Civic Intelligence

Kaplan & Grant

Plan context: Kaplan & Grant Profit Sharing Plan

EIN 01-0494310 • Portland, ME • 37 filings • 2 plans

136 Commercial St Ste 302Portland, ME 04101
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$8,011,645

2025 Contributions

$386,585

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$8,011,645$4,005,823$0199920122025YearValue
$8,011,645Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630199920122025YearValue
5Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202515$8,011,645$386,585$77,317iApproximate average salary by contribution assumption: employee only about $1,932,925 at 4% or $1,288,617 at 6%; with 50% employer match about $1,288,617 at 4% or $859,078 at 6%; with 100% employer match about $966,463 at 4% or $644,308 at 6%.
Kaplan & Grant Profit Sharing Plan-5$8,011,645$386,585$77,317iApproximate average salary by contribution assumption: employee only about $1,932,925 at 4% or $1,288,617 at 6%; with 50% employer match about $1,288,617 at 4% or $859,078 at 6%; with 100% employer match about $966,463 at 4% or $644,308 at 6%.
202414$7,082,501$125,473$31,368iApproximate average salary by contribution assumption: employee only about $784,206 at 4% or $522,804 at 6%; with 50% employer match about $522,804 at 4% or $348,536 at 6%; with 100% employer match about $392,103 at 4% or $261,402 at 6%.
Kaplan & Grant Profit Sharing Plan-4$7,082,501$125,473$31,368iApproximate average salary by contribution assumption: employee only about $784,206 at 4% or $522,804 at 6%; with 50% employer match about $522,804 at 4% or $348,536 at 6%; with 100% employer match about $392,103 at 4% or $261,402 at 6%.
202315$6,867,057$137,479$27,496iApproximate average salary by contribution assumption: employee only about $687,395 at 4% or $458,263 at 6%; with 50% employer match about $458,263 at 4% or $305,509 at 6%; with 100% employer match about $343,698 at 4% or $229,132 at 6%.
Kaplan & Grant Profit Sharing Plan-5$6,867,057$137,479$27,496iApproximate average salary by contribution assumption: employee only about $687,395 at 4% or $458,263 at 6%; with 50% employer match about $458,263 at 4% or $305,509 at 6%; with 100% employer match about $343,698 at 4% or $229,132 at 6%.
202215$5,978,472$122,135$24,427iApproximate average salary by contribution assumption: employee only about $610,675 at 4% or $407,117 at 6%; with 50% employer match about $407,117 at 4% or $271,411 at 6%; with 100% employer match about $305,338 at 4% or $203,558 at 6%.
Kaplan & Grant Profit Sharing Plan-5$5,978,472$122,135$24,427iApproximate average salary by contribution assumption: employee only about $610,675 at 4% or $407,117 at 6%; with 50% employer match about $407,117 at 4% or $271,411 at 6%; with 100% employer match about $305,338 at 4% or $203,558 at 6%.
202115$6,875,497$133,283$26,657iApproximate average salary by contribution assumption: employee only about $666,415 at 4% or $444,277 at 6%; with 50% employer match about $444,277 at 4% or $296,184 at 6%; with 100% employer match about $333,208 at 4% or $222,138 at 6%.
Kaplan & Grant Profit Sharing Plan-5$6,875,497$133,283$26,657iApproximate average salary by contribution assumption: employee only about $666,415 at 4% or $444,277 at 6%; with 50% employer match about $444,277 at 4% or $296,184 at 6%; with 100% employer match about $333,208 at 4% or $222,138 at 6%.
202015$5,796,071$113,438$22,688iApproximate average salary by contribution assumption: employee only about $567,190 at 4% or $378,127 at 6%; with 50% employer match about $378,127 at 4% or $252,084 at 6%; with 100% employer match about $283,595 at 4% or $189,063 at 6%.
Kaplan & Grant Profit Sharing Plan-5$5,796,071$113,438$22,688iApproximate average salary by contribution assumption: employee only about $567,190 at 4% or $378,127 at 6%; with 50% employer match about $378,127 at 4% or $252,084 at 6%; with 100% employer match about $283,595 at 4% or $189,063 at 6%.
201915$4,991,244$130,438$26,088iApproximate average salary by contribution assumption: employee only about $652,190 at 4% or $434,793 at 6%; with 50% employer match about $434,793 at 4% or $289,862 at 6%; with 100% employer match about $326,095 at 4% or $217,397 at 6%.
Kaplan & Grant Profit Sharing Plan-5$4,991,244$130,438$26,088iApproximate average salary by contribution assumption: employee only about $652,190 at 4% or $434,793 at 6%; with 50% employer match about $434,793 at 4% or $289,862 at 6%; with 100% employer match about $326,095 at 4% or $217,397 at 6%.
201815$4,007,613$0-
Kaplan & Grant Profit Sharing Plan-5$4,007,613$0-
201716$4,288,604$229,618$38,270iApproximate average salary by contribution assumption: employee only about $956,742 at 4% or $637,828 at 6%; with 50% employer match about $637,828 at 4% or $425,219 at 6%; with 100% employer match about $478,371 at 4% or $318,914 at 6%.
Kaplan & Grant Profit Sharing Plan-6$4,288,604$229,618$38,270iApproximate average salary by contribution assumption: employee only about $956,742 at 4% or $637,828 at 6%; with 50% employer match about $637,828 at 4% or $425,219 at 6%; with 100% employer match about $478,371 at 4% or $318,914 at 6%.
201616$3,697,475$132,278$22,046iApproximate average salary by contribution assumption: employee only about $551,158 at 4% or $367,439 at 6%; with 50% employer match about $367,439 at 4% or $244,959 at 6%; with 100% employer match about $275,579 at 4% or $183,719 at 6%.
Kaplan & Grant Profit Sharing Plan-6$3,697,475$132,278$22,046iApproximate average salary by contribution assumption: employee only about $551,158 at 4% or $367,439 at 6%; with 50% employer match about $367,439 at 4% or $244,959 at 6%; with 100% employer match about $275,579 at 4% or $183,719 at 6%.
201515$3,243,605$132,385$26,477iApproximate average salary by contribution assumption: employee only about $661,925 at 4% or $441,283 at 6%; with 50% employer match about $441,283 at 4% or $294,189 at 6%; with 100% employer match about $330,963 at 4% or $220,642 at 6%.
Kaplan & Grant Profit Sharing Plan-5$3,243,605$132,385$26,477iApproximate average salary by contribution assumption: employee only about $661,925 at 4% or $441,283 at 6%; with 50% employer match about $441,283 at 4% or $294,189 at 6%; with 100% employer match about $330,963 at 4% or $220,642 at 6%.
201416$3,263,968$126,864$21,144iApproximate average salary by contribution assumption: employee only about $528,600 at 4% or $352,400 at 6%; with 50% employer match about $352,400 at 4% or $234,933 at 6%; with 100% employer match about $264,300 at 4% or $176,200 at 6%.
Kaplan & Grant Profit Sharing Plan-6$3,263,968$126,864$21,144iApproximate average salary by contribution assumption: employee only about $528,600 at 4% or $352,400 at 6%; with 50% employer match about $352,400 at 4% or $234,933 at 6%; with 100% employer match about $264,300 at 4% or $176,200 at 6%.
201315$2,967,509$120,435$24,087iApproximate average salary by contribution assumption: employee only about $602,175 at 4% or $401,450 at 6%; with 50% employer match about $401,450 at 4% or $267,633 at 6%; with 100% employer match about $301,088 at 4% or $200,725 at 6%.
Kaplan & Grant Profit Sharing Plan-5$2,967,509$120,435$24,087iApproximate average salary by contribution assumption: employee only about $602,175 at 4% or $401,450 at 6%; with 50% employer match about $401,450 at 4% or $267,633 at 6%; with 100% employer match about $301,088 at 4% or $200,725 at 6%.
201214$2,478,676$118,305$29,576iApproximate average salary by contribution assumption: employee only about $739,406 at 4% or $492,938 at 6%; with 50% employer match about $492,938 at 4% or $328,625 at 6%; with 100% employer match about $369,703 at 4% or $246,469 at 6%.
Kaplan & Grant Profit Sharing Plan-4$2,478,676$118,305$29,576iApproximate average salary by contribution assumption: employee only about $739,406 at 4% or $492,938 at 6%; with 50% employer match about $492,938 at 4% or $328,625 at 6%; with 100% employer match about $369,703 at 4% or $246,469 at 6%.
201116$2,104,295$122,736$20,456iApproximate average salary by contribution assumption: employee only about $511,400 at 4% or $340,933 at 6%; with 50% employer match about $340,933 at 4% or $227,289 at 6%; with 100% employer match about $255,700 at 4% or $170,467 at 6%.
Kaplan & Grant Profit Sharing Plan-6$2,104,295$122,736$20,456iApproximate average salary by contribution assumption: employee only about $511,400 at 4% or $340,933 at 6%; with 50% employer match about $340,933 at 4% or $227,289 at 6%; with 100% employer match about $255,700 at 4% or $170,467 at 6%.
201016$1,979,387$123,245$20,541iApproximate average salary by contribution assumption: employee only about $513,521 at 4% or $342,347 at 6%; with 50% employer match about $342,347 at 4% or $228,231 at 6%; with 100% employer match about $256,760 at 4% or $171,174 at 6%.
Kaplan & Grant Profit Sharing Plan-6$1,979,387$123,245$20,541iApproximate average salary by contribution assumption: employee only about $513,521 at 4% or $342,347 at 6%; with 50% employer match about $342,347 at 4% or $228,231 at 6%; with 100% employer match about $256,760 at 4% or $171,174 at 6%.
200915$1,691,500$120,787$24,157iApproximate average salary by contribution assumption: employee only about $603,935 at 4% or $402,623 at 6%; with 50% employer match about $402,623 at 4% or $268,416 at 6%; with 100% employer match about $301,968 at 4% or $201,312 at 6%.
Kaplan & Grant Profit Sharing Plan-5$1,691,500$120,787$24,157iApproximate average salary by contribution assumption: employee only about $603,935 at 4% or $402,623 at 6%; with 50% employer match about $402,623 at 4% or $268,416 at 6%; with 100% employer match about $301,968 at 4% or $201,312 at 6%.
200825$1,274,777$113,570$22,714iApproximate average salary by contribution assumption: employee only about $567,850 at 4% or $378,567 at 6%; with 50% employer match about $378,567 at 4% or $252,378 at 6%; with 100% employer match about $283,925 at 4% or $189,283 at 6%.
Kaplan & Grant Profit Sharing Plan-5$1,274,777$113,570$22,714iApproximate average salary by contribution assumption: employee only about $567,850 at 4% or $378,567 at 6%; with 50% employer match about $378,567 at 4% or $252,378 at 6%; with 100% employer match about $283,925 at 4% or $189,283 at 6%.
Kaplan & Grant Pension Plan-0---
200725$1,506,342$114,133$22,827iApproximate average salary by contribution assumption: employee only about $570,665 at 4% or $380,443 at 6%; with 50% employer match about $380,443 at 4% or $253,629 at 6%; with 100% employer match about $285,333 at 4% or $190,222 at 6%.
Kaplan & Grant Profit Sharing Plan-5$1,157,695$89,027$17,805iApproximate average salary by contribution assumption: employee only about $445,135 at 4% or $296,757 at 6%; with 50% employer match about $296,757 at 4% or $197,838 at 6%; with 100% employer match about $222,568 at 4% or $148,378 at 6%.
Kaplan & Grant Pension Plan-5$348,647$25,106$5,021iApproximate average salary by contribution assumption: employee only about $125,530 at 4% or $83,687 at 6%; with 50% employer match about $83,687 at 4% or $55,791 at 6%; with 100% employer match about $62,765 at 4% or $41,843 at 6%.
200626$1,321,122$116,006$19,334iApproximate average salary by contribution assumption: employee only about $483,358 at 4% or $322,239 at 6%; with 50% employer match about $322,239 at 4% or $214,826 at 6%; with 100% employer match about $241,679 at 4% or $161,119 at 6%.
Kaplan & Grant Profit Sharing Plan-6$1,015,551$90,663$15,111iApproximate average salary by contribution assumption: employee only about $377,763 at 4% or $251,842 at 6%; with 50% employer match about $251,842 at 4% or $167,894 at 6%; with 100% employer match about $188,881 at 4% or $125,921 at 6%.
Kaplan & Grant Pension Plan-6$305,571$25,343$4,224iApproximate average salary by contribution assumption: employee only about $105,596 at 4% or $70,397 at 6%; with 50% employer match about $70,397 at 4% or $46,931 at 6%; with 100% employer match about $52,798 at 4% or $35,199 at 6%.
200526$1,070,283$112,827$18,805iApproximate average salary by contribution assumption: employee only about $470,113 at 4% or $313,408 at 6%; with 50% employer match about $313,408 at 4% or $208,939 at 6%; with 100% employer match about $235,056 at 4% or $156,704 at 6%.
Kaplan & Grant Profit Sharing Plan-6$820,470$88,298$14,716iApproximate average salary by contribution assumption: employee only about $367,908 at 4% or $245,272 at 6%; with 50% employer match about $245,272 at 4% or $163,515 at 6%; with 100% employer match about $183,954 at 4% or $122,636 at 6%.
Kaplan & Grant Pension Plan-6$249,813$24,529$4,088iApproximate average salary by contribution assumption: employee only about $102,204 at 4% or $68,136 at 6%; with 50% employer match about $68,136 at 4% or $45,424 at 6%; with 100% employer match about $51,102 at 4% or $34,068 at 6%.
200425$948,279$105,492$21,098iApproximate average salary by contribution assumption: employee only about $527,460 at 4% or $351,640 at 6%; with 50% employer match about $351,640 at 4% or $234,427 at 6%; with 100% employer match about $263,730 at 4% or $175,820 at 6%.
Kaplan & Grant Profit Sharing Plan-5$731,118$82,312$16,462iApproximate average salary by contribution assumption: employee only about $411,560 at 4% or $274,373 at 6%; with 50% employer match about $274,373 at 4% or $182,916 at 6%; with 100% employer match about $205,780 at 4% or $137,187 at 6%.
Kaplan & Grant Pension Plan-5$217,161$23,180$4,636iApproximate average salary by contribution assumption: employee only about $115,900 at 4% or $77,267 at 6%; with 50% employer match about $77,267 at 4% or $51,511 at 6%; with 100% employer match about $57,950 at 4% or $38,633 at 6%.
200324$757,338$94,159$23,540iApproximate average salary by contribution assumption: employee only about $588,494 at 4% or $392,329 at 6%; with 50% employer match about $392,329 at 4% or $261,553 at 6%; with 100% employer match about $294,247 at 4% or $196,165 at 6%.
Kaplan & Grant Profit Sharing Plan-4$577,990$73,058$18,265iApproximate average salary by contribution assumption: employee only about $456,613 at 4% or $304,408 at 6%; with 50% employer match about $304,408 at 4% or $202,939 at 6%; with 100% employer match about $228,306 at 4% or $152,204 at 6%.
Kaplan & Grant Pension Plan-4$179,348$21,101$5,275iApproximate average salary by contribution assumption: employee only about $131,881 at 4% or $87,921 at 6%; with 50% employer match about $87,921 at 4% or $58,614 at 6%; with 100% employer match about $65,941 at 4% or $43,960 at 6%.
200225$524,921$93,643$18,729iApproximate average salary by contribution assumption: employee only about $468,215 at 4% or $312,143 at 6%; with 50% employer match about $312,143 at 4% or $208,096 at 6%; with 100% employer match about $234,107 at 4% or $156,072 at 6%.
Kaplan & Grant Profit Sharing Plan-5$401,771$72,497$14,499iApproximate average salary by contribution assumption: employee only about $362,485 at 4% or $241,657 at 6%; with 50% employer match about $241,657 at 4% or $161,104 at 6%; with 100% employer match about $181,243 at 4% or $120,828 at 6%.
Kaplan & Grant Pension Plan-5$123,150$21,146$4,229iApproximate average salary by contribution assumption: employee only about $105,730 at 4% or $70,487 at 6%; with 50% employer match about $70,487 at 4% or $46,991 at 6%; with 100% employer match about $52,865 at 4% or $35,243 at 6%.
200125$591,966$75,406$15,081iApproximate average salary by contribution assumption: employee only about $377,030 at 4% or $251,353 at 6%; with 50% employer match about $251,353 at 4% or $167,569 at 6%; with 100% employer match about $188,515 at 4% or $125,677 at 6%.
Kaplan & Grant Profit Sharing Plan-5$451,786$56,827$11,365iApproximate average salary by contribution assumption: employee only about $284,135 at 4% or $189,423 at 6%; with 50% employer match about $189,423 at 4% or $126,282 at 6%; with 100% employer match about $142,068 at 4% or $94,712 at 6%.
Kaplan & Grant Pension Plan-5$140,180$18,579$3,716iApproximate average salary by contribution assumption: employee only about $92,895 at 4% or $61,930 at 6%; with 50% employer match about $61,930 at 4% or $41,287 at 6%; with 100% employer match about $46,448 at 4% or $30,965 at 6%.
200025$533,458$0-
Kaplan & Grant Profit Sharing Plan-5$405,292--
Kaplan & Grant Pension Plan-5$128,166--
199925$623,383$75,802$15,160iApproximate average salary by contribution assumption: employee only about $379,010 at 4% or $252,673 at 6%; with 50% employer match about $252,673 at 4% or $168,449 at 6%; with 100% employer match about $189,505 at 4% or $126,337 at 6%.
Kaplan & Grant Profit Sharing Plan-5$475,680$58,885$11,777iApproximate average salary by contribution assumption: employee only about $294,425 at 4% or $196,283 at 6%; with 50% employer match about $196,283 at 4% or $130,856 at 6%; with 100% employer match about $147,213 at 4% or $98,142 at 6%.
Kaplan & Grant Pension Plan-5$147,703$16,917$3,383iApproximate average salary by contribution assumption: employee only about $84,585 at 4% or $56,390 at 6%; with 50% employer match about $56,390 at 4% or $37,593 at 6%; with 100% employer match about $42,293 at 4% or $28,195 at 6%.