Original filing (PDF)20251016155847NAL0008687776001

TODD E. COPELAND & ASSOCIATES, P.A.

Name: TODD E. COPELAND & ASSOCIATES, P.A. — TODD E COPELAND & ASSOCIATES, PA PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: TODD E. COPELAND & ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

TODD E COPELAND & ASSOCIATES, PA PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 11.0 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$452K

Net assets (EOY)

$452K

Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 11.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TODD E. COPELAND & ASSOCIATES, P.A..

Plan sponsor

Name

TODD E. COPELAND & ASSOCIATES, P.A.

EIN

59-3642427all filings

Address

338 N MAGNOLIA AVE STE B · ORLANDO, FL · 328011653

Phone

(407) 849-3693

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator