Original filing (PDF)20250414161221NAL0003920514001

THE J. M. KAPLAN FUND, INC.

Name: THE J. M. KAPLAN FUND, INC. — THE J.M. KAPLAN FUND, INC. SUPPLEMENTAL RETIREMENT PLAN, Form 5500 (2024)
Creator: THE J. M. KAPLAN FUND, INC.

Form 5500-SF

FILING_RECEIVED

THE J.M. KAPLAN FUND, INC. SUPPLEMENTAL RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE J. M. KAPLAN FUND, INC..

Plan sponsor

Name

THE J. M. KAPLAN FUND, INC.

EIN

13-6090286

Address

71 WEST 23RD STREET, 9TH FLOOR · NEW YORK, NY · 10010

Phone

(212) 767-0633

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

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 providers

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