Form D · Other Banking and Financial Services

Kaplan Benefits Group, LLC

Bethesda, MD · CIK 0001623072

Offering snapshot reported Dec 9, 2014 · SEC filing

Reported sold
$10.9K
Offering amount: $54.7K
Investors reported
1
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 9, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$27.4K$54.7KOct 22, 2014: $54,700.00Oct 22, 2014Dec 9, 2014: $10,940.00Dec 9, 2014

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$54,700 → $10,940
  • Minimum accepted$54,700 → $0

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 9, 2014Amendment$10,940-$43,760vs Oct 22, 20141SEC filing
Oct 22, 2014Initial$54,700No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-226957
Inadvertent calculation in the initial Form D filing. Duration of total offering is intended to last more than one year. The total amount sold is accurate as of the date of this Amendment.

Source: Form D, filed Dec 9, 2014. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Candace Kaplan Executive

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
6550 Rock Spring Drive Suite 340
Bethesda, MD, 20817