Original filing (PDF)20241205160237NAL0003195539001

COPELAND SURVEYING, INC.

Name: COPELAND SURVEYING, INC. — COPELAND SURVEYING, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: COPELAND SURVEYING, INC.

Form 5500-SF

FILING_RECEIVED

COPELAND SURVEYING, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 0.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COPELAND SURVEYING, INC..

Plan sponsor

Name

COPELAND SURVEYING, INC.

EIN

22-2376909

Address

58 ANTLER COURT · MEDFORD, NJ · 08055

Phone

(609) 320-7752

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-12-05

Pension benefit codes

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

THE ATLANTIC GROUP, LLC

THE ATLANTIC GROUP LLC 401(K) PLAN

HRA GRAY & PAPE, LLC

HRAG&P, LLC 401(K) PROFIT SHARING PLAN

HEYL SURVEYORS

HEYL SURVEYORS SOCA BENEFIT PLAN

SURDEX CORPORATION

SURDEX CORPORATION 401(K) PROFIT SHARING PLAN

OPTIMAL GEO

OPTIMAL GEO 401(K) PLAN