Civic Intelligence

Kaplan & Franzman PC

Plan context: Kaplan & Franzman PC Defined Contribution Pension Plan & Trust

EIN 14-1726920 • Kingston, NY • 17 filings • 3 plans

24 John StreetKingston, NY 12401
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$1,819,833

2015 Contributions

$61,180

Historical Graphs

Total Assets Over Time

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

$1,819,833$909,917$0199920062014YearValue
$1,819,833Latest year 2014

Participants Over Time

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

420199920072014YearValue
2Latest year 2014

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
201510$0$0-
Kaplan & Franzman PC Defined Contribution Pension Plan & Trust-0$0--
201412$1,819,833$61,180$30,590iApproximate average salary by contribution assumption: employee only about $764,750 at 4% or $509,833 at 6%; with 50% employer match about $509,833 at 4% or $339,889 at 6%; with 100% employer match about $382,375 at 4% or $254,917 at 6%.
Kaplan & Franzman PC Defined Contribution Pension Plan & Trust-2$1,819,833$61,180$30,590iApproximate average salary by contribution assumption: employee only about $764,750 at 4% or $509,833 at 6%; with 50% employer match about $509,833 at 4% or $339,889 at 6%; with 100% employer match about $382,375 at 4% or $254,917 at 6%.
201312$1,691,990$59,418$29,709iApproximate average salary by contribution assumption: employee only about $742,725 at 4% or $495,150 at 6%; with 50% employer match about $495,150 at 4% or $330,100 at 6%; with 100% employer match about $371,363 at 4% or $247,575 at 6%.
Kaplan & Franzman PC Defined Contribution Pension Plan & Trust-2$1,691,990$59,418$29,709iApproximate average salary by contribution assumption: employee only about $742,725 at 4% or $495,150 at 6%; with 50% employer match about $495,150 at 4% or $330,100 at 6%; with 100% employer match about $371,363 at 4% or $247,575 at 6%.
201212$1,723,563$58,401$29,201iApproximate average salary by contribution assumption: employee only about $730,013 at 4% or $486,675 at 6%; with 50% employer match about $486,675 at 4% or $324,450 at 6%; with 100% employer match about $365,006 at 4% or $243,338 at 6%.
Kaplan & Franzman PC Defined Contribution Pension Plan & Trust-2$1,723,563$58,401$29,201iApproximate average salary by contribution assumption: employee only about $730,013 at 4% or $486,675 at 6%; with 50% employer match about $486,675 at 4% or $324,450 at 6%; with 100% employer match about $365,006 at 4% or $243,338 at 6%.
201112$1,599,113$57,467$28,734iApproximate average salary by contribution assumption: employee only about $718,338 at 4% or $478,892 at 6%; with 50% employer match about $478,892 at 4% or $319,261 at 6%; with 100% employer match about $359,169 at 4% or $239,446 at 6%.
Kaplan & Franzman PC Defined Contribution Pension Plan & Trust-2$1,599,113$57,467$28,734iApproximate average salary by contribution assumption: employee only about $718,338 at 4% or $478,892 at 6%; with 50% employer match about $478,892 at 4% or $319,261 at 6%; with 100% employer match about $359,169 at 4% or $239,446 at 6%.
201012$1,480,821$57,427$28,714iApproximate average salary by contribution assumption: employee only about $717,838 at 4% or $478,558 at 6%; with 50% employer match about $478,558 at 4% or $319,039 at 6%; with 100% employer match about $358,919 at 4% or $239,279 at 6%.
Kaplan & Franzman PC Defined Contribution Pension Plan & Trust-2$1,480,821$57,427$28,714iApproximate average salary by contribution assumption: employee only about $717,838 at 4% or $478,558 at 6%; with 50% employer match about $478,558 at 4% or $319,039 at 6%; with 100% employer match about $358,919 at 4% or $239,279 at 6%.
200912$1,291,052$58,096$29,048iApproximate average salary by contribution assumption: employee only about $726,200 at 4% or $484,133 at 6%; with 50% employer match about $484,133 at 4% or $322,756 at 6%; with 100% employer match about $363,100 at 4% or $242,067 at 6%.
Kaplan & Franzman PC Defined Contribution Pension Plan & Trust-2$1,291,052$58,096$29,048iApproximate average salary by contribution assumption: employee only about $726,200 at 4% or $484,133 at 6%; with 50% employer match about $484,133 at 4% or $322,756 at 6%; with 100% employer match about $363,100 at 4% or $242,067 at 6%.
200812$1,033,856$53,787$26,894iApproximate average salary by contribution assumption: employee only about $672,338 at 4% or $448,225 at 6%; with 50% employer match about $448,225 at 4% or $298,817 at 6%; with 100% employer match about $336,169 at 4% or $224,113 at 6%.
Kaplan & Franzman PC Defined Contribution Pension Plan & Trust-2$1,033,856$53,787$26,894iApproximate average salary by contribution assumption: employee only about $672,338 at 4% or $448,225 at 6%; with 50% employer match about $448,225 at 4% or $298,817 at 6%; with 100% employer match about $336,169 at 4% or $224,113 at 6%.
200712$0$0-
Kaplan & Franzman PC Defined Contribution Pension Plan & Trust-2---
200612$1,279,915$51,648$25,824iApproximate average salary by contribution assumption: employee only about $645,600 at 4% or $430,400 at 6%; with 50% employer match about $430,400 at 4% or $286,933 at 6%; with 100% employer match about $322,800 at 4% or $215,200 at 6%.
Kaplan & Franzman PC Defined Contribution Pension Plan & Trust-2$1,279,915$51,648$25,824iApproximate average salary by contribution assumption: employee only about $645,600 at 4% or $430,400 at 6%; with 50% employer match about $430,400 at 4% or $286,933 at 6%; with 100% employer match about $322,800 at 4% or $215,200 at 6%.
200512$1,091,654$51,473$25,737iApproximate average salary by contribution assumption: employee only about $643,413 at 4% or $428,942 at 6%; with 50% employer match about $428,942 at 4% or $285,961 at 6%; with 100% employer match about $321,706 at 4% or $214,471 at 6%.
Kaplan & Franzman PC Defined Contribution Pension Plan & Trust-2$1,091,654$51,473$25,737iApproximate average salary by contribution assumption: employee only about $643,413 at 4% or $428,942 at 6%; with 50% employer match about $428,942 at 4% or $285,961 at 6%; with 100% employer match about $321,706 at 4% or $214,471 at 6%.
200414$1,463,718$80,410$20,103iApproximate average salary by contribution assumption: employee only about $502,563 at 4% or $335,042 at 6%; with 50% employer match about $335,042 at 4% or $223,361 at 6%; with 100% employer match about $251,281 at 4% or $167,521 at 6%.
Kaplan & Franzman PC Defined Contribution Pension Plan & Trust-4$1,463,718$80,410$20,103iApproximate average salary by contribution assumption: employee only about $502,563 at 4% or $335,042 at 6%; with 50% employer match about $335,042 at 4% or $223,361 at 6%; with 100% employer match about $251,281 at 4% or $167,521 at 6%.
200314$1,289,244$74,652$18,663iApproximate average salary by contribution assumption: employee only about $466,575 at 4% or $311,050 at 6%; with 50% employer match about $311,050 at 4% or $207,367 at 6%; with 100% employer match about $233,288 at 4% or $155,525 at 6%.
Kaplan & Franzman PC Defined Contribution Pension Plan & Trust-4$1,289,244$74,652$18,663iApproximate average salary by contribution assumption: employee only about $466,575 at 4% or $311,050 at 6%; with 50% employer match about $311,050 at 4% or $207,367 at 6%; with 100% employer match about $233,288 at 4% or $155,525 at 6%.
200214$1,042,470$69,206$17,302iApproximate average salary by contribution assumption: employee only about $432,538 at 4% or $288,358 at 6%; with 50% employer match about $288,358 at 4% or $192,239 at 6%; with 100% employer match about $216,269 at 4% or $144,179 at 6%.
Kaplan & Franzman PC Defined Contribution Pension Plan & Trust-4$1,042,470$69,206$17,302iApproximate average salary by contribution assumption: employee only about $432,538 at 4% or $288,358 at 6%; with 50% employer match about $288,358 at 4% or $192,239 at 6%; with 100% employer match about $216,269 at 4% or $144,179 at 6%.
200114$1,061,156$64,046$16,012iApproximate average salary by contribution assumption: employee only about $400,288 at 4% or $266,858 at 6%; with 50% employer match about $266,858 at 4% or $177,906 at 6%; with 100% employer match about $200,144 at 4% or $133,429 at 6%.
Kaplan & Franzman PC Defined Contribution Pension Plan & Trust-4$1,061,156$64,046$16,012iApproximate average salary by contribution assumption: employee only about $400,288 at 4% or $266,858 at 6%; with 50% employer match about $266,858 at 4% or $177,906 at 6%; with 100% employer match about $200,144 at 4% or $133,429 at 6%.
200014$1,024,154$54,868$13,717iApproximate average salary by contribution assumption: employee only about $342,925 at 4% or $228,617 at 6%; with 50% employer match about $228,617 at 4% or $152,411 at 6%; with 100% employer match about $171,463 at 4% or $114,308 at 6%.
Kaplan & Franzman PC Defined Contribution Pension Plan & Trust-4$1,024,154$54,868$13,717iApproximate average salary by contribution assumption: employee only about $342,925 at 4% or $228,617 at 6%; with 50% employer match about $228,617 at 4% or $152,411 at 6%; with 100% employer match about $171,463 at 4% or $114,308 at 6%.
199914$941,360$58,188$14,547iApproximate average salary by contribution assumption: employee only about $363,675 at 4% or $242,450 at 6%; with 50% employer match about $242,450 at 4% or $161,633 at 6%; with 100% employer match about $181,838 at 4% or $121,225 at 6%.
Kaplan & Franzman PC Defined Contribution Pension Plan & Trust-4$941,360$58,188$14,547iApproximate average salary by contribution assumption: employee only about $363,675 at 4% or $242,450 at 6%; with 50% employer match about $242,450 at 4% or $161,633 at 6%; with 100% employer match about $181,838 at 4% or $121,225 at 6%.