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Sponsor portfolio

WYCHE T COLEMAN, JR., LIMITED

EIN 72-1257002-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$266K assets
Welfare
0
Participants
20
1633 MARVEL ST. - COUSHATTA, LA 710199022318-458-3811
Plans on this EIN
2 filings
#001CashBalance-$236K - 10 part#002ProfitSharing-$30K - 10 part

Retirement portfolio analytics

2 plans aggregated / $266K assets / 20 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • CASH BALANCE PLAN (#001)89%
  • PROFIT SHARING PLAN (#002)11%
Total $266KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)10
  • PROFIT SHARING PLAN (#002)10
Total 20Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WYCHE T COLEMAN, JR., LIMITED CASH BALANCE PLAN

CashBalance

Assets$236K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WYCHE T COLEMAN, JR., LIMITED PROFIT SHARING PLAN

ProfitSharing

Assets$30K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WYCHE T COLEMAN, JR., LIMITED CASH BALANCE PLANCashBalance$236K102024
002WYCHE T COLEMAN, JR., LIMITED PROFIT SHARING PLANProfitSharing$30K102024
Retirement plans
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