Original filing (PDF)20240703093441NAL0004317843020

LAW OFFICES OF CONNIE KAPLAN, P.A.

Name: LAW OFFICES OF CONNIE KAPLAN, P.A. — LAW OFFICES OF CONNIE KAPLAN, P.A. 401(K) PLAN, Form 5500 (2023)
Creator: LAW OFFICES OF CONNIE KAPLAN, P.A.

Form 5500-SF

FILING_RECEIVED

LAW OFFICES OF CONNIE KAPLAN, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$155K

Net assets (EOY)

$155K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAW OFFICES OF CONNIE KAPLAN, P.A..

Plan sponsor

Name

LAW OFFICES OF CONNIE KAPLAN, P.A.

EIN

35-2411545all filings

Address

110 SE 6TH ST · #1700 · FORT LAUDERDALE, FL · 33301

Phone

(954) 357-0957

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator