How big is Coates Heater Mfg, Inc.'s plan?

Coates Heater Mfg, Inc.'s plan reported $2.0M in assets and 6 participants for 2024.

Original filing (PDF)20250630162402NAL0006680275001

Coates Heater Mfg, Inc.

Name: Coates Heater Mfg, Inc. — Coates Heater Mfg, Inc., Form 5500 (2024)
Creator: Coates Heater Mfg, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coates Heater Mfg, Inc. 401(k) Plan

401(k) retirement plan · Coates Heater Mfg, Inc.'s Coates Heater Mfg, Inc. 401(k) Plan held $2.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Justin Heinen signed Coates Heater Mfg, Inc.'s 2024 Form 5500 as plan administrator.

Justin Heinen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Coates Heater Mfg, Inc.'s EIN is 46-4693793.

EIN 46-4693793

Plan number 001

Plan year 2024

ACK ID 20250630162402NAL0006680275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coates Heater Mfg, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coates Heater Mfg, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COATES HEATER MFG, INC..

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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