Copeland Buhl & Company Pllp401(k)
COPELAND BUHL & COMPANY, PLLP PROFIT SHARING PLAN · PLYMOUTH, MN · plan year 2024
Copeland Buhl & Company Pllp's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $23,403,572 across 148 participant accounts, with employer contributions averaging $5,479 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 813th-largest of 1,918 plans among Minnesota employers on file, and the 4,995th of 11,654 in professional & technical services. In 2024, employees put in $2.15 for every $1.00 the employer contributed.
Copeland Buhl & Company Pllp's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 411292716 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.