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
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Susan C. Kaplan
Registered Agent
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2227 WASHINGTON ST, NEWTON, MA 02462
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Susan C. Kaplan
President
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2227 WASHINGTON ST, NEWTON, MA 02462
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Lawrence D. Kaplan
Vice President
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2227 WASHINGTON ST, NEWTON, MA 02462
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Lawrence D. Kaplan
Director
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2227 WASHINGTON ST, NEWTON, MA 02462
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Susan C. Kaplan
Director
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2227 WASHINGTON ST, NEWTON, MA 02462
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Susan C. Kaplan
Secretary
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2227 WASHINGTON ST, NEWTON, MA 02462
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Susan C. Kaplan
TREASURER
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2227 WASHINGTON ST, NEWTON, MA 02462
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2227 WASHINGTON ST 2 NEWTON EXEC PARK # 300, NEWTON, MA 02462
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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.
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The following government agencies have contributed data:
Secretary of the Commonwealth of Massachusetts U.S. Department of Labor
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