Original filing (PDF)20250527152545NAL0005779201001

JEFFREY KAPLAN, M.D. PEDIATRIC MEDICINE, INC.

Name: JEFFREY KAPLAN, M.D. PEDIATRIC MEDICINE, INC. — JEFFREY KAPLAN M.D. PEDIATRIC MEDICINE, INC. DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: JEFFREY KAPLAN, M.D. PEDIATRIC MEDICINE, INC.

Form 5500-SF

FILING_RECEIVED

JEFFREY KAPLAN M.D. PEDIATRIC MEDICINE, INC. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFFREY KAPLAN, M.D. PEDIATRIC MEDICINE, INC..

Plan sponsor

Name

JEFFREY KAPLAN, M.D. PEDIATRIC MEDICINE, INC.

EIN

45-5631264

Address

821 E CHAPEL STREET, SUITE 203 · SANTA MARIA, CA · 93454

Phone

(805) 354-5200

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-05-27

Pension benefit codes

1A · Pay-related DB formula

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

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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