Kaplan Loebl LLC

Form 5500

KAPLAN LOEBL, LLC

18851 N.e. 29th Avenue Suite 901, Aventura, FL 33180 (305) 937-0777 EIN:81-4462594 Plan Admin:Daniel Kaplan

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameKAPLAN LOEBL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$873,348 / $1,307,400	2023	KAPLAN LOEBL, LLC 401(K) PROFIT SHARING PLAN - Plan #001	8 / 8	$873,348 / $1,307,400
2023	Plan NameKAPLAN LOEBL, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$891,235 / $1,232,702	2023	KAPLAN LOEBL, LLC CASH BALANCE PLAN - Plan #002	7 / 7	$891,235 / $1,232,702
2022	Plan NameKAPLAN LOEBL, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 7 Assets BOY/EOY$893,982 / $891,235	2022	KAPLAN LOEBL, LLC CASH BALANCE PLAN - Plan #002	8 / 7	$893,982 / $891,235
2022	Plan NameKAPLAN LOEBL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$888,550 / $873,348	2022	KAPLAN LOEBL, LLC 401(K) PROFIT SHARING PLAN - Plan #001	8 / 8	$888,550 / $873,348
2021	Plan NameKAPLAN LOEBL, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$646,530 / $893,982	2021	KAPLAN LOEBL, LLC CASH BALANCE PLAN - Plan #002	7 / 7	$646,530 / $893,982
2021	Plan NameKAPLAN LOEBL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$637,782 / $888,550	2021	KAPLAN LOEBL, LLC 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$637,782 / $888,550
2020	Plan NameKAPLAN LOEBL, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$384,207 / $646,530	2020	KAPLAN LOEBL, LLC CASH BALANCE PLAN - Plan #002	7 / 7	$384,207 / $646,530
2020	Plan NameKAPLAN LOEBL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$420,981 / $637,782	2020	KAPLAN LOEBL, LLC 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$420,981 / $637,782
2019	Plan NameKAPLAN LOEBL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$252,469 / $420,981	2019	KAPLAN LOEBL, LLC 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$252,469 / $420,981
2019	Plan NameKAPLAN LOEBL, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$223,129 / $384,207	2019	KAPLAN LOEBL, LLC CASH BALANCE PLAN - Plan #002	7 / 7	$223,129 / $384,207