Original filing (PDF)20251010092100NAL0004099715001

RICHARD W KAPLAN DDS MD PA

Name: RICHARD W KAPLAN DDS MD PA — RICHARD W KAPLAN DDS MD PA, CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: RICHARD W KAPLAN DDS MD PA

Form 5500-SF

FILING_RECEIVED

RICHARD W KAPLAN DDS MD PA, CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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 RICHARD W KAPLAN DDS MD PA.

Plan sponsor

Name

RICHARD W KAPLAN DDS MD PA

EIN

65-0281828

Address

1951 BOMAR DRIVE · PALM BEACH GARDENS, FL · 33408

Phone

(561) 848-0553

Industry

Offices of Dentists· 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

2025-10-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

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 Offices of Dentists plans

MORGAN & LEMKE D.D.S.,M.S., INC.

MORGAN & LEMKE, D.D.D., M.S., INC. 401(K) PROFIT SHARING PLAN

$4.4M · 18 participants

CHRIS E LINDSEY DDS

CHRIS E LINDSEY DDS EMPLOYEE RETIREMENT PLAN

$4.4M · 6 participants

STORRS FAMILY DENTISTRY, LLC

STORRS FAMILY DENTISTRY, LLC SAVINGS & RETIREMENT PLAN

$4.4M · 14 participants

FOR YOUR SMILE DENTAL CORPORATION

FOR YOUR SMILE DENTAL CORPORATION DEFINED BENEFIT PLAN

$4.4M · 2 participants

NEIL KANNER, D.M.D.