Civic Intelligence

Coleman & Associates

Plan context: COLEMAN & ASSOCIATES DEFINED BENEFIT PENSION PLAN

EIN 95-4024850 • Pasadena, CA • 27 filings • 3 plans

601 Garden LanePasadena, CA 91105
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$3,121,379

2022 Contributions

$75,000

Historical Graphs

Total Assets Over Time

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

$4,384,608$2,192,304$0199920112022YearValue
$3,121,379Latest year 2022

Participants Over Time

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

1580199920112022YearValue
2Latest year 2022

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
202212$3,121,379$0-
COLEMAN & ASSOCIATES DEFINED BENEFIT PENSION PLAN-2$3,121,379$0-
202115$4,384,608$0-
COLEMAN & ASSOCIATES DEFINED BENEFIT PENSION PLAN-5$4,384,608$0-
202015$3,837,485$75,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
COLEMAN & ASSOCIATES DEFINED BENEFIT PENSION PLAN-5$3,837,485$75,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201915$3,276,424$155,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
COLEMAN & ASSOCIATES DEFINED BENEFIT PENSION PLAN-5$3,276,424$155,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
201817$2,711,122$400,000$57,143iApproximate average salary by contribution assumption: employee only about $1,428,571 at 4% or $952,381 at 6%; with 50% employer match about $952,381 at 4% or $634,921 at 6%; with 100% employer match about $714,286 at 4% or $476,190 at 6%.
COLEMAN & ASSOCIATES DEFINED BENEFIT PENSION PLAN-7$2,711,122$400,000$57,143iApproximate average salary by contribution assumption: employee only about $1,428,571 at 4% or $952,381 at 6%; with 50% employer match about $952,381 at 4% or $634,921 at 6%; with 100% employer match about $714,286 at 4% or $476,190 at 6%.
201716$2,472,122$129,335$21,556iApproximate average salary by contribution assumption: employee only about $538,896 at 4% or $359,264 at 6%; with 50% employer match about $359,264 at 4% or $239,509 at 6%; with 100% employer match about $269,448 at 4% or $179,632 at 6%.
COLEMAN & ASSOCIATES DEFINED BENEFIT PENSION PLAN-6$2,472,122$129,335$21,556iApproximate average salary by contribution assumption: employee only about $538,896 at 4% or $359,264 at 6%; with 50% employer match about $359,264 at 4% or $239,509 at 6%; with 100% employer match about $269,448 at 4% or $179,632 at 6%.
201615$2,081,450$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
COLEMAN & ASSOCIATES DEFINED BENEFIT PENSION PLAN-5$2,081,450$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
201515$1,794,715$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
COLEMAN & ASSOCIATES DEFINED BENEFIT PENSION PLAN-5$1,794,715$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201414$1,722,781$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
COLEMAN & ASSOCIATES DEFINED BENEFIT PENSION PLAN-4$1,722,781$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201323$1,525,318$939,393$313,131iApproximate average salary by contribution assumption: employee only about $7,828,275 at 4% or $5,218,850 at 6%; with 50% employer match about $5,218,850 at 4% or $3,479,233 at 6%; with 100% employer match about $3,914,138 at 4% or $2,609,425 at 6%.
COLEMAN & ASSOCIATES DEFINED BENEFIT PENSION PLAN-3$1,525,318$939,393$313,131iApproximate average salary by contribution assumption: employee only about $7,828,275 at 4% or $5,218,850 at 6%; with 50% employer match about $5,218,850 at 4% or $3,479,233 at 6%; with 100% employer match about $3,914,138 at 4% or $2,609,425 at 6%.
Coleman & Wright Profit Sharing Plan-0$0--
201224$1,227,602$267,000$66,750iApproximate average salary by contribution assumption: employee only about $1,668,750 at 4% or $1,112,500 at 6%; with 50% employer match about $1,112,500 at 4% or $741,667 at 6%; with 100% employer match about $834,375 at 4% or $556,250 at 6%.
Coleman & Wright Profit Sharing Plan-4$768,701--
COLEMAN & ASSOCIATES DEFINED BENEFIT PENSION PLAN-2$458,901$267,000$133,500iApproximate average salary by contribution assumption: employee only about $3,337,500 at 4% or $2,225,000 at 6%; with 50% employer match about $2,225,000 at 4% or $1,483,333 at 6%; with 100% employer match about $1,668,750 at 4% or $1,112,500 at 6%.
201126$862,632$182,892$30,482iApproximate average salary by contribution assumption: employee only about $762,050 at 4% or $508,033 at 6%; with 50% employer match about $508,033 at 4% or $338,689 at 6%; with 100% employer match about $381,025 at 4% or $254,017 at 6%.
Coleman & Wright Profit Sharing Plan-6$679,740$0-
COLEMAN & ASSOCIATES DEFINED BENEFIT PENSION PLAN-2$182,892$182,892$91,446iApproximate average salary by contribution assumption: employee only about $2,286,150 at 4% or $1,524,100 at 6%; with 50% employer match about $1,524,100 at 4% or $1,016,067 at 6%; with 100% employer match about $1,143,075 at 4% or $762,050 at 6%.
201017$820,641$57,516$8,217iApproximate average salary by contribution assumption: employee only about $205,414 at 4% or $136,943 at 6%; with 50% employer match about $136,943 at 4% or $91,295 at 6%; with 100% employer match about $102,707 at 4% or $68,471 at 6%.
Coleman & Wright Profit Sharing Plan-7$820,641$57,516$8,217iApproximate average salary by contribution assumption: employee only about $205,414 at 4% or $136,943 at 6%; with 50% employer match about $136,943 at 4% or $91,295 at 6%; with 100% employer match about $102,707 at 4% or $68,471 at 6%.
200917$695,655$58,578$8,368iApproximate average salary by contribution assumption: employee only about $209,207 at 4% or $139,471 at 6%; with 50% employer match about $139,471 at 4% or $92,981 at 6%; with 100% employer match about $104,604 at 4% or $69,736 at 6%.
Coleman & Wright Profit Sharing Plan-7$695,655$58,578$8,368iApproximate average salary by contribution assumption: employee only about $209,207 at 4% or $139,471 at 6%; with 50% employer match about $139,471 at 4% or $92,981 at 6%; with 100% employer match about $104,604 at 4% or $69,736 at 6%.
200817$481,896$54,171$7,739iApproximate average salary by contribution assumption: employee only about $193,468 at 4% or $128,979 at 6%; with 50% employer match about $128,979 at 4% or $85,986 at 6%; with 100% employer match about $96,734 at 4% or $64,489 at 6%.
Coleman & Wright Profit Sharing Plan-7$481,896$54,171$7,739iApproximate average salary by contribution assumption: employee only about $193,468 at 4% or $128,979 at 6%; with 50% employer match about $128,979 at 4% or $85,986 at 6%; with 100% employer match about $96,734 at 4% or $64,489 at 6%.
200718$683,592$55,161$6,895iApproximate average salary by contribution assumption: employee only about $172,378 at 4% or $114,919 at 6%; with 50% employer match about $114,919 at 4% or $76,613 at 6%; with 100% employer match about $86,189 at 4% or $57,459 at 6%.
Coleman & Wright Profit Sharing Plan-8$683,592$55,161$6,895iApproximate average salary by contribution assumption: employee only about $172,378 at 4% or $114,919 at 6%; with 50% employer match about $114,919 at 4% or $76,613 at 6%; with 100% employer match about $86,189 at 4% or $57,459 at 6%.
200618$560,622$56,451$7,056iApproximate average salary by contribution assumption: employee only about $176,409 at 4% or $117,606 at 6%; with 50% employer match about $117,606 at 4% or $78,404 at 6%; with 100% employer match about $88,205 at 4% or $58,803 at 6%.
Coleman & Wright Profit Sharing Plan-8$560,622$56,451$7,056iApproximate average salary by contribution assumption: employee only about $176,409 at 4% or $117,606 at 6%; with 50% employer match about $117,606 at 4% or $78,404 at 6%; with 100% employer match about $88,205 at 4% or $58,803 at 6%.
200517$450,044$50,391$7,199iApproximate average salary by contribution assumption: employee only about $179,968 at 4% or $119,979 at 6%; with 50% employer match about $119,979 at 4% or $79,986 at 6%; with 100% employer match about $89,984 at 4% or $59,989 at 6%.
Coleman & Wright Profit Sharing Plan-7$450,044$50,391$7,199iApproximate average salary by contribution assumption: employee only about $179,968 at 4% or $119,979 at 6%; with 50% employer match about $119,979 at 4% or $79,986 at 6%; with 100% employer match about $89,984 at 4% or $59,989 at 6%.
200418$372,585$71,030$8,879iApproximate average salary by contribution assumption: employee only about $221,969 at 4% or $147,979 at 6%; with 50% employer match about $147,979 at 4% or $98,653 at 6%; with 100% employer match about $110,984 at 4% or $73,990 at 6%.
Coleman & Wright Profit Sharing Plan-8$372,585$71,030$8,879iApproximate average salary by contribution assumption: employee only about $221,969 at 4% or $147,979 at 6%; with 50% employer match about $147,979 at 4% or $98,653 at 6%; with 100% employer match about $110,984 at 4% or $73,990 at 6%.
200318$378,238$59,970$7,496iApproximate average salary by contribution assumption: employee only about $187,406 at 4% or $124,938 at 6%; with 50% employer match about $124,938 at 4% or $83,292 at 6%; with 100% employer match about $93,703 at 4% or $62,469 at 6%.
Coleman & Wright Profit Sharing Plan-8$378,238$59,970$7,496iApproximate average salary by contribution assumption: employee only about $187,406 at 4% or $124,938 at 6%; with 50% employer match about $124,938 at 4% or $83,292 at 6%; with 100% employer match about $93,703 at 4% or $62,469 at 6%.
200219$280,962$59,543$6,616iApproximate average salary by contribution assumption: employee only about $165,397 at 4% or $110,265 at 6%; with 50% employer match about $110,265 at 4% or $73,510 at 6%; with 100% employer match about $82,699 at 4% or $55,132 at 6%.
Coleman & Wright Profit Sharing Plan-9$280,962$59,543$6,616iApproximate average salary by contribution assumption: employee only about $165,397 at 4% or $110,265 at 6%; with 50% employer match about $110,265 at 4% or $73,510 at 6%; with 100% employer match about $82,699 at 4% or $55,132 at 6%.
2001112$318,821$44,580$3,715iApproximate average salary by contribution assumption: employee only about $92,875 at 4% or $61,917 at 6%; with 50% employer match about $61,917 at 4% or $41,278 at 6%; with 100% employer match about $46,438 at 4% or $30,958 at 6%.
Coleman & Wright Profit Sharing Plan-12$318,821$44,580$3,715iApproximate average salary by contribution assumption: employee only about $92,875 at 4% or $61,917 at 6%; with 50% employer match about $61,917 at 4% or $41,278 at 6%; with 100% employer match about $46,438 at 4% or $30,958 at 6%.
2000112$323,087$25,000$2,083iApproximate average salary by contribution assumption: employee only about $52,083 at 4% or $34,722 at 6%; with 50% employer match about $34,722 at 4% or $23,148 at 6%; with 100% employer match about $26,042 at 4% or $17,361 at 6%.
Coleman & Wright Profit Sharing Plan-12$323,087$25,000$2,083iApproximate average salary by contribution assumption: employee only about $52,083 at 4% or $34,722 at 6%; with 50% employer match about $34,722 at 4% or $23,148 at 6%; with 100% employer match about $26,042 at 4% or $17,361 at 6%.
1999115$453,928$20,000$1,333iApproximate average salary by contribution assumption: employee only about $33,333 at 4% or $22,222 at 6%; with 50% employer match about $22,222 at 4% or $14,815 at 6%; with 100% employer match about $16,667 at 4% or $11,111 at 6%.
Coleman & Wright Profit Sharing Plan-15$453,928$20,000$1,333iApproximate average salary by contribution assumption: employee only about $33,333 at 4% or $22,222 at 6%; with 50% employer match about $22,222 at 4% or $14,815 at 6%; with 100% employer match about $16,667 at 4% or $11,111 at 6%.