Civic Intelligence

INSTITUTE FOR EFFECTIVE EDUCATION

Plan context: THE COLEMAN FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST

EIN 95-2268945 • San Diego, CA • 26 filings • 7 plans

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8515 Costa Verde Blvd Unit 1404San Diego, CA 92122-1145
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$325,390

2024 Contributions

$27,972

Historical Graphs

Total Assets Over Time

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

$325,390$162,695$0201920222024YearValue
$325,390Latest year 2024

Participants Over Time

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

169850200020102024YearValue
2Latest 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
202412$325,390$27,972$13,986iApproximate average salary by contribution assumption: employee only about $349,650 at 4% or $233,100 at 6%; with 50% employer match about $233,100 at 4% or $155,400 at 6%; with 100% employer match about $174,825 at 4% or $116,550 at 6%.
THE COLEMAN FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-2$325,390$27,972$13,986iApproximate average salary by contribution assumption: employee only about $349,650 at 4% or $233,100 at 6%; with 50% employer match about $233,100 at 4% or $155,400 at 6%; with 100% employer match about $174,825 at 4% or $116,550 at 6%.
202312$285,517$55,655$27,828iApproximate average salary by contribution assumption: employee only about $695,688 at 4% or $463,792 at 6%; with 50% employer match about $463,792 at 4% or $309,194 at 6%; with 100% employer match about $347,844 at 4% or $231,896 at 6%.
THE COLEMAN FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-2$285,517$55,655$27,828iApproximate average salary by contribution assumption: employee only about $695,688 at 4% or $463,792 at 6%; with 50% employer match about $463,792 at 4% or $309,194 at 6%; with 100% employer match about $347,844 at 4% or $231,896 at 6%.
202212$220,228$63,785$31,893iApproximate average salary by contribution assumption: employee only about $797,313 at 4% or $531,542 at 6%; with 50% employer match about $531,542 at 4% or $354,361 at 6%; with 100% employer match about $398,656 at 4% or $265,771 at 6%.
THE COLEMAN FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-2$220,228$63,785$31,893iApproximate average salary by contribution assumption: employee only about $797,313 at 4% or $531,542 at 6%; with 50% employer match about $531,542 at 4% or $354,361 at 6%; with 100% employer match about $398,656 at 4% or $265,771 at 6%.
202112$156,520$62,079$31,040iApproximate average salary by contribution assumption: employee only about $775,988 at 4% or $517,325 at 6%; with 50% employer match about $517,325 at 4% or $344,883 at 6%; with 100% employer match about $387,994 at 4% or $258,663 at 6%.
THE COLEMAN FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-2$156,520$62,079$31,040iApproximate average salary by contribution assumption: employee only about $775,988 at 4% or $517,325 at 6%; with 50% employer match about $517,325 at 4% or $344,883 at 6%; with 100% employer match about $387,994 at 4% or $258,663 at 6%.
20206169$96,991$58,621$347iApproximate average salary by contribution assumption: employee only about $8,672 at 4% or $5,781 at 6%; with 50% employer match about $5,781 at 4% or $3,854 at 6%; with 100% employer match about $4,336 at 4% or $2,891 at 6%.
THE COLEMAN FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-2$96,991$58,621$29,311iApproximate average salary by contribution assumption: employee only about $732,763 at 4% or $488,508 at 6%; with 50% employer match about $488,508 at 4% or $325,672 at 6%; with 100% employer match about $366,381 at 4% or $244,254 at 6%.
The Institute for Effective Education Dental Plan-137---
The Institute for Effective Education Health and Welfare Benefits Plan-126---
The Institute for Effective Education Health and Welfare Benefits Plan-107---
The Institute for Effective Education Health and Welfare Benefits Plan-106---
The Institute for Effective Education Ltd Plan-169---
20194119$38,533$38,303$322iApproximate average salary by contribution assumption: employee only about $8,047 at 4% or $5,365 at 6%; with 50% employer match about $5,365 at 4% or $3,576 at 6%; with 100% employer match about $4,023 at 4% or $2,682 at 6%.
THE COLEMAN FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-2$38,533$38,303$19,152iApproximate average salary by contribution assumption: employee only about $478,788 at 4% or $319,192 at 6%; with 50% employer match about $319,192 at 4% or $212,794 at 6%; with 100% employer match about $239,394 at 4% or $159,596 at 6%.
The Institute for Effective Education Dental Plan-0---
The Institute for Effective Education Health and Welfare Benefits Plan-119---
The Institute for Effective Education Ltd Plan-0---
20121144$0$0-
The Institute for Effective Education Health and Welfare Benefits Plan-144---
20111151$0$0-
The Institute for Effective Education Health and Welfare Benefits Plan-151---
20101163$0$0-
The Institute for Effective Education Health and Welfare Benefits Plan-163---
20091169$0$0-
The Institute for Effective Education Health and Welfare Benefits Plan-169---
20071152$0$0-
The Institute for Effective Education Health and Welfare Benefits Plan-152---
20061152$0$0-
The Institute for Effective Education Health and Welfare Benefits Plan-152---
20051154$0$0-
The Institute for Effective Education Health and Welfare Benefits Plan-154---
20041165$0$0-
The Institute for Effective Education Health and Welfare Benefits Plan-165---
20031164$0$0-
The Institute for Effective Education Health and Welfare Benefits Plan-164---
20021165$0$0-
The Institute for Effective Education Health and Welfare Benefits Plan-165---
20011156$0$0-
The Institute for Effective Education Health and Welfare Benefits Plan-156---
20001129$0$0-
The Institute for Effective Education Health and Welfare Benefits Plan-129---