Original filing (PDF)20240610095244NAL0012423427001

JEFFREY CAPLAN MD PA

Name: JEFFREY CAPLAN MD PA — JEFFREY CAPLAN MD PA 401(K) PLAN, Form 5500 (2023)
Creator: JEFFREY CAPLAN MD PA

Form 5500-SF

FILING_RECEIVED

JEFFREY CAPLAN MD PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$192K

Net assets (EOY)

$192K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY CAPLAN MD PA.

Plan sponsor

Name

JEFFREY CAPLAN MD PA

EIN

20-0028456all filings

Address

3990 SHERIDAN STREET, SUITE 103 · HOLLYWOOD, FL · 33190

Phone

(954) 924-9525

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

VIRTUOSA PLLC

VIRTUOSA PLLC PROFIT SHARING 401(K) PLAN

$192K · 11 participants

JAY ALAN GOLDSTEIN MD

JAY ALAN GOLDSTEIN MD 401(K) PROFIT SHARING PLAN & TRUST

$192K · 18 participants

PHILIP N HEINECKE DDS PA

PHILIP N HEINECKE DDS PA 401(K) PROFIT SHARING PLAN & TRUST

$192K · 10 participants

ANNA CHACON, M.D., P..A.

ANNA CHACON, M. D. , P. A. 401(K) PLAN

$192K · 2 participants

ED BURNETTA MD LLC

$191K · 18 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.