· 2022–2024 · DOL EFAST2

Coleman & Associates CPA'S, Ltd. — Coleman &, Form 5500 (2025)

Original filing (PDF)20260513061158NAL0006068787001

Coleman & Associates CPA'S, Ltd.

Form 5500-SF

FILING_RECEIVED

Coleman & Associates CPA'S, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Coleman & Associates CPA'S, Ltd.'s Coleman & Associates CPA'S, Ltd. 401(k) Profit Sharing Plan held $8.2M in plan assets for 8 participants in 2025.

Signals · 1

High average account balance

Active participants

8

Accounts w/ balance

9

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

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

83

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLEMAN & ASSOCIATES CPA'S, LTD..

Plan sponsor

Name

COLEMAN & ASSOCIATES CPA'S, LTD.

EIN

36-3206172all filings

Address

8745 W. HIGGINS ROAD, SUITE 360 · CHICAGO, IL · 60631

Phone

(773) 444-3100

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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 CPA Offices plans

Harvey Altman & Company, CPA, PC

Harvey Altman & Company, CPA, PC 401(k) Plan

$8.2M · 16 participants

Smith Mandel & Associates, LLP

Smith Mandel & Associates Profit Sharing Plan

$8.2M · 17 participants

Carlsonsv 401(k) Plan

$8.2M · 66 participants

Meadows, Urquhart, Acree & Cook, LLP

Meadows, Urquhart, Acree& Cook, LLP 401(k) Profit Sharing Plan and Trust

$8.2M · 31 participants

The Hechtman Group, LLC

The Hechtman Group, LLC 401(k) Plan & Trust

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.