Civic Intelligence

Kaplan & Levesque PC.

Plan context: Kaplan & Levesque PC. 401(K) Profit Sharing Plan

EIN 05-0618719 • Holbrook, MA • 20 filings • 3 plans

838 South Franklin StreetHolbrook, MA 02343
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$2,713,467

2024 Contributions

$121,996

Historical Graphs

Total Assets Over Time

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

$2,713,467$1,356,734$0200520152024YearValue
$2,713,467Latest year 2024

Participants Over Time

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

22110200520152024YearValue
17Latest year 2024

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
2024117$2,713,467$121,996$7,176iApproximate average salary by contribution assumption: employee only about $179,406 at 4% or $119,604 at 6%; with 50% employer match about $119,604 at 4% or $79,736 at 6%; with 100% employer match about $89,703 at 4% or $59,802 at 6%.
Kaplan & Levesque PC. 401(K) Profit Sharing Plan-17$2,713,467$121,996$7,176iApproximate average salary by contribution assumption: employee only about $179,406 at 4% or $119,604 at 6%; with 50% employer match about $119,604 at 4% or $79,736 at 6%; with 100% employer match about $89,703 at 4% or $59,802 at 6%.
2023117$2,235,741$105,422$6,201iApproximate average salary by contribution assumption: employee only about $155,032 at 4% or $103,355 at 6%; with 50% employer match about $103,355 at 4% or $68,903 at 6%; with 100% employer match about $77,516 at 4% or $51,677 at 6%.
Kaplan & Levesque PC. 401(K) Profit Sharing Plan-17$2,235,741$105,422$6,201iApproximate average salary by contribution assumption: employee only about $155,032 at 4% or $103,355 at 6%; with 50% employer match about $103,355 at 4% or $68,903 at 6%; with 100% employer match about $77,516 at 4% or $51,677 at 6%.
2022118$1,801,855$140,075$7,782iApproximate average salary by contribution assumption: employee only about $194,549 at 4% or $129,699 at 6%; with 50% employer match about $129,699 at 4% or $86,466 at 6%; with 100% employer match about $97,274 at 4% or $64,850 at 6%.
Kaplan & Levesque PC. 401(K) Profit Sharing Plan-18$1,801,855$140,075$7,782iApproximate average salary by contribution assumption: employee only about $194,549 at 4% or $129,699 at 6%; with 50% employer match about $129,699 at 4% or $86,466 at 6%; with 100% employer match about $97,274 at 4% or $64,850 at 6%.
2021121$2,346,311$109,287$5,204iApproximate average salary by contribution assumption: employee only about $130,104 at 4% or $86,736 at 6%; with 50% employer match about $86,736 at 4% or $57,824 at 6%; with 100% employer match about $65,052 at 4% or $43,368 at 6%.
Kaplan & Levesque PC. 401(K) Profit Sharing Plan-21$2,346,311$109,287$5,204iApproximate average salary by contribution assumption: employee only about $130,104 at 4% or $86,736 at 6%; with 50% employer match about $86,736 at 4% or $57,824 at 6%; with 100% employer match about $65,052 at 4% or $43,368 at 6%.
2020117$2,246,716$77,428$4,555iApproximate average salary by contribution assumption: employee only about $113,865 at 4% or $75,910 at 6%; with 50% employer match about $75,910 at 4% or $50,607 at 6%; with 100% employer match about $56,932 at 4% or $37,955 at 6%.
Kaplan & Levesque PC. 401(K) Profit Sharing Plan-17$2,246,716$77,428$4,555iApproximate average salary by contribution assumption: employee only about $113,865 at 4% or $75,910 at 6%; with 50% employer match about $75,910 at 4% or $50,607 at 6%; with 100% employer match about $56,932 at 4% or $37,955 at 6%.
2019118$1,992,933$115,640$6,424iApproximate average salary by contribution assumption: employee only about $160,611 at 4% or $107,074 at 6%; with 50% employer match about $107,074 at 4% or $71,383 at 6%; with 100% employer match about $80,306 at 4% or $53,537 at 6%.
Kaplan & Levesque PC. 401(K) Profit Sharing Plan-18$1,992,933$115,640$6,424iApproximate average salary by contribution assumption: employee only about $160,611 at 4% or $107,074 at 6%; with 50% employer match about $107,074 at 4% or $71,383 at 6%; with 100% employer match about $80,306 at 4% or $53,537 at 6%.
2018115$1,521,907$120,034$8,002iApproximate average salary by contribution assumption: employee only about $200,057 at 4% or $133,371 at 6%; with 50% employer match about $133,371 at 4% or $88,914 at 6%; with 100% employer match about $100,028 at 4% or $66,686 at 6%.
Kaplan & Levesque PC. 401(K) Profit Sharing Plan-15$1,521,907$120,034$8,002iApproximate average salary by contribution assumption: employee only about $200,057 at 4% or $133,371 at 6%; with 50% employer match about $133,371 at 4% or $88,914 at 6%; with 100% employer match about $100,028 at 4% or $66,686 at 6%.
2017111$1,531,156$96,281$8,753iApproximate average salary by contribution assumption: employee only about $218,820 at 4% or $145,880 at 6%; with 50% employer match about $145,880 at 4% or $97,254 at 6%; with 100% employer match about $109,410 at 4% or $72,940 at 6%.
Kaplan & Levesque PC. 401(K) Profit Sharing Plan-11$1,531,156$96,281$8,753iApproximate average salary by contribution assumption: employee only about $218,820 at 4% or $145,880 at 6%; with 50% employer match about $145,880 at 4% or $97,254 at 6%; with 100% employer match about $109,410 at 4% or $72,940 at 6%.
2016113$1,314,402$100,899$7,761iApproximate average salary by contribution assumption: employee only about $194,037 at 4% or $129,358 at 6%; with 50% employer match about $129,358 at 4% or $86,238 at 6%; with 100% employer match about $97,018 at 4% or $64,679 at 6%.
Kaplan & Levesque PC. 401(K) Profit Sharing Plan-13$1,314,402$100,899$7,761iApproximate average salary by contribution assumption: employee only about $194,037 at 4% or $129,358 at 6%; with 50% employer match about $129,358 at 4% or $86,238 at 6%; with 100% employer match about $97,018 at 4% or $64,679 at 6%.
2015114$1,158,425$97,615$6,973iApproximate average salary by contribution assumption: employee only about $174,313 at 4% or $116,208 at 6%; with 50% employer match about $116,208 at 4% or $77,472 at 6%; with 100% employer match about $87,156 at 4% or $58,104 at 6%.
Kaplan & Levesque PC. 401(K) Profit Sharing Plan-14$1,158,425$97,615$6,973iApproximate average salary by contribution assumption: employee only about $174,313 at 4% or $116,208 at 6%; with 50% employer match about $116,208 at 4% or $77,472 at 6%; with 100% employer match about $87,156 at 4% or $58,104 at 6%.
2014113$1,075,693$96,344$7,411iApproximate average salary by contribution assumption: employee only about $185,277 at 4% or $123,518 at 6%; with 50% employer match about $123,518 at 4% or $82,345 at 6%; with 100% employer match about $92,638 at 4% or $61,759 at 6%.
Kaplan & Levesque PC. 401(K) Profit Sharing Plan-13$1,075,693$96,344$7,411iApproximate average salary by contribution assumption: employee only about $185,277 at 4% or $123,518 at 6%; with 50% employer match about $123,518 at 4% or $82,345 at 6%; with 100% employer match about $92,638 at 4% or $61,759 at 6%.
2013113$941,730$94,869$7,298iApproximate average salary by contribution assumption: employee only about $182,440 at 4% or $121,627 at 6%; with 50% employer match about $121,627 at 4% or $81,085 at 6%; with 100% employer match about $91,220 at 4% or $60,813 at 6%.
Kaplan & Levesque PC. 401(K) Profit Sharing Plan-13$941,730$94,869$7,298iApproximate average salary by contribution assumption: employee only about $182,440 at 4% or $121,627 at 6%; with 50% employer match about $121,627 at 4% or $81,085 at 6%; with 100% employer match about $91,220 at 4% or $60,813 at 6%.
2012113$719,876$87,796$6,754iApproximate average salary by contribution assumption: employee only about $168,838 at 4% or $112,559 at 6%; with 50% employer match about $112,559 at 4% or $75,039 at 6%; with 100% employer match about $84,419 at 4% or $56,279 at 6%.
Kaplan & Levesque PC. 401(K) Profit Sharing Plan-13$719,876$87,796$6,754iApproximate average salary by contribution assumption: employee only about $168,838 at 4% or $112,559 at 6%; with 50% employer match about $112,559 at 4% or $75,039 at 6%; with 100% employer match about $84,419 at 4% or $56,279 at 6%.
2011112$568,583$82,323$6,860iApproximate average salary by contribution assumption: employee only about $171,506 at 4% or $114,338 at 6%; with 50% employer match about $114,338 at 4% or $76,225 at 6%; with 100% employer match about $85,753 at 4% or $57,169 at 6%.
Kaplan & Levesque PC. 401(K) Profit Sharing Plan-12$568,583$82,323$6,860iApproximate average salary by contribution assumption: employee only about $171,506 at 4% or $114,338 at 6%; with 50% employer match about $114,338 at 4% or $76,225 at 6%; with 100% employer match about $85,753 at 4% or $57,169 at 6%.
2010114$747,581$98,898$7,064iApproximate average salary by contribution assumption: employee only about $176,604 at 4% or $117,736 at 6%; with 50% employer match about $117,736 at 4% or $78,490 at 6%; with 100% employer match about $88,302 at 4% or $58,868 at 6%.
Kaplan & Levesque PC. 401(K) Profit Sharing Plan-14$747,581$98,898$7,064iApproximate average salary by contribution assumption: employee only about $176,604 at 4% or $117,736 at 6%; with 50% employer match about $117,736 at 4% or $78,490 at 6%; with 100% employer match about $88,302 at 4% or $58,868 at 6%.
2009114$599,677$98,325$7,023iApproximate average salary by contribution assumption: employee only about $175,580 at 4% or $117,054 at 6%; with 50% employer match about $117,054 at 4% or $78,036 at 6%; with 100% employer match about $87,790 at 4% or $58,527 at 6%.
Kaplan & Levesque PC. 401(K) Profit Sharing Plan-14$599,677$98,325$7,023iApproximate average salary by contribution assumption: employee only about $175,580 at 4% or $117,054 at 6%; with 50% employer match about $117,054 at 4% or $78,036 at 6%; with 100% employer match about $87,790 at 4% or $58,527 at 6%.
2008120$381,310$114,825$5,741iApproximate average salary by contribution assumption: employee only about $143,531 at 4% or $95,688 at 6%; with 50% employer match about $95,688 at 4% or $63,792 at 6%; with 100% employer match about $71,766 at 4% or $47,844 at 6%.
Kaplan & Levesque PC. 401(K) Profit Sharing Plan-20$381,310$114,825$5,741iApproximate average salary by contribution assumption: employee only about $143,531 at 4% or $95,688 at 6%; with 50% employer match about $95,688 at 4% or $63,792 at 6%; with 100% employer match about $71,766 at 4% or $47,844 at 6%.
2007119$574,064$125,975$6,630iApproximate average salary by contribution assumption: employee only about $165,757 at 4% or $110,504 at 6%; with 50% employer match about $110,504 at 4% or $73,670 at 6%; with 100% employer match about $82,878 at 4% or $55,252 at 6%.
Kaplan & Levesque PC. 401(K) Profit Sharing Plan-19$574,064$125,975$6,630iApproximate average salary by contribution assumption: employee only about $165,757 at 4% or $110,504 at 6%; with 50% employer match about $110,504 at 4% or $73,670 at 6%; with 100% employer match about $82,878 at 4% or $55,252 at 6%.
2006122$432,872$114,583$5,208iApproximate average salary by contribution assumption: employee only about $130,208 at 4% or $86,805 at 6%; with 50% employer match about $86,805 at 4% or $57,870 at 6%; with 100% employer match about $65,104 at 4% or $43,403 at 6%.
Kaplan & Levesque PC. 401(K) Profit Sharing Plan-22$432,872$114,583$5,208iApproximate average salary by contribution assumption: employee only about $130,208 at 4% or $86,805 at 6%; with 50% employer match about $86,805 at 4% or $57,870 at 6%; with 100% employer match about $65,104 at 4% or $43,403 at 6%.
2005120$57,599$56,396$2,820iApproximate average salary by contribution assumption: employee only about $70,495 at 4% or $46,997 at 6%; with 50% employer match about $46,997 at 4% or $31,331 at 6%; with 100% employer match about $35,248 at 4% or $23,498 at 6%.
Kaplan & Levesque PC. 401(K) Profit Sharing Plan-20$57,599$56,396$2,820iApproximate average salary by contribution assumption: employee only about $70,495 at 4% or $46,997 at 6%; with 50% employer match about $46,997 at 4% or $31,331 at 6%; with 100% employer match about $35,248 at 4% or $23,498 at 6%.