Original filing (PDF)20251008181502NAL0003195155001

HARRY W. KAPLAN, M.D., P.A.

Name: HARRY W. KAPLAN, M.D., P.A. — HARRY W. KAPLAN, M.D., P.A. CASH BALANCE PLAN, Form 5500 (2024)
Creator: HARRY W. KAPLAN, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

HARRY W. KAPLAN, M.D., P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 HARRY W. KAPLAN, M.D., P.A..

Plan sponsor

Name

HARRY W. KAPLAN, M.D., P.A.

EIN

52-2051350

Address

2700 QUARRY LAKE DRIVE · SUITE 350 · BALTIMORE, MD · 21209

Phone

(410) 653-0073

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

DBT CALIFORNIA

DBT CALIFORNIA 401K PLAN

$1.2M · 5 participants

PSYCHIATRIC ASSOCIATES, INC.

PSYCHIATRIC ASSOCIATES, INC. 401(K) AND PROFIT SHARING PLAN

$1.2M · 2 participants

STEVEN A. FAYER, M.D., P.C.

STEVEN A. FAYER, M.D., P.C. PENSION PLAN

$1.2M · 2 participants

INSPIRED HEALTH - INTEGRATIVE & FUNCTIONAL MEDICAL CENTER

INSPIRED HEALTH 401(K) PLAN

$1.2M · 6 participants

WELLSPRING PSYCHOLOGY PC

WELLSPRING PSYCHOLOGY PC 401(K) PLAN