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  1. Companies/
  2. Davie Kaplan, CPA, P.C.

Filings through Oct 24, 2026.

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Davie Kaplan, CPA, P.C.

EIN 16-1182991-accounting-Latest filing 2025
Plans
1
Retirement
1
$20.5M assets
Health & Benefits
0
Participants
92
100 MERIDIAN CENTRE, SUITE 200 - ROCHESTER, NY 14618585-341-4152daviekaplan.comLinkedIn51-200 employeesaccounting
Plans on this EIN
1 filing
#001401(k)-$20.5M - 92 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

DAVIE KAPLAN 401(K) PLAN

401(k)

Assets$20.5M
Participants92
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001DAVIE KAPLAN 401(K) PLAN401(k)$20.5M922025
  • DAVIE KAPLAN 401(K) PLAN$20.5M
    #001 · 401(k) · 202592
Retirement plans
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