How big is Dr Allen I. Kaplan's plan?

Dr Allen I. Kaplan's plan reported $3.7M in assets and 2 participants for 2025.

Original filing (PDF)20260408101414NAL0005856707001

Dr Allen I. Kaplan

Name: Dr Allen I. Kaplan — Dr Allen I. Kaplan Profit, Form 5500 (2025)
Creator: Dr Allen I. Kaplan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr Allen I. Kaplan Profit Sharing Plan

Defined-contribution retirement plan · Dr Allen I. Kaplan's Dr Allen I. Kaplan Profit Sharing Plan held $3.7M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Allen I Kaplan signed Dr Allen I. Kaplan's 2025 Form 5500 as plan administrator.

Allen I 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

Dr Allen I. Kaplan's EIN is 14-1536252.

EIN 14-1536252

Plan number 001

Plan year 2025

ACK ID 20260408101414NAL0005856707001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Dr Allen I. Kaplan from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Dr Allen I. Kaplan's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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