Copeland, Stair, Valz & Lovell, Llp 401(K) Plan — Form 5500 plan (Copeland, Stair, Valz & Lovell, Llp)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Copeland, Stair, Valz & Lovell, Llp 401(K) Plan is a benefit plan reported by Copeland, Stair, Valz & Lovell, Llp under EIN 58-1478339 and plan number 004. The latest loaded filing year is 2023. The filing reports 179 participants and $17,528,581 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Copeland, Stair, Valz & Lovell, Llp
- EIN
- 58-1478339
- Plan number
- 004
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $17,528,581
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20240923111200NAL0006600435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,528,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,528,581
- Net assets (BOY)
- $16,420,506
Income & contributions
- Employer contributions
- $440,892
- Participant contributions
- $557,918
- Total contributions
- $1,130,690
- Total income / additions
- $3,742,699
Expenses & distributions
- Benefits paid
- $2,725,502
- Administrative expenses
- $75,472
- Total expenses
- $2,802,074
- Net increase / (decrease)
- $940,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Greenspring Advisors, LLC | INVESTMENT ADVISORY-PLAN | $52,819 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $19,233 | $0 | 2023 |
| Pollard & Associates, Inc. | RECORDKEEPER | $3,532 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Copeland, Stair, Valz & Lovell, Llp
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Greenspring Advisors, LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Pollard & Associates, Inc. — Schedule C compensation