Back to filter
Original filing (PDF)20251014101353NAL0002495953001
LAURENCE B KAPLAN, DDS, & ROSS A KAPLAN, DMD, PC
Form 5500-SF
FILING_RECEIVED
LAURENCE B. KAPLAN, D.D.S. & ROSS A. KAPLAN, D.M.D EMPLOYEES' 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAURENCE B KAPLAN, DDS, & ROSS A KAPLAN, DMD, PC.
Plan sponsor
Name
LAURENCE B KAPLAN, DDS, & ROSS A KAPLAN, DMD, PC
EIN
06-0873907
Address
2558 WHITNEY AVE. · HAMDEN, CT · 065183046
Phone
(203) 281-3700
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
BLAINE I. HONDA
BLAINE I. HONDA PROFIT SHARING PLAN
$3.7M · 5 participants
J. RANDAL BUTTRAM, DMD, PA
J. RANDAL BUTTRAM, DMD, PA 401(K) PLAN
$3.7M · 11 participants
POLUS DENTAL, P.C.
PHILIP G. POLUS, D. D. S. , P. C. PROFIT SHARING SAVINGS PLAN & TRUST
$3.7M · 12 participants
WILLOWDAILE FAMILY DENTISTRY
WILLOWDAILE FAMILY DENTISTRY 401(K) P/S PLAN
$3.7M · 25 participants
ALDER BROOK DENTAL ASSOCIATES, PC
ALDER BROOK DENTAL ASSOCIATES PC RETIREMENT PLAN
$3.7M · 8 participants
COOMBS, ROSS AND SOURLIS FAMILY DENTISTRY, LLC
COOMBS, ROSS AND SOURLIS FAMILY DENTISTRY RETIREMENT PLAN & TRUST
$3.7M · 13 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B