Coleman Professional Services Employees Pension Plan — Form 5500 plan (Coleman Professional Services Inc.)
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 Pension Plan is a benefit plan reported by Coleman Professional Services Inc. under EIN 34-1240178 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,127 participants and $10,146,754 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coleman Professional Services Inc.
- EIN
- 34-1240178
- Plan number
- 001
- Plan type
- 2
- Location
- Kent, OH
- Latest filing year
- 2023
- Participants
- 1,127
- End-of-year plan assets
- $10,146,754
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,127 | H, C | 20241010121252NAL0020044321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,146,754
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,146,754
- Net assets (BOY)
- $9,554,439
Income & contributions
- Employer contributions
- $547,308
- Participant contributions
- $0
- Total contributions
- $547,308
- Total income / additions
- $1,919,107
Expenses & distributions
- Benefits paid
- $1,302,105
- Administrative expenses
- $24,687
- Total expenses
- $1,326,792
- Net increase / (decrease)
- $592,315
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,760 | $41,394 | 2023 |
| Peak Wealth Solutions Inc | NONE | $12,391 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory | NONE | $10,536 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coleman Professional Services Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Kent, OH
- American United Life Insurance Co — Schedule C compensation
- Peak Wealth Solutions Inc — Schedule C compensation
- Cbiz Investment Advisory — Schedule C compensation