Davie Kaplan, Cpa, P.C.

Florida
Registered In
09/03/2010
Incorp. Date
Foreign
Registration Type
New York
Foreign Jurisdiction

Company Summary

Davie Kaplan, Cpa, P.C. at 1000 First Federal Plz, Rochester, Ny 14614 lists George Patrick R and Agostinelli Michael D of Rochester, NY as associates.

Registered In
Florida
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
New York
Company Type
Foreign Profit
Status
Inactive
EIN
16-1182991
Website
Email
******@daviekaplan.com
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Ct Corporation System Registered Agent
1200 S PINE ISLAND RD, PLANTATION, FL 33324
George Patrick R CEO
1000 FIRST FEDERAL PLZ, ROCHESTER, NY 14614
Agostinelli Michael D President
1000 FIRST FEDERAL PLZ, ROCHESTER, NY 14614
Pitcher David C Vice President
1000 FIRST FEDERAL PLZ, ROCHESTER, NY 14614
Eaton Todd S Secretary
1000 FIRST FEDERAL PLZ, ROCHESTER, NY 14614
1000 FIRST FEDERAL PLZ, ROCHESTER, NY 14614 View Map

Financial Information for Davie Kaplan, Cpa, P.C.

Form 5500

DAVIE KAPLAN, CPA, P.C.

1000 First Federal Plaza, Rochester, Ny 14614 (585) 454-4161 EIN:16-1182991 Plan Admin:Scott Kogler
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameDAVIE KAPLAN 401(K) PLAN Plan #001 Participants BOY/EOY86 / 86 Assets BOY/EOY$11,886,343 / $14,423,588 2023 DAVIE KAPLAN 401(K) PLAN - Plan #001 86 / 86 $11,886,343 / $14,423,588
2022 Plan NameDAVIE KAPLAN 401(K) PLAN Plan #001 Participants BOY/EOY86 / 79 Assets BOY/EOY$13,797,626 / $11,886,343 2022 DAVIE KAPLAN 401(K) PLAN - Plan #001 86 / 79 $13,797,626 / $11,886,343
2021 Plan NameDAVIE KAPLAN 401(K) PLAN Plan #001 Participants BOY/EOY75 / 86 Assets BOY/EOY$12,090,957 / $13,797,626 2021 DAVIE KAPLAN 401(K) PLAN - Plan #001 75 / 86 $12,090,957 / $13,797,626
2020 Plan NameDAVIE KAPLAN 401(K) PLAN Plan #001 Participants BOY/EOY68 / 75 Assets BOY/EOY$8,905,371 / $12,090,957 2020 DAVIE KAPLAN 401(K) PLAN - Plan #001 68 / 75 $8,905,371 / $12,090,957
2019 Plan NameDAVIE KAPLAN 401(K) PLAN Plan #001 Participants BOY/EOY64 / 65 Assets BOY/EOY$9,157,695 / $8,905,371 2019 DAVIE KAPLAN 401(K) PLAN - Plan #001 64 / 65 $9,157,695 / $8,905,371
Benefit & Retirement Plans based on Form 5500.
PPP Loans

DAVIE KAPLAN CPA, P.C.

1000 First Federal Plaza, ROCHESTER, NY 14614 Industry:Offices of Certified Public Accountants Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/04/2020 Approved$974,300 Forgiven$980,229 LenderThe Canandaigua National Bank and Trust Company Jobs72 04/04/2020 $974,300 $980,229 The Canandaigua National Bank and Trust Company 72
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor U.S. Small Business Administration
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