Civic Intelligence

MITCHELL D KAPLAN DDS PHD PC

Plan context: MITCHELL D KAPLAN DDS PHD PC 401(K) PROFIT SHARING PLAN & TRUST

EIN 20-0091594 • Ann Arbor, MI • 6 filings • 3 plans

2301 Platt RdSte 100Ann Arbor, MI 48104
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$564,811

2025 Contributions

$87,704

Historical Graphs

Total Assets Over Time

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

$715,931$357,966$0201620232025YearValue
$564,811Latest year 2025

Participants Over Time

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

1470201620232025YearValue
10Latest year 2025

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
2025210$564,811$87,704$8,770iApproximate average salary by contribution assumption: employee only about $219,260 at 4% or $146,173 at 6%; with 50% employer match about $146,173 at 4% or $97,449 at 6%; with 100% employer match about $109,630 at 4% or $73,087 at 6%.
MITCHELL D KAPLAN DDS PHD PC 401(K) PROFIT SHARING PLAN & TRUST-10$415,326$46,275$4,628iApproximate average salary by contribution assumption: employee only about $115,688 at 4% or $77,125 at 6%; with 50% employer match about $77,125 at 4% or $51,417 at 6%; with 100% employer match about $57,844 at 4% or $38,563 at 6%.
MITCHELL D KAPLAN DDS PHD PC 401K PROFIT SHARING PLAN AND TRUST-9$149,485$41,429$4,603iApproximate average salary by contribution assumption: employee only about $115,081 at 4% or $76,720 at 6%; with 50% employer match about $76,720 at 4% or $51,147 at 6%; with 100% employer match about $57,540 at 4% or $38,360 at 6%.
2024114$715,931$57,845$4,132iApproximate average salary by contribution assumption: employee only about $103,295 at 4% or $68,863 at 6%; with 50% employer match about $68,863 at 4% or $45,909 at 6%; with 100% employer match about $51,647 at 4% or $34,432 at 6%.
MITCHELL D KAPLAN DDS PHD PC 401(K) PROFIT SHARING PLAN & TRUST-14$715,931$57,845$4,132iApproximate average salary by contribution assumption: employee only about $103,295 at 4% or $68,863 at 6%; with 50% employer match about $68,863 at 4% or $45,909 at 6%; with 100% employer match about $51,647 at 4% or $34,432 at 6%.
2023110$524,363$50,039$5,004iApproximate average salary by contribution assumption: employee only about $125,097 at 4% or $83,398 at 6%; with 50% employer match about $83,398 at 4% or $55,599 at 6%; with 100% employer match about $62,549 at 4% or $41,699 at 6%.
MITCHELL D KAPLAN DDS PHD PC 401(K) PROFIT SHARING PLAN & TRUST-10$524,363$50,039$5,004iApproximate average salary by contribution assumption: employee only about $125,097 at 4% or $83,398 at 6%; with 50% employer match about $83,398 at 4% or $55,599 at 6%; with 100% employer match about $62,549 at 4% or $41,699 at 6%.
2018110$190,604$51,172$5,117iApproximate average salary by contribution assumption: employee only about $127,930 at 4% or $85,287 at 6%; with 50% employer match about $85,287 at 4% or $56,858 at 6%; with 100% employer match about $63,965 at 4% or $42,643 at 6%.
MITCHELL D KAPLAN DDS PHD PC 401 K PROFIT SHARING PLAN TRUST-10$190,604$51,172$5,117iApproximate average salary by contribution assumption: employee only about $127,930 at 4% or $85,287 at 6%; with 50% employer match about $85,287 at 4% or $56,858 at 6%; with 100% employer match about $63,965 at 4% or $42,643 at 6%.
201618$87,613$80,896$10,112iApproximate average salary by contribution assumption: employee only about $252,800 at 4% or $168,533 at 6%; with 50% employer match about $168,533 at 4% or $112,356 at 6%; with 100% employer match about $126,400 at 4% or $84,267 at 6%.
MITCHELL D KAPLAN DDS PHD PC 401 K PROFIT SHARING PLAN TRUST-8$87,613$80,896$10,112iApproximate average salary by contribution assumption: employee only about $252,800 at 4% or $168,533 at 6%; with 50% employer match about $168,533 at 4% or $112,356 at 6%; with 100% employer match about $126,400 at 4% or $84,267 at 6%.