How big is MARC S. Kaplan, D.D.S., Ltd.'s plan?

MARC S. Kaplan, D.D.S., Ltd.'s plan reported $3.7M in assets and 7 participants for 2024.

Original filing (PDF)20251014141457NAL0004211232001

MARC S. Kaplan, D.D.S., Ltd.

Name: MARC S. Kaplan, D.D.S., Ltd. — MARC S. Kaplan, Form 5500 (2024)
Creator: MARC S. Kaplan, D.D.S., Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MARC S. Kaplan, D.D.S., Ltd. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · MARC S. Kaplan, D.D.S., Ltd.'s MARC S. Kaplan, D.D.S., Ltd. 401(k) Profit Sharing Plan & Trust held $3.7M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

MARC Kaplan signed MARC S. Kaplan, D.D.S., Ltd.'s 2024 Form 5500 as plan administrator.

MARC 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

MARC S. Kaplan, D.D.S., Ltd.'s EIN is 36-4361832.

EIN 36-4361832

Plan number 002

Plan year 2024

ACK ID 20251014141457NAL0004211232001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

MARC S. Kaplan, D.D.S., Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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