How big is Dale J. Coplan, P.C.'s plan?

Dale J. Coplan, P.C.'s plan reported $821K in assets and 2 participants for 2024.

Original filing (PDF)20251011072700NAL0008854497001

Dale J. Coplan, P.C.

Name: Dale J. Coplan, P.C. — Dale J. Coplan, P.C. Cash, Form 5500 (2024)
Creator: Dale J. Coplan, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dale J. Coplan, P.C. Cash Balance Plan

Defined-benefit pension plan · Dale J. Coplan, P.C.'s Dale J. Coplan, P.C. Cash Balance Plan held $821K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$821K

Net assets (EOY)

$821K

People on this filing

Dale J. Coplan signed Dale J. Coplan, P.C.'s 2024 Form 5500 as plan administrator.

Dale J. Coplan — 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

Dale J. Coplan, P.C.'s EIN is 84-1136196.

EIN 84-1136196

Plan number 002

Plan year 2024

ACK ID 20251011072700NAL0008854497001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dale J. Coplan, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dale J. Coplan, P.C.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DALE J. COPLAN, P.C..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score