KAPLAN COMPANIES has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : KAPLAN COMPANIES 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-14 | 869082 |
| Net assets as of the end of the plan year | 2025-08-14 | 3585450 |
| Total assets as of the beginning of the plan year | 2025-08-14 | 3698000 |
| Value of plan covered by a fidelity bond | 2025-08-14 | 500000 |
| Participant contributions to plan in this plan year | 2025-08-14 | 270135 |
| Value of participant loans at end of plan year | 2025-08-14 | 97051 |
| Other income to plan in this plan year | 2025-08-14 | 486397 |
| Plan net income in this plan year | 2025-08-14 | -112550 |
| Net assets as of the end of the plan year | 2025-08-14 | 3585450 |
| Net assets as of the beginning of the plan year | 2025-08-14 | 3698000 |
| Fees paid to broker by Benefit Provider | 2025-08-14 | 153 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-14 | 3202 |
| 2024 : KAPLAN COMPANIES 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-29 | 162916 |
| Net assets as of the end of the plan year | 2024-07-29 | 3698000 |
| Total assets as of the beginning of the plan year | 2024-07-29 | 2994149 |
| Value of plan covered by a fidelity bond | 2024-07-29 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-29 | 251318 |
| Value of participant loans at end of plan year | 2024-07-29 | 52571 |
| Other income to plan in this plan year | 2024-07-29 | 615449 |
| Plan net income in this plan year | 2024-07-29 | 703851 |
| Net assets as of the end of the plan year | 2024-07-29 | 3698000 |
| Net assets as of the beginning of the plan year | 2024-07-29 | 2994149 |
| Fees paid to broker by Benefit Provider | 2024-07-29 | 109 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-29 | 36844 |
| 2022 : KAPLAN COMPANIES 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-380,393 |
| Total of all expenses incurred | 2022-12-31 | $380,448 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $378,330 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $338,354 |
| Value of total assets at end of year | 2022-12-31 | $2,994,149 |
| Value of total assets at beginning of year | 2022-12-31 | $3,754,990 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,118 |
| Total interest from all sources | 2022-12-31 | $2,202 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $539 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $243,709 |
| Participant contributions at end of year | 2022-12-31 | $29,804 |
| Participant contributions at beginning of year | 2022-12-31 | $39,558 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $94,645 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-760,841 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,994,149 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,754,990 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $1,497 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,964,345 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,715,432 |
| Interest on participant loans | 2022-12-31 | $2,202 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-720,949 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $378,330 |
| Contract administrator fees | 2022-12-31 | $82 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | WITHUM SMITH & BROWN, PC |
| Accountancy firm EIN | 2022-12-31 | 222027092 |
| Total income from all sources (including contributions) | 2022-01-01 | $-380,393 |
| Total of all expenses incurred | 2022-01-01 | $380,448 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $378,330 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $338,354 |
| Value of total assets at end of year | 2022-01-01 | $2,994,149 |
| Value of total assets at beginning of year | 2022-01-01 | $3,754,990 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $2,118 |
| Total interest from all sources | 2022-01-01 | $2,202 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Administrative expenses professional fees incurred | 2022-01-01 | $539 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $243,709 |
| Participant contributions at end of year | 2022-01-01 | $29,804 |
| Participant contributions at beginning of year | 2022-01-01 | $39,558 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $94,645 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-760,841 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,994,149 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $3,754,990 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $1,497 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $2,964,345 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $3,715,432 |
| Interest on participant loans | 2022-01-01 | $2,202 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-720,949 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $378,330 |
| Contract administrator fees | 2022-01-01 | $82 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | WITHUM SMITH & BROWN, PC |
| Accountancy firm EIN | 2022-01-01 | 222027092 |
| 2021 : KAPLAN COMPANIES 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $671,490 |
| Total of all expenses incurred | 2021-12-31 | $126,199 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $124,565 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $265,838 |
| Value of total assets at end of year | 2021-12-31 | $3,754,990 |
| Value of total assets at beginning of year | 2021-12-31 | $3,209,699 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,634 |
| Total interest from all sources | 2021-12-31 | $3,671 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $482 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $238,051 |
| Participant contributions at end of year | 2021-12-31 | $39,558 |
| Participant contributions at beginning of year | 2021-12-31 | $77,955 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $27,787 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $545,291 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,754,990 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,209,699 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $1,061 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,715,432 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,131,744 |
| Interest on participant loans | 2021-12-31 | $3,671 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $401,981 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $124,565 |
| Contract administrator fees | 2021-12-31 | $91 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | WITHUM SMITH & BROWN, PC |
| Accountancy firm EIN | 2021-12-31 | 222027092 |
| 2020 : KAPLAN COMPANIES 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $493,611 |
| Total of all expenses incurred | 2020-12-31 | $1,151,119 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,149,847 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $222,722 |
| Value of total assets at end of year | 2020-12-31 | $3,209,699 |
| Value of total assets at beginning of year | 2020-12-31 | $3,867,207 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,272 |
| Total interest from all sources | 2020-12-31 | $5,195 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $564 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $222,722 |
| Participant contributions at end of year | 2020-12-31 | $77,955 |
| Participant contributions at beginning of year | 2020-12-31 | $85,068 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $-657,508 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,209,699 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,867,207 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $626 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,131,744 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,782,139 |
| Interest on participant loans | 2020-12-31 | $5,195 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $265,694 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,149,847 |
| Contract administrator fees | 2020-12-31 | $82 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | WITHUMSMITH & BROWN, PC |
| Accountancy firm EIN | 2020-12-31 | 222027092 |
| 2011 : KAPLAN COMPANIES 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-12-31 | $84,335 |
| Total of all expenses incurred | 2011-12-31 | $236,190 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $220,902 |
| Value of total corrective distributions | 2011-12-31 | $15,288 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $167,633 |
| Value of total assets at end of year | 2011-12-31 | $1,704,588 |
| Value of total assets at beginning of year | 2011-12-31 | $1,856,443 |
| Total interest from all sources | 2011-12-31 | $-83,298 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $167,633 |
| Participant contributions at end of year | 2011-12-31 | $49,097 |
| Participant contributions at beginning of year | 2011-12-31 | $58,229 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-151,855 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,704,588 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,856,443 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,655,491 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,798,214 |
| Interest on participant loans | 2011-12-31 | $2,338 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $-85,636 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $220,902 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | WITHUM SMITH BROWN |
| Accountancy firm EIN | 2011-12-31 | 222027092 |
| 2010 : KAPLAN COMPANIES 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-31 | $386,322 |
| Total of all expenses incurred | 2010-12-31 | $57,706 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $57,706 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $171,274 |
| Value of total assets at end of year | 2010-12-31 | $1,856,443 |
| Value of total assets at beginning of year | 2010-12-31 | $1,527,827 |
| Total interest from all sources | 2010-12-31 | $215,048 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $170,128 |
| Participant contributions at end of year | 2010-12-31 | $58,229 |
| Participant contributions at beginning of year | 2010-12-31 | $50,952 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $1,146 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $328,616 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,856,443 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,527,827 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,798,214 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,476,875 |
| Interest on participant loans | 2010-12-31 | $2,397 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $212,651 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $57,706 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | WITHUM SMITH BROWN |
| Accountancy firm EIN | 2010-12-31 | 222027092 |
