How big is Coleman & Associates' plan?

Coleman & Associates' plan reported $3.1M in assets for 2022.

Original filing (PDF)20231011172144NAL0020498451001

Coleman & Associates

Name: Coleman & Associates — Coleman & Associates Defined, Form 5500 (2022)
Creator: Coleman & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coleman & Associates Defined Benefit Pension Plan

Defined-benefit pension plan · Coleman & Associates' Coleman & Associates Defined Benefit Pension Plan reported $3.1M in plan assets in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Coleman & Associates' EIN is 95-4024850.

EIN 95-4024850

Plan number 002

Plan year 2022

ACK ID 20231011172144NAL0020498451001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Coleman & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Coleman & Associates' plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score