How big is Davie Kaplan, CPA, P.C.'s plan?

Davie Kaplan, CPA, P.C.'s plan reported $17.2M in assets and 60 participants for 2024.

Original filing (PDF)20250724095329NAL0004464353001

Davie Kaplan, CPA, P.C.

Name: Davie Kaplan, CPA, P.C. — Davie Kaplan 401(k) Plan, Form 5500 (2024)
Creator: Davie Kaplan, CPA, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davie Kaplan 401(k) Plan

401(k) retirement plan · Davie Kaplan, CPA, P.C.'s Davie Kaplan 401(k) Plan held $17.2M in plan assets for 60 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.2M

Net assets (EOY)

$17.2M

People on this filing

Scott Kogler signed Davie Kaplan, CPA, P.C.'s 2024 Form 5500 as plan administrator.

Scott Kogler — 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

Davie Kaplan, CPA, P.C.'s EIN is 16-1182991.

EIN 16-1182991

Plan number 001

Plan year 2024

ACK ID 20250724095329NAL0004464353001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Davie Kaplan, CPA, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Davie Kaplan, CPA, P.C.'s 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 DAVIE KAPLAN, CPA, P.C..

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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