Civic Intelligence

The J. M. Kaplan Fund Inc.

Plan context: The J.M. Kaplan Fund Inc. Supplemental Retirement Plan

EIN 13-6090286 • New York, NY • 30 filings • 3 plans

71 West 23rd Street, 9th FloorNew York, NY 10010
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,121,586

2024 Contributions

$206,063

Historical Graphs

Total Assets Over Time

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

$3,843,195$1,921,598$0199920122024YearValue
$3,121,586Latest year 2024

Participants Over Time

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

1470199920122024YearValue
9Latest 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
202419$3,121,586$206,063$22,896iApproximate average salary by contribution assumption: employee only about $572,397 at 4% or $381,598 at 6%; with 50% employer match about $381,598 at 4% or $254,399 at 6%; with 100% employer match about $286,199 at 4% or $190,799 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-9$3,121,586$206,063$22,896iApproximate average salary by contribution assumption: employee only about $572,397 at 4% or $381,598 at 6%; with 50% employer match about $381,598 at 4% or $254,399 at 6%; with 100% employer match about $286,199 at 4% or $190,799 at 6%.
2023112$3,531,376$131,190$10,933iApproximate average salary by contribution assumption: employee only about $273,313 at 4% or $182,208 at 6%; with 50% employer match about $182,208 at 4% or $121,472 at 6%; with 100% employer match about $136,656 at 4% or $91,104 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-12$3,531,376$131,190$10,933iApproximate average salary by contribution assumption: employee only about $273,313 at 4% or $182,208 at 6%; with 50% employer match about $182,208 at 4% or $121,472 at 6%; with 100% employer match about $136,656 at 4% or $91,104 at 6%.
2022112$3,304,566$118,388$9,866iApproximate average salary by contribution assumption: employee only about $246,642 at 4% or $164,428 at 6%; with 50% employer match about $164,428 at 4% or $109,619 at 6%; with 100% employer match about $123,321 at 4% or $82,214 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-12$3,304,566$118,388$9,866iApproximate average salary by contribution assumption: employee only about $246,642 at 4% or $164,428 at 6%; with 50% employer match about $164,428 at 4% or $109,619 at 6%; with 100% employer match about $123,321 at 4% or $82,214 at 6%.
2021112$3,843,195$110,101$9,175iApproximate average salary by contribution assumption: employee only about $229,377 at 4% or $152,918 at 6%; with 50% employer match about $152,918 at 4% or $101,945 at 6%; with 100% employer match about $114,689 at 4% or $76,459 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-12$3,843,195$110,101$9,175iApproximate average salary by contribution assumption: employee only about $229,377 at 4% or $152,918 at 6%; with 50% employer match about $152,918 at 4% or $101,945 at 6%; with 100% employer match about $114,689 at 4% or $76,459 at 6%.
2020111$3,324,291$98,564$8,960iApproximate average salary by contribution assumption: employee only about $224,009 at 4% or $149,339 at 6%; with 50% employer match about $149,339 at 4% or $99,560 at 6%; with 100% employer match about $112,005 at 4% or $74,670 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-11$3,324,291$98,564$8,960iApproximate average salary by contribution assumption: employee only about $224,009 at 4% or $149,339 at 6%; with 50% employer match about $149,339 at 4% or $99,560 at 6%; with 100% employer match about $112,005 at 4% or $74,670 at 6%.
2019110$2,737,048$91,000$9,100iApproximate average salary by contribution assumption: employee only about $227,500 at 4% or $151,667 at 6%; with 50% employer match about $151,667 at 4% or $101,111 at 6%; with 100% employer match about $113,750 at 4% or $75,833 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-10$2,737,048$91,000$9,100iApproximate average salary by contribution assumption: employee only about $227,500 at 4% or $151,667 at 6%; with 50% employer match about $151,667 at 4% or $101,111 at 6%; with 100% employer match about $113,750 at 4% or $75,833 at 6%.
2018110$2,191,570$81,043$8,104iApproximate average salary by contribution assumption: employee only about $202,608 at 4% or $135,072 at 6%; with 50% employer match about $135,072 at 4% or $90,048 at 6%; with 100% employer match about $101,304 at 4% or $67,536 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-10$2,191,570$81,043$8,104iApproximate average salary by contribution assumption: employee only about $202,608 at 4% or $135,072 at 6%; with 50% employer match about $135,072 at 4% or $90,048 at 6%; with 100% employer match about $101,304 at 4% or $67,536 at 6%.
2017110$2,307,471$91,344$9,134iApproximate average salary by contribution assumption: employee only about $228,360 at 4% or $152,240 at 6%; with 50% employer match about $152,240 at 4% or $101,493 at 6%; with 100% employer match about $114,180 at 4% or $76,120 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-10$2,307,471$91,344$9,134iApproximate average salary by contribution assumption: employee only about $228,360 at 4% or $152,240 at 6%; with 50% employer match about $152,240 at 4% or $101,493 at 6%; with 100% employer match about $114,180 at 4% or $76,120 at 6%.
2016112$2,630,846$96,455$8,038iApproximate average salary by contribution assumption: employee only about $200,948 at 4% or $133,965 at 6%; with 50% employer match about $133,965 at 4% or $89,310 at 6%; with 100% employer match about $100,474 at 4% or $66,983 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-12$2,630,846$96,455$8,038iApproximate average salary by contribution assumption: employee only about $200,948 at 4% or $133,965 at 6%; with 50% employer match about $133,965 at 4% or $89,310 at 6%; with 100% employer match about $100,474 at 4% or $66,983 at 6%.
2015114$2,527,638$74,947$5,353iApproximate average salary by contribution assumption: employee only about $133,834 at 4% or $89,223 at 6%; with 50% employer match about $89,223 at 4% or $59,482 at 6%; with 100% employer match about $66,917 at 4% or $44,611 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-14$2,527,638$74,947$5,353iApproximate average salary by contribution assumption: employee only about $133,834 at 4% or $89,223 at 6%; with 50% employer match about $89,223 at 4% or $59,482 at 6%; with 100% employer match about $66,917 at 4% or $44,611 at 6%.
2014112$2,518,269$55,222$4,602iApproximate average salary by contribution assumption: employee only about $115,046 at 4% or $76,697 at 6%; with 50% employer match about $76,697 at 4% or $51,131 at 6%; with 100% employer match about $57,523 at 4% or $38,349 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-12$2,518,269$55,222$4,602iApproximate average salary by contribution assumption: employee only about $115,046 at 4% or $76,697 at 6%; with 50% employer match about $76,697 at 4% or $51,131 at 6%; with 100% employer match about $57,523 at 4% or $38,349 at 6%.
201318$2,372,984$27,492$3,437iApproximate average salary by contribution assumption: employee only about $85,913 at 4% or $57,275 at 6%; with 50% employer match about $57,275 at 4% or $38,183 at 6%; with 100% employer match about $42,956 at 4% or $28,638 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-8$2,372,984$27,492$3,437iApproximate average salary by contribution assumption: employee only about $85,913 at 4% or $57,275 at 6%; with 50% employer match about $57,275 at 4% or $38,183 at 6%; with 100% employer match about $42,956 at 4% or $28,638 at 6%.
201219$2,538,414$52,746$5,861iApproximate average salary by contribution assumption: employee only about $146,517 at 4% or $97,678 at 6%; with 50% employer match about $97,678 at 4% or $65,119 at 6%; with 100% employer match about $73,258 at 4% or $48,839 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-9$2,538,414$52,746$5,861iApproximate average salary by contribution assumption: employee only about $146,517 at 4% or $97,678 at 6%; with 50% employer match about $97,678 at 4% or $65,119 at 6%; with 100% employer match about $73,258 at 4% or $48,839 at 6%.
201119$2,200,783$63,518$7,058iApproximate average salary by contribution assumption: employee only about $176,439 at 4% or $117,626 at 6%; with 50% employer match about $117,626 at 4% or $78,417 at 6%; with 100% employer match about $88,219 at 4% or $58,813 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-9$2,200,783$63,518$7,058iApproximate average salary by contribution assumption: employee only about $176,439 at 4% or $117,626 at 6%; with 50% employer match about $117,626 at 4% or $78,417 at 6%; with 100% employer match about $88,219 at 4% or $58,813 at 6%.
201019$2,188,996$45,495$5,055iApproximate average salary by contribution assumption: employee only about $126,375 at 4% or $84,250 at 6%; with 50% employer match about $84,250 at 4% or $56,167 at 6%; with 100% employer match about $63,188 at 4% or $42,125 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-9$2,188,996$45,495$5,055iApproximate average salary by contribution assumption: employee only about $126,375 at 4% or $84,250 at 6%; with 50% employer match about $84,250 at 4% or $56,167 at 6%; with 100% employer match about $63,188 at 4% or $42,125 at 6%.
200919$1,860,834$50,960$5,662iApproximate average salary by contribution assumption: employee only about $141,556 at 4% or $94,370 at 6%; with 50% employer match about $94,370 at 4% or $62,914 at 6%; with 100% employer match about $70,778 at 4% or $47,185 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-9$1,860,834$50,960$5,662iApproximate average salary by contribution assumption: employee only about $141,556 at 4% or $94,370 at 6%; with 50% employer match about $94,370 at 4% or $62,914 at 6%; with 100% employer match about $70,778 at 4% or $47,185 at 6%.
200816$1,461,257$99,667$16,611iApproximate average salary by contribution assumption: employee only about $415,279 at 4% or $276,853 at 6%; with 50% employer match about $276,853 at 4% or $184,569 at 6%; with 100% employer match about $207,640 at 4% or $138,426 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-6$1,461,257$99,667$16,611iApproximate average salary by contribution assumption: employee only about $415,279 at 4% or $276,853 at 6%; with 50% employer match about $276,853 at 4% or $184,569 at 6%; with 100% employer match about $207,640 at 4% or $138,426 at 6%.
200716$2,155,958$86,050$14,342iApproximate average salary by contribution assumption: employee only about $358,542 at 4% or $239,028 at 6%; with 50% employer match about $239,028 at 4% or $159,352 at 6%; with 100% employer match about $179,271 at 4% or $119,514 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-6$2,155,958$86,050$14,342iApproximate average salary by contribution assumption: employee only about $358,542 at 4% or $239,028 at 6%; with 50% employer match about $239,028 at 4% or $159,352 at 6%; with 100% employer match about $179,271 at 4% or $119,514 at 6%.
200616$1,764,308$85,146$14,191iApproximate average salary by contribution assumption: employee only about $354,775 at 4% or $236,517 at 6%; with 50% employer match about $236,517 at 4% or $157,678 at 6%; with 100% employer match about $177,388 at 4% or $118,258 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-6$1,764,308$85,146$14,191iApproximate average salary by contribution assumption: employee only about $354,775 at 4% or $236,517 at 6%; with 50% employer match about $236,517 at 4% or $157,678 at 6%; with 100% employer match about $177,388 at 4% or $118,258 at 6%.
200515$1,433,492$76,742$15,348iApproximate average salary by contribution assumption: employee only about $383,710 at 4% or $255,807 at 6%; with 50% employer match about $255,807 at 4% or $170,538 at 6%; with 100% employer match about $191,855 at 4% or $127,903 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-5$1,433,492$76,742$15,348iApproximate average salary by contribution assumption: employee only about $383,710 at 4% or $255,807 at 6%; with 50% employer match about $255,807 at 4% or $170,538 at 6%; with 100% employer match about $191,855 at 4% or $127,903 at 6%.
200415$1,199,620$74,134$14,827iApproximate average salary by contribution assumption: employee only about $370,670 at 4% or $247,113 at 6%; with 50% employer match about $247,113 at 4% or $164,742 at 6%; with 100% employer match about $185,335 at 4% or $123,557 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-5$1,199,620$74,134$14,827iApproximate average salary by contribution assumption: employee only about $370,670 at 4% or $247,113 at 6%; with 50% employer match about $247,113 at 4% or $164,742 at 6%; with 100% employer match about $185,335 at 4% or $123,557 at 6%.
200315$1,004,230$73,848$14,770iApproximate average salary by contribution assumption: employee only about $369,240 at 4% or $246,160 at 6%; with 50% employer match about $246,160 at 4% or $164,107 at 6%; with 100% employer match about $184,620 at 4% or $123,080 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-5$1,004,230$73,848$14,770iApproximate average salary by contribution assumption: employee only about $369,240 at 4% or $246,160 at 6%; with 50% employer match about $246,160 at 4% or $164,107 at 6%; with 100% employer match about $184,620 at 4% or $123,080 at 6%.
200225$787,298$83,026$16,605iApproximate average salary by contribution assumption: employee only about $415,130 at 4% or $276,753 at 6%; with 50% employer match about $276,753 at 4% or $184,502 at 6%; with 100% employer match about $207,565 at 4% or $138,377 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-5$787,298$39,407$7,881iApproximate average salary by contribution assumption: employee only about $197,035 at 4% or $131,357 at 6%; with 50% employer match about $131,357 at 4% or $87,571 at 6%; with 100% employer match about $98,518 at 4% or $65,678 at 6%.
The J.M. Kaplan Fund Inc. Employees Pension Plan-0-$43,619-
200125$820,008$83,647$16,729iApproximate average salary by contribution assumption: employee only about $418,235 at 4% or $278,823 at 6%; with 50% employer match about $278,823 at 4% or $185,882 at 6%; with 100% employer match about $209,118 at 4% or $139,412 at 6%.
The J.M. Kaplan Fund Inc. Employees Pension Plan-5$576,665$74,527$14,905iApproximate average salary by contribution assumption: employee only about $372,635 at 4% or $248,423 at 6%; with 50% employer match about $248,423 at 4% or $165,616 at 6%; with 100% employer match about $186,318 at 4% or $124,212 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-5$243,343$9,120$1,824iApproximate average salary by contribution assumption: employee only about $45,600 at 4% or $30,400 at 6%; with 50% employer match about $30,400 at 4% or $20,267 at 6%; with 100% employer match about $22,800 at 4% or $15,200 at 6%.
200025$883,797$45,717$9,143iApproximate average salary by contribution assumption: employee only about $228,585 at 4% or $152,390 at 6%; with 50% employer match about $152,390 at 4% or $101,593 at 6%; with 100% employer match about $114,293 at 4% or $76,195 at 6%.
The J.M. Kaplan Fund Inc. Employees Pension Plan-5$602,920$45,717$9,143iApproximate average salary by contribution assumption: employee only about $228,585 at 4% or $152,390 at 6%; with 50% employer match about $152,390 at 4% or $101,593 at 6%; with 100% employer match about $114,293 at 4% or $76,195 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-5$280,877--
199923$984,076$51,484$17,161iApproximate average salary by contribution assumption: employee only about $429,033 at 4% or $286,022 at 6%; with 50% employer match about $286,022 at 4% or $190,681 at 6%; with 100% employer match about $214,517 at 4% or $143,011 at 6%.
The J.M. Kaplan Fund Inc. Employees Pension Plan-3$668,127$51,484$17,161iApproximate average salary by contribution assumption: employee only about $429,033 at 4% or $286,022 at 6%; with 50% employer match about $286,022 at 4% or $190,681 at 6%; with 100% employer match about $214,517 at 4% or $143,011 at 6%.
The J.M. Kaplan Fund Inc. Supplemental Retirement Plan-3$315,949--