Original filing (PDF)20250730152123NAL0002486499001

DR ALLEN I. KAPLAN

Name: DR ALLEN I. KAPLAN — DR ALLEN I. KAPLAN PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DR ALLEN I. KAPLAN

Form 5500-SF

FILING_RECEIVED

DR ALLEN I. KAPLAN PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR ALLEN I. KAPLAN.

Plan sponsor

Name

DR ALLEN I. KAPLAN

EIN

14-1536252

Address

12 CENTRAL AVE · 12 CENTRAL AVENUE · CATSKILL, NY · 124141745

Phone

(518) 943-3840

Industry

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

2025-07-30

Pension benefit codes

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

3B · Covers self-employed individuals

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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