Original filing (PDF)20240702082619NAL0010208146001

BRAD M. CAPLAND, CPA, PC

Name: BRAD M. CAPLAND, CPA, PC — BRAD M. CAPLAND, CPA, P.C. 401(K) PLAN, Form 5500 (2023)
Creator: BRAD M. CAPLAND, CPA, PC

Form 5500-SF

FILING_RECEIVED

BRAD M. CAPLAND, CPA, P.C. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$748K

Net assets (EOY)

$748K

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 (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRAD M. CAPLAND, CPA, PC.

Plan sponsor

Name

BRAD M. CAPLAND, CPA, PC

EIN

27-1801823all filings

Address

2250 MAIN STREET, #3 · CONCORD, MA · 01742

Phone

(978) 371-8000

Industry

CPA Offices· Professional & Technical Servicessee 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

2024-07-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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