Civic Intelligence

The Kaplan Group PC

Plan context: The Kaplan Bond Group PC. Profit Sharing Plan & Trust

EIN 04-2845492 • Boston, MA • 10 filings • 5 plans

88 Black Falcon AveSuite 301Boston, MA 02210
Current Snapshot

Latest Year

2010

2010 Participants

4

2010 Assets

$59,337

2010 Contributions

$3,228

Historical Graphs

Total Assets Over Time

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

$103,403$51,702$0199920042009YearValue
$59,337Latest year 2009

Participants Over Time

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

740199920042009YearValue
4Latest year 2009

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
201010$0$0-
The Kaplan Bond Group PC. Profit Sharing Plan & Trust-0$0$0-
200914$59,337$0-
The Kaplan Bond Group PC. Profit Sharing Plan & Trust-4$59,337$0-
200613$91,802$3,228$1,076iApproximate average salary by contribution assumption: employee only about $26,900 at 4% or $17,933 at 6%; with 50% employer match about $17,933 at 4% or $11,956 at 6%; with 100% employer match about $13,450 at 4% or $8,967 at 6%.
The Kaplan Bond Group PC. Profit Sharing Plan & Trust-3$91,802$3,228$1,076iApproximate average salary by contribution assumption: employee only about $26,900 at 4% or $17,933 at 6%; with 50% employer match about $17,933 at 4% or $11,956 at 6%; with 100% employer match about $13,450 at 4% or $8,967 at 6%.
200513$92,898$0-
The Kaplan Bond Group PC. Profit Sharing Plan & Trust-3$92,898--
200414$90,802$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
The Kaplan Bond Group PC. Profit Sharing Plan & Trust-4$90,802$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200314$51,855$51,855$12,964iApproximate average salary by contribution assumption: employee only about $324,094 at 4% or $216,063 at 6%; with 50% employer match about $216,063 at 4% or $144,042 at 6%; with 100% employer match about $162,047 at 4% or $108,031 at 6%.
The Kaplan Bond Group PC. Profit Sharing Plan & Trust-4$51,855$51,855$12,964iApproximate average salary by contribution assumption: employee only about $324,094 at 4% or $216,063 at 6%; with 50% employer match about $216,063 at 4% or $144,042 at 6%; with 100% employer match about $162,047 at 4% or $108,031 at 6%.
200110$0$0-
The Kaplan Group PC. Defined Benefit Pension Plan-0---
200027$14,001$14,844$2,121iApproximate average salary by contribution assumption: employee only about $53,014 at 4% or $35,343 at 6%; with 50% employer match about $35,343 at 4% or $23,562 at 6%; with 100% employer match about $26,507 at 4% or $17,671 at 6%.
THE KAPLAN GROUP PC 401K PROFIT SHARING PLAN & TRUST-5$14,001$14,844$2,969iApproximate average salary by contribution assumption: employee only about $74,220 at 4% or $49,480 at 6%; with 50% employer match about $49,480 at 4% or $32,987 at 6%; with 100% employer match about $37,110 at 4% or $24,740 at 6%.
The Kaplan Group PC. Defined Benefit Pension Plan-7---
199917$103,403$36,185$5,169iApproximate average salary by contribution assumption: employee only about $129,232 at 4% or $86,155 at 6%; with 50% employer match about $86,155 at 4% or $57,437 at 6%; with 100% employer match about $64,616 at 4% or $43,077 at 6%.
The Kaplan Group PC. Defined Benefit Pension Plan-7$103,403$36,185$5,169iApproximate average salary by contribution assumption: employee only about $129,232 at 4% or $86,155 at 6%; with 50% employer match about $86,155 at 4% or $57,437 at 6%; with 100% employer match about $64,616 at 4% or $43,077 at 6%.