Original filing (PDF)20250723152437NAL0001990739001

JEFFREY P. COLEMAN PA

Name: JEFFREY P. COLEMAN PA — JEFFREY P. COLEMAN PA 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JEFFREY P. COLEMAN PA

Form 5500-SF

FILING_RECEIVED

JEFFREY P. COLEMAN PA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$519K

Net assets (EOY)

$519K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY P. COLEMAN PA.

Plan sponsor

Name

JEFFREY P. COLEMAN PA

EIN

59-3464883all filings

Address

581 SOUTH DUNCAN AVE · CLEARWATER, FL · 33756

Phone

(727) 461-7474

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

2025-07-23

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

JOSEPH M. MAUS, P.A.

JOSEPH M. MAUS, P.A. 401(K) PLAN

$519K · 9 participants

LAW OFFICE OF MARIBEL LAFONTAINE, P.C.

LAW OFFICE OF MARIBEL LAFONTAINE 401K PSP

$519K · 5 participants

DAVID C. GILMORE ATTORMEY AT LAW

DAVID C. GILMORE 401(K) PROFIT SHARING PLAN

$519K

ECOFF CAMPAIN & TILLES LLP

ECOFF CAMPAIN TILLES LLP 401(K) PLAN

$519K · 11 participants

MATT WHITE LAW, PC

MONTY WHITE LLP CASH BALANCE PLAN

$519K · 2 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.