How big is Jeffrey G Copeland MD PC's plan?

Jeffrey G Copeland MD PC's plan reported $1.6M in assets and 7 participants for 2024.

Original filing (PDF)20250502095214NAL0003129699001

Jeffrey G Copeland MD PC

Name: Jeffrey G Copeland MD PC — Jeffrey G Copeland MD PC, Form 5500 (2024)
Creator: Jeffrey G Copeland MD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey G Copeland MD PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jeffrey G Copeland MD PC's Jeffrey G Copeland MD PC 401(k) Profit Sharing Plan & Trust held $1.6M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

BETH Flint signed Jeffrey G Copeland MD PC's 2024 Form 5500 as plan administrator.

BETH Flint — 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

Jeffrey G Copeland MD PC's EIN is 86-1146756.

EIN 86-1146756

Plan number 002

Plan year 2024

ACK ID 20250502095214NAL0003129699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey G Copeland MD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey G Copeland MD PC'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 JEFFREY G COPELAND MD PC.

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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 (85th percentile).

Plan sponsor

Name

JEFFREY G COPELAND MD PC

EIN

all filings

Address

2 RICHMOND CENTER CT · SAINT PETERS, MO · 633765973

Phone

(636) 397-2001

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator