Civic Intelligence

Kaplan Financial Services

Plan context: Kaplan Pension Plan

EIN 04-3314826 • 13 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

6

2008 Assets

$1,445,137

2008 Contributions

$548,363

Historical Graphs

Total Assets Over Time

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

$1,591,858$795,929$0199920042008YearValue
$1,445,137Latest year 2008

Participants Over Time

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

630199920042008YearValue
6Latest 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
200826$1,445,137$548,363$91,394iApproximate average salary by contribution assumption: employee only about $2,284,846 at 4% or $1,523,231 at 6%; with 50% employer match about $1,523,231 at 4% or $1,015,487 at 6%; with 100% employer match about $1,142,423 at 4% or $761,615 at 6%.
Kaplan Pension Plan-6$1,358,733$500,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
KAPLAN 401K PLAN-6$86,404$48,363$8,061iApproximate average salary by contribution assumption: employee only about $201,513 at 4% or $134,342 at 6%; with 50% employer match about $134,342 at 4% or $89,561 at 6%; with 100% employer match about $100,756 at 4% or $67,171 at 6%.
200725$1,591,858$150,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Kaplan Pension Plan-5$1,591,858$150,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
KAPLAN 401K PLAN-5---
200626$1,331,930$224,054$37,342iApproximate average salary by contribution assumption: employee only about $933,558 at 4% or $622,372 at 6%; with 50% employer match about $622,372 at 4% or $414,915 at 6%; with 100% employer match about $466,779 at 4% or $311,186 at 6%.
Kaplan Pension Plan-6$1,294,719$189,845$31,641iApproximate average salary by contribution assumption: employee only about $791,021 at 4% or $527,347 at 6%; with 50% employer match about $527,347 at 4% or $351,565 at 6%; with 100% employer match about $395,510 at 4% or $263,674 at 6%.
KAPLAN 401K PLAN-6$37,211$34,209$5,702iApproximate average salary by contribution assumption: employee only about $142,538 at 4% or $95,025 at 6%; with 50% employer match about $95,025 at 4% or $63,350 at 6%; with 100% employer match about $71,269 at 4% or $47,513 at 6%.
200515$960,052$184,798$36,960iApproximate average salary by contribution assumption: employee only about $923,990 at 4% or $615,993 at 6%; with 50% employer match about $615,993 at 4% or $410,662 at 6%; with 100% employer match about $461,995 at 4% or $307,997 at 6%.
Kaplan Pension Plan-5$960,052$184,798$36,960iApproximate average salary by contribution assumption: employee only about $923,990 at 4% or $615,993 at 6%; with 50% employer match about $615,993 at 4% or $410,662 at 6%; with 100% employer match about $461,995 at 4% or $307,997 at 6%.
200415$684,566$116,697$23,339iApproximate average salary by contribution assumption: employee only about $583,485 at 4% or $388,990 at 6%; with 50% employer match about $388,990 at 4% or $259,327 at 6%; with 100% employer match about $291,743 at 4% or $194,495 at 6%.
Kaplan Pension Plan-5$684,566$116,697$23,339iApproximate average salary by contribution assumption: employee only about $583,485 at 4% or $388,990 at 6%; with 50% employer match about $388,990 at 4% or $259,327 at 6%; with 100% employer match about $291,743 at 4% or $194,495 at 6%.
200316$517,743$122,750$20,458iApproximate average salary by contribution assumption: employee only about $511,458 at 4% or $340,972 at 6%; with 50% employer match about $340,972 at 4% or $227,315 at 6%; with 100% employer match about $255,729 at 4% or $170,486 at 6%.
Kaplan Pension Plan-6$517,743$122,750$20,458iApproximate average salary by contribution assumption: employee only about $511,458 at 4% or $340,972 at 6%; with 50% employer match about $340,972 at 4% or $227,315 at 6%; with 100% employer match about $255,729 at 4% or $170,486 at 6%.
200216$321,028$133,229$22,205iApproximate average salary by contribution assumption: employee only about $555,121 at 4% or $370,081 at 6%; with 50% employer match about $370,081 at 4% or $246,720 at 6%; with 100% employer match about $277,560 at 4% or $185,040 at 6%.
Kaplan Pension Plan-6$321,028$133,229$22,205iApproximate average salary by contribution assumption: employee only about $555,121 at 4% or $370,081 at 6%; with 50% employer match about $370,081 at 4% or $246,720 at 6%; with 100% employer match about $277,560 at 4% or $185,040 at 6%.
200114$0$0-
Kaplan Pension Plan-4---
200012$177,525$64,030$32,015iApproximate average salary by contribution assumption: employee only about $800,375 at 4% or $533,583 at 6%; with 50% employer match about $533,583 at 4% or $355,722 at 6%; with 100% employer match about $400,188 at 4% or $266,792 at 6%.
Kaplan Pension Plan-2$177,525$64,030$32,015iApproximate average salary by contribution assumption: employee only about $800,375 at 4% or $533,583 at 6%; with 50% employer match about $533,583 at 4% or $355,722 at 6%; with 100% employer match about $400,188 at 4% or $266,792 at 6%.
199913$134,664$57,676$19,225iApproximate average salary by contribution assumption: employee only about $480,633 at 4% or $320,422 at 6%; with 50% employer match about $320,422 at 4% or $213,615 at 6%; with 100% employer match about $240,317 at 4% or $160,211 at 6%.
Kaplan Pension Plan-3$134,664$57,676$19,225iApproximate average salary by contribution assumption: employee only about $480,633 at 4% or $320,422 at 6%; with 50% employer match about $320,422 at 4% or $213,615 at 6%; with 100% employer match about $240,317 at 4% or $160,211 at 6%.