Civic Intelligence

James a. Caplin, M.D., P.A.

Plan context: James a. Caplin, M.D., P.A. 401(K) Profit Sharing Plan

EIN 26-1484728 • Corpus Christi, TX • 16 filings • 5 plans

3314 S Alameda StreetCorpus Christi, TX 78411
Current Snapshot

Latest Year

2024

2024 Participants

42

2024 Assets

$714,967

2024 Contributions

$41,018

Historical Graphs

Total Assets Over Time

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

$1,340,108$670,054$0200920172024YearValue
$714,967Latest year 2024

Participants Over Time

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

74370200920172024YearValue
42Latest 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
2024142$714,967$41,018$977iApproximate average salary by contribution assumption: employee only about $24,415 at 4% or $16,277 at 6%; with 50% employer match about $16,277 at 4% or $10,851 at 6%; with 100% employer match about $12,208 at 4% or $8,138 at 6%.
James a. Caplin, M.D., P.A. 401(K) Profit Sharing Plan-42$714,967$41,018$977iApproximate average salary by contribution assumption: employee only about $24,415 at 4% or $16,277 at 6%; with 50% employer match about $16,277 at 4% or $10,851 at 6%; with 100% employer match about $12,208 at 4% or $8,138 at 6%.
2023140$624,522$25,736$643iApproximate average salary by contribution assumption: employee only about $16,085 at 4% or $10,723 at 6%; with 50% employer match about $10,723 at 4% or $7,149 at 6%; with 100% employer match about $8,043 at 4% or $5,362 at 6%.
James a. Caplin, M.D., P.A. 401(K) Profit Sharing Plan-40$624,522$25,736$643iApproximate average salary by contribution assumption: employee only about $16,085 at 4% or $10,723 at 6%; with 50% employer match about $10,723 at 4% or $7,149 at 6%; with 100% employer match about $8,043 at 4% or $5,362 at 6%.
2022141$536,445$27,018$659iApproximate average salary by contribution assumption: employee only about $16,474 at 4% or $10,983 at 6%; with 50% employer match about $10,983 at 4% or $7,322 at 6%; with 100% employer match about $8,237 at 4% or $5,491 at 6%.
James a. Caplin, M.D., P.A. 401(K) Profit Sharing Plan-41$536,445$27,018$659iApproximate average salary by contribution assumption: employee only about $16,474 at 4% or $10,983 at 6%; with 50% employer match about $10,983 at 4% or $7,322 at 6%; with 100% employer match about $8,237 at 4% or $5,491 at 6%.
2021150$678,953$30,371$607iApproximate average salary by contribution assumption: employee only about $15,185 at 4% or $10,124 at 6%; with 50% employer match about $10,124 at 4% or $6,749 at 6%; with 100% employer match about $7,593 at 4% or $5,062 at 6%.
James a. Caplin, M.D., P.A. 401(K) Profit Sharing Plan-50$678,953$30,371$607iApproximate average salary by contribution assumption: employee only about $15,185 at 4% or $10,124 at 6%; with 50% employer match about $10,124 at 4% or $6,749 at 6%; with 100% employer match about $7,593 at 4% or $5,062 at 6%.
2020151$596,744$27,808$545iApproximate average salary by contribution assumption: employee only about $13,631 at 4% or $9,088 at 6%; with 50% employer match about $9,088 at 4% or $6,058 at 6%; with 100% employer match about $6,816 at 4% or $4,544 at 6%.
James a. Caplin, M.D., P.A. 401(K) Profit Sharing Plan-51$596,744$27,808$545iApproximate average salary by contribution assumption: employee only about $13,631 at 4% or $9,088 at 6%; with 50% employer match about $9,088 at 4% or $6,058 at 6%; with 100% employer match about $6,816 at 4% or $4,544 at 6%.
2019152$555,720$31,722$610iApproximate average salary by contribution assumption: employee only about $15,251 at 4% or $10,167 at 6%; with 50% employer match about $10,167 at 4% or $6,778 at 6%; with 100% employer match about $7,625 at 4% or $5,084 at 6%.
James a. Caplin, M.D., P.A. 401(K) Profit Sharing Plan-52$555,720$31,722$610iApproximate average salary by contribution assumption: employee only about $15,251 at 4% or $10,167 at 6%; with 50% employer match about $10,167 at 4% or $6,778 at 6%; with 100% employer match about $7,625 at 4% or $5,084 at 6%.
2018158$565,257$37,964$655iApproximate average salary by contribution assumption: employee only about $16,364 at 4% or $10,909 at 6%; with 50% employer match about $10,909 at 4% or $7,273 at 6%; with 100% employer match about $8,182 at 4% or $5,455 at 6%.
James a. Caplin, M.D., P.A. 401(K) Profit Sharing Plan-58$565,257$37,964$655iApproximate average salary by contribution assumption: employee only about $16,364 at 4% or $10,909 at 6%; with 50% employer match about $10,909 at 4% or $7,273 at 6%; with 100% employer match about $8,182 at 4% or $5,455 at 6%.
2017163$1,102,642$132,723$2,107iApproximate average salary by contribution assumption: employee only about $52,668 at 4% or $35,112 at 6%; with 50% employer match about $35,112 at 4% or $23,408 at 6%; with 100% employer match about $26,334 at 4% or $17,556 at 6%.
James a. Caplin, M.D., P.A. 401(K) Profit Sharing Plan-63$1,102,642$132,723$2,107iApproximate average salary by contribution assumption: employee only about $52,668 at 4% or $35,112 at 6%; with 50% employer match about $35,112 at 4% or $23,408 at 6%; with 100% employer match about $26,334 at 4% or $17,556 at 6%.
2016174$1,340,108$206,422$2,789iApproximate average salary by contribution assumption: employee only about $69,737 at 4% or $46,491 at 6%; with 50% employer match about $46,491 at 4% or $30,994 at 6%; with 100% employer match about $34,869 at 4% or $23,246 at 6%.
James a. Caplin, M.D., P.A. 401(K) Profit Sharing Plan-74$1,340,108$206,422$2,789iApproximate average salary by contribution assumption: employee only about $69,737 at 4% or $46,491 at 6%; with 50% employer match about $46,491 at 4% or $30,994 at 6%; with 100% employer match about $34,869 at 4% or $23,246 at 6%.
2015174$1,225,916$233,456$3,155iApproximate average salary by contribution assumption: employee only about $78,870 at 4% or $52,580 at 6%; with 50% employer match about $52,580 at 4% or $35,053 at 6%; with 100% employer match about $39,435 at 4% or $26,290 at 6%.
James a. Caplin, M.D., P.A. 401(K) Profit Sharing Plan-74$1,225,916$233,456$3,155iApproximate average salary by contribution assumption: employee only about $78,870 at 4% or $52,580 at 6%; with 50% employer match about $52,580 at 4% or $35,053 at 6%; with 100% employer match about $39,435 at 4% or $26,290 at 6%.
2014171$1,156,824$215,232$3,031iApproximate average salary by contribution assumption: employee only about $75,786 at 4% or $50,524 at 6%; with 50% employer match about $50,524 at 4% or $33,683 at 6%; with 100% employer match about $37,893 at 4% or $25,262 at 6%.
James a. Caplin, M.D., P.A. 401(K) Profit Sharing Plan-71$1,156,824$215,232$3,031iApproximate average salary by contribution assumption: employee only about $75,786 at 4% or $50,524 at 6%; with 50% employer match about $50,524 at 4% or $33,683 at 6%; with 100% employer match about $37,893 at 4% or $25,262 at 6%.
2013169$1,010,125$197,527$2,863iApproximate average salary by contribution assumption: employee only about $71,568 at 4% or $47,712 at 6%; with 50% employer match about $47,712 at 4% or $31,808 at 6%; with 100% employer match about $35,784 at 4% or $23,856 at 6%.
James a. Caplin, M.D., P.A. 401(K) Profit Sharing Plan-69$1,010,125$197,527$2,863iApproximate average salary by contribution assumption: employee only about $71,568 at 4% or $47,712 at 6%; with 50% employer match about $47,712 at 4% or $31,808 at 6%; with 100% employer match about $35,784 at 4% or $23,856 at 6%.
2012171$876,279$267,413$3,766iApproximate average salary by contribution assumption: employee only about $94,160 at 4% or $62,773 at 6%; with 50% employer match about $62,773 at 4% or $41,849 at 6%; with 100% employer match about $47,080 at 4% or $31,387 at 6%.
James a. Caplin, M.D., P.A. 401(K) Profit Sharing Plan-71$876,279$267,413$3,766iApproximate average salary by contribution assumption: employee only about $94,160 at 4% or $62,773 at 6%; with 50% employer match about $62,773 at 4% or $41,849 at 6%; with 100% employer match about $47,080 at 4% or $31,387 at 6%.
2011168$637,652$163,371$2,403iApproximate average salary by contribution assumption: employee only about $60,063 at 4% or $40,042 at 6%; with 50% employer match about $40,042 at 4% or $26,695 at 6%; with 100% employer match about $30,031 at 4% or $20,021 at 6%.
James a. Caplin, M.D., P.A. 401(K) Profit Sharing Plan-68$637,652$163,371$2,403iApproximate average salary by contribution assumption: employee only about $60,063 at 4% or $40,042 at 6%; with 50% employer match about $40,042 at 4% or $26,695 at 6%; with 100% employer match about $30,031 at 4% or $20,021 at 6%.
2010154$490,208$199,105$3,687iApproximate average salary by contribution assumption: employee only about $92,178 at 4% or $61,452 at 6%; with 50% employer match about $61,452 at 4% or $40,968 at 6%; with 100% employer match about $46,089 at 4% or $30,726 at 6%.
James a. Caplin, M.D., P.A. 401(K) Profit Sharing Plan-54$490,208$199,105$3,687iApproximate average salary by contribution assumption: employee only about $92,178 at 4% or $61,452 at 6%; with 50% employer match about $61,452 at 4% or $40,968 at 6%; with 100% employer match about $46,089 at 4% or $30,726 at 6%.
2009150$312,324$187,359$3,747iApproximate average salary by contribution assumption: employee only about $93,680 at 4% or $62,453 at 6%; with 50% employer match about $62,453 at 4% or $41,635 at 6%; with 100% employer match about $46,840 at 4% or $31,227 at 6%.
James a. Caplin, M.D., P.A. 401(K) Profit Sharing Plan-50$312,324$187,359$3,747iApproximate average salary by contribution assumption: employee only about $93,680 at 4% or $62,453 at 6%; with 50% employer match about $62,453 at 4% or $41,635 at 6%; with 100% employer match about $46,840 at 4% or $31,227 at 6%.
James a. Caplin, M.D., P.A. | EIN 26-1484728 | 2024 Form 5500 Company Profile