Civic Intelligence

Dr. Harold J. Kaplan & Dr. Stanley a. Sozanski PC.

Plan context: Dr. Harold J. Kaplan & Dr. Stanley a. Sozanski PC. 401(K) Profit Sharing Plan

EIN 04-2732333 • Beverly, MA • 9 filings • 2 plans

497 Cabot StreetBeverly, MA 01915
Current Snapshot

Latest Year

2016

2016 Participants

8

2016 Assets

$641,090

2016 Contributions

$530

Historical Graphs

Total Assets Over Time

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

$753,928$376,964$0200820122015YearValue
$641,090Latest year 2015

Participants Over Time

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

1370200820122015YearValue
8Latest year 2015

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
201610$0$530-
Dr. Harold J. Kaplan & Dr. Stanley a. Sozanski PC. 401(K) Profit Sharing Plan-0$0$530-
201518$641,090$18,583$2,323iApproximate average salary by contribution assumption: employee only about $58,072 at 4% or $38,715 at 6%; with 50% employer match about $38,715 at 4% or $25,810 at 6%; with 100% employer match about $29,036 at 4% or $19,357 at 6%.
Dr. Harold J. Kaplan & Dr. Stanley a. Sozanski PC. 401(K) Profit Sharing Plan-8$641,090$18,583$2,323iApproximate average salary by contribution assumption: employee only about $58,072 at 4% or $38,715 at 6%; with 50% employer match about $38,715 at 4% or $25,810 at 6%; with 100% employer match about $29,036 at 4% or $19,357 at 6%.
201419$753,928$26,447$2,939iApproximate average salary by contribution assumption: employee only about $73,464 at 4% or $48,976 at 6%; with 50% employer match about $48,976 at 4% or $32,651 at 6%; with 100% employer match about $36,732 at 4% or $24,488 at 6%.
Dr. Harold J. Kaplan & Dr. Stanley a. Sozanski PC. 401(K) Profit Sharing Plan-9$753,928$26,447$2,939iApproximate average salary by contribution assumption: employee only about $73,464 at 4% or $48,976 at 6%; with 50% employer match about $48,976 at 4% or $32,651 at 6%; with 100% employer match about $36,732 at 4% or $24,488 at 6%.
2013110$692,654$54,284$5,428iApproximate average salary by contribution assumption: employee only about $135,710 at 4% or $90,473 at 6%; with 50% employer match about $90,473 at 4% or $60,316 at 6%; with 100% employer match about $67,855 at 4% or $45,237 at 6%.
Dr. Harold J. Kaplan & Dr. Stanley a. Sozanski PC. 401(K) Profit Sharing Plan-10$692,654$54,284$5,428iApproximate average salary by contribution assumption: employee only about $135,710 at 4% or $90,473 at 6%; with 50% employer match about $90,473 at 4% or $60,316 at 6%; with 100% employer match about $67,855 at 4% or $45,237 at 6%.
2012110$595,203$74,889$7,489iApproximate average salary by contribution assumption: employee only about $187,223 at 4% or $124,815 at 6%; with 50% employer match about $124,815 at 4% or $83,210 at 6%; with 100% employer match about $93,611 at 4% or $62,408 at 6%.
Dr. Harold J. Kaplan & Dr. Stanley a. Sozanski PC. 401(K) Profit Sharing Plan-10$595,203$74,889$7,489iApproximate average salary by contribution assumption: employee only about $187,223 at 4% or $124,815 at 6%; with 50% employer match about $124,815 at 4% or $83,210 at 6%; with 100% employer match about $93,611 at 4% or $62,408 at 6%.
2011112$652,030$85,520$7,127iApproximate average salary by contribution assumption: employee only about $178,167 at 4% or $118,778 at 6%; with 50% employer match about $118,778 at 4% or $79,185 at 6%; with 100% employer match about $89,083 at 4% or $59,389 at 6%.
Dr. Harold J. Kaplan & Dr. Stanley a. Sozanski PC. 401(K) Profit Sharing Plan-12$652,030$85,520$7,127iApproximate average salary by contribution assumption: employee only about $178,167 at 4% or $118,778 at 6%; with 50% employer match about $118,778 at 4% or $79,185 at 6%; with 100% employer match about $89,083 at 4% or $59,389 at 6%.
2010112$571,966$87,234$7,270iApproximate average salary by contribution assumption: employee only about $181,738 at 4% or $121,158 at 6%; with 50% employer match about $121,158 at 4% or $80,772 at 6%; with 100% employer match about $90,869 at 4% or $60,579 at 6%.
Dr. Harold J. Kaplan & Dr. Stanley a. Sozanski PC. 401(K) Profit Sharing Plan-12$571,966$87,234$7,270iApproximate average salary by contribution assumption: employee only about $181,738 at 4% or $121,158 at 6%; with 50% employer match about $121,158 at 4% or $80,772 at 6%; with 100% employer match about $90,869 at 4% or $60,579 at 6%.
2009113$445,765$96,767$7,444iApproximate average salary by contribution assumption: employee only about $186,090 at 4% or $124,060 at 6%; with 50% employer match about $124,060 at 4% or $82,707 at 6%; with 100% employer match about $93,045 at 4% or $62,030 at 6%.
Dr. Harold J. Kaplan & Dr. Stanley a. Sozanski PC. 401(K) Profit Sharing Plan-13$445,765$96,767$7,444iApproximate average salary by contribution assumption: employee only about $186,090 at 4% or $124,060 at 6%; with 50% employer match about $124,060 at 4% or $82,707 at 6%; with 100% employer match about $93,045 at 4% or $62,030 at 6%.
2008112$416,780$530,578$44,215iApproximate average salary by contribution assumption: employee only about $1,105,371 at 4% or $736,914 at 6%; with 50% employer match about $736,914 at 4% or $491,276 at 6%; with 100% employer match about $552,685 at 4% or $368,457 at 6%.
Dr. Harold J. Kaplan & Dr. Stanley a. Sozanski PC. 401(K) Profit Sharing Plan-12$416,780$530,578$44,215iApproximate average salary by contribution assumption: employee only about $1,105,371 at 4% or $736,914 at 6%; with 50% employer match about $736,914 at 4% or $491,276 at 6%; with 100% employer match about $552,685 at 4% or $368,457 at 6%.