Civic Intelligence

Dave Kaplan Management Inc.

Plan context: Dave Kaplan Management 401K Plan

EIN 33-0774670 • Bonsall, CA • 21 filings • 4 plans

5256 S Mission RoadSuite 1210Bonsall, CA 92003
Current Snapshot

Latest Year

2021

2021 Participants

10

2021 Assets

$1,969,524

2021 Contributions

$104,822

Historical Graphs

Total Assets Over Time

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

$2,132,074$1,066,037$0199920102021YearValue
$1,969,524Latest year 2021

Participants Over Time

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

1260199920092021YearValue
10Latest year 2021

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
2021110$1,969,524$104,822$10,482iApproximate average salary by contribution assumption: employee only about $262,055 at 4% or $174,703 at 6%; with 50% employer match about $174,703 at 4% or $116,469 at 6%; with 100% employer match about $131,028 at 4% or $87,352 at 6%.
Dave Kaplan Management 401K Plan-10$1,969,524$104,822$10,482iApproximate average salary by contribution assumption: employee only about $262,055 at 4% or $174,703 at 6%; with 50% employer match about $174,703 at 4% or $116,469 at 6%; with 100% employer match about $131,028 at 4% or $87,352 at 6%.
2020111$2,132,074$108,046$9,822iApproximate average salary by contribution assumption: employee only about $245,559 at 4% or $163,706 at 6%; with 50% employer match about $163,706 at 4% or $109,137 at 6%; with 100% employer match about $122,780 at 4% or $81,853 at 6%.
Dave Kaplan Management 401K Plan-11$2,132,074$108,046$9,822iApproximate average salary by contribution assumption: employee only about $245,559 at 4% or $163,706 at 6%; with 50% employer match about $163,706 at 4% or $109,137 at 6%; with 100% employer match about $122,780 at 4% or $81,853 at 6%.
2018110$1,437,645$89,060$8,906iApproximate average salary by contribution assumption: employee only about $222,650 at 4% or $148,433 at 6%; with 50% employer match about $148,433 at 4% or $98,956 at 6%; with 100% employer match about $111,325 at 4% or $74,217 at 6%.
Dave Kaplan Management 401K Plan-10$1,437,645$89,060$8,906iApproximate average salary by contribution assumption: employee only about $222,650 at 4% or $148,433 at 6%; with 50% employer match about $148,433 at 4% or $98,956 at 6%; with 100% employer match about $111,325 at 4% or $74,217 at 6%.
201617$1,294,819$72,754$10,393iApproximate average salary by contribution assumption: employee only about $259,836 at 4% or $173,224 at 6%; with 50% employer match about $173,224 at 4% or $115,483 at 6%; with 100% employer match about $129,918 at 4% or $86,612 at 6%.
Dave Kaplan Management 401K Plan-7$1,294,819$72,754$10,393iApproximate average salary by contribution assumption: employee only about $259,836 at 4% or $173,224 at 6%; with 50% employer match about $173,224 at 4% or $115,483 at 6%; with 100% employer match about $129,918 at 4% or $86,612 at 6%.
2015110$1,160,263$71,322$7,132iApproximate average salary by contribution assumption: employee only about $178,305 at 4% or $118,870 at 6%; with 50% employer match about $118,870 at 4% or $79,247 at 6%; with 100% employer match about $89,153 at 4% or $59,435 at 6%.
Dave Kaplan Management 401K Plan-10$1,160,263$71,322$7,132iApproximate average salary by contribution assumption: employee only about $178,305 at 4% or $118,870 at 6%; with 50% employer match about $118,870 at 4% or $79,247 at 6%; with 100% employer match about $89,153 at 4% or $59,435 at 6%.
2014110$1,117,655$22,612$2,261iApproximate average salary by contribution assumption: employee only about $56,530 at 4% or $37,687 at 6%; with 50% employer match about $37,687 at 4% or $25,124 at 6%; with 100% employer match about $28,265 at 4% or $18,843 at 6%.
Dave Kaplan Management 401K Plan-10$1,117,655$22,612$2,261iApproximate average salary by contribution assumption: employee only about $56,530 at 4% or $37,687 at 6%; with 50% employer match about $37,687 at 4% or $25,124 at 6%; with 100% employer match about $28,265 at 4% or $18,843 at 6%.
2013111$1,187,160$10,226$930iApproximate average salary by contribution assumption: employee only about $23,241 at 4% or $15,494 at 6%; with 50% employer match about $15,494 at 4% or $10,329 at 6%; with 100% employer match about $11,620 at 4% or $7,747 at 6%.
Dave Kaplan Management 401K Plan-11$1,187,160$10,226$930iApproximate average salary by contribution assumption: employee only about $23,241 at 4% or $15,494 at 6%; with 50% employer match about $15,494 at 4% or $10,329 at 6%; with 100% employer match about $11,620 at 4% or $7,747 at 6%.
2012111$1,023,370$63,046$5,731iApproximate average salary by contribution assumption: employee only about $143,286 at 4% or $95,524 at 6%; with 50% employer match about $95,524 at 4% or $63,683 at 6%; with 100% employer match about $71,643 at 4% or $47,762 at 6%.
Dave Kaplan Management 401K Plan-11$1,023,370$63,046$5,731iApproximate average salary by contribution assumption: employee only about $143,286 at 4% or $95,524 at 6%; with 50% employer match about $95,524 at 4% or $63,683 at 6%; with 100% employer match about $71,643 at 4% or $47,762 at 6%.
2011112$882,321$71,067$5,922iApproximate average salary by contribution assumption: employee only about $148,056 at 4% or $98,704 at 6%; with 50% employer match about $98,704 at 4% or $65,803 at 6%; with 100% employer match about $74,028 at 4% or $49,352 at 6%.
Dave Kaplan Management 401K Plan-12$882,321$71,067$5,922iApproximate average salary by contribution assumption: employee only about $148,056 at 4% or $98,704 at 6%; with 50% employer match about $98,704 at 4% or $65,803 at 6%; with 100% employer match about $74,028 at 4% or $49,352 at 6%.
201019$1,175,381$51,242$5,694iApproximate average salary by contribution assumption: employee only about $142,339 at 4% or $94,893 at 6%; with 50% employer match about $94,893 at 4% or $63,262 at 6%; with 100% employer match about $71,169 at 4% or $47,446 at 6%.
Dave Kaplan Management 401K Plan-9$1,175,381$51,242$5,694iApproximate average salary by contribution assumption: employee only about $142,339 at 4% or $94,893 at 6%; with 50% employer match about $94,893 at 4% or $63,262 at 6%; with 100% employer match about $71,169 at 4% or $47,446 at 6%.
200919$975,525$100,359$11,151iApproximate average salary by contribution assumption: employee only about $278,775 at 4% or $185,850 at 6%; with 50% employer match about $185,850 at 4% or $123,900 at 6%; with 100% employer match about $139,388 at 4% or $92,925 at 6%.
Dave Kaplan Management 401K Plan-9$975,525$100,359$11,151iApproximate average salary by contribution assumption: employee only about $278,775 at 4% or $185,850 at 6%; with 50% employer match about $185,850 at 4% or $123,900 at 6%; with 100% employer match about $139,388 at 4% or $92,925 at 6%.
200816$654,427$91,925$15,321iApproximate average salary by contribution assumption: employee only about $383,021 at 4% or $255,347 at 6%; with 50% employer match about $255,347 at 4% or $170,231 at 6%; with 100% employer match about $191,510 at 4% or $127,674 at 6%.
Dave Kaplan Management 401K Plan-6$654,427$91,925$15,321iApproximate average salary by contribution assumption: employee only about $383,021 at 4% or $255,347 at 6%; with 50% employer match about $255,347 at 4% or $170,231 at 6%; with 100% employer match about $191,510 at 4% or $127,674 at 6%.
200716$0$0-
Dave Kaplan Management 401K Plan-6---
200615$769,215$81,468$16,294iApproximate average salary by contribution assumption: employee only about $407,340 at 4% or $271,560 at 6%; with 50% employer match about $271,560 at 4% or $181,040 at 6%; with 100% employer match about $203,670 at 4% or $135,780 at 6%.
Dave Kaplan Management 401K Plan-5$769,215$81,468$16,294iApproximate average salary by contribution assumption: employee only about $407,340 at 4% or $271,560 at 6%; with 50% employer match about $271,560 at 4% or $181,040 at 6%; with 100% employer match about $203,670 at 4% or $135,780 at 6%.
200514$620,570$82,294$20,574iApproximate average salary by contribution assumption: employee only about $514,338 at 4% or $342,892 at 6%; with 50% employer match about $342,892 at 4% or $228,594 at 6%; with 100% employer match about $257,169 at 4% or $171,446 at 6%.
Dave Kaplan Management 401K Plan-4$620,570$82,294$20,574iApproximate average salary by contribution assumption: employee only about $514,338 at 4% or $342,892 at 6%; with 50% employer match about $342,892 at 4% or $228,594 at 6%; with 100% employer match about $257,169 at 4% or $171,446 at 6%.
200413$502,439$84,145$28,048iApproximate average salary by contribution assumption: employee only about $701,208 at 4% or $467,472 at 6%; with 50% employer match about $467,472 at 4% or $311,648 at 6%; with 100% employer match about $350,604 at 4% or $233,736 at 6%.
Dave Kaplan Management 401K Plan-3$502,439$84,145$28,048iApproximate average salary by contribution assumption: employee only about $701,208 at 4% or $467,472 at 6%; with 50% employer match about $467,472 at 4% or $311,648 at 6%; with 100% employer match about $350,604 at 4% or $233,736 at 6%.
200315$373,054$62,710$12,542iApproximate average salary by contribution assumption: employee only about $313,550 at 4% or $209,033 at 6%; with 50% employer match about $209,033 at 4% or $139,356 at 6%; with 100% employer match about $156,775 at 4% or $104,517 at 6%.
Dave Kaplan Management 401K Plan-5$373,054$62,710$12,542iApproximate average salary by contribution assumption: employee only about $313,550 at 4% or $209,033 at 6%; with 50% employer match about $209,033 at 4% or $139,356 at 6%; with 100% employer match about $156,775 at 4% or $104,517 at 6%.
200216$225,803$67,160$11,193iApproximate average salary by contribution assumption: employee only about $279,833 at 4% or $186,556 at 6%; with 50% employer match about $186,556 at 4% or $124,370 at 6%; with 100% employer match about $139,917 at 4% or $93,278 at 6%.
Dave Kaplan Management 401K Plan-6$225,803$67,160$11,193iApproximate average salary by contribution assumption: employee only about $279,833 at 4% or $186,556 at 6%; with 50% employer match about $186,556 at 4% or $124,370 at 6%; with 100% employer match about $139,917 at 4% or $93,278 at 6%.
200116$197,732$61,161$10,194iApproximate average salary by contribution assumption: employee only about $254,838 at 4% or $169,892 at 6%; with 50% employer match about $169,892 at 4% or $113,261 at 6%; with 100% employer match about $127,419 at 4% or $84,946 at 6%.
Dave Kaplan Management 401K Plan-6$197,732$61,161$10,194iApproximate average salary by contribution assumption: employee only about $254,838 at 4% or $169,892 at 6%; with 50% employer match about $169,892 at 4% or $113,261 at 6%; with 100% employer match about $127,419 at 4% or $84,946 at 6%.
200015$0$0-
Dave Kaplan Management 401K Plan-5---
199914$99,364$47,863$11,966iApproximate average salary by contribution assumption: employee only about $299,144 at 4% or $199,429 at 6%; with 50% employer match about $199,429 at 4% or $132,953 at 6%; with 100% employer match about $149,572 at 4% or $99,715 at 6%.
Dave Kaplan Management 401K Plan-4$99,364$47,863$11,966iApproximate average salary by contribution assumption: employee only about $299,144 at 4% or $199,429 at 6%; with 50% employer match about $199,429 at 4% or $132,953 at 6%; with 100% employer match about $149,572 at 4% or $99,715 at 6%.