Stable plan record

KAPLAN FINANCIAL PROFIT SHARING 401K PLAN

Sponsored by KAPLAN FINANCIAL & INSURANCE SERVICES, INC. · EIN/PN 954835839-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$20,224
Administrative cost per participant
2025
$0
Active participants
2025
4
Total plan assets
2025
$6,456,707
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260417091946NAL00238313120014$20,224
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.