Civic Intelligence

Kaplan, Osullivan & Friedman

Plan context: Kaplan, Osullivan & Friedman Profit Sharing Trust

EIN 04-3071625 • Boston, MA • 10 filings • 2 plans

Ten Winthrop Square, 3rd FloorBoston, MA 02110
Current Snapshot

Latest Year

2009

2009 Participants

17

2009 Assets

$305,566

2009 Contributions

$3,550

Historical Graphs

Total Assets Over Time

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

$305,566$152,783$0199920032006YearValue
$305,566Latest year 2006

Participants Over Time

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

22110199920042008YearValue
17Latest 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
200910$0$0-
Kaplan, Osullivan & Friedman Profit Sharing Trust-0$0$0-
2008117$0$0-
Kaplan, Osullivan & Friedman Profit Sharing Trust-17---
2007116$0$0-
Kaplan, Osullivan & Friedman Profit Sharing Trust-16---
2006114$305,566$3,550$254iApproximate average salary by contribution assumption: employee only about $6,339 at 4% or $4,226 at 6%; with 50% employer match about $4,226 at 4% or $2,817 at 6%; with 100% employer match about $3,170 at 4% or $2,113 at 6%.
Kaplan, Osullivan & Friedman Profit Sharing Trust-14$305,566$3,550$254iApproximate average salary by contribution assumption: employee only about $6,339 at 4% or $4,226 at 6%; with 50% employer match about $4,226 at 4% or $2,817 at 6%; with 100% employer match about $3,170 at 4% or $2,113 at 6%.
2005114$267,825$3,965$283iApproximate average salary by contribution assumption: employee only about $7,080 at 4% or $4,720 at 6%; with 50% employer match about $4,720 at 4% or $3,147 at 6%; with 100% employer match about $3,540 at 4% or $2,360 at 6%.
Kaplan, Osullivan & Friedman Profit Sharing Trust-14$267,825$3,965$283iApproximate average salary by contribution assumption: employee only about $7,080 at 4% or $4,720 at 6%; with 50% employer match about $4,720 at 4% or $3,147 at 6%; with 100% employer match about $3,540 at 4% or $2,360 at 6%.
2004118$253,882$0-
Kaplan, Osullivan & Friedman Profit Sharing Trust-18$253,882--
2003119$248,321$4,965$261iApproximate average salary by contribution assumption: employee only about $6,533 at 4% or $4,355 at 6%; with 50% employer match about $4,355 at 4% or $2,904 at 6%; with 100% employer match about $3,266 at 4% or $2,178 at 6%.
Kaplan, Osullivan & Friedman Profit Sharing Trust-19$248,321$4,965$261iApproximate average salary by contribution assumption: employee only about $6,533 at 4% or $4,355 at 6%; with 50% employer match about $4,355 at 4% or $2,904 at 6%; with 100% employer match about $3,266 at 4% or $2,178 at 6%.
2002119$194,679$7,518$396iApproximate average salary by contribution assumption: employee only about $9,892 at 4% or $6,595 at 6%; with 50% employer match about $6,595 at 4% or $4,396 at 6%; with 100% employer match about $4,946 at 4% or $3,297 at 6%.
Kaplan, Osullivan & Friedman Profit Sharing Trust-19$194,679$7,518$396iApproximate average salary by contribution assumption: employee only about $9,892 at 4% or $6,595 at 6%; with 50% employer match about $6,595 at 4% or $4,396 at 6%; with 100% employer match about $4,946 at 4% or $3,297 at 6%.
2000122$214,863$21,509$978iApproximate average salary by contribution assumption: employee only about $24,442 at 4% or $16,295 at 6%; with 50% employer match about $16,295 at 4% or $10,863 at 6%; with 100% employer match about $12,221 at 4% or $8,147 at 6%.
Kaplan, Osullivan & Friedman Profit Sharing Trust-22$214,863$21,509$978iApproximate average salary by contribution assumption: employee only about $24,442 at 4% or $16,295 at 6%; with 50% employer match about $16,295 at 4% or $10,863 at 6%; with 100% employer match about $12,221 at 4% or $8,147 at 6%.
1999116$204,958$36,918$2,307iApproximate average salary by contribution assumption: employee only about $57,684 at 4% or $38,456 at 6%; with 50% employer match about $38,456 at 4% or $25,638 at 6%; with 100% employer match about $28,842 at 4% or $19,228 at 6%.
Kaplan, Osullivan & Friedman Profit Sharing Trust-16$204,958$36,918$2,307iApproximate average salary by contribution assumption: employee only about $57,684 at 4% or $38,456 at 6%; with 50% employer match about $38,456 at 4% or $25,638 at 6%; with 100% employer match about $28,842 at 4% or $19,228 at 6%.