2023 Form 5500 filing — Coleman Engineering Company Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004090945NAL0020094352001) for Coleman Engineering Company Retirement Plan, reported by Coleman Engineering Company under EIN 38-2234910 and plan number 002. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004090945NAL0020094352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coleman Engineering Company
- EIN
- 38-2234910
- Plan number
- 002
- Location
- Iron Mountain, MI
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,358,626
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,358,626
- Employer contributions
- $244,078
- Participant contributions
- $511,061
- Total income / additions
- $2,496,789
- Benefits paid
- $936,044
- Administrative expenses
- $500
- Total expenses
- $936,544
- Net increase / (decrease)
- $1,560,245
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $500 | $0 |