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  2. Law Offices of Michael M. Kaplan P.C.

Filings through Oct 24, 2026.

Sponsor portfolio

Law Offices of Michael M. Kaplan P.C.

EIN 20-4070551-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$146K assets
Welfare
0
Participants
5
219 MAIN ST - MILFORD, MA 01757508-473-1161
Plans on this EIN
2 filings
#002Cash balance-$140K - 2 part#001401(k)-$6K - 3 part

Retirement portfolio analytics

2 plans aggregated / $146K assets / 5 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • CASH BALANCE PENSION (#002)96%
  • P.C. RETIREMENT PLAN (#001)4%
Total $146KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P.C. RETIREMENT PLAN (#001)3
  • CASH BALANCE PENSION (#002)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LAW OFFICES OF MICHAEL M. KAPLAN P.C. CASH BALANCE PENSION PLAN

Cash balance

Assets$140K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LAW OFFICES OF MICHAEL M. KAPLAN P.C. RETIREMENT PLAN

401(k)

Assets$6K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LAW OFFICES OF MICHAEL M. KAPLAN P.C. CASH BALANCE PENSION PLANCash balance$140K22025
001LAW OFFICES OF MICHAEL M. KAPLAN P.C. RETIREMENT PLAN401(k)$6K32025
Retirement plans
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