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.
Overview
Registered In
Massachusetts
Incorporation Date
Company Type
Domestic Profit Corporation
Status
Active
Registration Type
Domestic
Search Other Resources
People
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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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Map & Locations
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2227 WASHINGTON ST 2 NEWTON EXEC PARK # 300, NEWTON, MA 02462
View Map
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Financials
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.
Linked Companies
Related Business Names:
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Kaplan & Kaplan Financial Services, Inc.
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Kaplan Financial & Insurance Services, Inc.
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Kaplan & Kaplan Financial Services, Inc.
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|
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Kaplan Financial Services, Inc.
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Sources
The following government agencies have contributed data:
• Secretary of the Commonwealth of Massachusetts • U.S. Department of Labor
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