Civic Intelligence

Davie Kaplan, CPA PC.

Plan context: Davie Kaplan 401K Plan

EIN 16-1182991 • Rochester, NY • 24 filings • 4 plans

100 Meridian Centre, Suite 200Rochester, NY 14618
Current Snapshot

Latest Year

2024

2024 Participants

93

2024 Assets

$17,211,675

2024 Contributions

$965,499

Historical Graphs

Total Assets Over Time

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

$17,211,675$8,605,838$0200220142024YearValue
$17,211,675Latest year 2024

Participants Over Time

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

93470200120132024YearValue
93Latest 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
2024193$17,211,675$965,499$10,382iApproximate average salary by contribution assumption: employee only about $259,543 at 4% or $173,028 at 6%; with 50% employer match about $173,028 at 4% or $115,352 at 6%; with 100% employer match about $129,771 at 4% or $86,514 at 6%.
Davie Kaplan 401K Plan-93$17,211,675$965,499$10,382iApproximate average salary by contribution assumption: employee only about $259,543 at 4% or $173,028 at 6%; with 50% employer match about $173,028 at 4% or $115,352 at 6%; with 100% employer match about $129,771 at 4% or $86,514 at 6%.
2023180$14,423,588$713,080$8,914iApproximate average salary by contribution assumption: employee only about $222,838 at 4% or $148,558 at 6%; with 50% employer match about $148,558 at 4% or $99,039 at 6%; with 100% employer match about $111,419 at 4% or $74,279 at 6%.
Davie Kaplan 401K Plan-80$14,423,588$713,080$8,914iApproximate average salary by contribution assumption: employee only about $222,838 at 4% or $148,558 at 6%; with 50% employer match about $148,558 at 4% or $99,039 at 6%; with 100% employer match about $111,419 at 4% or $74,279 at 6%.
2022175$11,886,343$1,708,135$22,775iApproximate average salary by contribution assumption: employee only about $569,378 at 4% or $379,586 at 6%; with 50% employer match about $379,586 at 4% or $253,057 at 6%; with 100% employer match about $284,689 at 4% or $189,793 at 6%.
Davie Kaplan 401K Plan-75$11,886,343$1,708,135$22,775iApproximate average salary by contribution assumption: employee only about $569,378 at 4% or $379,586 at 6%; with 50% employer match about $379,586 at 4% or $253,057 at 6%; with 100% employer match about $284,689 at 4% or $189,793 at 6%.
2021176$13,797,626$860,396$11,321iApproximate average salary by contribution assumption: employee only about $283,025 at 4% or $188,683 at 6%; with 50% employer match about $188,683 at 4% or $125,789 at 6%; with 100% employer match about $141,513 at 4% or $94,342 at 6%.
Davie Kaplan 401K Plan-76$13,797,626$860,396$11,321iApproximate average salary by contribution assumption: employee only about $283,025 at 4% or $188,683 at 6%; with 50% employer match about $188,683 at 4% or $125,789 at 6%; with 100% employer match about $141,513 at 4% or $94,342 at 6%.
2020175$12,090,957$1,264,331$16,858iApproximate average salary by contribution assumption: employee only about $421,444 at 4% or $280,962 at 6%; with 50% employer match about $280,962 at 4% or $187,308 at 6%; with 100% employer match about $210,722 at 4% or $140,481 at 6%.
Davie Kaplan 401K Plan-75$12,090,957$1,264,331$16,858iApproximate average salary by contribution assumption: employee only about $421,444 at 4% or $280,962 at 6%; with 50% employer match about $280,962 at 4% or $187,308 at 6%; with 100% employer match about $210,722 at 4% or $140,481 at 6%.
2019163$8,905,371$494,848$7,855iApproximate average salary by contribution assumption: employee only about $196,368 at 4% or $130,912 at 6%; with 50% employer match about $130,912 at 4% or $87,275 at 6%; with 100% employer match about $98,184 at 4% or $65,456 at 6%.
Davie Kaplan 401K Plan-63$8,905,371$494,848$7,855iApproximate average salary by contribution assumption: employee only about $196,368 at 4% or $130,912 at 6%; with 50% employer match about $130,912 at 4% or $87,275 at 6%; with 100% employer match about $98,184 at 4% or $65,456 at 6%.
2018174$9,155,440$714,014$9,649iApproximate average salary by contribution assumption: employee only about $241,221 at 4% or $160,814 at 6%; with 50% employer match about $160,814 at 4% or $107,209 at 6%; with 100% employer match about $120,610 at 4% or $80,407 at 6%.
Davie Kaplan 401K Plan-74$9,155,440$714,014$9,649iApproximate average salary by contribution assumption: employee only about $241,221 at 4% or $160,814 at 6%; with 50% employer match about $160,814 at 4% or $107,209 at 6%; with 100% employer match about $120,610 at 4% or $80,407 at 6%.
2017171$9,175,943$708,327$9,976iApproximate average salary by contribution assumption: employee only about $249,411 at 4% or $166,274 at 6%; with 50% employer match about $166,274 at 4% or $110,849 at 6%; with 100% employer match about $124,705 at 4% or $83,137 at 6%.
Davie Kaplan 401K Plan-71$9,175,943$708,327$9,976iApproximate average salary by contribution assumption: employee only about $249,411 at 4% or $166,274 at 6%; with 50% employer match about $166,274 at 4% or $110,849 at 6%; with 100% employer match about $124,705 at 4% or $83,137 at 6%.
2016171$7,274,404$639,978$9,014iApproximate average salary by contribution assumption: employee only about $225,344 at 4% or $150,230 at 6%; with 50% employer match about $150,230 at 4% or $100,153 at 6%; with 100% employer match about $112,672 at 4% or $75,115 at 6%.
Davie Kaplan 401K Plan-71$7,274,404$639,978$9,014iApproximate average salary by contribution assumption: employee only about $225,344 at 4% or $150,230 at 6%; with 50% employer match about $150,230 at 4% or $100,153 at 6%; with 100% employer match about $112,672 at 4% or $75,115 at 6%.
2015171$6,548,552$774,795$10,913iApproximate average salary by contribution assumption: employee only about $272,815 at 4% or $181,877 at 6%; with 50% employer match about $181,877 at 4% or $121,251 at 6%; with 100% employer match about $136,408 at 4% or $90,938 at 6%.
Davie Kaplan 401K Plan-71$6,548,552$774,795$10,913iApproximate average salary by contribution assumption: employee only about $272,815 at 4% or $181,877 at 6%; with 50% employer match about $181,877 at 4% or $121,251 at 6%; with 100% employer match about $136,408 at 4% or $90,938 at 6%.
2014168$6,407,502$615,258$9,048iApproximate average salary by contribution assumption: employee only about $226,198 at 4% or $150,799 at 6%; with 50% employer match about $150,799 at 4% or $100,532 at 6%; with 100% employer match about $113,099 at 4% or $75,399 at 6%.
Davie Kaplan 401K Plan-68$6,407,502$615,258$9,048iApproximate average salary by contribution assumption: employee only about $226,198 at 4% or $150,799 at 6%; with 50% employer match about $150,799 at 4% or $100,532 at 6%; with 100% employer match about $113,099 at 4% or $75,399 at 6%.
2013175$7,302,656$728,174$9,709iApproximate average salary by contribution assumption: employee only about $242,725 at 4% or $161,816 at 6%; with 50% employer match about $161,816 at 4% or $107,878 at 6%; with 100% employer match about $121,362 at 4% or $80,908 at 6%.
Davie Kaplan 401K Plan-75$7,302,656$728,174$9,709iApproximate average salary by contribution assumption: employee only about $242,725 at 4% or $161,816 at 6%; with 50% employer match about $161,816 at 4% or $107,878 at 6%; with 100% employer match about $121,362 at 4% or $80,908 at 6%.
2012168$6,781,621$248,529$3,655iApproximate average salary by contribution assumption: employee only about $91,371 at 4% or $60,914 at 6%; with 50% employer match about $60,914 at 4% or $40,609 at 6%; with 100% employer match about $45,685 at 4% or $30,457 at 6%.
Davie Kaplan 401K Plan-68$6,781,621$248,529$3,655iApproximate average salary by contribution assumption: employee only about $91,371 at 4% or $60,914 at 6%; with 50% employer match about $60,914 at 4% or $40,609 at 6%; with 100% employer match about $45,685 at 4% or $30,457 at 6%.
2011173$6,446,566$555,659$7,612iApproximate average salary by contribution assumption: employee only about $190,294 at 4% or $126,863 at 6%; with 50% employer match about $126,863 at 4% or $84,575 at 6%; with 100% employer match about $95,147 at 4% or $63,431 at 6%.
Davie Kaplan 401K Plan-73$6,446,566$555,659$7,612iApproximate average salary by contribution assumption: employee only about $190,294 at 4% or $126,863 at 6%; with 50% employer match about $126,863 at 4% or $84,575 at 6%; with 100% employer match about $95,147 at 4% or $63,431 at 6%.
2010176$7,251,383$502,711$6,615iApproximate average salary by contribution assumption: employee only about $165,365 at 4% or $110,244 at 6%; with 50% employer match about $110,244 at 4% or $73,496 at 6%; with 100% employer match about $82,683 at 4% or $55,122 at 6%.
Davie Kaplan 401K Plan-76$7,251,383$502,711$6,615iApproximate average salary by contribution assumption: employee only about $165,365 at 4% or $110,244 at 6%; with 50% employer match about $110,244 at 4% or $73,496 at 6%; with 100% employer match about $82,683 at 4% or $55,122 at 6%.
2009177$6,330,907$531,823$6,907iApproximate average salary by contribution assumption: employee only about $172,670 at 4% or $115,113 at 6%; with 50% employer match about $115,113 at 4% or $76,742 at 6%; with 100% employer match about $86,335 at 4% or $57,557 at 6%.
Davie Kaplan 401K Plan-77$6,330,907$531,823$6,907iApproximate average salary by contribution assumption: employee only about $172,670 at 4% or $115,113 at 6%; with 50% employer match about $115,113 at 4% or $76,742 at 6%; with 100% employer match about $86,335 at 4% or $57,557 at 6%.
2008165$0$0-
Davie Kaplan 401K Plan-65---
2007164$0$0-
Davie Kaplan 401K Plan-64---
2006146$7,154,242$395,002$8,587iApproximate average salary by contribution assumption: employee only about $214,675 at 4% or $143,117 at 6%; with 50% employer match about $143,117 at 4% or $95,411 at 6%; with 100% employer match about $107,338 at 4% or $71,558 at 6%.
Davie Kaplan 401K Plan-46$7,154,242$395,002$8,587iApproximate average salary by contribution assumption: employee only about $214,675 at 4% or $143,117 at 6%; with 50% employer match about $143,117 at 4% or $95,411 at 6%; with 100% employer match about $107,338 at 4% or $71,558 at 6%.
2005139$7,566,108$418,614$10,734iApproximate average salary by contribution assumption: employee only about $268,342 at 4% or $178,895 at 6%; with 50% employer match about $178,895 at 4% or $119,263 at 6%; with 100% employer match about $134,171 at 4% or $89,447 at 6%.
Davie Kaplan 401K Plan-39$7,566,108$418,614$10,734iApproximate average salary by contribution assumption: employee only about $268,342 at 4% or $178,895 at 6%; with 50% employer match about $178,895 at 4% or $119,263 at 6%; with 100% employer match about $134,171 at 4% or $89,447 at 6%.
2004138$6,459,878$430,272$11,323iApproximate average salary by contribution assumption: employee only about $283,074 at 4% or $188,716 at 6%; with 50% employer match about $188,716 at 4% or $125,811 at 6%; with 100% employer match about $141,537 at 4% or $94,358 at 6%.
Davie Kaplan 401K Plan-38$6,459,878$430,272$11,323iApproximate average salary by contribution assumption: employee only about $283,074 at 4% or $188,716 at 6%; with 50% employer match about $188,716 at 4% or $125,811 at 6%; with 100% employer match about $141,537 at 4% or $94,358 at 6%.
2003136$6,596,825$395,703$10,992iApproximate average salary by contribution assumption: employee only about $274,794 at 4% or $183,196 at 6%; with 50% employer match about $183,196 at 4% or $122,131 at 6%; with 100% employer match about $137,397 at 4% or $91,598 at 6%.
Davie Kaplan 401K Plan-36$6,596,825$395,703$10,992iApproximate average salary by contribution assumption: employee only about $274,794 at 4% or $183,196 at 6%; with 50% employer match about $183,196 at 4% or $122,131 at 6%; with 100% employer match about $137,397 at 4% or $91,598 at 6%.
2002139$5,481,084$418,952$10,742iApproximate average salary by contribution assumption: employee only about $268,559 at 4% or $179,039 at 6%; with 50% employer match about $179,039 at 4% or $119,360 at 6%; with 100% employer match about $134,279 at 4% or $89,520 at 6%.
Davie Kaplan 401K Plan-39$5,481,084$418,952$10,742iApproximate average salary by contribution assumption: employee only about $268,559 at 4% or $179,039 at 6%; with 50% employer match about $179,039 at 4% or $119,360 at 6%; with 100% employer match about $134,279 at 4% or $89,520 at 6%.
2001141$0$0-
Davie Kaplan 401K Plan-41---