Original filing (PDF)20231011172144NAL0020498451001

COLEMAN & ASSOCIATES

Name: COLEMAN & ASSOCIATES — COLEMAN & ASSOCIATES DEFINED BENEFIT PENSION PLAN, Form 5500 (2022)
Creator: COLEMAN & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

COLEMAN & ASSOCIATES DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLEMAN & ASSOCIATES.

Plan sponsor

Name

COLEMAN & ASSOCIATES

EIN

95-4024850

Address

601 GARDEN LANE · PASADENA, CA · 91105

Phone

(626) 993-1590

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-11

Pension benefit codes

1A · Pay-related DB formula

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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