THE CAPLAN GROUP INC
Plan context: Caplan Group Inc 401(K) Profit Sharing Plan & Trust
EIN 31-1726737 • Frankfort, KS • 24 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$960,453
2025 Contributions
$40,920
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $960,453 | $40,920 | $20,460iApproximate average salary by contribution assumption: employee only about $511,500 at 4% or $341,000 at 6%; with 50% employer match about $341,000 at 4% or $227,333 at 6%; with 100% employer match about $255,750 at 4% or $170,500 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 2 | $960,453 | $40,920 | $20,460iApproximate average salary by contribution assumption: employee only about $511,500 at 4% or $341,000 at 6%; with 50% employer match about $341,000 at 4% or $227,333 at 6%; with 100% employer match about $255,750 at 4% or $170,500 at 6%. |
| 2024 | 1 | 2 | $802,371 | $36,129 | $18,065iApproximate average salary by contribution assumption: employee only about $451,613 at 4% or $301,075 at 6%; with 50% employer match about $301,075 at 4% or $200,717 at 6%; with 100% employer match about $225,806 at 4% or $150,538 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 2 | $802,371 | $36,129 | $18,065iApproximate average salary by contribution assumption: employee only about $451,613 at 4% or $301,075 at 6%; with 50% employer match about $301,075 at 4% or $200,717 at 6%; with 100% employer match about $225,806 at 4% or $150,538 at 6%. |
| 2023 | 1 | 3 | $739,119 | $30,820 | $10,273iApproximate average salary by contribution assumption: employee only about $256,833 at 4% or $171,222 at 6%; with 50% employer match about $171,222 at 4% or $114,148 at 6%; with 100% employer match about $128,417 at 4% or $85,611 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 3 | $739,119 | $30,820 | $10,273iApproximate average salary by contribution assumption: employee only about $256,833 at 4% or $171,222 at 6%; with 50% employer match about $171,222 at 4% or $114,148 at 6%; with 100% employer match about $128,417 at 4% or $85,611 at 6%. |
| 2022 | 1 | 3 | $633,165 | $29,840 | $9,947iApproximate average salary by contribution assumption: employee only about $248,667 at 4% or $165,778 at 6%; with 50% employer match about $165,778 at 4% or $110,519 at 6%; with 100% employer match about $124,333 at 4% or $82,889 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 3 | $633,165 | $29,840 | $9,947iApproximate average salary by contribution assumption: employee only about $248,667 at 4% or $165,778 at 6%; with 50% employer match about $165,778 at 4% or $110,519 at 6%; with 100% employer match about $124,333 at 4% or $82,889 at 6%. |
| 2021 | 1 | 4 | $701,558 | $33,040 | $8,260iApproximate average salary by contribution assumption: employee only about $206,500 at 4% or $137,667 at 6%; with 50% employer match about $137,667 at 4% or $91,778 at 6%; with 100% employer match about $103,250 at 4% or $68,833 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $701,558 | $33,040 | $8,260iApproximate average salary by contribution assumption: employee only about $206,500 at 4% or $137,667 at 6%; with 50% employer match about $137,667 at 4% or $91,778 at 6%; with 100% employer match about $103,250 at 4% or $68,833 at 6%. |
| 2020 | 1 | 4 | $614,601 | $30,553 | $7,638iApproximate average salary by contribution assumption: employee only about $190,956 at 4% or $127,304 at 6%; with 50% employer match about $127,304 at 4% or $84,869 at 6%; with 100% employer match about $95,478 at 4% or $63,652 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $614,601 | $30,553 | $7,638iApproximate average salary by contribution assumption: employee only about $190,956 at 4% or $127,304 at 6%; with 50% employer match about $127,304 at 4% or $84,869 at 6%; with 100% employer match about $95,478 at 4% or $63,652 at 6%. |
| 2019 | 1 | 4 | $527,205 | $35,554 | $8,889iApproximate average salary by contribution assumption: employee only about $222,213 at 4% or $148,142 at 6%; with 50% employer match about $148,142 at 4% or $98,761 at 6%; with 100% employer match about $111,106 at 4% or $74,071 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $527,205 | $35,554 | $8,889iApproximate average salary by contribution assumption: employee only about $222,213 at 4% or $148,142 at 6%; with 50% employer match about $148,142 at 4% or $98,761 at 6%; with 100% employer match about $111,106 at 4% or $74,071 at 6%. |
| 2018 | 1 | 4 | $412,433 | $41,740 | $10,435iApproximate average salary by contribution assumption: employee only about $260,875 at 4% or $173,917 at 6%; with 50% employer match about $173,917 at 4% or $115,944 at 6%; with 100% employer match about $130,438 at 4% or $86,958 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $412,433 | $41,740 | $10,435iApproximate average salary by contribution assumption: employee only about $260,875 at 4% or $173,917 at 6%; with 50% employer match about $173,917 at 4% or $115,944 at 6%; with 100% employer match about $130,438 at 4% or $86,958 at 6%. |
| 2017 | 1 | 4 | $387,471 | $33,758 | $8,440iApproximate average salary by contribution assumption: employee only about $210,988 at 4% or $140,658 at 6%; with 50% employer match about $140,658 at 4% or $93,772 at 6%; with 100% employer match about $105,494 at 4% or $70,329 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $387,471 | $33,758 | $8,440iApproximate average salary by contribution assumption: employee only about $210,988 at 4% or $140,658 at 6%; with 50% employer match about $140,658 at 4% or $93,772 at 6%; with 100% employer match about $105,494 at 4% or $70,329 at 6%. |
| 2016 | 1 | 3 | $339,243 | $22,431 | $7,477iApproximate average salary by contribution assumption: employee only about $186,925 at 4% or $124,617 at 6%; with 50% employer match about $124,617 at 4% or $83,078 at 6%; with 100% employer match about $93,463 at 4% or $62,308 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 3 | $339,243 | $22,431 | $7,477iApproximate average salary by contribution assumption: employee only about $186,925 at 4% or $124,617 at 6%; with 50% employer match about $124,617 at 4% or $83,078 at 6%; with 100% employer match about $93,463 at 4% or $62,308 at 6%. |
| 2015 | 1 | 3 | $308,515 | $23,967 | $7,989iApproximate average salary by contribution assumption: employee only about $199,725 at 4% or $133,150 at 6%; with 50% employer match about $133,150 at 4% or $88,767 at 6%; with 100% employer match about $99,863 at 4% or $66,575 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 3 | $308,515 | $23,967 | $7,989iApproximate average salary by contribution assumption: employee only about $199,725 at 4% or $133,150 at 6%; with 50% employer match about $133,150 at 4% or $88,767 at 6%; with 100% employer match about $99,863 at 4% or $66,575 at 6%. |
| 2014 | 1 | 3 | $284,766 | $31,900 | $10,633iApproximate average salary by contribution assumption: employee only about $265,833 at 4% or $177,222 at 6%; with 50% employer match about $177,222 at 4% or $118,148 at 6%; with 100% employer match about $132,917 at 4% or $88,611 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 3 | $284,766 | $31,900 | $10,633iApproximate average salary by contribution assumption: employee only about $265,833 at 4% or $177,222 at 6%; with 50% employer match about $177,222 at 4% or $118,148 at 6%; with 100% employer match about $132,917 at 4% or $88,611 at 6%. |
| 2013 | 1 | 3 | $247,194 | $23,241 | $7,747iApproximate average salary by contribution assumption: employee only about $193,675 at 4% or $129,117 at 6%; with 50% employer match about $129,117 at 4% or $86,078 at 6%; with 100% employer match about $96,838 at 4% or $64,558 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 3 | $247,194 | $23,241 | $7,747iApproximate average salary by contribution assumption: employee only about $193,675 at 4% or $129,117 at 6%; with 50% employer match about $129,117 at 4% or $86,078 at 6%; with 100% employer match about $96,838 at 4% or $64,558 at 6%. |
| 2012 | 1 | 3 | $206,436 | $26,500 | $8,833iApproximate average salary by contribution assumption: employee only about $220,833 at 4% or $147,222 at 6%; with 50% employer match about $147,222 at 4% or $98,148 at 6%; with 100% employer match about $110,417 at 4% or $73,611 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 3 | $206,436 | $26,500 | $8,833iApproximate average salary by contribution assumption: employee only about $220,833 at 4% or $147,222 at 6%; with 50% employer match about $147,222 at 4% or $98,148 at 6%; with 100% employer match about $110,417 at 4% or $73,611 at 6%. |
| 2011 | 1 | 3 | $172,731 | $18,049 | $6,016iApproximate average salary by contribution assumption: employee only about $150,408 at 4% or $100,272 at 6%; with 50% employer match about $100,272 at 4% or $66,848 at 6%; with 100% employer match about $75,204 at 4% or $50,136 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 3 | $172,731 | $18,049 | $6,016iApproximate average salary by contribution assumption: employee only about $150,408 at 4% or $100,272 at 6%; with 50% employer match about $100,272 at 4% or $66,848 at 6%; with 100% employer match about $75,204 at 4% or $50,136 at 6%. |
| 2010 | 1 | 4 | $202,015 | $19,826 | $4,957iApproximate average salary by contribution assumption: employee only about $123,913 at 4% or $82,608 at 6%; with 50% employer match about $82,608 at 4% or $55,072 at 6%; with 100% employer match about $61,956 at 4% or $41,304 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $202,015 | $19,826 | $4,957iApproximate average salary by contribution assumption: employee only about $123,913 at 4% or $82,608 at 6%; with 50% employer match about $82,608 at 4% or $55,072 at 6%; with 100% employer match about $61,956 at 4% or $41,304 at 6%. |
| 2009 | 1 | 4 | $170,450 | $25,787 | $6,447iApproximate average salary by contribution assumption: employee only about $161,169 at 4% or $107,446 at 6%; with 50% employer match about $107,446 at 4% or $71,631 at 6%; with 100% employer match about $80,584 at 4% or $53,723 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $170,450 | $25,787 | $6,447iApproximate average salary by contribution assumption: employee only about $161,169 at 4% or $107,446 at 6%; with 50% employer match about $107,446 at 4% or $71,631 at 6%; with 100% employer match about $80,584 at 4% or $53,723 at 6%. |
| 2008 | 1 | 4 | $129,684 | $28,349 | $7,087iApproximate average salary by contribution assumption: employee only about $177,181 at 4% or $118,121 at 6%; with 50% employer match about $118,121 at 4% or $78,747 at 6%; with 100% employer match about $88,591 at 4% or $59,060 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $129,684 | $28,349 | $7,087iApproximate average salary by contribution assumption: employee only about $177,181 at 4% or $118,121 at 6%; with 50% employer match about $118,121 at 4% or $78,747 at 6%; with 100% employer match about $88,591 at 4% or $59,060 at 6%. |
| 2007 | 1 | 4 | $124,018 | $23,395 | $5,849iApproximate average salary by contribution assumption: employee only about $146,219 at 4% or $97,479 at 6%; with 50% employer match about $97,479 at 4% or $64,986 at 6%; with 100% employer match about $73,109 at 4% or $48,740 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $124,018 | $23,395 | $5,849iApproximate average salary by contribution assumption: employee only about $146,219 at 4% or $97,479 at 6%; with 50% employer match about $97,479 at 4% or $64,986 at 6%; with 100% employer match about $73,109 at 4% or $48,740 at 6%. |
| 2006 | 1 | 4 | $92,418 | $25,071 | $6,268iApproximate average salary by contribution assumption: employee only about $156,694 at 4% or $104,463 at 6%; with 50% employer match about $104,463 at 4% or $69,642 at 6%; with 100% employer match about $78,347 at 4% or $52,231 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $92,418 | $25,071 | $6,268iApproximate average salary by contribution assumption: employee only about $156,694 at 4% or $104,463 at 6%; with 50% employer match about $104,463 at 4% or $69,642 at 6%; with 100% employer match about $78,347 at 4% or $52,231 at 6%. |
| 2004 | 1 | 4 | $0 | $0 | - |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 4 | - | - | - |
| 2003 | 1 | 4 | $17,879 | $14,876 | $3,719iApproximate average salary by contribution assumption: employee only about $92,975 at 4% or $61,983 at 6%; with 50% employer match about $61,983 at 4% or $41,322 at 6%; with 100% employer match about $46,488 at 4% or $30,992 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $17,879 | $14,876 | $3,719iApproximate average salary by contribution assumption: employee only about $92,975 at 4% or $61,983 at 6%; with 50% employer match about $61,983 at 4% or $41,322 at 6%; with 100% employer match about $46,488 at 4% or $30,992 at 6%. |
| 2002 | 1 | 4 | $8,830 | $7,560 | $1,890iApproximate average salary by contribution assumption: employee only about $47,250 at 4% or $31,500 at 6%; with 50% employer match about $31,500 at 4% or $21,000 at 6%; with 100% employer match about $23,625 at 4% or $15,750 at 6%. |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $8,830 | $7,560 | $1,890iApproximate average salary by contribution assumption: employee only about $47,250 at 4% or $31,500 at 6%; with 50% employer match about $31,500 at 4% or $21,000 at 6%; with 100% employer match about $23,625 at 4% or $15,750 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Caplan Group Inc 401(K) Profit Sharing Plan & Trust | - | 2 | - | - | - |