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| Company Name: | KAPLAN & ASSOCIATES, CPAS, PLLC |
| Employer identification number (EIN): | 371557640 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-09-30 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-08-29 | |||||
| Date | Description |
|---|---|
| 2022-09-11 | 371557640 Change of name detected from KAPLAN & ASSOCIATES, CPAS, LLC to KAPLAN & ASSOCIATES, CPAS, PLLC |
| 2022-09-11 | 371557640 Change of plan name detected from KAPLAN & ASSOCIATES, CPAS, LLC CASH BALANCE PLAN to KAPLAN & ASSOCIATES, CPAS, PLLC CASH BALANCE PLAN for plan ID 002 |
| 2022-09-11 | 371557640 Change of plan name detected from KAPLAN & ASSOCIATES, CPAS, LLC RETIREMENT PLAN to KAPLAN & ASSOCIATES, CPAS, PLLC RETIREMENT PLAN for plan ID 001 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | KAPLAN & ASSOCIATES, CPAS, PLLC RETIREMENT PLAN | 2016-01-01 | 2008-01-01 |
| 002 | KAPLAN & ASSOCIATES, CPAS, PLLC CASH BALANCE PLAN | 2020-01-01 | 2020-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2022-12-13 | Employer Contributions | $ 140,000 |
| 2022-12-13 | Employee Contributions | $ 140,000 |
| 2022-04-22 | Employer Contributions | $ 100,000 |
| 2022-04-22 | Employee Contributions | $ 100,000 |
| 2022-04-19 | Employer Contributions | $ 3,190 |
| 2022-04-19 | Employee Contributions | $ 3,190 |
| 2021-11-30 | Employer Contributions | $ 100,000 |
| 2021-11-30 | Employee Contributions | $ 100,000 |
| 2021-11-06 | Employer Contributions | $ 100,000 |
| 2021-11-06 | Employee Contributions | $ 100,000 |
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