Civic Intelligence

Mark Gross, Dds & Andrew Kaplan, DM

Plan context: Gross and Kaplan 401K Plan Profit Sharing Plan and Trust

EIN 13-3424989 • NY, NY • 39 filings • 5 plans

11 East 86th StreetNY, NY 10028
Current Snapshot

Latest Year

2023

2023 Participants

10

2023 Assets

$8,571,893

2023 Contributions

$220,840

Historical Graphs

Total Assets Over Time

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

$8,571,893$4,285,947$0199920122023YearValue
$8,571,893Latest year 2023

Participants Over Time

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

1050199920112023YearValue
10Latest year 2023

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
2023210$8,571,893$220,840$22,084iApproximate average salary by contribution assumption: employee only about $552,100 at 4% or $368,067 at 6%; with 50% employer match about $368,067 at 4% or $245,378 at 6%; with 100% employer match about $276,050 at 4% or $184,033 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-10$6,543,789$202,840$20,284iApproximate average salary by contribution assumption: employee only about $507,100 at 4% or $338,067 at 6%; with 50% employer match about $338,067 at 4% or $225,378 at 6%; with 100% employer match about $253,550 at 4% or $169,033 at 6%.
GROSS AND KAPLAN PENSION PLAN-5$2,028,104$18,000$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
202229$7,267,799$177,366$19,707iApproximate average salary by contribution assumption: employee only about $492,683 at 4% or $328,456 at 6%; with 50% employer match about $328,456 at 4% or $218,970 at 6%; with 100% employer match about $246,342 at 4% or $164,228 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-9$5,523,540$177,366$19,707iApproximate average salary by contribution assumption: employee only about $492,683 at 4% or $328,456 at 6%; with 50% employer match about $328,456 at 4% or $218,970 at 6%; with 100% employer match about $246,342 at 4% or $164,228 at 6%.
GROSS AND KAPLAN PENSION PLAN-5$1,744,259--
2021210$8,453,649$380,981$38,098iApproximate average salary by contribution assumption: employee only about $952,453 at 4% or $634,968 at 6%; with 50% employer match about $634,968 at 4% or $423,312 at 6%; with 100% employer match about $476,226 at 4% or $317,484 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-10$6,497,615$200,981$20,098iApproximate average salary by contribution assumption: employee only about $502,452 at 4% or $334,968 at 6%; with 50% employer match about $334,968 at 4% or $223,312 at 6%; with 100% employer match about $251,226 at 4% or $167,484 at 6%.
GROSS AND KAPLAN PENSION PLAN-5$1,956,034$180,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
2020210$7,375,561$390,422$39,042iApproximate average salary by contribution assumption: employee only about $976,055 at 4% or $650,703 at 6%; with 50% employer match about $650,703 at 4% or $433,802 at 6%; with 100% employer match about $488,027 at 4% or $325,352 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-10$5,799,292$210,422$21,042iApproximate average salary by contribution assumption: employee only about $526,055 at 4% or $350,703 at 6%; with 50% employer match about $350,703 at 4% or $233,802 at 6%; with 100% employer match about $263,028 at 4% or $175,352 at 6%.
GROSS AND KAPLAN PENSION PLAN-5$1,576,269$180,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
201929$6,449,182$373,200$41,467iApproximate average salary by contribution assumption: employee only about $1,036,667 at 4% or $691,111 at 6%; with 50% employer match about $691,111 at 4% or $460,741 at 6%; with 100% employer match about $518,333 at 4% or $345,556 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-9$5,168,492$218,200$24,244iApproximate average salary by contribution assumption: employee only about $606,111 at 4% or $404,074 at 6%; with 50% employer match about $404,074 at 4% or $269,383 at 6%; with 100% employer match about $303,056 at 4% or $202,037 at 6%.
GROSS AND KAPLAN PENSION PLAN-5$1,280,690$155,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
201829$5,097,594$331,611$36,846iApproximate average salary by contribution assumption: employee only about $921,142 at 4% or $614,094 at 6%; with 50% employer match about $614,094 at 4% or $409,396 at 6%; with 100% employer match about $460,571 at 4% or $307,047 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-9$4,206,427$211,611$23,512iApproximate average salary by contribution assumption: employee only about $587,808 at 4% or $391,872 at 6%; with 50% employer match about $391,872 at 4% or $261,248 at 6%; with 100% employer match about $293,904 at 4% or $195,936 at 6%.
GROSS AND KAPLAN PENSION PLAN-5$891,167$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201729$5,133,972$299,927$33,325iApproximate average salary by contribution assumption: employee only about $833,131 at 4% or $555,420 at 6%; with 50% employer match about $555,420 at 4% or $370,280 at 6%; with 100% employer match about $416,565 at 4% or $277,710 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-9$4,324,077$179,927$19,992iApproximate average salary by contribution assumption: employee only about $499,797 at 4% or $333,198 at 6%; with 50% employer match about $333,198 at 4% or $222,132 at 6%; with 100% employer match about $249,899 at 4% or $166,599 at 6%.
GROSS AND KAPLAN PENSION PLAN-5$809,895$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201629$4,160,732$287,550$31,950iApproximate average salary by contribution assumption: employee only about $798,750 at 4% or $532,500 at 6%; with 50% employer match about $532,500 at 4% or $355,000 at 6%; with 100% employer match about $399,375 at 4% or $266,250 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-9$3,557,517$167,550$18,617iApproximate average salary by contribution assumption: employee only about $465,417 at 4% or $310,278 at 6%; with 50% employer match about $310,278 at 4% or $206,852 at 6%; with 100% employer match about $232,708 at 4% or $155,139 at 6%.
GROSS AND KAPLAN PENSION PLAN-5$603,215$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201529$3,589,257$284,893$31,655iApproximate average salary by contribution assumption: employee only about $791,369 at 4% or $527,580 at 6%; with 50% employer match about $527,580 at 4% or $351,720 at 6%; with 100% employer match about $395,685 at 4% or $263,790 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-9$3,145,628$164,893$18,321iApproximate average salary by contribution assumption: employee only about $458,036 at 4% or $305,357 at 6%; with 50% employer match about $305,357 at 4% or $203,572 at 6%; with 100% employer match about $229,018 at 4% or $152,679 at 6%.
GROSS AND KAPLAN PENSION PLAN-5$443,629$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201429$3,464,120$281,656$31,295iApproximate average salary by contribution assumption: employee only about $782,378 at 4% or $521,585 at 6%; with 50% employer match about $521,585 at 4% or $347,723 at 6%; with 100% employer match about $391,189 at 4% or $260,793 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-9$3,129,223$161,656$17,962iApproximate average salary by contribution assumption: employee only about $449,044 at 4% or $299,363 at 6%; with 50% employer match about $299,363 at 4% or $199,575 at 6%; with 100% employer match about $224,522 at 4% or $149,681 at 6%.
GROSS AND KAPLAN PENSION PLAN-5$334,897$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201329$3,057,665$286,297$31,811iApproximate average salary by contribution assumption: employee only about $795,269 at 4% or $530,180 at 6%; with 50% employer match about $530,180 at 4% or $353,453 at 6%; with 100% employer match about $397,635 at 4% or $265,090 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-9$2,860,302$166,297$18,477iApproximate average salary by contribution assumption: employee only about $461,936 at 4% or $307,957 at 6%; with 50% employer match about $307,957 at 4% or $205,305 at 6%; with 100% employer match about $230,968 at 4% or $153,979 at 6%.
GROSS AND KAPLAN PENSION PLAN-5$197,363$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201229$2,327,252$237,904$26,434iApproximate average salary by contribution assumption: employee only about $660,844 at 4% or $440,563 at 6%; with 50% employer match about $440,563 at 4% or $293,709 at 6%; with 100% employer match about $330,422 at 4% or $220,281 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-9$2,265,665$176,072$19,564iApproximate average salary by contribution assumption: employee only about $489,089 at 4% or $326,059 at 6%; with 50% employer match about $326,059 at 4% or $217,373 at 6%; with 100% employer match about $244,544 at 4% or $163,030 at 6%.
GROSS AND KAPLAN PENSION PLAN-5$61,587$61,832$12,366iApproximate average salary by contribution assumption: employee only about $309,160 at 4% or $206,107 at 6%; with 50% employer match about $206,107 at 4% or $137,404 at 6%; with 100% employer match about $154,580 at 4% or $103,053 at 6%.
201119$1,843,661$196,109$21,790iApproximate average salary by contribution assumption: employee only about $544,747 at 4% or $363,165 at 6%; with 50% employer match about $363,165 at 4% or $242,110 at 6%; with 100% employer match about $272,374 at 4% or $181,582 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-9$1,843,661$196,109$21,790iApproximate average salary by contribution assumption: employee only about $544,747 at 4% or $363,165 at 6%; with 50% employer match about $363,165 at 4% or $242,110 at 6%; with 100% employer match about $272,374 at 4% or $181,582 at 6%.
201019$1,571,803$191,724$21,303iApproximate average salary by contribution assumption: employee only about $532,567 at 4% or $355,044 at 6%; with 50% employer match about $355,044 at 4% or $236,696 at 6%; with 100% employer match about $266,283 at 4% or $177,522 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-9$1,571,803$191,724$21,303iApproximate average salary by contribution assumption: employee only about $532,567 at 4% or $355,044 at 6%; with 50% employer match about $355,044 at 4% or $236,696 at 6%; with 100% employer match about $266,283 at 4% or $177,522 at 6%.
200918$1,230,901$183,047$22,881iApproximate average salary by contribution assumption: employee only about $572,022 at 4% or $381,348 at 6%; with 50% employer match about $381,348 at 4% or $254,232 at 6%; with 100% employer match about $286,011 at 4% or $190,674 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-8$1,230,901$183,047$22,881iApproximate average salary by contribution assumption: employee only about $572,022 at 4% or $381,348 at 6%; with 50% employer match about $381,348 at 4% or $254,232 at 6%; with 100% employer match about $286,011 at 4% or $190,674 at 6%.
200819$1,011,733$169,099$18,789iApproximate average salary by contribution assumption: employee only about $469,719 at 4% or $313,146 at 6%; with 50% employer match about $313,146 at 4% or $208,764 at 6%; with 100% employer match about $234,860 at 4% or $156,573 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-9$1,011,733$169,099$18,789iApproximate average salary by contribution assumption: employee only about $469,719 at 4% or $313,146 at 6%; with 50% employer match about $313,146 at 4% or $208,764 at 6%; with 100% employer match about $234,860 at 4% or $156,573 at 6%.
200717$1,108,815$139,420$19,917iApproximate average salary by contribution assumption: employee only about $497,929 at 4% or $331,952 at 6%; with 50% employer match about $331,952 at 4% or $221,302 at 6%; with 100% employer match about $248,964 at 4% or $165,976 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-7$1,108,815$139,420$19,917iApproximate average salary by contribution assumption: employee only about $497,929 at 4% or $331,952 at 6%; with 50% employer match about $331,952 at 4% or $221,302 at 6%; with 100% employer match about $248,964 at 4% or $165,976 at 6%.
200617$931,487$123,706$17,672iApproximate average salary by contribution assumption: employee only about $441,807 at 4% or $294,538 at 6%; with 50% employer match about $294,538 at 4% or $196,359 at 6%; with 100% employer match about $220,904 at 4% or $147,269 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-7$931,487$123,706$17,672iApproximate average salary by contribution assumption: employee only about $441,807 at 4% or $294,538 at 6%; with 50% employer match about $294,538 at 4% or $196,359 at 6%; with 100% employer match about $220,904 at 4% or $147,269 at 6%.
200517$682,911$107,480$15,354iApproximate average salary by contribution assumption: employee only about $383,857 at 4% or $255,905 at 6%; with 50% employer match about $255,905 at 4% or $170,603 at 6%; with 100% employer match about $191,929 at 4% or $127,952 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-7$682,911$107,480$15,354iApproximate average salary by contribution assumption: employee only about $383,857 at 4% or $255,905 at 6%; with 50% employer match about $255,905 at 4% or $170,603 at 6%; with 100% employer match about $191,929 at 4% or $127,952 at 6%.
200417$549,872$110,905$15,844iApproximate average salary by contribution assumption: employee only about $396,089 at 4% or $264,060 at 6%; with 50% employer match about $264,060 at 4% or $176,040 at 6%; with 100% employer match about $198,045 at 4% or $132,030 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-7$549,872$110,905$15,844iApproximate average salary by contribution assumption: employee only about $396,089 at 4% or $264,060 at 6%; with 50% employer match about $264,060 at 4% or $176,040 at 6%; with 100% employer match about $198,045 at 4% or $132,030 at 6%.
200317$362,363$102,880$14,697iApproximate average salary by contribution assumption: employee only about $367,429 at 4% or $244,952 at 6%; with 50% employer match about $244,952 at 4% or $163,302 at 6%; with 100% employer match about $183,714 at 4% or $122,476 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-7$362,363$102,880$14,697iApproximate average salary by contribution assumption: employee only about $367,429 at 4% or $244,952 at 6%; with 50% employer match about $244,952 at 4% or $163,302 at 6%; with 100% employer match about $183,714 at 4% or $122,476 at 6%.
200215$224,403$98,024$19,605iApproximate average salary by contribution assumption: employee only about $490,120 at 4% or $326,747 at 6%; with 50% employer match about $326,747 at 4% or $217,831 at 6%; with 100% employer match about $245,060 at 4% or $163,373 at 6%.
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-5$224,403$98,024$19,605iApproximate average salary by contribution assumption: employee only about $490,120 at 4% or $326,747 at 6%; with 50% employer match about $326,747 at 4% or $217,831 at 6%; with 100% employer match about $245,060 at 4% or $163,373 at 6%.
200125$0$0-
Mark Gross, Dds & Andrew Kaplan, DMD Partnership Profit Sharing Plan-0---
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-5---
200025$0$0-
Gross and Kaplan 401K Plan Profit Sharing Plan and Trust-5---
Mark Gross, Dds & Andrew Kaplan, DMD Partnership Profit Sharing Plan-5---
199917$872,135$26,773$3,825iApproximate average salary by contribution assumption: employee only about $95,618 at 4% or $63,745 at 6%; with 50% employer match about $63,745 at 4% or $42,497 at 6%; with 100% employer match about $47,809 at 4% or $31,873 at 6%.
Mark Gross, Dds & Andrew Kaplan, DMD Partnership Profit Sharing Plan-7$872,135$26,773$3,825iApproximate average salary by contribution assumption: employee only about $95,618 at 4% or $63,745 at 6%; with 50% employer match about $63,745 at 4% or $42,497 at 6%; with 100% employer match about $47,809 at 4% or $31,873 at 6%.