Civic Intelligence

Jeffrey N. Kaplan, M.D. LLC

Plan context: Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan

EIN 06-1587636 • Bridgeport, CT • 37 filings • 6 plans

4699 Main StreetBridgeport, CT 06606
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$3,981,967

2024 Contributions

$225,800

Historical Graphs

Total Assets Over Time

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

$4,138,388$2,069,194$0200120132024YearValue
$3,981,967Latest year 2024

Participants Over Time

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

29150200120132024YearValue
16Latest 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
2024116$3,981,967$225,800$14,113iApproximate average salary by contribution assumption: employee only about $352,813 at 4% or $235,208 at 6%; with 50% employer match about $235,208 at 4% or $156,806 at 6%; with 100% employer match about $176,406 at 4% or $117,604 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-16$3,981,967$225,800$14,113iApproximate average salary by contribution assumption: employee only about $352,813 at 4% or $235,208 at 6%; with 50% employer match about $235,208 at 4% or $156,806 at 6%; with 100% employer match about $176,406 at 4% or $117,604 at 6%.
2023116$4,138,388$200,271$12,517iApproximate average salary by contribution assumption: employee only about $312,923 at 4% or $208,616 at 6%; with 50% employer match about $208,616 at 4% or $139,077 at 6%; with 100% employer match about $156,462 at 4% or $104,308 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-16$4,138,388$200,271$12,517iApproximate average salary by contribution assumption: employee only about $312,923 at 4% or $208,616 at 6%; with 50% employer match about $208,616 at 4% or $139,077 at 6%; with 100% employer match about $156,462 at 4% or $104,308 at 6%.
2022113$3,532,030$175,801$13,523iApproximate average salary by contribution assumption: employee only about $338,079 at 4% or $225,386 at 6%; with 50% employer match about $225,386 at 4% or $150,257 at 6%; with 100% employer match about $169,039 at 4% or $112,693 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-13$3,532,030$175,801$13,523iApproximate average salary by contribution assumption: employee only about $338,079 at 4% or $225,386 at 6%; with 50% employer match about $225,386 at 4% or $150,257 at 6%; with 100% employer match about $169,039 at 4% or $112,693 at 6%.
2021113$3,908,506$172,130$13,241iApproximate average salary by contribution assumption: employee only about $331,019 at 4% or $220,679 at 6%; with 50% employer match about $220,679 at 4% or $147,120 at 6%; with 100% employer match about $165,510 at 4% or $110,340 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-13$3,908,506$172,130$13,241iApproximate average salary by contribution assumption: employee only about $331,019 at 4% or $220,679 at 6%; with 50% employer match about $220,679 at 4% or $147,120 at 6%; with 100% employer match about $165,510 at 4% or $110,340 at 6%.
2020113$3,419,708$143,832$11,064iApproximate average salary by contribution assumption: employee only about $276,600 at 4% or $184,400 at 6%; with 50% employer match about $184,400 at 4% or $122,933 at 6%; with 100% employer match about $138,300 at 4% or $92,200 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-13$3,419,708$143,832$11,064iApproximate average salary by contribution assumption: employee only about $276,600 at 4% or $184,400 at 6%; with 50% employer match about $184,400 at 4% or $122,933 at 6%; with 100% employer match about $138,300 at 4% or $92,200 at 6%.
2019114$2,952,033$144,435$10,317iApproximate average salary by contribution assumption: employee only about $257,920 at 4% or $171,946 at 6%; with 50% employer match about $171,946 at 4% or $114,631 at 6%; with 100% employer match about $128,960 at 4% or $85,973 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-14$2,952,033$144,435$10,317iApproximate average salary by contribution assumption: employee only about $257,920 at 4% or $171,946 at 6%; with 50% employer match about $171,946 at 4% or $114,631 at 6%; with 100% employer match about $128,960 at 4% or $85,973 at 6%.
2018114$2,414,590$148,651$10,618iApproximate average salary by contribution assumption: employee only about $265,448 at 4% or $176,965 at 6%; with 50% employer match about $176,965 at 4% or $117,977 at 6%; with 100% employer match about $132,724 at 4% or $88,483 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-14$2,414,590$148,651$10,618iApproximate average salary by contribution assumption: employee only about $265,448 at 4% or $176,965 at 6%; with 50% employer match about $176,965 at 4% or $117,977 at 6%; with 100% employer match about $132,724 at 4% or $88,483 at 6%.
2017114$2,393,261$134,973$9,641iApproximate average salary by contribution assumption: employee only about $241,023 at 4% or $160,682 at 6%; with 50% employer match about $160,682 at 4% or $107,121 at 6%; with 100% employer match about $120,512 at 4% or $80,341 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-14$2,393,261$134,973$9,641iApproximate average salary by contribution assumption: employee only about $241,023 at 4% or $160,682 at 6%; with 50% employer match about $160,682 at 4% or $107,121 at 6%; with 100% employer match about $120,512 at 4% or $80,341 at 6%.
2016212$2,053,998$304,848$25,404iApproximate average salary by contribution assumption: employee only about $635,100 at 4% or $423,400 at 6%; with 50% employer match about $423,400 at 4% or $282,267 at 6%; with 100% employer match about $317,550 at 4% or $211,700 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-12$2,053,998$304,848$25,404iApproximate average salary by contribution assumption: employee only about $635,100 at 4% or $423,400 at 6%; with 50% employer match about $423,400 at 4% or $282,267 at 6%; with 100% employer match about $317,550 at 4% or $211,700 at 6%.
Jeffrey N. Kaplan, M.D. LLC Cash Balance Pension Plan and Trust-0$0$0-
2015214$1,912,779$127,417$9,101iApproximate average salary by contribution assumption: employee only about $227,530 at 4% or $151,687 at 6%; with 50% employer match about $151,687 at 4% or $101,125 at 6%; with 100% employer match about $113,765 at 4% or $75,843 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-14$1,666,490$127,417$9,101iApproximate average salary by contribution assumption: employee only about $227,530 at 4% or $151,687 at 6%; with 50% employer match about $151,687 at 4% or $101,125 at 6%; with 100% employer match about $113,765 at 4% or $75,843 at 6%.
Jeffrey N. Kaplan, M.D. LLC Cash Balance Pension Plan and Trust-10$246,289--
2014213$1,920,761$121,524$9,348iApproximate average salary by contribution assumption: employee only about $233,700 at 4% or $155,800 at 6%; with 50% employer match about $155,800 at 4% or $103,867 at 6%; with 100% employer match about $116,850 at 4% or $77,900 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-13$1,634,131$121,524$9,348iApproximate average salary by contribution assumption: employee only about $233,700 at 4% or $155,800 at 6%; with 50% employer match about $155,800 at 4% or $103,867 at 6%; with 100% employer match about $116,850 at 4% or $77,900 at 6%.
Jeffrey N. Kaplan, M.D. LLC Cash Balance Pension Plan and Trust-12$286,630--
2013213$1,733,230$124,671$9,590iApproximate average salary by contribution assumption: employee only about $239,752 at 4% or $159,835 at 6%; with 50% employer match about $159,835 at 4% or $106,556 at 6%; with 100% employer match about $119,876 at 4% or $79,917 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-13$1,484,141$124,671$9,590iApproximate average salary by contribution assumption: employee only about $239,752 at 4% or $159,835 at 6%; with 50% employer match about $159,835 at 4% or $106,556 at 6%; with 100% employer match about $119,876 at 4% or $79,917 at 6%.
Jeffrey N. Kaplan, M.D. LLC Cash Balance Pension Plan and Trust-11$249,089--
2012213$1,390,778$127,475$9,806iApproximate average salary by contribution assumption: employee only about $245,144 at 4% or $163,429 at 6%; with 50% employer match about $163,429 at 4% or $108,953 at 6%; with 100% employer match about $122,572 at 4% or $81,715 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-13$1,172,302$127,475$9,806iApproximate average salary by contribution assumption: employee only about $245,144 at 4% or $163,429 at 6%; with 50% employer match about $163,429 at 4% or $108,953 at 6%; with 100% employer match about $122,572 at 4% or $81,715 at 6%.
Jeffrey N. Kaplan, M.D. LLC Cash Balance Pension Plan and Trust-11$218,476--
2011213$1,177,375$129,249$9,942iApproximate average salary by contribution assumption: employee only about $248,556 at 4% or $165,704 at 6%; with 50% employer match about $165,704 at 4% or $110,469 at 6%; with 100% employer match about $124,278 at 4% or $82,852 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-13$972,255$129,249$9,942iApproximate average salary by contribution assumption: employee only about $248,556 at 4% or $165,704 at 6%; with 50% employer match about $165,704 at 4% or $110,469 at 6%; with 100% employer match about $124,278 at 4% or $82,852 at 6%.
Jeffrey N. Kaplan, M.D. LLC Cash Balance Pension Plan and Trust-11$205,120--
2010213$1,017,538$118,731$9,133iApproximate average salary by contribution assumption: employee only about $228,329 at 4% or $152,219 at 6%; with 50% employer match about $152,219 at 4% or $101,479 at 6%; with 100% employer match about $114,164 at 4% or $76,110 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-13$831,348$118,731$9,133iApproximate average salary by contribution assumption: employee only about $228,329 at 4% or $152,219 at 6%; with 50% employer match about $152,219 at 4% or $101,479 at 6%; with 100% employer match about $114,164 at 4% or $76,110 at 6%.
Jeffrey N. Kaplan, M.D. LLC Cash Balance Pension Plan and Trust-10$186,190--
2009325$1,844,701$397,450$15,898iApproximate average salary by contribution assumption: employee only about $397,450 at 4% or $264,967 at 6%; with 50% employer match about $264,967 at 4% or $176,644 at 6%; with 100% employer match about $198,725 at 4% or $132,483 at 6%.
Jeffrey N. Kaplan, M.D. LLC Cash Balance Pension Plan and Trust-25$1,052,290$295,000$11,800iApproximate average salary by contribution assumption: employee only about $295,000 at 4% or $196,667 at 6%; with 50% employer match about $196,667 at 4% or $131,111 at 6%; with 100% employer match about $147,500 at 4% or $98,333 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-10$609,966$60,031$6,003iApproximate average salary by contribution assumption: employee only about $150,078 at 4% or $100,052 at 6%; with 50% employer match about $100,052 at 4% or $66,701 at 6%; with 100% employer match about $75,039 at 4% or $50,026 at 6%.
Jeffrey N. Kaplan, M.D. LLC Cash Balance Pension Plan and Trust-10$182,445$42,419$4,242iApproximate average salary by contribution assumption: employee only about $106,047 at 4% or $70,698 at 6%; with 50% employer match about $70,698 at 4% or $47,132 at 6%; with 100% employer match about $53,024 at 4% or $35,349 at 6%.
2008329$1,091,054$421,989$14,551iApproximate average salary by contribution assumption: employee only about $363,784 at 4% or $242,522 at 6%; with 50% employer match about $242,522 at 4% or $161,682 at 6%; with 100% employer match about $181,892 at 4% or $121,261 at 6%.
Jeffrey N. Kaplan, M.D. LLC Cash Balance Pension Plan and Trust-29$658,298$337,566$11,640iApproximate average salary by contribution assumption: employee only about $291,005 at 4% or $194,003 at 6%; with 50% employer match about $194,003 at 4% or $129,336 at 6%; with 100% employer match about $145,503 at 4% or $97,002 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-10$432,756$84,423$8,442iApproximate average salary by contribution assumption: employee only about $211,057 at 4% or $140,705 at 6%; with 50% employer match about $140,705 at 4% or $93,803 at 6%; with 100% employer match about $105,529 at 4% or $70,353 at 6%.
Jeffrey N. Kaplan, M.D. LLC Cash Balance Pension Plan and Trust-10---
2007326$0$0-
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-10---
Jeffrey N. Kaplan, M.D. LLC Cash Balance Pension Plan and Trust-26---
Jeffrey N. Kaplan, M.D. LLC Cash Balance Pension Plan and Trust-10---
2006110$447,330$90,930$9,093iApproximate average salary by contribution assumption: employee only about $227,325 at 4% or $151,550 at 6%; with 50% employer match about $151,550 at 4% or $101,033 at 6%; with 100% employer match about $113,663 at 4% or $75,775 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-10$447,330$90,930$9,093iApproximate average salary by contribution assumption: employee only about $227,325 at 4% or $151,550 at 6%; with 50% employer match about $151,550 at 4% or $101,033 at 6%; with 100% employer match about $113,663 at 4% or $75,775 at 6%.
200518$337,197$72,388$9,049iApproximate average salary by contribution assumption: employee only about $226,213 at 4% or $150,808 at 6%; with 50% employer match about $150,808 at 4% or $100,539 at 6%; with 100% employer match about $113,106 at 4% or $75,404 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-8$337,197$72,388$9,049iApproximate average salary by contribution assumption: employee only about $226,213 at 4% or $150,808 at 6%; with 50% employer match about $150,808 at 4% or $100,539 at 6%; with 100% employer match about $113,106 at 4% or $75,404 at 6%.
200419$307,702$85,832$9,537iApproximate average salary by contribution assumption: employee only about $238,422 at 4% or $158,948 at 6%; with 50% employer match about $158,948 at 4% or $105,965 at 6%; with 100% employer match about $119,211 at 4% or $79,474 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-9$307,702$85,832$9,537iApproximate average salary by contribution assumption: employee only about $238,422 at 4% or $158,948 at 6%; with 50% employer match about $158,948 at 4% or $105,965 at 6%; with 100% employer match about $119,211 at 4% or $79,474 at 6%.
200318$196,759$79,467$9,933iApproximate average salary by contribution assumption: employee only about $248,334 at 4% or $165,556 at 6%; with 50% employer match about $165,556 at 4% or $110,371 at 6%; with 100% employer match about $124,167 at 4% or $82,778 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-8$196,759$79,467$9,933iApproximate average salary by contribution assumption: employee only about $248,334 at 4% or $165,556 at 6%; with 50% employer match about $165,556 at 4% or $110,371 at 6%; with 100% employer match about $124,167 at 4% or $82,778 at 6%.
200218$114,460$85,354$10,669iApproximate average salary by contribution assumption: employee only about $266,731 at 4% or $177,821 at 6%; with 50% employer match about $177,821 at 4% or $118,547 at 6%; with 100% employer match about $133,366 at 4% or $88,910 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-8$114,460$85,354$10,669iApproximate average salary by contribution assumption: employee only about $266,731 at 4% or $177,821 at 6%; with 50% employer match about $177,821 at 4% or $118,547 at 6%; with 100% employer match about $133,366 at 4% or $88,910 at 6%.
200118$35,199$35,199$4,400iApproximate average salary by contribution assumption: employee only about $109,997 at 4% or $73,331 at 6%; with 50% employer match about $73,331 at 4% or $48,888 at 6%; with 100% employer match about $54,998 at 4% or $36,666 at 6%.
Jeffrey N. Kaplan, M.D. LLC 401(K) Profit-Sharing Plan-8$35,199$35,199$4,400iApproximate average salary by contribution assumption: employee only about $109,997 at 4% or $73,331 at 6%; with 50% employer match about $73,331 at 4% or $48,888 at 6%; with 100% employer match about $54,998 at 4% or $36,666 at 6%.