Original filing (PDF)20250919122910NAL0005412738001

Jonathan Kaplan, M.D., Inc. DBA Pacific Heights Plastic Surgery

Name: Jonathan Kaplan, M.D., Inc. DBA Pacific Heights Plastic Surgery — Form 5500 Plan 001 (2024)
Creator: Jonathan Kaplan, M.D., Inc. DBA Pacific Heights Plastic Surgery
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jonathan Kaplan, M.D., Inc. Retirement Plan

401(k) retirement plan · Jonathan Kaplan, M.D., Inc. DBA Pacific Heights Plastic Surgery's Jonathan Kaplan, M.D., Inc. Retirement Plan held $766K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$766K

Net assets (EOY)

$766K

Plan identifiers

Jonathan Kaplan, M.D., Inc. DBA Pacific Heights Plastic Surgery's EIN is 46-2638905.

EIN 46-2638905

Plan number 001

Plan year 2024

ACK ID 20250919122910NAL0005412738001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jonathan Kaplan, M.D., Inc. DBA Pacific Heights Plastic Surgery from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jonathan Kaplan, M.D., Inc. DBA Pacific Heights Plastic Surgery'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 JONATHAN KAPLAN, M.D., INC. DBA PACIFIC HEIGHTS PLASTIC SURGERY.

Finding similar companies…

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 average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

JONATHAN KAPLAN, M.D., INC. DBA PACIFIC HEIGHTS PLASTIC SURGERY

EIN

all filings

Address

2100 WEBSTER ST., SUITE 429 · SAN FRANCISCO, CA · 94115

Phone

(415) 923-3005

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator