Roger Kaplan, D.C.
Plan context: Roger Kaplan, D.C. Money Purchase Plan & Trust
EIN 11-2493022 • 5 filings • 1 plans
Current Snapshot
Latest Year
2003
2003 Participants
4
2003 Assets
$2,320,758
2003 Contributions
$39,919
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| Roger Kaplan, D.C. Money Purchase Plan & Trust | - | 0 | - | - | - |
| 2002 | 1 | 4 | $2,320,758 | $0 | - |
| Roger Kaplan, D.C. Money Purchase Plan & Trust | - | 4 | $2,320,758 | - | - |
| 2001 | 1 | 4 | $2,159,965 | $39,919 | $9,980iApproximate average salary by contribution assumption: employee only about $249,494 at 4% or $166,329 at 6%; with 50% employer match about $166,329 at 4% or $110,886 at 6%; with 100% employer match about $124,747 at 4% or $83,165 at 6%. |
| Roger Kaplan, D.C. Money Purchase Plan & Trust | - | 4 | $2,159,965 | $39,919 | $9,980iApproximate average salary by contribution assumption: employee only about $249,494 at 4% or $166,329 at 6%; with 50% employer match about $166,329 at 4% or $110,886 at 6%; with 100% employer match about $124,747 at 4% or $83,165 at 6%. |
| 2000 | 1 | 3 | $2,026,330 | $33,520 | $11,173iApproximate average salary by contribution assumption: employee only about $279,333 at 4% or $186,222 at 6%; with 50% employer match about $186,222 at 4% or $124,148 at 6%; with 100% employer match about $139,667 at 4% or $93,111 at 6%. |
| Roger Kaplan, D.C. Money Purchase Plan & Trust | - | 3 | $2,026,330 | $33,520 | $11,173iApproximate average salary by contribution assumption: employee only about $279,333 at 4% or $186,222 at 6%; with 50% employer match about $186,222 at 4% or $124,148 at 6%; with 100% employer match about $139,667 at 4% or $93,111 at 6%. |
| 1999 | 1 | 3 | $1,816,591 | $30,066 | $10,022iApproximate average salary by contribution assumption: employee only about $250,550 at 4% or $167,033 at 6%; with 50% employer match about $167,033 at 4% or $111,356 at 6%; with 100% employer match about $125,275 at 4% or $83,517 at 6%. |
| Roger Kaplan, D.C. Money Purchase Plan & Trust | - | 3 | $1,816,591 | $30,066 | $10,022iApproximate average salary by contribution assumption: employee only about $250,550 at 4% or $167,033 at 6%; with 50% employer match about $167,033 at 4% or $111,356 at 6%; with 100% employer match about $125,275 at 4% or $83,517 at 6%. |