· 2022–2024 · DOL EFAST2

Karen R Copeland and Associate — Karen R Copeland, Form 5500 (2025)

Original filing (PDF)20260416094402NAL0022332880001

Karen R Copeland and Associate

Form 5500-SF

FILING_RECEIVED

Karen R Copeland and Associate 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Karen R Copeland and Associate's Karen R Copeland and Associate 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 6 participants in 2025.

Active participants

6

Accounts w/ balance

7

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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

70

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAREN R COPELAND AND ASSOCIATE.

Plan sponsor

Name

KAREN R COPELAND AND ASSOCIATE

EIN

59-3398680all filings

Address

260 PLAZA DR · OVIEDO, FL · 327656414

Phone

(407) 365-2909

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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