How big is Peter Coeler's plan?

Peter Coeler's plan reported $466K in assets and 91 participants for 2023.

Original filing (PDF)20240703190551NAL0004863827001

Peter Coeler

Name: Peter Coeler — PAC Properties 401(k) Plan, Form 5500 (2023)
Creator: Peter Coeler
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PAC Properties 401(k) Plan

401(k) retirement plan · Peter Coeler's PAC Properties 401(k) Plan held $466K in plan assets for 91 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$466K

Net assets (EOY)

$466K

Plan identifiers

Peter Coeler's EIN is 73-1636226.

EIN 73-1636226

Plan number 001

Plan year 2023

ACK ID 20240703190551NAL0004863827001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Peter Coeler from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Peter Coeler's plan includes a 401(k) feature, 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 PETER COELER.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

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

Plan sponsor

Name

PETER COELER

EIN

all filings

Address

12716 RIVERSIDE DR · VALLEY VILLAGE, CA · 91607

Phone

(661) 253-2527

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-03

Pension benefit codes

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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