Original filing (PDF)20250422135822NAL0004367649001

ROBERT J. KAPLAN, M.D., PLLC

Name: ROBERT J. KAPLAN, M.D., PLLC — ROBERT J. KAPLAN, M. D. , PLLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROBERT J. KAPLAN, M.D., PLLC

Form 5500-SF

FILING_RECEIVED

ROBERT J. KAPLAN, M. D. , PLLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 ROBERT J. KAPLAN, M.D., PLLC.

Plan sponsor

Name

ROBERT J. KAPLAN, M.D., PLLC

EIN

47-2324757

Address

6401 POPLAR AVENUE, STE. 330 · MEMPHIS, TN · 38119

Phone

(901) 505-0030

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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