Original filing (PDF)20250425112626NAL0005128963002

BODEN COPPLE CPAS, PLLC

Name: BODEN COPPLE CPAS, PLLC — BODEN COPPLE CPAS, PLLC - PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BODEN COPPLE CPAS, PLLC

Form 5500-SF

FILING_RECEIVED

BODEN COPPLE CPAS, PLLC - PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$699K

Net assets (EOY)

$699K

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 average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BODEN COPPLE CPAS, PLLC.

Plan sponsor

Name

BODEN COPPLE CPAS, PLLC

EIN

71-0925010all filings

Address

5465 LEGACY DR. · SUITE 650 · PLANO, TX · 75024

Phone

(214) 502-1766

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

DAVID A. BODEN CPA CFP

EIN

71-0925010

City

PLANO, TX

Phone

(214) 502-1766

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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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