How big is BRAD M. Capland, CPA, PC's plan?

BRAD M. Capland, CPA, PC's plan reported $748K in assets and 2 participants for 2023.

Original filing (PDF)20240702082619NAL0010208146001

BRAD M. Capland, CPA, PC

Name: BRAD M. Capland, CPA, PC — BRAD M. Capland, CPA, Form 5500 (2023)
Creator: BRAD M. Capland, CPA, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BRAD M. Capland, CPA, P.C. 401(k) Plan

401(k) retirement plan · BRAD M. Capland, CPA, PC's BRAD M. Capland, CPA, P.C. 401(k) Plan held $748K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$748K

Net assets (EOY)

$748K

People on this filing

BRAD M Capland signed BRAD M. Capland, CPA, PC's 2023 Form 5500 as plan administrator.

BRAD M Capland — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BRAD M. Capland, CPA, PC's EIN is 27-1801823.

EIN 27-1801823

Plan number 001

Plan year 2023

ACK ID 20240702082619NAL0010208146001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for BRAD M. Capland, CPA, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

BRAD M. Capland, CPA, PC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRAD M. CAPLAND, CPA, PC.

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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

Helping the score