Civic Intelligence

Alan D. Kaplan, M.D., P.A.

Plan context: Alan D. Kaplan, M.D., P.A. Profit Sharing Plan and Trust

EIN 02-0490213 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$1,537,683

2008 Contributions

$36,372

Historical Graphs

Total Assets Over Time

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

$2,003,710$1,001,855$0199920042008YearValue
$1,537,683Latest year 2008

Participants Over Time

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

530199920042008YearValue
2Latest year 2008

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
200812$1,537,683$36,372$18,186iApproximate average salary by contribution assumption: employee only about $454,650 at 4% or $303,100 at 6%; with 50% employer match about $303,100 at 4% or $202,067 at 6%; with 100% employer match about $227,325 at 4% or $151,550 at 6%.
Alan D. Kaplan, M.D., P.A. Profit Sharing Plan and Trust-2$1,537,683$36,372$18,186iApproximate average salary by contribution assumption: employee only about $454,650 at 4% or $303,100 at 6%; with 50% employer match about $303,100 at 4% or $202,067 at 6%; with 100% employer match about $227,325 at 4% or $151,550 at 6%.
200713$0$0-
Alan D. Kaplan, M.D., P.A. Profit Sharing Plan and Trust-3---
200613$2,003,710$45,264$15,088iApproximate average salary by contribution assumption: employee only about $377,200 at 4% or $251,467 at 6%; with 50% employer match about $251,467 at 4% or $167,644 at 6%; with 100% employer match about $188,600 at 4% or $125,733 at 6%.
Alan D. Kaplan, M.D., P.A. Profit Sharing Plan and Trust-3$2,003,710$45,264$15,088iApproximate average salary by contribution assumption: employee only about $377,200 at 4% or $251,467 at 6%; with 50% employer match about $251,467 at 4% or $167,644 at 6%; with 100% employer match about $188,600 at 4% or $125,733 at 6%.
200513$1,764,934$36,515$12,172iApproximate average salary by contribution assumption: employee only about $304,292 at 4% or $202,861 at 6%; with 50% employer match about $202,861 at 4% or $135,241 at 6%; with 100% employer match about $152,146 at 4% or $101,431 at 6%.
Alan D. Kaplan, M.D., P.A. Profit Sharing Plan and Trust-3$1,764,934$36,515$12,172iApproximate average salary by contribution assumption: employee only about $304,292 at 4% or $202,861 at 6%; with 50% employer match about $202,861 at 4% or $135,241 at 6%; with 100% employer match about $152,146 at 4% or $101,431 at 6%.
200415$1,602,567$46,256$9,251iApproximate average salary by contribution assumption: employee only about $231,280 at 4% or $154,187 at 6%; with 50% employer match about $154,187 at 4% or $102,791 at 6%; with 100% employer match about $115,640 at 4% or $77,093 at 6%.
Alan D. Kaplan, M.D., P.A. Profit Sharing Plan and Trust-5$1,602,567$46,256$9,251iApproximate average salary by contribution assumption: employee only about $231,280 at 4% or $154,187 at 6%; with 50% employer match about $154,187 at 4% or $102,791 at 6%; with 100% employer match about $115,640 at 4% or $77,093 at 6%.
200315$1,415,600$45,668$9,134iApproximate average salary by contribution assumption: employee only about $228,340 at 4% or $152,227 at 6%; with 50% employer match about $152,227 at 4% or $101,484 at 6%; with 100% employer match about $114,170 at 4% or $76,113 at 6%.
Alan D. Kaplan, M.D., P.A. Profit Sharing Plan and Trust-5$1,415,600$45,668$9,134iApproximate average salary by contribution assumption: employee only about $228,340 at 4% or $152,227 at 6%; with 50% employer match about $152,227 at 4% or $101,484 at 6%; with 100% employer match about $114,170 at 4% or $76,113 at 6%.
200214$1,092,658$41,309$10,327iApproximate average salary by contribution assumption: employee only about $258,181 at 4% or $172,121 at 6%; with 50% employer match about $172,121 at 4% or $114,747 at 6%; with 100% employer match about $129,091 at 4% or $86,060 at 6%.
Alan D. Kaplan, M.D., P.A. Profit Sharing Plan and Trust-4$1,092,658$41,309$10,327iApproximate average salary by contribution assumption: employee only about $258,181 at 4% or $172,121 at 6%; with 50% employer match about $172,121 at 4% or $114,747 at 6%; with 100% employer match about $129,091 at 4% or $86,060 at 6%.
200114$0$0-
Alan D. Kaplan, M.D., P.A. Profit Sharing Plan and Trust-4---
200014$1,434,256$31,501$7,875iApproximate average salary by contribution assumption: employee only about $196,881 at 4% or $131,254 at 6%; with 50% employer match about $131,254 at 4% or $87,503 at 6%; with 100% employer match about $98,441 at 4% or $65,627 at 6%.
Alan D. Kaplan, M.D., P.A. Profit Sharing Plan and Trust-4$1,434,256$31,501$7,875iApproximate average salary by contribution assumption: employee only about $196,881 at 4% or $131,254 at 6%; with 50% employer match about $131,254 at 4% or $87,503 at 6%; with 100% employer match about $98,441 at 4% or $65,627 at 6%.
199913$1,516,239$28,471$9,490iApproximate average salary by contribution assumption: employee only about $237,258 at 4% or $158,172 at 6%; with 50% employer match about $158,172 at 4% or $105,448 at 6%; with 100% employer match about $118,629 at 4% or $79,086 at 6%.
Alan D. Kaplan, M.D., P.A. Profit Sharing Plan and Trust-3$1,516,239$28,471$9,490iApproximate average salary by contribution assumption: employee only about $237,258 at 4% or $158,172 at 6%; with 50% employer match about $158,172 at 4% or $105,448 at 6%; with 100% employer match about $118,629 at 4% or $79,086 at 6%.