Civic Intelligence

David G. Kaplan, D.M.D.

Plan context: David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan

EIN 14-1619925 • Scotia, NY • 25 filings • 1 plans

329 Mohawk AvenueScotia, NY 12302
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$3,702,750

2023 Contributions

$9,793

Historical Graphs

Total Assets Over Time

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

$4,490,562$2,245,281$0199920112022YearValue
$3,702,750Latest year 2022

Participants Over Time

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

740199920112022YearValue
6Latest year 2022

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
202310$0$9,793-
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-0$0$9,793-
202216$3,702,750$30,816$5,136iApproximate average salary by contribution assumption: employee only about $128,400 at 4% or $85,600 at 6%; with 50% employer match about $85,600 at 4% or $57,067 at 6%; with 100% employer match about $64,200 at 4% or $42,800 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-6$3,702,750$30,816$5,136iApproximate average salary by contribution assumption: employee only about $128,400 at 4% or $85,600 at 6%; with 50% employer match about $85,600 at 4% or $57,067 at 6%; with 100% employer match about $64,200 at 4% or $42,800 at 6%.
202117$4,490,562$48,814$6,973iApproximate average salary by contribution assumption: employee only about $174,336 at 4% or $116,224 at 6%; with 50% employer match about $116,224 at 4% or $77,483 at 6%; with 100% employer match about $87,168 at 4% or $58,112 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-7$4,490,562$48,814$6,973iApproximate average salary by contribution assumption: employee only about $174,336 at 4% or $116,224 at 6%; with 50% employer match about $116,224 at 4% or $77,483 at 6%; with 100% employer match about $87,168 at 4% or $58,112 at 6%.
202017$3,778,175$15,495$2,214iApproximate average salary by contribution assumption: employee only about $55,339 at 4% or $36,893 at 6%; with 50% employer match about $36,893 at 4% or $24,595 at 6%; with 100% employer match about $27,670 at 4% or $18,446 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-7$3,778,175$15,495$2,214iApproximate average salary by contribution assumption: employee only about $55,339 at 4% or $36,893 at 6%; with 50% employer match about $36,893 at 4% or $24,595 at 6%; with 100% employer match about $27,670 at 4% or $18,446 at 6%.
201917$3,303,433$46,230$6,604iApproximate average salary by contribution assumption: employee only about $165,107 at 4% or $110,071 at 6%; with 50% employer match about $110,071 at 4% or $73,381 at 6%; with 100% employer match about $82,554 at 4% or $55,036 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-7$3,303,433$46,230$6,604iApproximate average salary by contribution assumption: employee only about $165,107 at 4% or $110,071 at 6%; with 50% employer match about $110,071 at 4% or $73,381 at 6%; with 100% employer match about $82,554 at 4% or $55,036 at 6%.
201817$2,662,729$45,981$6,569iApproximate average salary by contribution assumption: employee only about $164,218 at 4% or $109,479 at 6%; with 50% employer match about $109,479 at 4% or $72,986 at 6%; with 100% employer match about $82,109 at 4% or $54,739 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-7$2,662,729$45,981$6,569iApproximate average salary by contribution assumption: employee only about $164,218 at 4% or $109,479 at 6%; with 50% employer match about $109,479 at 4% or $72,986 at 6%; with 100% employer match about $82,109 at 4% or $54,739 at 6%.
201717$2,758,058$53,937$7,705iApproximate average salary by contribution assumption: employee only about $192,632 at 4% or $128,421 at 6%; with 50% employer match about $128,421 at 4% or $85,614 at 6%; with 100% employer match about $96,316 at 4% or $64,211 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-7$2,758,058$53,937$7,705iApproximate average salary by contribution assumption: employee only about $192,632 at 4% or $128,421 at 6%; with 50% employer match about $128,421 at 4% or $85,614 at 6%; with 100% employer match about $96,316 at 4% or $64,211 at 6%.
201617$2,326,067$63,189$9,027iApproximate average salary by contribution assumption: employee only about $225,675 at 4% or $150,450 at 6%; with 50% employer match about $150,450 at 4% or $100,300 at 6%; with 100% employer match about $112,838 at 4% or $75,225 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-7$2,326,067$63,189$9,027iApproximate average salary by contribution assumption: employee only about $225,675 at 4% or $150,450 at 6%; with 50% employer match about $150,450 at 4% or $100,300 at 6%; with 100% employer match about $112,838 at 4% or $75,225 at 6%.
201517$2,105,472$65,909$9,416iApproximate average salary by contribution assumption: employee only about $235,389 at 4% or $156,926 at 6%; with 50% employer match about $156,926 at 4% or $104,617 at 6%; with 100% employer match about $117,695 at 4% or $78,463 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-7$2,105,472$65,909$9,416iApproximate average salary by contribution assumption: employee only about $235,389 at 4% or $156,926 at 6%; with 50% employer match about $156,926 at 4% or $104,617 at 6%; with 100% employer match about $117,695 at 4% or $78,463 at 6%.
201417$2,025,229$60,947$8,707iApproximate average salary by contribution assumption: employee only about $217,668 at 4% or $145,112 at 6%; with 50% employer match about $145,112 at 4% or $96,741 at 6%; with 100% employer match about $108,834 at 4% or $72,556 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-7$2,025,229$60,947$8,707iApproximate average salary by contribution assumption: employee only about $217,668 at 4% or $145,112 at 6%; with 50% employer match about $145,112 at 4% or $96,741 at 6%; with 100% employer match about $108,834 at 4% or $72,556 at 6%.
201316$1,831,297$115,592$19,265iApproximate average salary by contribution assumption: employee only about $481,633 at 4% or $321,089 at 6%; with 50% employer match about $321,089 at 4% or $214,059 at 6%; with 100% employer match about $240,817 at 4% or $160,544 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-6$1,831,297$115,592$19,265iApproximate average salary by contribution assumption: employee only about $481,633 at 4% or $321,089 at 6%; with 50% employer match about $321,089 at 4% or $214,059 at 6%; with 100% employer match about $240,817 at 4% or $160,544 at 6%.
201216$1,461,481$58,964$9,827iApproximate average salary by contribution assumption: employee only about $245,683 at 4% or $163,789 at 6%; with 50% employer match about $163,789 at 4% or $109,193 at 6%; with 100% employer match about $122,842 at 4% or $81,894 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-6$1,461,481$58,964$9,827iApproximate average salary by contribution assumption: employee only about $245,683 at 4% or $163,789 at 6%; with 50% employer match about $163,789 at 4% or $109,193 at 6%; with 100% employer match about $122,842 at 4% or $81,894 at 6%.
201116$1,254,222$59,194$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%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-6$1,254,222$59,194$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%.
201016$1,219,928$51,779$8,630iApproximate average salary by contribution assumption: employee only about $215,746 at 4% or $143,831 at 6%; with 50% employer match about $143,831 at 4% or $95,887 at 6%; with 100% employer match about $107,873 at 4% or $71,915 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-6$1,219,928$51,779$8,630iApproximate average salary by contribution assumption: employee only about $215,746 at 4% or $143,831 at 6%; with 50% employer match about $143,831 at 4% or $95,887 at 6%; with 100% employer match about $107,873 at 4% or $71,915 at 6%.
200917$1,032,655$55,870$7,981iApproximate average salary by contribution assumption: employee only about $199,536 at 4% or $133,024 at 6%; with 50% employer match about $133,024 at 4% or $88,683 at 6%; with 100% employer match about $99,768 at 4% or $66,512 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-7$1,032,655$55,870$7,981iApproximate average salary by contribution assumption: employee only about $199,536 at 4% or $133,024 at 6%; with 50% employer match about $133,024 at 4% or $88,683 at 6%; with 100% employer match about $99,768 at 4% or $66,512 at 6%.
200816$772,737$56,055$9,343iApproximate average salary by contribution assumption: employee only about $233,563 at 4% or $155,708 at 6%; with 50% employer match about $155,708 at 4% or $103,806 at 6%; with 100% employer match about $116,781 at 4% or $77,854 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-6$772,737$56,055$9,343iApproximate average salary by contribution assumption: employee only about $233,563 at 4% or $155,708 at 6%; with 50% employer match about $155,708 at 4% or $103,806 at 6%; with 100% employer match about $116,781 at 4% or $77,854 at 6%.
200716$1,044,627$50,526$8,421iApproximate average salary by contribution assumption: employee only about $210,525 at 4% or $140,350 at 6%; with 50% employer match about $140,350 at 4% or $93,567 at 6%; with 100% employer match about $105,263 at 4% or $70,175 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-6$1,044,627$50,526$8,421iApproximate average salary by contribution assumption: employee only about $210,525 at 4% or $140,350 at 6%; with 50% employer match about $140,350 at 4% or $93,567 at 6%; with 100% employer match about $105,263 at 4% or $70,175 at 6%.
200614$946,492$44,522$11,131iApproximate average salary by contribution assumption: employee only about $278,263 at 4% or $185,508 at 6%; with 50% employer match about $185,508 at 4% or $123,672 at 6%; with 100% employer match about $139,131 at 4% or $92,754 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-4$946,492$44,522$11,131iApproximate average salary by contribution assumption: employee only about $278,263 at 4% or $185,508 at 6%; with 50% employer match about $185,508 at 4% or $123,672 at 6%; with 100% employer match about $139,131 at 4% or $92,754 at 6%.
200514$781,027$35,705$8,926iApproximate average salary by contribution assumption: employee only about $223,156 at 4% or $148,771 at 6%; with 50% employer match about $148,771 at 4% or $99,181 at 6%; with 100% employer match about $111,578 at 4% or $74,385 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-4$781,027$35,705$8,926iApproximate average salary by contribution assumption: employee only about $223,156 at 4% or $148,771 at 6%; with 50% employer match about $148,771 at 4% or $99,181 at 6%; with 100% employer match about $111,578 at 4% or $74,385 at 6%.
200415$692,633$36,460$7,292iApproximate average salary by contribution assumption: employee only about $182,300 at 4% or $121,533 at 6%; with 50% employer match about $121,533 at 4% or $81,022 at 6%; with 100% employer match about $91,150 at 4% or $60,767 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-5$692,633$36,460$7,292iApproximate average salary by contribution assumption: employee only about $182,300 at 4% or $121,533 at 6%; with 50% employer match about $121,533 at 4% or $81,022 at 6%; with 100% employer match about $91,150 at 4% or $60,767 at 6%.
200315$586,365$29,518$5,904iApproximate average salary by contribution assumption: employee only about $147,590 at 4% or $98,393 at 6%; with 50% employer match about $98,393 at 4% or $65,596 at 6%; with 100% employer match about $73,795 at 4% or $49,197 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-5$586,365$29,518$5,904iApproximate average salary by contribution assumption: employee only about $147,590 at 4% or $98,393 at 6%; with 50% employer match about $98,393 at 4% or $65,596 at 6%; with 100% employer match about $73,795 at 4% or $49,197 at 6%.
200214$442,397$33,232$8,308iApproximate average salary by contribution assumption: employee only about $207,700 at 4% or $138,467 at 6%; with 50% employer match about $138,467 at 4% or $92,311 at 6%; with 100% employer match about $103,850 at 4% or $69,233 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-4$442,397$33,232$8,308iApproximate average salary by contribution assumption: employee only about $207,700 at 4% or $138,467 at 6%; with 50% employer match about $138,467 at 4% or $92,311 at 6%; with 100% employer match about $103,850 at 4% or $69,233 at 6%.
200114$488,926$0-
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-4$488,926--
200014$556,309$31,081$7,770iApproximate average salary by contribution assumption: employee only about $194,256 at 4% or $129,504 at 6%; with 50% employer match about $129,504 at 4% or $86,336 at 6%; with 100% employer match about $97,128 at 4% or $64,752 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-4$556,309$31,081$7,770iApproximate average salary by contribution assumption: employee only about $194,256 at 4% or $129,504 at 6%; with 50% employer match about $129,504 at 4% or $86,336 at 6%; with 100% employer match about $97,128 at 4% or $64,752 at 6%.
199915$563,724$30,818$6,164iApproximate average salary by contribution assumption: employee only about $154,090 at 4% or $102,727 at 6%; with 50% employer match about $102,727 at 4% or $68,484 at 6%; with 100% employer match about $77,045 at 4% or $51,363 at 6%.
David G. Kaplan, D.M.D. Profit Sharing & Retirement Plan-5$563,724$30,818$6,164iApproximate average salary by contribution assumption: employee only about $154,090 at 4% or $102,727 at 6%; with 50% employer match about $102,727 at 4% or $68,484 at 6%; with 100% employer match about $77,045 at 4% or $51,363 at 6%.