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COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ PA — COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ & TORREZ, P.A. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250425135817NAL0005523523001
COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ PA
Form 5500-SF
FILING_RECEIVED
COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ & TORREZ, P.A. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
Late filing · 5.3 mo
Active participants
18
Accounts w/ balance
23
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
79
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ PA
.
Find decision makers
Plan sponsor
Name
COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ PA
EIN
20-1618587
Address
4099 TAMIAMI TRAIL N., STE. 201 · NAPLES, FL · 34103
Phone
(239) 298-5200
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-04-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 5.3 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
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