Original filing (PDF)20240814235122NAL0021157424002

Kaplan Company, P.C.

Name: Kaplan Company, P.C. — Kaplan Company , P.C. 401(k), Form 5500 (2023)
Creator: Kaplan Company, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaplan Company , P.C. 401(k) Plan

401(k) retirement plan · Kaplan Company, P.C.'s Kaplan Company , P.C. 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

YALE J Kaplan signed Kaplan Company, P.C.'s 2023 Form 5500 as plan administrator.

YALE J 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

Kaplan Company, P.C.'s EIN is 52-1731239.

EIN 52-1731239

Plan number 002

Plan year 2023

ACK ID 20240814235122NAL0021157424002

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Kaplan Company, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Kaplan Company, P.C.'s plan includes a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score