KAREN R COPELAND AND ASSOCIATE
Plan context: KAREN R COPELAND AND ASSOCIATE 401(K) PROFIT SHARING PLAN & TRUST
EIN 59-3398680 • Oviedo, FL • 8 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$1,186,157
2025 Contributions
$67,427
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $1,186,157 | $67,427 | $9,632iApproximate average salary by contribution assumption: employee only about $240,811 at 4% or $160,540 at 6%; with 50% employer match about $160,540 at 4% or $107,027 at 6%; with 100% employer match about $120,405 at 4% or $80,270 at 6%. |
| KAREN R COPELAND AND ASSOCIATE 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $1,186,157 | $67,427 | $9,632iApproximate average salary by contribution assumption: employee only about $240,811 at 4% or $160,540 at 6%; with 50% employer match about $160,540 at 4% or $107,027 at 6%; with 100% employer match about $120,405 at 4% or $80,270 at 6%. |
| 2024 | 1 | 6 | $983,766 | $59,610 | $9,935iApproximate average salary by contribution assumption: employee only about $248,375 at 4% or $165,583 at 6%; with 50% employer match about $165,583 at 4% or $110,389 at 6%; with 100% employer match about $124,188 at 4% or $82,792 at 6%. |
| KAREN R COPELAND AND ASSOCIATE 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $983,766 | $59,610 | $9,935iApproximate average salary by contribution assumption: employee only about $248,375 at 4% or $165,583 at 6%; with 50% employer match about $165,583 at 4% or $110,389 at 6%; with 100% employer match about $124,188 at 4% or $82,792 at 6%. |
| 2023 | 1 | 7 | $859,315 | $68,073 | $9,725iApproximate average salary by contribution assumption: employee only about $243,118 at 4% or $162,079 at 6%; with 50% employer match about $162,079 at 4% or $108,052 at 6%; with 100% employer match about $121,559 at 4% or $81,039 at 6%. |
| KAREN R COPELAND AND ASSOCIATE 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $859,315 | $68,073 | $9,725iApproximate average salary by contribution assumption: employee only about $243,118 at 4% or $162,079 at 6%; with 50% employer match about $162,079 at 4% or $108,052 at 6%; with 100% employer match about $121,559 at 4% or $81,039 at 6%. |
| 2022 | 1 | 7 | $676,041 | $74,347 | $10,621iApproximate average salary by contribution assumption: employee only about $265,525 at 4% or $177,017 at 6%; with 50% employer match about $177,017 at 4% or $118,011 at 6%; with 100% employer match about $132,763 at 4% or $88,508 at 6%. |
| KAREN R COPELAND AND ASSOCIATE 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $676,041 | $74,347 | $10,621iApproximate average salary by contribution assumption: employee only about $265,525 at 4% or $177,017 at 6%; with 50% employer match about $177,017 at 4% or $118,011 at 6%; with 100% employer match about $132,763 at 4% or $88,508 at 6%. |
| 2021 | 1 | 6 | $732,378 | $69,478 | $11,580iApproximate average salary by contribution assumption: employee only about $289,492 at 4% or $192,994 at 6%; with 50% employer match about $192,994 at 4% or $128,663 at 6%; with 100% employer match about $144,746 at 4% or $96,497 at 6%. |
| KAREN R COPELAND AND ASSOCIATE 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $732,378 | $69,478 | $11,580iApproximate average salary by contribution assumption: employee only about $289,492 at 4% or $192,994 at 6%; with 50% employer match about $192,994 at 4% or $128,663 at 6%; with 100% employer match about $144,746 at 4% or $96,497 at 6%. |
| 2020 | 1 | 5 | $561,394 | $64,539 | $12,908iApproximate average salary by contribution assumption: employee only about $322,695 at 4% or $215,130 at 6%; with 50% employer match about $215,130 at 4% or $143,420 at 6%; with 100% employer match about $161,348 at 4% or $107,565 at 6%. |
| KAREN R COPELAND AND ASSOCIATE 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $561,394 | $64,539 | $12,908iApproximate average salary by contribution assumption: employee only about $322,695 at 4% or $215,130 at 6%; with 50% employer match about $215,130 at 4% or $143,420 at 6%; with 100% employer match about $161,348 at 4% or $107,565 at 6%. |
| 2019 | 1 | 6 | $420,889 | $351,582 | $58,597iApproximate average salary by contribution assumption: employee only about $1,464,925 at 4% or $976,617 at 6%; with 50% employer match about $976,617 at 4% or $651,078 at 6%; with 100% employer match about $732,463 at 4% or $488,308 at 6%. |
| KAREN R COPELAND AND ASSOCIATE 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $420,889 | $351,582 | $58,597iApproximate average salary by contribution assumption: employee only about $1,464,925 at 4% or $976,617 at 6%; with 50% employer match about $976,617 at 4% or $651,078 at 6%; with 100% employer match about $732,463 at 4% or $488,308 at 6%. |
| 2018 | 1 | 5 | $46,888 | $53,218 | $10,644iApproximate average salary by contribution assumption: employee only about $266,090 at 4% or $177,393 at 6%; with 50% employer match about $177,393 at 4% or $118,262 at 6%; with 100% employer match about $133,045 at 4% or $88,697 at 6%. |
| KAREN R COPELAND AND ASSOCIATE 401 K PROFIT SHARING PLAN TRUST | - | 5 | $46,888 | $53,218 | $10,644iApproximate average salary by contribution assumption: employee only about $266,090 at 4% or $177,393 at 6%; with 50% employer match about $177,393 at 4% or $118,262 at 6%; with 100% employer match about $133,045 at 4% or $88,697 at 6%. |