Coleman Engineering Company Retirement Plan — Form 5500 plan (Coleman Engineering Company)
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 Engineering Company Retirement Plan is a benefit plan reported by Coleman Engineering Company under EIN 38-2234910 and plan number 002. The latest loaded filing year is 2023. The filing reports 141 participants and $9,358,626 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coleman Engineering Company
- EIN
- 38-2234910
- Plan number
- 002
- Plan type
- 2
- Location
- Iron Mountain, MI
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $9,358,626
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20241004090945NAL0020094352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,358,626
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,358,626
- Net assets (BOY)
- $7,798,381
Income & contributions
- Employer contributions
- $244,078
- Participant contributions
- $511,061
- Total contributions
- $771,263
- Total income / additions
- $2,496,789
Expenses & distributions
- Benefits paid
- $936,044
- Administrative expenses
- $500
- Total expenses
- $936,544
- Net increase / (decrease)
- $1,560,245
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $500 | $0 | 2023 |