Coleman Financial Consulting
Plan context: Coleman Financial Consulting Profit Sharing Plan
EIN 33-0394119 • Palos Verdes Peninsula, CA • 25 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,021,523
2024 Contributions
$2,500
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $1,021,523 | $2,500 | $1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%. |
| Coleman Financial Consulting Profit Sharing Plan | - | 2 | $1,021,523 | $2,500 | $1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%. |
| 2023 | 1 | 2 | $877,700 | $7,542 | $3,771iApproximate average salary by contribution assumption: employee only about $94,275 at 4% or $62,850 at 6%; with 50% employer match about $62,850 at 4% or $41,900 at 6%; with 100% employer match about $47,138 at 4% or $31,425 at 6%. |
| Coleman Financial Consulting Profit Sharing Plan | - | 2 | $877,700 | $7,542 | $3,771iApproximate average salary by contribution assumption: employee only about $94,275 at 4% or $62,850 at 6%; with 50% employer match about $62,850 at 4% or $41,900 at 6%; with 100% employer match about $47,138 at 4% or $31,425 at 6%. |
| 2022 | 1 | 2 | $696,903 | $4,419 | $2,210iApproximate average salary by contribution assumption: employee only about $55,238 at 4% or $36,825 at 6%; with 50% employer match about $36,825 at 4% or $24,550 at 6%; with 100% employer match about $27,619 at 4% or $18,413 at 6%. |
| Coleman Financial Consulting Profit Sharing Plan | - | 2 | $696,903 | $4,419 | $2,210iApproximate average salary by contribution assumption: employee only about $55,238 at 4% or $36,825 at 6%; with 50% employer match about $36,825 at 4% or $24,550 at 6%; with 100% employer match about $27,619 at 4% or $18,413 at 6%. |
| 2021 | 1 | 2 | $974,283 | $6,462 | $3,231iApproximate average salary by contribution assumption: employee only about $80,775 at 4% or $53,850 at 6%; with 50% employer match about $53,850 at 4% or $35,900 at 6%; with 100% employer match about $40,388 at 4% or $26,925 at 6%. |
| Coleman Financial Consulting Profit Sharing Plan | - | 2 | $974,283 | $6,462 | $3,231iApproximate average salary by contribution assumption: employee only about $80,775 at 4% or $53,850 at 6%; with 50% employer match about $53,850 at 4% or $35,900 at 6%; with 100% employer match about $40,388 at 4% or $26,925 at 6%. |
| 2020 | 1 | 2 | $818,956 | $4,081 | $2,041iApproximate average salary by contribution assumption: employee only about $51,013 at 4% or $34,008 at 6%; with 50% employer match about $34,008 at 4% or $22,672 at 6%; with 100% employer match about $25,506 at 4% or $17,004 at 6%. |
| Coleman Financial Consulting Profit Sharing Plan | - | 2 | $818,956 | $4,081 | $2,041iApproximate average salary by contribution assumption: employee only about $51,013 at 4% or $34,008 at 6%; with 50% employer match about $34,008 at 4% or $22,672 at 6%; with 100% employer match about $25,506 at 4% or $17,004 at 6%. |
| 2019 | 1 | 2 | $666,249 | $3,807 | $1,904iApproximate average salary by contribution assumption: employee only about $47,588 at 4% or $31,725 at 6%; with 50% employer match about $31,725 at 4% or $21,150 at 6%; with 100% employer match about $23,794 at 4% or $15,863 at 6%. |
| Coleman Financial Consulting Profit Sharing Plan | - | 2 | $666,249 | $3,807 | $1,904iApproximate average salary by contribution assumption: employee only about $47,588 at 4% or $31,725 at 6%; with 50% employer match about $31,725 at 4% or $21,150 at 6%; with 100% employer match about $23,794 at 4% or $15,863 at 6%. |
| 2018 | 1 | 3 | $515,704 | $6,946 | $2,315iApproximate average salary by contribution assumption: employee only about $57,883 at 4% or $38,589 at 6%; with 50% employer match about $38,589 at 4% or $25,726 at 6%; with 100% employer match about $28,942 at 4% or $19,294 at 6%. |
| Coleman Financial Consulting Profit Sharing Plan | - | 3 | $515,704 | $6,946 | $2,315iApproximate average salary by contribution assumption: employee only about $57,883 at 4% or $38,589 at 6%; with 50% employer match about $38,589 at 4% or $25,726 at 6%; with 100% employer match about $28,942 at 4% or $19,294 at 6%. |
| 2017 | 1 | 3 | $604,691 | $4,524 | $1,508iApproximate average salary by contribution assumption: employee only about $37,700 at 4% or $25,133 at 6%; with 50% employer match about $25,133 at 4% or $16,756 at 6%; with 100% employer match about $18,850 at 4% or $12,567 at 6%. |
| Coleman Financial Consulting Profit Sharing Plan | - | 3 | $604,691 | $4,524 | $1,508iApproximate average salary by contribution assumption: employee only about $37,700 at 4% or $25,133 at 6%; with 50% employer match about $25,133 at 4% or $16,756 at 6%; with 100% employer match about $18,850 at 4% or $12,567 at 6%. |
| 2016 | 1 | 3 | $476,844 | $4,714 | $1,571iApproximate average salary by contribution assumption: employee only about $39,283 at 4% or $26,189 at 6%; with 50% employer match about $26,189 at 4% or $17,459 at 6%; with 100% employer match about $19,642 at 4% or $13,094 at 6%. |
| Coleman Financial Consulting Profit Sharing Plan | - | 3 | $476,844 | $4,714 | $1,571iApproximate average salary by contribution assumption: employee only about $39,283 at 4% or $26,189 at 6%; with 50% employer match about $26,189 at 4% or $17,459 at 6%; with 100% employer match about $19,642 at 4% or $13,094 at 6%. |
| 2015 | 1 | 3 | $454,349 | $0 | - |
| Coleman Financial Consulting Profit Sharing Plan | - | 3 | $454,349 | - | - |
| 2014 | 1 | 3 | $384,970 | $0 | - |
| Coleman Financial Consulting Profit Sharing Plan | - | 3 | $384,970 | - | - |
| 2013 | 1 | 3 | $368,770 | $0 | - |
| Coleman Financial Consulting Profit Sharing Plan | - | 3 | $368,770 | - | - |
| 2012 | 1 | 3 | $305,601 | $0 | - |
| Coleman Financial Consulting Profit Sharing Plan | - | 3 | $305,601 | - | - |
| 2011 | 1 | 3 | $308,738 | $0 | - |
| Coleman Financial Consulting Profit Sharing Plan | - | 3 | $308,738 | - | - |
| 2010 | 1 | 3 | $343,685 | $22,508 | $7,503iApproximate average salary by contribution assumption: employee only about $187,567 at 4% or $125,044 at 6%; with 50% employer match about $125,044 at 4% or $83,363 at 6%; with 100% employer match about $93,783 at 4% or $62,522 at 6%. |
| Coleman Financial Consulting Profit Sharing Plan | - | 3 | $343,685 | $22,508 | $7,503iApproximate average salary by contribution assumption: employee only about $187,567 at 4% or $125,044 at 6%; with 50% employer match about $125,044 at 4% or $83,363 at 6%; with 100% employer match about $93,783 at 4% or $62,522 at 6%. |
| 2009 | 1 | 3 | $257,289 | $0 | - |
| Coleman Financial Consulting Profit Sharing Plan | - | 3 | $257,289 | - | - |
| 2008 | 1 | 3 | $179,959 | $0 | - |
| Coleman Financial Consulting Profit Sharing Plan | - | 3 | $179,959 | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Coleman Financial Consulting Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $248,976 | $0 | - |
| Coleman Financial Consulting Profit Sharing Plan | - | 3 | $248,976 | - | - |
| 2005 | 1 | 3 | $229,930 | $0 | - |
| Coleman Financial Consulting Profit Sharing Plan | - | 3 | $229,930 | - | - |
| 2004 | 1 | 3 | $227,895 | $14,767 | $4,922iApproximate average salary by contribution assumption: employee only about $123,058 at 4% or $82,039 at 6%; with 50% employer match about $82,039 at 4% or $54,693 at 6%; with 100% employer match about $61,529 at 4% or $41,019 at 6%. |
| Coleman Financial Consulting Profit Sharing Plan | - | 3 | $227,895 | $14,767 | $4,922iApproximate average salary by contribution assumption: employee only about $123,058 at 4% or $82,039 at 6%; with 50% employer match about $82,039 at 4% or $54,693 at 6%; with 100% employer match about $61,529 at 4% or $41,019 at 6%. |
| 2003 | 1 | 3 | $0 | $0 | - |
| Coleman Financial Consulting Profit Sharing Plan | - | 3 | - | - | - |
| 2002 | 1 | 3 | $0 | $0 | - |
| Coleman Financial Consulting Profit Sharing Plan | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Coleman Financial Consulting Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Coleman Financial Consulting Profit Sharing Plan | - | 3 | - | - | - |