How big is Kaplan Thompson's plan?

Kaplan Thompson's plan reported $1.3M in assets and 17 participants for 2024.

Original filing (PDF)20250401115509NAL0003988691001

Kaplan Thompson

Name: Kaplan Thompson — Kaplan Thompson Architects Profit, Form 5500 (2024)
Creator: Kaplan Thompson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaplan Thompson Architects Profit Sharing Plan

401(k) retirement plan · Kaplan Thompson's Kaplan Thompson Architects Profit Sharing Plan held $1.3M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Olivia Bogert signed Kaplan Thompson's 2024 Form 5500 as plan administrator.

Olivia Bogert — 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

Kaplan Thompson's EIN is 20-4634216.

EIN 20-4634216

Plan number 001

Plan year 2024

ACK ID 20250401115509NAL0003988691001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kaplan Thompson from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kaplan Thompson'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 KAPLAN THOMPSON.

Finding similar companies…

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