Kaplan and Brennan, L.L.P.
Plan context: Kaplan and Brennan 401K Plan and Trust
EIN 06-1286328 • Plainfield, CT • 27 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$2,194,179
2024 Contributions
$87,493
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $2,194,179 | $87,493 | $12,499iApproximate average salary by contribution assumption: employee only about $312,475 at 4% or $208,317 at 6%; with 50% employer match about $208,317 at 4% or $138,878 at 6%; with 100% employer match about $156,238 at 4% or $104,158 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 7 | $2,194,179 | $87,493 | $12,499iApproximate average salary by contribution assumption: employee only about $312,475 at 4% or $208,317 at 6%; with 50% employer match about $208,317 at 4% or $138,878 at 6%; with 100% employer match about $156,238 at 4% or $104,158 at 6%. |
| 2023 | 1 | 6 | $1,864,191 | $103,212 | $17,202iApproximate average salary by contribution assumption: employee only about $430,050 at 4% or $286,700 at 6%; with 50% employer match about $286,700 at 4% or $191,133 at 6%; with 100% employer match about $215,025 at 4% or $143,350 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 6 | $1,864,191 | $103,212 | $17,202iApproximate average salary by contribution assumption: employee only about $430,050 at 4% or $286,700 at 6%; with 50% employer match about $286,700 at 4% or $191,133 at 6%; with 100% employer match about $215,025 at 4% or $143,350 at 6%. |
| 2022 | 1 | 5 | $1,497,760 | $88,051 | $17,610iApproximate average salary by contribution assumption: employee only about $440,255 at 4% or $293,503 at 6%; with 50% employer match about $293,503 at 4% or $195,669 at 6%; with 100% employer match about $220,128 at 4% or $146,752 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 5 | $1,497,760 | $88,051 | $17,610iApproximate average salary by contribution assumption: employee only about $440,255 at 4% or $293,503 at 6%; with 50% employer match about $293,503 at 4% or $195,669 at 6%; with 100% employer match about $220,128 at 4% or $146,752 at 6%. |
| 2021 | 1 | 6 | $1,716,047 | $79,467 | $13,245iApproximate average salary by contribution assumption: employee only about $331,113 at 4% or $220,742 at 6%; with 50% employer match about $220,742 at 4% or $147,161 at 6%; with 100% employer match about $165,556 at 4% or $110,371 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 6 | $1,716,047 | $79,467 | $13,245iApproximate average salary by contribution assumption: employee only about $331,113 at 4% or $220,742 at 6%; with 50% employer match about $220,742 at 4% or $147,161 at 6%; with 100% employer match about $165,556 at 4% or $110,371 at 6%. |
| 2020 | 1 | 6 | $1,439,876 | $76,875 | $12,813iApproximate average salary by contribution assumption: employee only about $320,313 at 4% or $213,542 at 6%; with 50% employer match about $213,542 at 4% or $142,361 at 6%; with 100% employer match about $160,156 at 4% or $106,771 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 6 | $1,439,876 | $76,875 | $12,813iApproximate average salary by contribution assumption: employee only about $320,313 at 4% or $213,542 at 6%; with 50% employer match about $213,542 at 4% or $142,361 at 6%; with 100% employer match about $160,156 at 4% or $106,771 at 6%. |
| 2019 | 1 | 4 | $1,179,771 | $68,197 | $17,049iApproximate average salary by contribution assumption: employee only about $426,231 at 4% or $284,154 at 6%; with 50% employer match about $284,154 at 4% or $189,436 at 6%; with 100% employer match about $213,116 at 4% or $142,077 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 4 | $1,179,771 | $68,197 | $17,049iApproximate average salary by contribution assumption: employee only about $426,231 at 4% or $284,154 at 6%; with 50% employer match about $284,154 at 4% or $189,436 at 6%; with 100% employer match about $213,116 at 4% or $142,077 at 6%. |
| 2018 | 1 | 5 | $925,547 | $65,531 | $13,106iApproximate average salary by contribution assumption: employee only about $327,655 at 4% or $218,437 at 6%; with 50% employer match about $218,437 at 4% or $145,624 at 6%; with 100% employer match about $163,828 at 4% or $109,218 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 5 | $925,547 | $65,531 | $13,106iApproximate average salary by contribution assumption: employee only about $327,655 at 4% or $218,437 at 6%; with 50% employer match about $218,437 at 4% or $145,624 at 6%; with 100% employer match about $163,828 at 4% or $109,218 at 6%. |
| 2017 | 1 | 5 | $941,392 | $65,822 | $13,164iApproximate average salary by contribution assumption: employee only about $329,110 at 4% or $219,407 at 6%; with 50% employer match about $219,407 at 4% or $146,271 at 6%; with 100% employer match about $164,555 at 4% or $109,703 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 5 | $941,392 | $65,822 | $13,164iApproximate average salary by contribution assumption: employee only about $329,110 at 4% or $219,407 at 6%; with 50% employer match about $219,407 at 4% or $146,271 at 6%; with 100% employer match about $164,555 at 4% or $109,703 at 6%. |
| 2016 | 1 | 6 | $786,481 | $40,975 | $6,829iApproximate average salary by contribution assumption: employee only about $170,729 at 4% or $113,819 at 6%; with 50% employer match about $113,819 at 4% or $75,880 at 6%; with 100% employer match about $85,365 at 4% or $56,910 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 6 | $786,481 | $40,975 | $6,829iApproximate average salary by contribution assumption: employee only about $170,729 at 4% or $113,819 at 6%; with 50% employer match about $113,819 at 4% or $75,880 at 6%; with 100% employer match about $85,365 at 4% or $56,910 at 6%. |
| 2015 | 1 | 6 | $673,406 | $41,773 | $6,962iApproximate average salary by contribution assumption: employee only about $174,054 at 4% or $116,036 at 6%; with 50% employer match about $116,036 at 4% or $77,357 at 6%; with 100% employer match about $87,027 at 4% or $58,018 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 6 | $673,406 | $41,773 | $6,962iApproximate average salary by contribution assumption: employee only about $174,054 at 4% or $116,036 at 6%; with 50% employer match about $116,036 at 4% or $77,357 at 6%; with 100% employer match about $87,027 at 4% or $58,018 at 6%. |
| 2014 | 1 | 6 | $645,070 | $64,406 | $10,734iApproximate average salary by contribution assumption: employee only about $268,358 at 4% or $178,906 at 6%; with 50% employer match about $178,906 at 4% or $119,270 at 6%; with 100% employer match about $134,179 at 4% or $89,453 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 6 | $645,070 | $64,406 | $10,734iApproximate average salary by contribution assumption: employee only about $268,358 at 4% or $178,906 at 6%; with 50% employer match about $178,906 at 4% or $119,270 at 6%; with 100% employer match about $134,179 at 4% or $89,453 at 6%. |
| 2013 | 1 | 7 | $563,367 | $63,154 | $9,022iApproximate average salary by contribution assumption: employee only about $225,550 at 4% or $150,367 at 6%; with 50% employer match about $150,367 at 4% or $100,244 at 6%; with 100% employer match about $112,775 at 4% or $75,183 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 7 | $563,367 | $63,154 | $9,022iApproximate average salary by contribution assumption: employee only about $225,550 at 4% or $150,367 at 6%; with 50% employer match about $150,367 at 4% or $100,244 at 6%; with 100% employer match about $112,775 at 4% or $75,183 at 6%. |
| 2012 | 1 | 6 | $442,451 | $11,396 | $1,899iApproximate average salary by contribution assumption: employee only about $47,483 at 4% or $31,656 at 6%; with 50% employer match about $31,656 at 4% or $21,104 at 6%; with 100% employer match about $23,742 at 4% or $15,828 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 6 | $442,451 | $11,396 | $1,899iApproximate average salary by contribution assumption: employee only about $47,483 at 4% or $31,656 at 6%; with 50% employer match about $31,656 at 4% or $21,104 at 6%; with 100% employer match about $23,742 at 4% or $15,828 at 6%. |
| 2011 | 1 | 6 | $386,327 | $9,865 | $1,644iApproximate average salary by contribution assumption: employee only about $41,104 at 4% or $27,403 at 6%; with 50% employer match about $27,403 at 4% or $18,269 at 6%; with 100% employer match about $20,552 at 4% or $13,701 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 6 | $386,327 | $9,865 | $1,644iApproximate average salary by contribution assumption: employee only about $41,104 at 4% or $27,403 at 6%; with 50% employer match about $27,403 at 4% or $18,269 at 6%; with 100% employer match about $20,552 at 4% or $13,701 at 6%. |
| 2010 | 2 | 6 | $683,347 | $26,624 | $4,437iApproximate average salary by contribution assumption: employee only about $110,933 at 4% or $73,956 at 6%; with 50% employer match about $73,956 at 4% or $49,304 at 6%; with 100% employer match about $55,467 at 4% or $36,978 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 6 | $378,192 | $26,624 | $4,437iApproximate average salary by contribution assumption: employee only about $110,933 at 4% or $73,956 at 6%; with 50% employer match about $73,956 at 4% or $49,304 at 6%; with 100% employer match about $55,467 at 4% or $36,978 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 0 | $305,155 | $0 | - |
| 2009 | 2 | 5 | $655,688 | $3,918 | $784iApproximate average salary by contribution assumption: employee only about $19,590 at 4% or $13,060 at 6%; with 50% employer match about $13,060 at 4% or $8,707 at 6%; with 100% employer match about $9,795 at 4% or $6,530 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 5 | $347,349 | $3,918 | $784iApproximate average salary by contribution assumption: employee only about $19,590 at 4% or $13,060 at 6%; with 50% employer match about $13,060 at 4% or $8,707 at 6%; with 100% employer match about $9,795 at 4% or $6,530 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 3 | $308,339 | $0 | - |
| 2008 | 1 | 3 | $240,447 | $15,500 | $5,167iApproximate average salary by contribution assumption: employee only about $129,167 at 4% or $86,111 at 6%; with 50% employer match about $86,111 at 4% or $57,407 at 6%; with 100% employer match about $64,583 at 4% or $43,056 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 3 | $240,447 | $15,500 | $5,167iApproximate average salary by contribution assumption: employee only about $129,167 at 4% or $86,111 at 6%; with 50% employer match about $86,111 at 4% or $57,407 at 6%; with 100% employer match about $64,583 at 4% or $43,056 at 6%. |
| 2006 | 1 | 6 | $333,638 | $52,427 | $8,738iApproximate average salary by contribution assumption: employee only about $218,446 at 4% or $145,631 at 6%; with 50% employer match about $145,631 at 4% or $97,087 at 6%; with 100% employer match about $109,223 at 4% or $72,815 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 6 | $333,638 | $52,427 | $8,738iApproximate average salary by contribution assumption: employee only about $218,446 at 4% or $145,631 at 6%; with 50% employer match about $145,631 at 4% or $97,087 at 6%; with 100% employer match about $109,223 at 4% or $72,815 at 6%. |
| 2005 | 1 | 10 | $434,406 | $51,040 | $5,104iApproximate average salary by contribution assumption: employee only about $127,600 at 4% or $85,067 at 6%; with 50% employer match about $85,067 at 4% or $56,711 at 6%; with 100% employer match about $63,800 at 4% or $42,533 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 10 | $434,406 | $51,040 | $5,104iApproximate average salary by contribution assumption: employee only about $127,600 at 4% or $85,067 at 6%; with 50% employer match about $85,067 at 4% or $56,711 at 6%; with 100% employer match about $63,800 at 4% or $42,533 at 6%. |
| 2004 | 1 | 12 | $365,165 | $55,336 | $4,611iApproximate average salary by contribution assumption: employee only about $115,283 at 4% or $76,856 at 6%; with 50% employer match about $76,856 at 4% or $51,237 at 6%; with 100% employer match about $57,642 at 4% or $38,428 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 12 | $365,165 | $55,336 | $4,611iApproximate average salary by contribution assumption: employee only about $115,283 at 4% or $76,856 at 6%; with 50% employer match about $76,856 at 4% or $51,237 at 6%; with 100% employer match about $57,642 at 4% or $38,428 at 6%. |
| 2003 | 1 | 10 | $284,636 | $36,697 | $3,670iApproximate average salary by contribution assumption: employee only about $91,743 at 4% or $61,162 at 6%; with 50% employer match about $61,162 at 4% or $40,774 at 6%; with 100% employer match about $45,871 at 4% or $30,581 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 10 | $284,636 | $36,697 | $3,670iApproximate average salary by contribution assumption: employee only about $91,743 at 4% or $61,162 at 6%; with 50% employer match about $61,162 at 4% or $40,774 at 6%; with 100% employer match about $45,871 at 4% or $30,581 at 6%. |
| 2002 | 1 | 9 | $193,309 | $40,030 | $4,448iApproximate average salary by contribution assumption: employee only about $111,194 at 4% or $74,130 at 6%; with 50% employer match about $74,130 at 4% or $49,420 at 6%; with 100% employer match about $55,597 at 4% or $37,065 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 9 | $193,309 | $40,030 | $4,448iApproximate average salary by contribution assumption: employee only about $111,194 at 4% or $74,130 at 6%; with 50% employer match about $74,130 at 4% or $49,420 at 6%; with 100% employer match about $55,597 at 4% or $37,065 at 6%. |
| 2001 | 1 | 10 | $0 | $0 | - |
| Kaplan and Brennan 401K Plan and Trust | - | 10 | - | - | - |
| 2000 | 1 | 11 | $179,350 | $40,950 | $3,723iApproximate average salary by contribution assumption: employee only about $93,068 at 4% or $62,045 at 6%; with 50% employer match about $62,045 at 4% or $41,364 at 6%; with 100% employer match about $46,534 at 4% or $31,023 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 11 | $179,350 | $40,950 | $3,723iApproximate average salary by contribution assumption: employee only about $93,068 at 4% or $62,045 at 6%; with 50% employer match about $62,045 at 4% or $41,364 at 6%; with 100% employer match about $46,534 at 4% or $31,023 at 6%. |
| 1999 | 1 | 11 | $166,706 | $42,391 | $3,854iApproximate average salary by contribution assumption: employee only about $96,343 at 4% or $64,229 at 6%; with 50% employer match about $64,229 at 4% or $42,819 at 6%; with 100% employer match about $48,172 at 4% or $32,114 at 6%. |
| Kaplan and Brennan 401K Plan and Trust | - | 11 | $166,706 | $42,391 | $3,854iApproximate average salary by contribution assumption: employee only about $96,343 at 4% or $64,229 at 6%; with 50% employer match about $64,229 at 4% or $42,819 at 6%; with 100% employer match about $48,172 at 4% or $32,114 at 6%. |