How big is Brian Coleman DDS Profit Sharing Plan's plan?

Brian Coleman DDS Profit Sharing Plan's plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20251001072456NAL0017529667001

Brian Coleman DDS Profit Sharing Plan

Name: Brian Coleman DDS Profit Sharing Plan — Form 5500 (2024)
Creator: Brian Coleman DDS Profit Sharing Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan · Brian Coleman DDS Profit Sharing Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Brian Coleman DDS Profit Sharing Plan's EIN is 23-2912238.

EIN 23-2912238

Plan number 001

Plan year 2024

ACK ID 20251001072456NAL0017529667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brian Coleman DDS Profit Sharing Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brian Coleman DDS Profit Sharing Plan's plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIAN COLEMAN DDS PROFIT SHARING PLAN.

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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