Original filing (PDF)20260112110854NAL0013164961001

NORMAN E TAPLIN & ASSOCIATES PA

Name: NORMAN E TAPLIN & ASSOCIATES PA — NORMAN E TAPLIN & ASSOCIATES PA, DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: NORMAN E TAPLIN & ASSOCIATES PA

Form 5500-SF

FILING_RECEIVED

NORMAN E TAPLIN & ASSOCIATES PA, DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORMAN E TAPLIN & ASSOCIATES PA.

Plan sponsor

Name

NORMAN E TAPLIN & ASSOCIATES PA

EIN

65-0986079

Address

2535 EMBASSY DRIVE · WEST PALM BEACH, FL · 334011014

Phone

(561) 684-8399

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-12

Pension benefit codes

1A · Pay-related DB formula

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

3H · Sponsor in controlled / affiliated group

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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