Davie Kaplan, Cpa, P.C.

Missouri
Registered In
05/01/2019
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 Scott Koger, and Jennifer Jones, of Rochester, NY as associates.

Registered In
Missouri
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
New York
Company Type
Professional Corporation
Status
Good Standing
Find Social Profiles
Search Other Resources
SEC | EDGAR Trellis.Law Recent News
C T Corporation System Registered Agent
120 S CENTRAL AVE, CLAYTON, MO 63105
Scott Koger, President
1000 FIRST FEDERAL PLZ, ROCHESTER, NY 14614
Jennifer Jones, Chairman
1000 FIRST FEDERAL PLZ, ROCHESTER, NY 14614
David Pitcher, Vice President
1000 FIRST FEDERAL PLZ, ROCHESTER, NY 14614
Brian Sauers, Director
1000 FIRST FEDERAL PLZ, ROCHESTER, NY 14614
Gary Debellis, Director
1000 FIRST FEDERAL PLZ, ROCHESTER, NY 14614
Patrick George, Director
1000 FIRST FEDERAL PLZ, ROCHESTER, NY 14614
Gregory Miller, Director
1000 FIRST FEDERAL PLZ, ROCHESTER, NY 14614
Jennifer Jones, Director
1000 FIRST FEDERAL PLZ, ROCHESTER, NY 14614
Scott Kogler, Director
1000 FIRST FEDERAL PLZ, ROCHESTER, NY 14614
Login to view more!
You must login to view additional information on 16 more associates. Don't have an account? Sign Up, it's free!
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.
Related Business Names:
Davie Kaplan, Cpa, Pc Registered in California
Rochester, NY View Report
Address Match:1000 First Federal Plz Rochester, NY
Davie Kaplan, Cpa, P.C. Registered in Florida
Rochester, NY View Report
Davie Kaplan, Cpa, P.C. Registered in Texas
Penfield, NY Rochester, NY View Report
Person/City Match:Jennifer Jones - Rochester, NY
Davie Kaplan, Cpa, P.C. Registered in New York
Rochester, NY View Report
Street Match:First Federal Plz Rochester, NY
Catline Drilling Program Registered in Pennsylvania
Rochester, NY View Report
Fox Hollow Drilling Program Registered in Pennsylvania
Rochester, NY View Report
Freehold Drilling Program Registered in Pennsylvania
Rochester, NY View Report
Quaker Run Drilling Program Registered in Pennsylvania
Rochester, NY View Report
Monroe Resources LTD. Registered in Ohio
Cleveland, OH Rochester, NY View Report
Wegman Family (Canton) Llc Vi Registered in Ohio
Columbus, OH Rochester, NY (1 more) View Report
Century Title Insurance Agency, Inc. Registered in Georgia
Atlanta, GA Rochester, NY View Report
Realty Mortgage, Inc. Registered in Georgia
Rochester, NY View Report
Rochester, NY Rockville, MD View Report
Jjs Realty III Limited Partnership Registered in Florida
Rochester, NY View Report
N.I.K. of Florida, Inc. Registered in Florida
Orlando, FL Rochester, NY View Report
Promis Systems Corporation Registered in Massachusetts
Rochester, NY View Report
Fulton, Friedman & Gullace, LLP Registered in Tennessee
Nashville, TN Rochester, NY View Report
Beaver Dam Drilling Program Registered in Pennsylvania
Rochester, NY View Report
Rochester, NY View Report
Bergmann Associates, Inc. Registered in North Carolina
Raleigh, NC Rochester, NY View Report

The following government agencies have contributed data:

Missouri Secretary of State U.S. Department of Labor U.S. Small Business Administration
Have questions?
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