How big is Warren E. Kaplan, M.D.'s plan?

Warren E. Kaplan, M.D.'s plan reported $2.8M in assets and 3 participants for 2023.

Original filing (PDF)20241002094014NAL0004696339001

Warren E. Kaplan, M.D.

Name: Warren E. Kaplan, M.D. — Warren E. Kaplan, M.D., Form 5500 (2023)
Creator: Warren E. Kaplan, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Warren E. Kaplan, M.D. Profit Sharing Plan

Defined-contribution retirement plan · Warren E. Kaplan, M.D.'s Warren E. Kaplan, M.D. Profit Sharing Plan held $2.8M in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Warren E. Kaplan, M.D.'s EIN is 22-2418216.

EIN 22-2418216

Plan number 001

Plan year 2023

ACK ID 20241002094014NAL0004696339001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Warren E. Kaplan, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Warren E. Kaplan, M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WARREN E. KAPLAN, M.D..

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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