Original filing (PDF)20250410134506NAL0011787443002

ROBERT Z. KAPLAN

Name: ROBERT Z. KAPLAN — ROBERT Z. KAPLAN MONEY PURCHASE PLAN, Form 5500 (2024)
Creator: ROBERT Z. KAPLAN

Form 5500-SF

FILING_RECEIVED

ROBERT Z. KAPLAN MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

—

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

—

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

ROBERT Z. KAPLAN

EIN

34-1011061all filings

Address

414 N ERIE ST. · TOLEDO, OH · 43604

Phone

(419) 241-6168

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-10

Pension benefit codes

2C · Money purchase (other than target benefit)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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