Kaplan Financial Services, Inc.
Massachusetts
Registered In
04/01/2009
Incorp. Date
Company Summary
Kaplan Financial Services, Inc. at 2227 Washington ST 2 Newton Exec Park # 300, Newton, Ma 02462 lists Susan C. Kaplan and Lawrence D. Kaplan of Newton, MA.
- Registered In
- Massachusetts
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Profit Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Susan C. Kaplan
Registered Agent
|
2227 WASHINGTON ST, NEWTON, MA 02462
|
|
|
Susan C. Kaplan
President
|
2227 WASHINGTON ST, NEWTON, MA 02462
|
|
|
Lawrence D. Kaplan
Vice President
|
2227 WASHINGTON ST, NEWTON, MA 02462
|
|
|
Lawrence D. Kaplan
Director
|
2227 WASHINGTON ST, NEWTON, MA 02462
|
|
|
Susan C. Kaplan
Director
|
2227 WASHINGTON ST, NEWTON, MA 02462
|
|
|
Susan C. Kaplan
Secretary
|
2227 WASHINGTON ST, NEWTON, MA 02462
|
|
|
Susan C. Kaplan
TREASURER
|
2227 WASHINGTON ST, NEWTON, MA 02462
|
|
2227 WASHINGTON ST 2 NEWTON EXEC PARK # 300, NEWTON, MA 02462
View Map
|
Financial Information for Kaplan Financial Services, Inc.
Form 5500
KAPLAN FINANCIAL SERVICES, INC.
2 Newton Executive Park, Suite 300 2227 Washington Street, Newton, Ma 02462 (617) 527-1557 EIN:35-2359185 Plan Admin:Ann Decaprio| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameKAPLAN FINANCIAL SERVICES, INC. 401(K) PLAN Plan #004 Participants BOY/EOY14 / 13 Assets BOY/EOY$4,234,202 / $5,860,015 | 2023 | KAPLAN FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #004 | 14 / 13 | $4,234,202 / $5,860,015 |
| 2022 | Plan NameKAPLAN FINANCIAL SERVICES, INC. 401(K) PLAN Plan #004 Participants BOY/EOY12 / 12 Assets BOY/EOY$5,680,596 / $4,234,202 | 2022 | KAPLAN FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #004 | 12 / 12 | $5,680,596 / $4,234,202 |
| 2021 | Plan NameKAPLAN FINANCIAL SERVICES, INC. 401(K) PLAN Plan #004 Participants BOY/EOY12 / 12 Assets BOY/EOY$4,425,888 / $5,680,596 | 2021 | KAPLAN FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #004 | 12 / 12 | $4,425,888 / $5,680,596 |
| 2020 | Plan NameKAPLAN FINANCIAL SERVICES, INC. 401(K) PLAN Plan #004 Participants BOY/EOY12 / 11 Assets BOY/EOY$3,377,068 / $4,425,888 | 2020 | KAPLAN FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #004 | 12 / 11 | $3,377,068 / $4,425,888 |
| 2019 | Plan NameKAPLAN FINANCIAL SERVICES, INC. 401(K) PLAN Plan #004 Participants BOY/EOY10 / 9 Assets BOY/EOY$2,518,298 / $3,377,068 | 2019 | KAPLAN FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #004 | 10 / 9 | $2,518,298 / $3,377,068 |
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
|
Kaplan & Kaplan Financial Services, Inc.
Registered in New Jersey
|
New Jersey | View Report | |
|
Kaplan Financial & Insurance Services, Inc.
Registered in California
|
Calabasas, CA Encino, CA | View Report | |
|
Kaplan International Financial Services, Inc.
Registered in Connecticut
|
Stamford, CT | View Report | |
|
Kaplan & Kaplan Financial Services, Inc.
Registered in California
|
Encino, CA | View Report | |
|
Kaplan Financial Services, Inc.
Registered in California
|
Visalia, CA | View Report |
City Match:Newton, MA
|
Dean Estates I, LLC
Registered in Rhode Island
|
Cranston, RI Newton, MA | View Report | |
|
Boston Family Trust LLC
Registered in Massachusetts
|
Newton, MA | View Report | |
|
Gianty LLC
Registered in Massachusetts
|
Newton, MA | View Report | |
|
Grayfriars, LLC
Registered in Massachusetts
|
Newton, MA | View Report | |
|
Ndne 9/90 200 Staples Drive LLC
Registered in Massachusetts
|
Newton, MA | View Report | |
|
World Travel By Design, Inc.
Registered in Massachusetts
|
Newton, MA | View Report | |
|
Xg 51 Hancock St LLC
Registered in Massachusetts
|
Newton, MA | View Report | |
|
Snh Ltf Properties LLC
Registered in Texas
|
Newton, MA | View Report | |
|
400 Metronorth Corporate Center LLC
Registered in Massachusetts
|
Newton, MA | View Report | |
|
Ahi/Nti Associates, LLC
Registered in Massachusetts
|
Newton, MA | View Report | |
|
Brookside Development, LLC
Registered in Massachusetts
|
Newton, MA | View Report | |
|
Chtp/Psilos II Associates, LLC
Registered in Massachusetts
|
Newton, MA | View Report | |
|
Cj Equipment LLC
Registered in Massachusetts
|
Newton, MA | View Report | |
|
Keypeople Resources, Inc.
Registered in Massachusetts
|
Annapolis, MD Newton, MA | View Report | |
|
Medvance Solutions, Inc.
Registered in Massachusetts
|
Newton, MA | View Report | |
|
Melrose One LLC
Registered in Massachusetts
|
Newton, MA | View Report | |
|
Moxon & Devaney, LLP
Registered in Massachusetts
|
Boston, MA Newton, MA | View Report | |
|
New Bond II LLC
Registered in Massachusetts
|
Newton, MA | View Report | |
|
Newton Wellesley Hospital Auxiliary, Inc.
Registered in Massachusetts
|
Newton, MA | View Report | |
|
Babel Bark, Inc.
Registered in Washington
|
Newton, MA | View Report |
The following government agencies have contributed data:
Secretary of the Commonwealth of Massachusetts U.S. Department of Labor
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States