Civic Intelligence

Jeffrey P Coleman P A

Plan context: Jeffrey P. Coleman Pa 401 K Profit Sharing Plan Trust

EIN 59-3464883 • Clearwater, FL • 14 filings • 2 plans

581 South Duncan AveClearwater, FL 33756
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$518,989

2024 Contributions

$43,188

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$518,989$259,495$0201120182024YearValue
$518,989Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

840201120182024YearValue
7Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202417$518,989$43,188$6,170iApproximate average salary by contribution assumption: employee only about $154,243 at 4% or $102,829 at 6%; with 50% employer match about $102,829 at 4% or $68,552 at 6%; with 100% employer match about $77,121 at 4% or $51,414 at 6%.
Jeffrey P. Coleman Pa 401 K Profit Sharing Plan Trust-7$518,989$43,188$6,170iApproximate average salary by contribution assumption: employee only about $154,243 at 4% or $102,829 at 6%; with 50% employer match about $102,829 at 4% or $68,552 at 6%; with 100% employer match about $77,121 at 4% or $51,414 at 6%.
202317$450,172$57,531$8,219iApproximate average salary by contribution assumption: employee only about $205,468 at 4% or $136,979 at 6%; with 50% employer match about $136,979 at 4% or $91,319 at 6%; with 100% employer match about $102,734 at 4% or $68,489 at 6%.
Jeffrey P. Coleman Pa 401 K Profit Sharing Plan Trust-7$450,172$57,531$8,219iApproximate average salary by contribution assumption: employee only about $205,468 at 4% or $136,979 at 6%; with 50% employer match about $136,979 at 4% or $91,319 at 6%; with 100% employer match about $102,734 at 4% or $68,489 at 6%.
202217$393,885$25,087$3,584iApproximate average salary by contribution assumption: employee only about $89,596 at 4% or $59,731 at 6%; with 50% employer match about $59,731 at 4% or $39,821 at 6%; with 100% employer match about $44,798 at 4% or $29,865 at 6%.
Jeffrey P. Coleman Pa 401 K Profit Sharing Plan Trust-7$393,885$25,087$3,584iApproximate average salary by contribution assumption: employee only about $89,596 at 4% or $59,731 at 6%; with 50% employer match about $59,731 at 4% or $39,821 at 6%; with 100% employer match about $44,798 at 4% or $29,865 at 6%.
202117$447,855$23,151$3,307iApproximate average salary by contribution assumption: employee only about $82,682 at 4% or $55,121 at 6%; with 50% employer match about $55,121 at 4% or $36,748 at 6%; with 100% employer match about $41,341 at 4% or $27,561 at 6%.
Jeffrey P. Coleman Pa 401 K Profit Sharing Plan Trust-7$447,855$23,151$3,307iApproximate average salary by contribution assumption: employee only about $82,682 at 4% or $55,121 at 6%; with 50% employer match about $55,121 at 4% or $36,748 at 6%; with 100% employer match about $41,341 at 4% or $27,561 at 6%.
202018$420,363$21,560$2,695iApproximate average salary by contribution assumption: employee only about $67,375 at 4% or $44,917 at 6%; with 50% employer match about $44,917 at 4% or $29,944 at 6%; with 100% employer match about $33,688 at 4% or $22,458 at 6%.
Jeffrey P. Coleman Pa 401 K Profit Sharing Plan Trust-8$420,363$21,560$2,695iApproximate average salary by contribution assumption: employee only about $67,375 at 4% or $44,917 at 6%; with 50% employer match about $44,917 at 4% or $29,944 at 6%; with 100% employer match about $33,688 at 4% or $22,458 at 6%.
201917$377,064$46,782$6,683iApproximate average salary by contribution assumption: employee only about $167,079 at 4% or $111,386 at 6%; with 50% employer match about $111,386 at 4% or $74,257 at 6%; with 100% employer match about $83,539 at 4% or $55,693 at 6%.
Jeffrey P. Coleman Pa 401 K Profit Sharing Plan Trust-7$377,064$46,782$6,683iApproximate average salary by contribution assumption: employee only about $167,079 at 4% or $111,386 at 6%; with 50% employer match about $111,386 at 4% or $74,257 at 6%; with 100% employer match about $83,539 at 4% or $55,693 at 6%.
201817$273,274$14,787$2,112iApproximate average salary by contribution assumption: employee only about $52,811 at 4% or $35,207 at 6%; with 50% employer match about $35,207 at 4% or $23,471 at 6%; with 100% employer match about $26,405 at 4% or $17,604 at 6%.
Jeffrey P. Coleman Pa 401 K Profit Sharing Plan Trust-7$273,274$14,787$2,112iApproximate average salary by contribution assumption: employee only about $52,811 at 4% or $35,207 at 6%; with 50% employer match about $35,207 at 4% or $23,471 at 6%; with 100% employer match about $26,405 at 4% or $17,604 at 6%.
201718$281,329$26,407$3,301iApproximate average salary by contribution assumption: employee only about $82,522 at 4% or $55,015 at 6%; with 50% employer match about $55,015 at 4% or $36,676 at 6%; with 100% employer match about $41,261 at 4% or $27,507 at 6%.
Jeffrey P. Coleman Pa 401 K Profit Sharing Plan Trust-8$281,329$26,407$3,301iApproximate average salary by contribution assumption: employee only about $82,522 at 4% or $55,015 at 6%; with 50% employer match about $55,015 at 4% or $36,676 at 6%; with 100% employer match about $41,261 at 4% or $27,507 at 6%.
201617$226,756$27,371$3,910iApproximate average salary by contribution assumption: employee only about $97,754 at 4% or $65,169 at 6%; with 50% employer match about $65,169 at 4% or $43,446 at 6%; with 100% employer match about $48,877 at 4% or $32,585 at 6%.
Jeffrey P. Coleman Pa 401 K Profit Sharing Plan Trust-7$226,756$27,371$3,910iApproximate average salary by contribution assumption: employee only about $97,754 at 4% or $65,169 at 6%; with 50% employer match about $65,169 at 4% or $43,446 at 6%; with 100% employer match about $48,877 at 4% or $32,585 at 6%.
201517$187,687$48,558$6,937iApproximate average salary by contribution assumption: employee only about $173,421 at 4% or $115,614 at 6%; with 50% employer match about $115,614 at 4% or $77,076 at 6%; with 100% employer match about $86,711 at 4% or $57,807 at 6%.
Jeffrey P. Coleman Pa 401 K Profit Sharing Plan Trust-7$187,687$48,558$6,937iApproximate average salary by contribution assumption: employee only about $173,421 at 4% or $115,614 at 6%; with 50% employer match about $115,614 at 4% or $77,076 at 6%; with 100% employer match about $86,711 at 4% or $57,807 at 6%.
201415$141,581$23,101$4,620iApproximate average salary by contribution assumption: employee only about $115,505 at 4% or $77,003 at 6%; with 50% employer match about $77,003 at 4% or $51,336 at 6%; with 100% employer match about $57,753 at 4% or $38,502 at 6%.
Jeffrey P. Coleman Pa 401 K Profit Sharing Plan Trust-5$141,581$23,101$4,620iApproximate average salary by contribution assumption: employee only about $115,505 at 4% or $77,003 at 6%; with 50% employer match about $77,003 at 4% or $51,336 at 6%; with 100% employer match about $57,753 at 4% or $38,502 at 6%.
201315$108,780$25,983$5,197iApproximate average salary by contribution assumption: employee only about $129,915 at 4% or $86,610 at 6%; with 50% employer match about $86,610 at 4% or $57,740 at 6%; with 100% employer match about $64,958 at 4% or $43,305 at 6%.
Jeffrey P. Coleman Pa 401 K Profit Sharing Plan Trust-5$108,780$25,983$5,197iApproximate average salary by contribution assumption: employee only about $129,915 at 4% or $86,610 at 6%; with 50% employer match about $86,610 at 4% or $57,740 at 6%; with 100% employer match about $64,958 at 4% or $43,305 at 6%.
201215$69,449$62,453$12,491iApproximate average salary by contribution assumption: employee only about $312,265 at 4% or $208,177 at 6%; with 50% employer match about $208,177 at 4% or $138,784 at 6%; with 100% employer match about $156,133 at 4% or $104,088 at 6%.
Jeffrey P. Coleman Pa 401 K Profit Sharing Plan Trust-5$69,449$62,453$12,491iApproximate average salary by contribution assumption: employee only about $312,265 at 4% or $208,177 at 6%; with 50% employer match about $208,177 at 4% or $138,784 at 6%; with 100% employer match about $156,133 at 4% or $104,088 at 6%.
201113$4,008$3,934$1,311iApproximate average salary by contribution assumption: employee only about $32,783 at 4% or $21,856 at 6%; with 50% employer match about $21,856 at 4% or $14,570 at 6%; with 100% employer match about $16,392 at 4% or $10,928 at 6%.
Jeffrey P. Coleman Pa 401 K Profit Sharing Plan Trust-3$4,008$3,934$1,311iApproximate average salary by contribution assumption: employee only about $32,783 at 4% or $21,856 at 6%; with 50% employer match about $21,856 at 4% or $14,570 at 6%; with 100% employer match about $16,392 at 4% or $10,928 at 6%.