PENSION CONSULTANTS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 7277811807
Plan sponsor’s address 595 HOLLOW RIDGE ROD, PALM HARBOR, FL, 34683

Plan administrator’s name and address
Administrator’s EIN 383661233
Plan administrator’s name COASTAL PENSION CONSULTANTS, INC.
Plan administrator’s address PO BOX 1350, PALM HARBOR, FL, 346821350
Administrator’s telephone number 7277811807
COASTAL PENSION CONSULTANTS, INC. 401(K) PLAN 2016 383661233 2018-01-10 COASTAL PENSION CONSULTANTS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 7277811807
Plan sponsor’s address 595 HOLLOW RIDGE ROD, PALM HARBOR, FL, 34683

Plan administrator’s name and address
Administrator’s EIN 383661233
Plan administrator’s name COASTAL PENSION CONSULTANTS, INC.
Plan administrator’s address PO BOX 1350, PALM HARBOR, FL, 346821350
Administrator’s telephone number 7277811807

Signature of
Role Plan administrator
Date 2018-01-10
Name of individual signing DENISE M HERRICK
Valid signature Filed with authorized/valid electronic signature
COASTAL PENSION CONSULTANTS, INC. 401(K) PLAN 2015 383661233 2016-10-16 COASTAL PENSION CONSULTANTS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 7277811807
Plan sponsor’s address 595 HOLLOW RIDGE ROD, PALM HARBOR, FL, 34683

Plan administrator’s name and address
Administrator’s EIN 383661233
Plan administrator’s name COASTAL PENSION CONSULTANTS, INC.
Plan administrator’s address PO BOX 1350, PALM HARBOR, FL, 346821350
Administrator’s telephone number 7277811807
COASTAL PENSION CONSULTANTS, INC. 401(K) PLAN 2014 383661233 2015-10-02 COASTAL PENSION CONSULTANTS, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 7277811807
Plan sponsor’s address 595 HOLLOW RIDGE ROD, PALM HARBOR, FL, 34683

Plan administrator’s name and address
Administrator’s EIN 383661233
Plan administrator’s name COASTAL PENSION CONSULTANTS, INC.
Plan administrator’s address PO BOX 1350, PALM HARBOR, FL, 346821350
Administrator’s telephone number 7277811807

Signature of
Role Plan administrator
Date 2015-10-02
Name of individual signing DENISE M HERRICK
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
HERRICK DENISE M Director 595 HOLLOW RIDGE RD, PALM HARBOR, FL, 34683
HERRICK DENISE M Agent 595 Hollow Ridge Rd, Palm Harbor, FL, 34683

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2021-04-09 HERRICK, DENISE M -
CHANGE OF PRINCIPAL ADDRESS 2016-04-15 595 HOLLOW RIDGE RD, PALM HARBOR, FL 34683 -
REGISTERED AGENT ADDRESS CHANGED 2016-04-15 595 Hollow Ridge Rd, Palm Harbor, FL 34683 -
CHANGE OF MAILING ADDRESS 2010-03-30 595 HOLLOW RIDGE RD, PALM HARBOR, FL 34683 -
NAME CHANGE AMENDMENT 2003-01-27 COASTAL PENSION CONSULTANTS, INC. -

Documents

Name Date
ANNUAL REPORT 2024-03-13
ANNUAL REPORT 2023-04-11
ANNUAL REPORT 2022-03-08
ANNUAL REPORT 2021-04-09
ANNUAL REPORT 2020-03-11
ANNUAL REPORT 2019-03-15
ANNUAL REPORT 2018-04-17
ANNUAL REPORT 2017-04-24
ANNUAL REPORT 2016-04-15
ANNUAL REPORT 2015-04-20

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5907107306 2020-04-30 0455 PPP 595 Hollow Ridge Rd, Palm Harbor, FL, 34683
Loan Status Date 2021-07-14
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 7300
Loan Approval Amount (current) 7300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 2408
Servicing Lender Name Regions Bank
Servicing Lender Address 1900 Fifth Avenue North, BIRMINGHAM, AL, 35203
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Palm Harbor, PINELLAS, FL, 34683-0001
Project Congressional District FL-13
Number of Employees 2
NAICS code 541990
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 2408
Originating Lender Name Regions Bank
Originating Lender Address BIRMINGHAM, AL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 7379.6
Forgiveness Paid Date 2021-06-04

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Companies related by address

595 HOLLOW RIDGE RD, PALM HARBOR, FL, 34683, US

CARD, HERRICK & ASSOCIATES, INC.

PO BOX 1350, PALM HARBOR, FL, 34682-1350, US

SCANNING INNOVATIONS, LLC

Date of last update: 02 Apr 2025

Sources: Florida Department of State

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