Kaplan Marino, A Professional Corporation 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Kaplan Marino, A Professional Corporation
  • Sponsor EIN: 954696474
  • Sponsor Address: 1546 N. FAIRFAX AVE., LOS ANGELES, CA, 90046
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $775,975

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$775,975$27,460$0
20233$592,599$22,500$0
20224$532,093$0$0

Similar Plans