Original filing (PDF)20250908064215NAL0019177217001

KOEPPEL LAW GROUP, PL

Name: KOEPPEL LAW GROUP, PL — JOEL P. KOEPPEL, PA PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: KOEPPEL LAW GROUP, PL

Form 5500-SF

FILING_RECEIVED

JOEL P. KOEPPEL, PA PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$334K

Net assets (EOY)

$334K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOEPPEL LAW GROUP, PL.

Plan sponsor

Name

KOEPPEL LAW GROUP, PL

EIN

59-2011169

Address

1515 N FLAGLER DR · SUITE 220 · WEST PALM BEACH, FL · 33401

Phone

(951) 659-6455

Industry