Civic Intelligence

Kaplan Schmidt Electric Inc.

Plan context: Kaplan Schmidt Electric Inc. Cash Balance Plan

EIN 16-1316939 • Rochester, NY • 30 filings • 9 plans

50 Saginaw DriveRochester, NY 14623
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,518,477

2024 Contributions

$220,075

Historical Graphs

Total Assets Over Time

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

$4,856,851$2,428,426$0199920122024YearValue
$2,518,477Latest year 2024

Participants Over Time

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

840199920122024YearValue
5Latest 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
202425$2,518,477$220,075$44,015iApproximate average salary by contribution assumption: employee only about $1,100,375 at 4% or $733,583 at 6%; with 50% employer match about $733,583 at 4% or $489,056 at 6%; with 100% employer match about $550,188 at 4% or $366,792 at 6%.
Kaplan Schmidt Electric Inc. Cash Balance Plan-5$1,321,085$0-
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-5$1,197,392$220,075$44,015iApproximate average salary by contribution assumption: employee only about $1,100,375 at 4% or $733,583 at 6%; with 50% employer match about $733,583 at 4% or $489,056 at 6%; with 100% employer match about $550,188 at 4% or $366,792 at 6%.
202327$4,856,851$972,095$138,871iApproximate average salary by contribution assumption: employee only about $3,471,768 at 4% or $2,314,512 at 6%; with 50% employer match about $2,314,512 at 4% or $1,543,008 at 6%; with 100% employer match about $1,735,884 at 4% or $1,157,256 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-7$2,749,853$186,611$26,659iApproximate average salary by contribution assumption: employee only about $666,468 at 4% or $444,312 at 6%; with 50% employer match about $444,312 at 4% or $296,208 at 6%; with 100% employer match about $333,234 at 4% or $222,156 at 6%.
Kaplan Schmidt Electric Inc. Cash Balance Plan-5$2,106,998$785,484$157,097iApproximate average salary by contribution assumption: employee only about $3,927,420 at 4% or $2,618,280 at 6%; with 50% employer match about $2,618,280 at 4% or $1,745,520 at 6%; with 100% employer match about $1,963,710 at 4% or $1,309,140 at 6%.
202226$3,478,243$1,160,784$193,464iApproximate average salary by contribution assumption: employee only about $4,836,600 at 4% or $3,224,400 at 6%; with 50% employer match about $3,224,400 at 4% or $2,149,600 at 6%; with 100% employer match about $2,418,300 at 4% or $1,612,200 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-6$2,265,528$175,784$29,297iApproximate average salary by contribution assumption: employee only about $732,433 at 4% or $488,289 at 6%; with 50% employer match about $488,289 at 4% or $325,526 at 6%; with 100% employer match about $366,217 at 4% or $244,144 at 6%.
Kaplan Schmidt Electric Inc. Cash Balance Plan-4$1,212,715$985,000$246,250iApproximate average salary by contribution assumption: employee only about $6,156,250 at 4% or $4,104,167 at 6%; with 50% employer match about $4,104,167 at 4% or $2,736,111 at 6%; with 100% employer match about $3,078,125 at 4% or $2,052,083 at 6%.
202127$2,668,516$366,977$52,425iApproximate average salary by contribution assumption: employee only about $1,310,632 at 4% or $873,755 at 6%; with 50% employer match about $873,755 at 4% or $582,503 at 6%; with 100% employer match about $655,316 at 4% or $436,877 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-7$2,418,516$116,977$16,711iApproximate average salary by contribution assumption: employee only about $417,775 at 4% or $278,517 at 6%; with 50% employer match about $278,517 at 4% or $185,678 at 6%; with 100% employer match about $208,888 at 4% or $139,258 at 6%.
Kaplan Schmidt Electric Inc. Cash Balance Plan-4$250,000$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
202017$2,040,067$81,751$11,679iApproximate average salary by contribution assumption: employee only about $291,968 at 4% or $194,645 at 6%; with 50% employer match about $194,645 at 4% or $129,763 at 6%; with 100% employer match about $145,984 at 4% or $97,323 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-7$2,040,067$81,751$11,679iApproximate average salary by contribution assumption: employee only about $291,968 at 4% or $194,645 at 6%; with 50% employer match about $194,645 at 4% or $129,763 at 6%; with 100% employer match about $145,984 at 4% or $97,323 at 6%.
201914$1,691,696$127,157$31,789iApproximate average salary by contribution assumption: employee only about $794,731 at 4% or $529,821 at 6%; with 50% employer match about $529,821 at 4% or $353,214 at 6%; with 100% employer match about $397,366 at 4% or $264,910 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-4$1,691,696$127,157$31,789iApproximate average salary by contribution assumption: employee only about $794,731 at 4% or $529,821 at 6%; with 50% employer match about $529,821 at 4% or $353,214 at 6%; with 100% employer match about $397,366 at 4% or $264,910 at 6%.
201817$1,252,238$70,773$10,110iApproximate average salary by contribution assumption: employee only about $252,761 at 4% or $168,507 at 6%; with 50% employer match about $168,507 at 4% or $112,338 at 6%; with 100% employer match about $126,380 at 4% or $84,254 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-7$1,252,238$70,773$10,110iApproximate average salary by contribution assumption: employee only about $252,761 at 4% or $168,507 at 6%; with 50% employer match about $168,507 at 4% or $112,338 at 6%; with 100% employer match about $126,380 at 4% or $84,254 at 6%.
201717$1,305,002$72,458$10,351iApproximate average salary by contribution assumption: employee only about $258,779 at 4% or $172,519 at 6%; with 50% employer match about $172,519 at 4% or $115,013 at 6%; with 100% employer match about $129,389 at 4% or $86,260 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-7$1,305,002$72,458$10,351iApproximate average salary by contribution assumption: employee only about $258,779 at 4% or $172,519 at 6%; with 50% employer match about $172,519 at 4% or $115,013 at 6%; with 100% employer match about $129,389 at 4% or $86,260 at 6%.
201617$1,116,432$79,916$11,417iApproximate average salary by contribution assumption: employee only about $285,414 at 4% or $190,276 at 6%; with 50% employer match about $190,276 at 4% or $126,851 at 6%; with 100% employer match about $142,707 at 4% or $95,138 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-7$1,116,432$79,916$11,417iApproximate average salary by contribution assumption: employee only about $285,414 at 4% or $190,276 at 6%; with 50% employer match about $190,276 at 4% or $126,851 at 6%; with 100% employer match about $142,707 at 4% or $95,138 at 6%.
201517$984,148$87,088$12,441iApproximate average salary by contribution assumption: employee only about $311,029 at 4% or $207,352 at 6%; with 50% employer match about $207,352 at 4% or $138,235 at 6%; with 100% employer match about $155,514 at 4% or $103,676 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-7$984,148$87,088$12,441iApproximate average salary by contribution assumption: employee only about $311,029 at 4% or $207,352 at 6%; with 50% employer match about $207,352 at 4% or $138,235 at 6%; with 100% employer match about $155,514 at 4% or $103,676 at 6%.
201416$938,207$81,896$13,649iApproximate average salary by contribution assumption: employee only about $341,233 at 4% or $227,489 at 6%; with 50% employer match about $227,489 at 4% or $151,659 at 6%; with 100% employer match about $170,617 at 4% or $113,744 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-6$938,207$81,896$13,649iApproximate average salary by contribution assumption: employee only about $341,233 at 4% or $227,489 at 6%; with 50% employer match about $227,489 at 4% or $151,659 at 6%; with 100% employer match about $170,617 at 4% or $113,744 at 6%.
201317$911,107$73,302$10,472iApproximate average salary by contribution assumption: employee only about $261,793 at 4% or $174,529 at 6%; with 50% employer match about $174,529 at 4% or $116,352 at 6%; with 100% employer match about $130,896 at 4% or $87,264 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-7$911,107$73,302$10,472iApproximate average salary by contribution assumption: employee only about $261,793 at 4% or $174,529 at 6%; with 50% employer match about $174,529 at 4% or $116,352 at 6%; with 100% employer match about $130,896 at 4% or $87,264 at 6%.
201216$706,138$71,589$11,932iApproximate average salary by contribution assumption: employee only about $298,288 at 4% or $198,858 at 6%; with 50% employer match about $198,858 at 4% or $132,572 at 6%; with 100% employer match about $149,144 at 4% or $99,429 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-6$706,138$71,589$11,932iApproximate average salary by contribution assumption: employee only about $298,288 at 4% or $198,858 at 6%; with 50% employer match about $198,858 at 4% or $132,572 at 6%; with 100% employer match about $149,144 at 4% or $99,429 at 6%.
201116$558,668$78,514$13,086iApproximate average salary by contribution assumption: employee only about $327,142 at 4% or $218,094 at 6%; with 50% employer match about $218,094 at 4% or $145,396 at 6%; with 100% employer match about $163,571 at 4% or $109,047 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-6$558,668$78,514$13,086iApproximate average salary by contribution assumption: employee only about $327,142 at 4% or $218,094 at 6%; with 50% employer match about $218,094 at 4% or $145,396 at 6%; with 100% employer match about $163,571 at 4% or $109,047 at 6%.
201015$520,417$80,014$16,003iApproximate average salary by contribution assumption: employee only about $400,070 at 4% or $266,713 at 6%; with 50% employer match about $266,713 at 4% or $177,809 at 6%; with 100% employer match about $200,035 at 4% or $133,357 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-5$520,417$80,014$16,003iApproximate average salary by contribution assumption: employee only about $400,070 at 4% or $266,713 at 6%; with 50% employer match about $266,713 at 4% or $177,809 at 6%; with 100% employer match about $200,035 at 4% or $133,357 at 6%.
200915$372,666$75,195$15,039iApproximate average salary by contribution assumption: employee only about $375,975 at 4% or $250,650 at 6%; with 50% employer match about $250,650 at 4% or $167,100 at 6%; with 100% employer match about $187,988 at 4% or $125,325 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-5$372,666$75,195$15,039iApproximate average salary by contribution assumption: employee only about $375,975 at 4% or $250,650 at 6%; with 50% employer match about $250,650 at 4% or $167,100 at 6%; with 100% employer match about $187,988 at 4% or $125,325 at 6%.
200816$221,269$43,368$7,228iApproximate average salary by contribution assumption: employee only about $180,700 at 4% or $120,467 at 6%; with 50% employer match about $120,467 at 4% or $80,311 at 6%; with 100% employer match about $90,350 at 4% or $60,233 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-6$221,269$43,368$7,228iApproximate average salary by contribution assumption: employee only about $180,700 at 4% or $120,467 at 6%; with 50% employer match about $120,467 at 4% or $80,311 at 6%; with 100% employer match about $90,350 at 4% or $60,233 at 6%.
200715$0$0-
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-5---
200616$251,118$32,418$5,403iApproximate average salary by contribution assumption: employee only about $135,075 at 4% or $90,050 at 6%; with 50% employer match about $90,050 at 4% or $60,033 at 6%; with 100% employer match about $67,538 at 4% or $45,025 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-6$251,118$32,418$5,403iApproximate average salary by contribution assumption: employee only about $135,075 at 4% or $90,050 at 6%; with 50% employer match about $90,050 at 4% or $60,033 at 6%; with 100% employer match about $67,538 at 4% or $45,025 at 6%.
200516$197,735$33,724$5,621iApproximate average salary by contribution assumption: employee only about $140,517 at 4% or $93,678 at 6%; with 50% employer match about $93,678 at 4% or $62,452 at 6%; with 100% employer match about $70,258 at 4% or $46,839 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-6$197,735$33,724$5,621iApproximate average salary by contribution assumption: employee only about $140,517 at 4% or $93,678 at 6%; with 50% employer match about $93,678 at 4% or $62,452 at 6%; with 100% employer match about $70,258 at 4% or $46,839 at 6%.
200416$152,072$33,007$5,501iApproximate average salary by contribution assumption: employee only about $137,529 at 4% or $91,686 at 6%; with 50% employer match about $91,686 at 4% or $61,124 at 6%; with 100% employer match about $68,765 at 4% or $45,843 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-6$152,072$33,007$5,501iApproximate average salary by contribution assumption: employee only about $137,529 at 4% or $91,686 at 6%; with 50% employer match about $91,686 at 4% or $61,124 at 6%; with 100% employer match about $68,765 at 4% or $45,843 at 6%.
200318$120,262$26,192$3,274iApproximate average salary by contribution assumption: employee only about $81,850 at 4% or $54,567 at 6%; with 50% employer match about $54,567 at 4% or $36,378 at 6%; with 100% employer match about $40,925 at 4% or $27,283 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-8$120,262$26,192$3,274iApproximate average salary by contribution assumption: employee only about $81,850 at 4% or $54,567 at 6%; with 50% employer match about $54,567 at 4% or $36,378 at 6%; with 100% employer match about $40,925 at 4% or $27,283 at 6%.
200215$67,304$25,686$5,137iApproximate average salary by contribution assumption: employee only about $128,430 at 4% or $85,620 at 6%; with 50% employer match about $85,620 at 4% or $57,080 at 6%; with 100% employer match about $64,215 at 4% or $42,810 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-5$67,304$25,686$5,137iApproximate average salary by contribution assumption: employee only about $128,430 at 4% or $85,620 at 6%; with 50% employer match about $85,620 at 4% or $57,080 at 6%; with 100% employer match about $64,215 at 4% or $42,810 at 6%.
200116$60,991$25,329$4,222iApproximate average salary by contribution assumption: employee only about $105,538 at 4% or $70,358 at 6%; with 50% employer match about $70,358 at 4% or $46,906 at 6%; with 100% employer match about $52,769 at 4% or $35,179 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-6$60,991$25,329$4,222iApproximate average salary by contribution assumption: employee only about $105,538 at 4% or $70,358 at 6%; with 50% employer match about $70,358 at 4% or $46,906 at 6%; with 100% employer match about $52,769 at 4% or $35,179 at 6%.
200015$46,106$14,941$2,988iApproximate average salary by contribution assumption: employee only about $74,705 at 4% or $49,803 at 6%; with 50% employer match about $49,803 at 4% or $33,202 at 6%; with 100% employer match about $37,353 at 4% or $24,902 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-5$46,106$14,941$2,988iApproximate average salary by contribution assumption: employee only about $74,705 at 4% or $49,803 at 6%; with 50% employer match about $49,803 at 4% or $33,202 at 6%; with 100% employer match about $37,353 at 4% or $24,902 at 6%.
199915$36,681$13,561$2,712iApproximate average salary by contribution assumption: employee only about $67,805 at 4% or $45,203 at 6%; with 50% employer match about $45,203 at 4% or $30,136 at 6%; with 100% employer match about $33,903 at 4% or $22,602 at 6%.
Kaplan Schmidt Electric Inc. 401(K) Profit Sharing Plan & Trust-5$36,681$13,561$2,712iApproximate average salary by contribution assumption: employee only about $67,805 at 4% or $45,203 at 6%; with 50% employer match about $45,203 at 4% or $30,136 at 6%; with 100% employer match about $33,903 at 4% or $22,602 at 6%.