· 2022–2024 · DOL EFAST2

Steven M. Caplan Attorney at Law — Steven M. Caplan, Form 5500 (2024)

Original filing (PDF)20251006105616NAL0003299777001

Steven M. Caplan Attorney at Law

Form 5500-SF

FILING_RECEIVED

Steven M. Caplan Attorney at Law 401(k) Profit Sharing Plan

401(k) retirement plan · Steven M. Caplan Attorney at Law's Steven M. Caplan Attorney at Law 401(k) Profit Sharing Plan held $1.0M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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

78

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN M. CAPLAN ATTORNEY AT LAW.

Plan sponsor

Name

STEVEN M. CAPLAN ATTORNEY AT LAW

EIN

52-1768347all filings

Address

27 EASTGATE DRIVE · APT. D · BOYNTON BEACH, FL · 33436

Phone

(410) 339-5800

Industry

Law Offices· Professional & Technical Services

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

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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