How big is Bertram D. Kaplan, M.D., PLLC's plan?

Bertram D. Kaplan, M.D., PLLC's plan reported $4.2M in assets and 6 participants for 2024.

Original filing (PDF)20250812113542NAL0011383040001

Bertram D. Kaplan, M.D., PLLC

Name: Bertram D. Kaplan, M.D., PLLC — Bertram D. Kaplan, Form 5500 (2024)
Creator: Bertram D. Kaplan, M.D., PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bertram D. Kaplan, M.D., PLLC Profit Sharing Plan

Defined-contribution retirement plan · Bertram D. Kaplan, M.D., PLLC's Bertram D. Kaplan, M.D., PLLC Profit Sharing Plan held $4.2M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Bertram D Kaplan signed Bertram D. Kaplan, M.D., PLLC's 2024 Form 5500 as plan administrator.

Bertram D 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

Bertram D. Kaplan, M.D., PLLC's EIN is 47-1627779.

EIN 47-1627779

Plan number 001

Plan year 2024

ACK ID 20250812113542NAL0011383040001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bertram D. Kaplan, M.D., PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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