How big is Kaplan Loebl, PLLC's plan?

Kaplan Loebl, PLLC's plan reported $1.8M in assets and 9 participants for 2025.

Original filing (PDF)20260430095251NAL0025894802001

Kaplan Loebl, PLLC

Name: Kaplan Loebl, PLLC — Kaplan Loebl, PLLC Cash Balance, Form 5500 (2025)
Creator: Kaplan Loebl, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaplan Loebl, PLLC Cash Balance Plan

Defined-benefit pension plan · Kaplan Loebl, PLLC's Kaplan Loebl, PLLC Cash Balance Plan held $1.8M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

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

EIN 81-4462594

Plan number 002

Plan year 2025

ACK ID 20260430095251NAL0025894802001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kaplan Loebl, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kaplan Loebl, PLLC's plan includes a cash-balance formula.

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 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