Original filing (PDF)20250311133344NAL0010720739001

CAROSELLI, BEACHLER & COLEMAN, LLC

Name: CAROSELLI, BEACHLER & COLEMAN, LLC — CAROSELLI, BEACHLER & COLEMAN PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CAROSELLI, BEACHLER & COLEMAN, LLC

Form 5500-SF

FILING_RECEIVED

CAROSELLI, BEACHLER & COLEMAN PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.6M

Net assets (EOY)

$15.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAROSELLI, BEACHLER & COLEMAN, LLC.

Plan sponsor

Name

CAROSELLI, BEACHLER & COLEMAN, LLC

EIN

25-1232007

Address

20 STANWIX STREET · SEVENTH FLOOR · PITTSBURGH, PA · 15222

Phone

(412) 391-9860

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

DOWNEY, CLEVELAND, LLP

DOWNEY, CLEVELAND, LLP PROFIT SHARING PLAN

$15.6M · 35 participants

CANTILO & BENNETT, L.L.P.

CANTILO & BENNETT, L.L.P. 401(K) PLAN AND TRUST

$15.6M · 24 participants

MEYER, DARRAGH, BUCKLER, BEBENEK & ECK

MEYER, DARRAGH, BUCKLER, BEBENEK, & ECK RETIREMENT SAVINGS PLAN & TRUST

$15.6M · 35 participants

LAW OFFICES OF PETER T. NICHOLL

LAW OFFICE OF PETER T. NICHOLL 401(K) PROFIT SHARING PLAN

$15.7M · 42 participants

GORANSON BAIN AUSLEY, PLLC