How many benefit plans does Copeland, Stair, Valz & Lovell, Llp report on Form 5500?

Copeland, Stair, Valz & Lovell, Llp (EIN 58-1478339) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Copeland, Stair, Valz & Lovell, Llp?

The Employer Identification Number (EIN) reported for Copeland, Stair, Valz & Lovell, Llp is 58-1478339.

What is the latest Form 5500 filing year for Copeland, Stair, Valz & Lovell, Llp?

The latest loaded Form 5500 filing year for Copeland, Stair, Valz & Lovell, Llp is 2023.

Copeland, Stair, Valz & Lovell, Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 58-1478339) is a plan sponsor located in Atlanta, GA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 58-1478339
Location: Atlanta, GA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $17,528,581
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $17,528,581

Contributions & income

Employer contributions: $440,892
Participant contributions: $557,918
Total income / additions: $3,742,699

Expenses & distributions

Benefits paid / distributions: $2,725,502
Total expenses: $2,802,074
Net increase / (decrease): $940,625

Coverage

Total reported participants: 312
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Copeland, Stair, Valz & Lovell, Llp plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Copeland, Stair, Valz & Lovell, Llp 401(K) Plan	004	179	$17,528,581	2023
Copeland, Stair, Valz & Lovell, Llp Benefit Welfare Plan	502	133	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Copeland, Stair, Valz & Lovell, Llp
Year	Plan	Participants	Schedules	Filing
2023	Copeland, Stair, Valz & Lovell, Llp Benefit Welfare Plan	133	—	20240129115808NAL0026502160001
2023	Copeland, Stair, Valz & Lovell, Llp 401(K) Plan	179	H, C	20240923111200NAL0006600435001
2023	Copeland, Stair, Valz & Lovell, Llp Benefit Welfare Plan	130	—	20250114094431NAL0039961794001