Theodore N. Kaplan Associates Inc.
Plan context: THEODORE N. KAPLAN ASSOCIATES, INC. PROFIT SHARING PLAN
EIN 13-2886502 • 7 filings • 3 plans
Current Snapshot
Latest Year
2005
2005 Participants
1
2005 Assets
$2,707,154
2005 Contributions
$27,500
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 1 | $2,707,154 | $27,500 | $27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%. |
| THEODORE N. KAPLAN ASSOCIATES, INC. PROFIT SHARING PLAN | - | 1 | $2,707,154 | $27,500 | $27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%. |
| 2004 | 1 | 1 | $2,548,491 | $41,000 | $41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%. |
| THEODORE N. KAPLAN ASSOCIATES, INC. PROFIT SHARING PLAN | - | 1 | $2,548,491 | $41,000 | $41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%. |
| 2003 | 1 | 2 | $2,213,772 | $40,918 | $20,459iApproximate average salary by contribution assumption: employee only about $511,475 at 4% or $340,983 at 6%; with 50% employer match about $340,983 at 4% or $227,322 at 6%; with 100% employer match about $255,738 at 4% or $170,492 at 6%. |
| THEODORE N. KAPLAN ASSOCIATES, INC. PROFIT SHARING PLAN | - | 2 | $2,213,772 | $40,918 | $20,459iApproximate average salary by contribution assumption: employee only about $511,475 at 4% or $340,983 at 6%; with 50% employer match about $340,983 at 4% or $227,322 at 6%; with 100% employer match about $255,738 at 4% or $170,492 at 6%. |
| 2002 | 1 | 2 | $382,464 | $382,464 | $191,232iApproximate average salary by contribution assumption: employee only about $4,780,800 at 4% or $3,187,200 at 6%; with 50% employer match about $3,187,200 at 4% or $2,124,800 at 6%; with 100% employer match about $2,390,400 at 4% or $1,593,600 at 6%. |
| THEODORE N. KAPLAN ASSOCIATES, INC. PROFIT SHARING PLAN | - | 2 | $382,464 | $382,464 | $191,232iApproximate average salary by contribution assumption: employee only about $4,780,800 at 4% or $3,187,200 at 6%; with 50% employer match about $3,187,200 at 4% or $2,124,800 at 6%; with 100% employer match about $2,390,400 at 4% or $1,593,600 at 6%. |
| 2001 | 1 | 2 | $2,006,222 | $102,558 | $51,279iApproximate average salary by contribution assumption: employee only about $1,281,975 at 4% or $854,650 at 6%; with 50% employer match about $854,650 at 4% or $569,767 at 6%; with 100% employer match about $640,988 at 4% or $427,325 at 6%. |
| Theodore N Kaplan Associates Inc. Defined Benefit Pension Plan | - | 2 | $2,006,222 | $102,558 | $51,279iApproximate average salary by contribution assumption: employee only about $1,281,975 at 4% or $854,650 at 6%; with 50% employer match about $854,650 at 4% or $569,767 at 6%; with 100% employer match about $640,988 at 4% or $427,325 at 6%. |
| 2000 | 1 | 2 | $2,064,310 | $152,000 | $76,000iApproximate average salary by contribution assumption: employee only about $1,900,000 at 4% or $1,266,667 at 6%; with 50% employer match about $1,266,667 at 4% or $844,444 at 6%; with 100% employer match about $950,000 at 4% or $633,333 at 6%. |
| Theodore N Kaplan Associates Inc. Defined Benefit Pension Plan | - | 2 | $2,064,310 | $152,000 | $76,000iApproximate average salary by contribution assumption: employee only about $1,900,000 at 4% or $1,266,667 at 6%; with 50% employer match about $1,266,667 at 4% or $844,444 at 6%; with 100% employer match about $950,000 at 4% or $633,333 at 6%. |
| 1999 | 1 | 2 | $1,926,916 | $0 | - |
| Theodore N Kaplan Associates Inc. Defined Benefit Pension Plan | - | 2 | $1,926,916 | - | - |