# Kaplan Levenson P.C. 401(k) Plan
Source: https://planprovider.pro/companies/kaplan-levenson-p-c-plan

> Kaplan Levenson P.C.'s 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kaplan Levenson P.C.

- **Sponsor EIN:** 821842952

- **Sponsor Address:** 930 SYLVAN AVENUE, ENGLEWOOD CLIFFS, NJ, 07632

- **Plan Type:** 401(k)

- **Total Participants:** 3

- **Total Assets:** $3.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3|$3.6M|$40,000|$65,182|

| 2023|3|$3.7M|$40,000|$64,543|

| 2022|3|$2.9M|$30,791|$58,393|

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