How big is Kaplan & Associates, CPAS, PLLC's plan?

Kaplan & Associates, CPAS, PLLC's plan reported $949K in assets and 3 participants for 2024.

Original filing (PDF)20250829120238NAL0011150385001

Kaplan & Associates, CPAS, PLLC

Name: Kaplan & Associates, CPAS, PLLC — Kaplan & Associate, Form 5500 (2024)
Creator: Kaplan & Associates, CPAS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaplan & Associates, CPAS, PLLC Retirement Plan

401(k) retirement plan · Kaplan & Associates, CPAS, PLLC's Kaplan & Associates, CPAS, PLLC Retirement Plan held $949K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$949K

Net assets (EOY)

$949K

People on this filing

Paul Kaplan signed Kaplan & Associates, CPAS, PLLC's 2024 Form 5500 as plan administrator.

Paul 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

Kaplan & Associates, CPAS, PLLC's EIN is 37-1557640.

EIN 37-1557640

Plan number 001

Plan year 2024

ACK ID 20250829120238NAL0011150385001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kaplan & Associates, CPAS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kaplan & Associates, CPAS, PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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