How big is R.S. Kaplan, CPA's plan?

R.S. Kaplan, CPA's plan reported $827K in assets and 2 participants for 2024.

Original filing (PDF)20250825104253NAL0013533216001

R.S. Kaplan, CPA

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

Form 5500-SF

FILING_RECEIVED

R.S. Kaplan, CPA 401(k) Plan

401(k) retirement plan · R.S. Kaplan, CPA's R.S. Kaplan, CPA 401(k) Plan held $827K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$827K

Net assets (EOY)

$827K

People on this filing

Ricky S. Kaplan signed R.S. Kaplan, CPA's 2024 Form 5500 as plan administrator.

Ricky S. Kaplan — 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

R.S. Kaplan, CPA's EIN is 22-3262618.

EIN 22-3262618

Plan number 001

Plan year 2024

ACK ID 20250825104253NAL0013533216001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

R.S. Kaplan, CPA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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