· 2022–2024 · DOL EFAST2

SCHOEPF SAPP AND ASSOCIATES LL — SCHOEPF, SAPP AND ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250409101454NAL0019735937001

SCHOEPF SAPP AND ASSOCIATES LL

Form 5500-SF

FILING_RECEIVED

SCHOEPF, SAPP AND ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

12

Accounts w/ balance

8

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

33

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHOEPF SAPP AND ASSOCIATES LL.

Plan sponsor

Name

SCHOEPF SAPP AND ASSOCIATES LL

EIN

85-1504304all filings

Address

1111 NE 25TH AVE # STE103 BLDG 100 · OCALA, FL · 344705675

Phone

(352) 402-9950

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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