Plan Snapshot
- Plan Sponsor: Bruce S. Kaplan, P.A.
- Sponsor EIN: 593483214
- Sponsor Address: 3959 VAN DYKE RD STE 286, LUTZ, FL, 33558
- Plan Type: DC
- Plan Number: 001
- Total Participants: 2
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $3.3M | $0 | $0 |
| 2024 | 2 | $2.8M | $50,325 | $0 |
| 2023 | 2 | $2.4M | $49,175 | $0 |
| 2022 | 2 | $2.0M | $30,450 | $0 |