Davie Kaplan CPA PC
Employee benefit plan audit practice profile, built from plan year 2024 Form 5500 filings.
Last updated · Source data: plan year 2024 Form 5500 filings
How many 401(k) plans does Davie Kaplan CPA PC audit?
Davie Kaplan CPA PC was the independent auditor for 18 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #551 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 16-1182991 |
| Retirement plan audits (401(k), 403(b), pension) | 18 |
| All audited filings (incl. welfare plans) | 18 |
| States and territories with clients | 2 |
| National rank by retirement plan volume | #551 of 3,956 |
| National rank, all audited filings (league-table basis) | #564 of 4,052 |
| Average client size (participants) | 312 |
| Largest client (participants) | 820 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Davie Kaplan CPA PC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| New York | 17 | 94.4% |
| Connecticut | 1 | 5.6% |
Largest concentration: New York (17 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Davie Kaplan CPA PC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 18 | 100.0% |
| Qualified | 0 | 0.0% |
| Disclaimer | 0 | 0.0% |
| Adverse | 0 | 0.0% |
As coded on Schedule H. A disclaimer here usually reflects the legacy limited-scope reporting convention (now the ERISA Section 103(a)(3)(C) election), not a failed audit — see the methodology.
Largest plans audited by Davie Kaplan CPA PC
| Plan sponsor | State | Participants |
|---|---|---|
| Leonard's Express, Inc. | NY | 820 |
| Gorbel, Inc. | NY | 593 |
| Optimax Systems, Inc. | NY | 520 |
| Rochester Midland Corporation | NY | 448 |
| VP Supply Corporation | NY | 415 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Davie Kaplan CPA PC (EIN 16-1182991) is named as the plan’s independent qualified public accountant. Davie Kaplan CPA PC did not supply, review, or endorse this information, and inclusion is not a recommendation. Filing data can contain sponsor-entered errors; corrections are welcome via the about page.