Original filing (PDF)20250519115805NAL0000760800001

COPILEVITZ, LAM & RANEY, PC

Name: COPILEVITZ, LAM & RANEY, PC — COPILEVITZ, LAM & RANEY, PC 401(K) PLAN, Form 5500 (2024)
Creator: COPILEVITZ, LAM & RANEY, PC

Form 5500-SF

FILING_RECEIVED

COPILEVITZ, LAM & RANEY, PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COPILEVITZ, LAM & RANEY, PC.

Plan sponsor

Name

COPILEVITZ, LAM & RANEY, PC

EIN

43-1122019

Address

310 W. 20TH STREET · SUITE 300 · KANSAS CITY, MO · 64108

Phone

(816) 218-1342

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-19

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

CAMRUD, MADDOCK, OLSON & LARSON, LTD.

CAMRUD, MADDOCK, OLSON & LARSON, LTD. SAVINGS INCENTIVE 401(K) PLAN

$12.3M · 14 participants

HARKINS CUNNINGHAM

HARKINS CUNNINGHAM EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

$12.3M · 13 participants

NYSTROM BECKMAN & PARIS LLP

NYSTROM BECKMAN & PARIS LLP 401(K) PROFIT SHARING PLAN

$12.3M · 17 participants

CHUGH, LLP

CHUGH, LLP PROFIT SHARING PLAN

$12.3M · 195 participants

BUDOW & NOBLE, P.C.

BUDOW & NOBLE, P.C. PROFIT SHARING PLAN