# Copeland, Franco, Screws & Gill, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/copeland-franco-screws-gill-p-a-plan

> Copeland, Franco, Screws & Gill, P.A.'s 401(k) plan: 18 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Copeland, Franco, Screws & Gill, P.A.

- **Sponsor EIN:** 630658250

- **Sponsor Address:** 444 SOUTH PERRY STREET, MONTGOMERY, AL, 36104

- **Plan Type:** 401(k)

- **Total Participants:** 18

- **Total Assets:** $12.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|18|$12.0M|$52,900|$98,680|

| 2023|18|$11.1M|$244,737|$182,660|

| 2022|19|$9.4M|$26,000|$71,750|

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