Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Coleman Professional Services Employees 403b Plan is a benefit plan reported by Coleman Professional Services Inc. under EIN 34-1240178 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,222 participants and $13,675,686 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,675,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,675,686
- Net assets (BOY)
- $11,864,655
Income & contributions
- Employer contributions
- $145,577
- Participant contributions
- $1,642,529
- Total contributions
- $1,861,543
- Total income / additions
- $3,365,797
Expenses & distributions
- Benefits paid
- $1,509,636
- Administrative expenses
- $45,130
- Total expenses
- $1,554,766
- Net increase / (decrease)
- $1,811,031