How big is Norman E Taplin & Associates PA's plan?

Norman E Taplin & Associates PA's plan reported $794K in assets and 8 participants for 2024.

Original filing (PDF)20250606093950NAL0012560433001

Norman E Taplin & Associates PA

Name: Norman E Taplin & Associates PA — Norman E. Taplin &, Form 5500 (2024)
Creator: Norman E Taplin & Associates PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Norman E. Taplin & Associates, P.A., 401(k) Profit Sharing Plan

401(k) retirement plan · Norman E Taplin & Associates PA's Norman E. Taplin & Associates, P.A., 401(k) Profit Sharing Plan held $794K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$794K

Net assets (EOY)

$794K

People on this filing

Michelle Delany signed Norman E Taplin & Associates PA's 2024 Form 5500 as plan administrator.

Michelle Delany — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Norman E Taplin & Associates PA's EIN is 65-0986079.

EIN 65-0986079

Plan number 002

Plan year 2024

ACK ID 20250606093950NAL0012560433001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Norman E Taplin & Associates PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Norman E Taplin & Associates PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORMAN E TAPLIN & ASSOCIATES PA.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

NORMAN E TAPLIN & ASSOCIATES PA

EIN

all filings

Address

1555 PALM BEACH LAKES BOULEVARD · SUITE 1510 · WEST PALM BEACH, FL · 334011014

Phone

(561) 684-8399

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator