How big is Kalter, Kaplan, Zeiger & Forman's plan?

Kalter, Kaplan, Zeiger & Forman's plan reported $11.9M in assets and 10 participants for 2024.

Original filing (PDF)20250922072747NAL0011796082001

Kalter, Kaplan, Zeiger & Forman

Name: Kalter, Kaplan, Zeiger & Forman — Kalter, Kaplan, Form 5500 (2024)
Creator: Kalter, Kaplan, Zeiger & Forman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kalter, Kaplan, Zeiger & Forman Profit Sharing Plan

Defined-contribution retirement plan · Kalter, Kaplan, Zeiger & Forman's Kalter, Kaplan, Zeiger & Forman Profit Sharing Plan held $11.9M in plan assets for 10 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.9M

Net assets (EOY)

$11.9M

Plan identifiers

Kalter, Kaplan, Zeiger & Forman's EIN is 14-1689271.

EIN 14-1689271

Plan number 001

Plan year 2024

ACK ID 20250922072747NAL0011796082001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kalter, Kaplan, Zeiger & Forman from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kalter, Kaplan, Zeiger & Forman's plan includes profit-sharing.

Decision-maker contacts

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

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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

Helping the score