Civic Intelligence

Daniel a. Kaplan, Dds

Plan context: Daniel a. Kaplan, Dds Simple 401 K Plan

EIN 11-8602255 • 7 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

5

2008 Assets

$94,400

2008 Contributions

$15,450

Historical Graphs

Total Assets Over Time

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

$101,552$50,776$0200320052006YearValue
$94,400Latest year 2006

Participants Over Time

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

740200120052007YearValue
5Latest year 2007

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
200810$0$0-
Daniel a. Kaplan, Dds Simple 401 K Plan-0---
200715$0$0-
Daniel a. Kaplan, Dds Simple 401 K Plan-5---
200615$94,400$15,450$3,090iApproximate average salary by contribution assumption: employee only about $77,250 at 4% or $51,500 at 6%; with 50% employer match about $51,500 at 4% or $34,333 at 6%; with 100% employer match about $38,625 at 4% or $25,750 at 6%.
Daniel a. Kaplan, Dds Simple 401 K Plan-5$94,400$15,450$3,090iApproximate average salary by contribution assumption: employee only about $77,250 at 4% or $51,500 at 6%; with 50% employer match about $51,500 at 4% or $34,333 at 6%; with 100% employer match about $38,625 at 4% or $25,750 at 6%.
200517$101,552$16,738$2,391iApproximate average salary by contribution assumption: employee only about $59,779 at 4% or $39,852 at 6%; with 50% employer match about $39,852 at 4% or $26,568 at 6%; with 100% employer match about $29,889 at 4% or $19,926 at 6%.
Daniel a. Kaplan, Dds Simple 401 K Plan-7$101,552$16,738$2,391iApproximate average salary by contribution assumption: employee only about $59,779 at 4% or $39,852 at 6%; with 50% employer match about $39,852 at 4% or $26,568 at 6%; with 100% employer match about $29,889 at 4% or $19,926 at 6%.
200417$81,024$15,235$2,176iApproximate average salary by contribution assumption: employee only about $54,411 at 4% or $36,274 at 6%; with 50% employer match about $36,274 at 4% or $24,183 at 6%; with 100% employer match about $27,205 at 4% or $18,137 at 6%.
Daniel a. Kaplan, Dds Simple 401 K Plan-7$81,024$15,235$2,176iApproximate average salary by contribution assumption: employee only about $54,411 at 4% or $36,274 at 6%; with 50% employer match about $36,274 at 4% or $24,183 at 6%; with 100% employer match about $27,205 at 4% or $18,137 at 6%.
200315$57,677$13,266$2,653iApproximate average salary by contribution assumption: employee only about $66,330 at 4% or $44,220 at 6%; with 50% employer match about $44,220 at 4% or $29,480 at 6%; with 100% employer match about $33,165 at 4% or $22,110 at 6%.
Daniel a. Kaplan, Dds Simple 401 K Plan-5$57,677$13,266$2,653iApproximate average salary by contribution assumption: employee only about $66,330 at 4% or $44,220 at 6%; with 50% employer match about $44,220 at 4% or $29,480 at 6%; with 100% employer match about $33,165 at 4% or $22,110 at 6%.
200113$0$0-
Daniel a. Kaplan, Dds Simple 401 K Plan-3---