How big is Caplan Brothers, Incorporated's plan?

Caplan Brothers, Incorporated's plan reported $2.0M in assets and 28 participants for 2024.

Original filing (PDF)20251010152749NAL0018961090001

Caplan Brothers, Incorporated

Name: Caplan Brothers, Incorporated — Caplan Brothers, Form 5500 (2024)
Creator: Caplan Brothers, Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caplan Brothers, Incorporated Profit Sharing Retirement Plan and

401(k) retirement plan · Caplan Brothers, Incorporated's Caplan Brothers, Incorporated Profit Sharing Retirement Plan and held $2.0M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Bernie Steinharter signed Caplan Brothers, Incorporated's 2024 Form 5500 as plan administrator.

Bernie Steinharter — 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

Caplan Brothers, Incorporated's EIN is 52-0554704.

EIN 52-0554704

Plan number 002

Plan year 2024

ACK ID 20251010152749NAL0018961090001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caplan Brothers, Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Caplan Brothers, Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPLAN BROTHERS, INCORPORATED.

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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