How big is Cooper Levenson, P.A.'s plan?

Cooper Levenson, P.A.'s plan reported $18.1M in assets and 65 participants for 2024.

Original filing (PDF)20251014113926NAL0001293219001

Cooper Levenson, P.A.

Name: Cooper Levenson, P.A. — Cooper Levenson, P.A. 401(k), Form 5500 (2024)
Creator: Cooper Levenson, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cooper Levenson, P.A. 401(k) Savings Plan 2

401(k) retirement plan · Cooper Levenson, P.A.'s Cooper Levenson, P.A. 401(k) Savings Plan 2 held $18.1M in plan assets for 65 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18.1M

Net assets (EOY)

$18.1M

Plan identifiers

Cooper Levenson, P.A.'s EIN is 22-1971679.

EIN 22-1971679

Plan number 004

Plan year 2024

ACK ID 20251014113926NAL0001293219001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cooper Levenson, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cooper Levenson, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COOPER LEVENSON, P.A..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off