Civic Intelligence

Kaplan & Jass Inc.

Plan context: Kaplan & Jass Inc. 401K Plan

EIN 04-3312259 • Belmont, MA • 12 filings • 3 plans

303 Marsh StreetBelmont, MA 02478
Current Snapshot

Latest Year

2010

2010 Participants

2

2010 Assets

$265,337

2010 Contributions

$782

Historical Graphs

Total Assets Over Time

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

$304,420$152,210$0199920052010YearValue
$265,337Latest year 2010

Participants Over Time

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

24120199920052010YearValue
2Latest year 2010

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
201012$265,337$0-
Kaplan & Jass Inc. 401K Plan-2$265,337--
200912$226,576$0-
Kaplan & Jass Inc. 401K Plan-2$226,576--
200714$0$0-
Kaplan & Jass Inc. 401K Plan-4---
200625$302,127$782$156iApproximate average salary by contribution assumption: employee only about $3,910 at 4% or $2,607 at 6%; with 50% employer match about $2,607 at 4% or $1,738 at 6%; with 100% employer match about $1,955 at 4% or $1,303 at 6%.
Kaplan & Jass Inc. 401K Plan-5$302,127$782$156iApproximate average salary by contribution assumption: employee only about $3,910 at 4% or $2,607 at 6%; with 50% employer match about $2,607 at 4% or $1,738 at 6%; with 100% employer match about $1,955 at 4% or $1,303 at 6%.
KAPLAN & JASS PREMIUM ONLY PLAN-2---
200522$275,387$130$65iApproximate average salary by contribution assumption: employee only about $1,625 at 4% or $1,083 at 6%; with 50% employer match about $1,083 at 4% or $722 at 6%; with 100% employer match about $813 at 4% or $542 at 6%.
Kaplan & Jass Inc. 401K Plan-2$275,387$130$65iApproximate average salary by contribution assumption: employee only about $1,625 at 4% or $1,083 at 6%; with 50% employer match about $1,083 at 4% or $722 at 6%; with 100% employer match about $813 at 4% or $542 at 6%.
KAPLAN & JASS PREMIUM ONLY PLAN-1---
200425$304,420$6,951$1,390iApproximate average salary by contribution assumption: employee only about $34,755 at 4% or $23,170 at 6%; with 50% employer match about $23,170 at 4% or $15,447 at 6%; with 100% employer match about $17,378 at 4% or $11,585 at 6%.
Kaplan & Jass Inc. 401K Plan-5$304,420$6,951$1,390iApproximate average salary by contribution assumption: employee only about $34,755 at 4% or $23,170 at 6%; with 50% employer match about $23,170 at 4% or $15,447 at 6%; with 100% employer match about $17,378 at 4% or $11,585 at 6%.
KAPLAN & JASS PREMIUM ONLY PLAN-0---
200315$263,549$10,603$2,121iApproximate average salary by contribution assumption: employee only about $53,015 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 $26,508 at 4% or $17,672 at 6%.
Kaplan & Jass Inc. 401K Plan-5$263,549$10,603$2,121iApproximate average salary by contribution assumption: employee only about $53,015 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 $26,508 at 4% or $17,672 at 6%.
2000124$0$0-
Kaplan & Jass Inc. 401K Plan-24---
199913$246,596$52,315$17,438iApproximate average salary by contribution assumption: employee only about $435,958 at 4% or $290,639 at 6%; with 50% employer match about $290,639 at 4% or $193,759 at 6%; with 100% employer match about $217,979 at 4% or $145,319 at 6%.
Kaplan & Jass Inc. 401K Plan-3$246,596$52,315$17,438iApproximate average salary by contribution assumption: employee only about $435,958 at 4% or $290,639 at 6%; with 50% employer match about $290,639 at 4% or $193,759 at 6%; with 100% employer match about $217,979 at 4% or $145,319 at 6%.