How big is Contento & Kaplan Optometris' plan?

Contento & Kaplan Optometris' plan reported $250K in assets and 19 participants for 2023.

Original filing (PDF)20240912200135NAL0015499808001

Contento & Kaplan Optometris

Name: Contento & Kaplan Optometris — Contento & Kaplan, Form 5500 (2023)
Creator: Contento & Kaplan Optometris
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Contento & Kaplan Optometrists - 401(k)

401(k) retirement plan · Contento & Kaplan Optometris' Contento & Kaplan Optometrists - 401(k) held $250K in plan assets for 19 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$250K

Net assets (EOY)

$250K

People on this filing

Evan Kaplan signed Contento & Kaplan Optometris' 2023 Form 5500 as plan administrator.

Evan Kaplan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Contento & Kaplan Optometris' EIN is 13-3673540.

EIN 13-3673540

Plan number 001

Plan year 2023

ACK ID 20240912200135NAL0015499808001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Contento & Kaplan Optometris from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Contento & Kaplan Optometris' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONTENTO & KAPLAN OPTOMETRIS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off