Plan5500

Coats Rose, P.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Coats Rose, P.C. (EIN 76-0294490) is a plan sponsor located in Houston, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
76-0294490
Location
Houston, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Coats Rose, P.C.

  • 2 loaded plans hold $62.4M in reported assets.
  • The largest, Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 301 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$62.4MSummed across loaded plans$62,353,092
Total reported assets$62.4M$62,353,092
Total reported participants301
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$62.4M total assets
Net assets$62.4MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$1.3M
Total income / additions$14.4M
Expenses & distributions
Benefits paid / distributions$9.4M
Total expenses$9.4M
Net increase / (decrease)$5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan And Trust
Participants per plan151Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan And Trust$62.4M
    Plan #002 · 181 participants · 2023
  2. 2
    Coats Rose, P.C. Employees' Consolidated Group Health And Welfare Benefits Plannot reported in the loaded dataset
    Plan #502 · 120 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Coats Rose, P.C.. Open one for its full reported snapshot.

  1. 2023
    Coats Rose, P.C. Employees' Consolidated Group Health And Welfare Benefits Plan120 participants · 2No schedules
    View filing →
  2. 2023
    Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan And Trust181 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Coats Rose, P.C. report on Form 5500?
Coats Rose, P.C. (EIN 76-0294490) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Coats Rose, P.C.?
The Employer Identification Number (EIN) reported for Coats Rose, P.C. is 76-0294490.
What is the latest Form 5500 filing year for Coats Rose, P.C.?
The latest loaded Form 5500 filing year for Coats Rose, P.C. is 2023.

Related Form 5500 pages