KAPLAN FINANCIAL PROFIT SHARING 401K PLAN

[ EIN: 95-4835839 | Plan No. 001 ]

KAPLAN FINANCIAL PROFIT SHARING 401K PLAN, sponsored by KAPLAN FINANCIAL & INSURANCE SERVICES, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 5 participants and total assets of $5,227,983 during the 2024 reporting period.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: KAPLAN FINANCIAL & INSURANCE SERVICES, INC.

Location: 16030 VENTURA BOULEVARD,, ENCINO, CA 91436

EIN: 954835839

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 5

Total Assets: $5,227,983

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