How big is Todd E. Copeland & Associates, P.A.'s plan?

Todd E. Copeland & Associates, P.A.'s plan reported $452K in assets and 12 participants for 2023.

Original filing (PDF)20251016155847NAL0008687776001

Todd E. Copeland & Associates, P.A.

Name: Todd E. Copeland & Associates, P.A. — Todd E Copelan, Form 5500 (2023)
Creator: Todd E. Copeland & Associates, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Todd E Copeland & Associates, PA Profit Sharing Plan & Trust

401(k) retirement plan · Todd E. Copeland & Associates, P.A.'s Todd E Copeland & Associates, PA Profit Sharing Plan & Trust held $452K in plan assets for 12 participants in 2023.

Signals · 1

Late filing · 11.0 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$452K

Net assets (EOY)

$452K

Plan identifiers

Todd E. Copeland & Associates, P.A.'s EIN is 59-3642427.

EIN 59-3642427

Plan number 001

Plan year 2023

ACK ID 20251016155847NAL0008687776001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Todd E. Copeland & Associates, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Todd E. Copeland & Associates, P.A.'s plan includes profit-sharing, a 401(k) feature.

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..

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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