Kaplan & Jacobson Incorporated
Plan context: KAPLAN & KOLB, INC. 401K PROFIT SHARING PLAN
EIN 05-0472869 • 6 filings • 3 plans
Current Snapshot
Latest Year
2002
2002 Participants
3
2002 Assets
$123,688
2002 Contributions
$144,003
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2002 | 1 | 3 | $123,688 | $144,003 | $48,001iApproximate average salary by contribution assumption: employee only about $1,200,025 at 4% or $800,017 at 6%; with 50% employer match about $800,017 at 4% or $533,344 at 6%; with 100% employer match about $600,013 at 4% or $400,008 at 6%. |
| KAPLAN & KOLB, INC. 401K PROFIT SHARING PLAN | - | 3 | $123,688 | $144,003 | $48,001iApproximate average salary by contribution assumption: employee only about $1,200,025 at 4% or $800,017 at 6%; with 50% employer match about $800,017 at 4% or $533,344 at 6%; with 100% employer match about $600,013 at 4% or $400,008 at 6%. |
| 2001 | 2 | 4 | $401,932 | $73,075 | $18,269iApproximate average salary by contribution assumption: employee only about $456,719 at 4% or $304,479 at 6%; with 50% employer match about $304,479 at 4% or $202,986 at 6%; with 100% employer match about $228,359 at 4% or $152,240 at 6%. |
| Kaplan & Jacobson Incorporated Retirement Plan | - | 4 | $336,319 | $38,382 | $9,596iApproximate average salary by contribution assumption: employee only about $239,888 at 4% or $159,925 at 6%; with 50% employer match about $159,925 at 4% or $106,617 at 6%; with 100% employer match about $119,944 at 4% or $79,963 at 6%. |
| KAPLAN & JACOBSON INCORPORATED MONEY PURCHASE PLAN | - | 4 | $65,613 | $34,693 | $8,673iApproximate average salary by contribution assumption: employee only about $216,831 at 4% or $144,554 at 6%; with 50% employer match about $144,554 at 4% or $96,369 at 6%; with 100% employer match about $108,416 at 4% or $72,277 at 6%. |
| 2000 | 2 | 5 | $0 | $0 | - |
| KAPLAN & JACOBSON INCORPORATED MONEY PURCHASE PLAN | - | 5 | - | - | - |
| Kaplan & Jacobson Incorporated Retirement Plan | - | 5 | - | - | - |
| 1999 | 1 | 5 | $382,575 | $81,675 | $16,335iApproximate average salary by contribution assumption: employee only about $408,375 at 4% or $272,250 at 6%; with 50% employer match about $272,250 at 4% or $181,500 at 6%; with 100% employer match about $204,188 at 4% or $136,125 at 6%. |
| Kaplan & Jacobson Incorporated Retirement Plan | - | 5 | $382,575 | $81,675 | $16,335iApproximate average salary by contribution assumption: employee only about $408,375 at 4% or $272,250 at 6%; with 50% employer match about $272,250 at 4% or $181,500 at 6%; with 100% employer match about $204,188 at 4% or $136,125 at 6%. |