How big is Coleman and Dastrup, PLLC's plan?

Coleman and Dastrup, PLLC's plan reported $1.5M in assets and 13 participants for 2023.

Original filing (PDF)20240718112754NAL0005439473001

Coleman and Dastrup, PLLC

Name: Coleman and Dastrup, PLLC — Coleman and Dastrup, Form 5500 (2023)
Creator: Coleman and Dastrup, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coleman and Dastrup Retirement Plan & Trust

401(k) retirement plan · Coleman and Dastrup, PLLC's Coleman and Dastrup Retirement Plan & Trust held $1.5M in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Coleman and Dastrup, PLLC's EIN is 87-2579301.

EIN 87-2579301

Plan number 001

Plan year 2023

ACK ID 20240718112754NAL0005439473001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Coleman and Dastrup, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Coleman and Dastrup, PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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