How big is Kaplan Loebl, PLLC's plan?

Kaplan Loebl, PLLC's plan reported $1.7M in assets and 7 participants for 2024.

Original filing (PDF)20250922083713NAL0005775248001

Kaplan Loebl, PLLC

Name: Kaplan Loebl, PLLC — Kaplan Loebl, PLLC 401(k), Form 5500 (2024)
Creator: Kaplan Loebl, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaplan Loebl, PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Kaplan Loebl, PLLC's Kaplan Loebl, PLLC 401(k) Profit Sharing Plan held $1.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Kaplan Loebl, PLLC's EIN is 81-4462594.

EIN 81-4462594

Plan number 001

Plan year 2024

ACK ID 20250922083713NAL0005775248001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kaplan Loebl, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kaplan Loebl, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 LOEBL, PLLC.

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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