What public Form 5500 filings show about the Laurence B Kaplan, DDS, & Ross a Kaplan, DMD, PC 401(k) plan — and how to find and check your own account.
Laurence B Kaplan, DDS, & Ross a Kaplan, DMD, PC (EIN 06-0873907) reports LAURENCE B. KAPLAN, D.D.S. & ROSS A. KAPLAN, D.M.D EMPLOYEES' 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $3.7M in plan assets across 5 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Laurence B Kaplan, DDS, & Ross a Kaplan, DMD, PC filing — schedules, fees, and providers.
Laurence B Kaplan, DDS, & Ross a Kaplan, DMD, PC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Laurence B Kaplan, DDS, & Ross a Kaplan, DMD, PCHR for the recordkeeper’s name and login.
