Civic Intelligence

J L Kaplan Associates LLC

Plan context: J L Kaplan Associates Money Purchase Plan

EIN 04-2678019 • 10 filings • 3 plans

Current Snapshot

Latest Year

2003

2003 Participants

13

2003 Assets

$2,895,206

2003 Contributions

$198,098

Historical Graphs

Total Assets Over Time

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

$2,895,206$1,447,603$0199920002002YearValue
$2,895,206Latest year 2002

Participants Over Time

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

1370199920012002YearValue
13Latest year 2002

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
200320$0$0-
J L Kaplan Associates Profit Sharing Plan-0---
J L Kaplan Associates Money Purchase Plan-0---
2002213$2,895,206$198,098$15,238iApproximate average salary by contribution assumption: employee only about $380,958 at 4% or $253,972 at 6%; with 50% employer match about $253,972 at 4% or $169,315 at 6%; with 100% employer match about $190,479 at 4% or $126,986 at 6%.
J L Kaplan Associates Money Purchase Plan-13$1,574,908$115,418$8,878iApproximate average salary by contribution assumption: employee only about $221,958 at 4% or $147,972 at 6%; with 50% employer match about $147,972 at 4% or $98,648 at 6%; with 100% employer match about $110,979 at 4% or $73,986 at 6%.
J L Kaplan Associates Profit Sharing Plan-13$1,320,298$82,680$6,360iApproximate average salary by contribution assumption: employee only about $159,000 at 4% or $106,000 at 6%; with 50% employer match about $106,000 at 4% or $70,667 at 6%; with 100% employer match about $79,500 at 4% or $53,000 at 6%.
2001211$0$0-
J L Kaplan Associates Profit Sharing Plan-11---
J L Kaplan Associates Money Purchase Plan-11---
2000210$2,854,164$154,820$15,482iApproximate average salary by contribution assumption: employee only about $387,050 at 4% or $258,033 at 6%; with 50% employer match about $258,033 at 4% or $172,022 at 6%; with 100% employer match about $193,525 at 4% or $129,017 at 6%.
J L Kaplan Associates Money Purchase Plan-10$1,615,822$73,458$7,346iApproximate average salary by contribution assumption: employee only about $183,645 at 4% or $122,430 at 6%; with 50% employer match about $122,430 at 4% or $81,620 at 6%; with 100% employer match about $91,823 at 4% or $61,215 at 6%.
J L Kaplan Associates Profit Sharing Plan-10$1,238,342$81,362$8,136iApproximate average salary by contribution assumption: employee only about $203,405 at 4% or $135,603 at 6%; with 50% employer match about $135,603 at 4% or $90,402 at 6%; with 100% employer match about $101,703 at 4% or $67,802 at 6%.
1999212$2,315,632$148,682$12,390iApproximate average salary by contribution assumption: employee only about $309,754 at 4% or $206,503 at 6%; with 50% employer match about $206,503 at 4% or $137,669 at 6%; with 100% employer match about $154,877 at 4% or $103,251 at 6%.
J L Kaplan Associates Money Purchase Plan-12$1,249,098$66,263$5,522iApproximate average salary by contribution assumption: employee only about $138,048 at 4% or $92,032 at 6%; with 50% employer match about $92,032 at 4% or $61,355 at 6%; with 100% employer match about $69,024 at 4% or $46,016 at 6%.
J L Kaplan Associates Profit Sharing Plan-12$1,066,534$82,419$6,868iApproximate average salary by contribution assumption: employee only about $171,706 at 4% or $114,471 at 6%; with 50% employer match about $114,471 at 4% or $76,314 at 6%; with 100% employer match about $85,853 at 4% or $57,235 at 6%.