Civic Intelligence

Roy a. Kaplan, M.D.

Plan context: Roy a. Kaplan, M.D. Defined Benefit Pension Plan

EIN 33-0951893 • Encinitas, CA • 18 filings • 2 plans

345 Saxony, Ste 105Encinitas, CA 92024-7334
Current Snapshot

Latest Year

2020

2020 Participants

17

2020 Assets

$3,431,816

2020 Contributions

$100,000

Historical Graphs

Total Assets Over Time

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

$3,431,816$1,715,908$0200220112019YearValue
$3,431,816Latest year 2019

Participants Over Time

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

1790200220112019YearValue
17Latest year 2019

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
202010$0$0-
Roy a. Kaplan, M.D. Defined Benefit Pension Plan-0$0$0-
2019117$3,431,816$0-
Roy a. Kaplan, M.D. Defined Benefit Pension Plan-17$3,431,816$0-
2018114$3,302,469$100,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
Roy a. Kaplan, M.D. Defined Benefit Pension Plan-14$3,302,469$100,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
2017114$3,115,666$200,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
Roy a. Kaplan, M.D. Defined Benefit Pension Plan-14$3,115,666$200,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
201616$2,504,572$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Roy a. Kaplan, M.D. Defined Benefit Pension Plan-6$2,504,572$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201516$2,510,095$55,000$9,167iApproximate average salary by contribution assumption: employee only about $229,167 at 4% or $152,778 at 6%; with 50% employer match about $152,778 at 4% or $101,852 at 6%; with 100% employer match about $114,583 at 4% or $76,389 at 6%.
Roy a. Kaplan, M.D. Defined Benefit Pension Plan-6$2,510,095$55,000$9,167iApproximate average salary by contribution assumption: employee only about $229,167 at 4% or $152,778 at 6%; with 50% employer match about $152,778 at 4% or $101,852 at 6%; with 100% employer match about $114,583 at 4% or $76,389 at 6%.
201414$2,537,613$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Roy a. Kaplan, M.D. Defined Benefit Pension Plan-4$2,537,613$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201314$2,533,260$55,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
Roy a. Kaplan, M.D. Defined Benefit Pension Plan-4$2,533,260$55,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
201214$2,334,330$55,556$13,889iApproximate average salary by contribution assumption: employee only about $347,225 at 4% or $231,483 at 6%; with 50% employer match about $231,483 at 4% or $154,322 at 6%; with 100% employer match about $173,613 at 4% or $115,742 at 6%.
Roy a. Kaplan, M.D. Defined Benefit Pension Plan-4$2,334,330$55,556$13,889iApproximate average salary by contribution assumption: employee only about $347,225 at 4% or $231,483 at 6%; with 50% employer match about $231,483 at 4% or $154,322 at 6%; with 100% employer match about $173,613 at 4% or $115,742 at 6%.
201113$2,070,661$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Roy a. Kaplan, M.D. Defined Benefit Pension Plan-3$2,070,661$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
2010111$2,078,807$100,000$9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%.
Roy a. Kaplan, M.D. Defined Benefit Pension Plan-11$2,078,807$100,000$9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%.
2009111$1,740,017$60,000$5,455iApproximate average salary by contribution assumption: employee only about $136,364 at 4% or $90,909 at 6%; with 50% employer match about $90,909 at 4% or $60,606 at 6%; with 100% employer match about $68,182 at 4% or $45,455 at 6%.
Roy a. Kaplan, M.D. Defined Benefit Pension Plan-11$1,740,017$60,000$5,455iApproximate average salary by contribution assumption: employee only about $136,364 at 4% or $90,909 at 6%; with 50% employer match about $90,909 at 4% or $60,606 at 6%; with 100% employer match about $68,182 at 4% or $45,455 at 6%.
200812$1,515,658$125,000$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%.
Roy a. Kaplan, M.D. Defined Benefit Pension Plan-2$1,515,658$125,000$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%.
200614$1,241,788$160,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Roy a. Kaplan, M.D. Defined Benefit Pension Plan-4$1,241,788$160,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200518$1,268,213$439,910$54,989iApproximate average salary by contribution assumption: employee only about $1,374,719 at 4% or $916,479 at 6%; with 50% employer match about $916,479 at 4% or $610,986 at 6%; with 100% employer match about $687,359 at 4% or $458,240 at 6%.
Roy a. Kaplan, M.D. Defined Benefit Pension Plan-8$1,268,213$439,910$54,989iApproximate average salary by contribution assumption: employee only about $1,374,719 at 4% or $916,479 at 6%; with 50% employer match about $916,479 at 4% or $610,986 at 6%; with 100% employer match about $687,359 at 4% or $458,240 at 6%.
200414$773,510$181,776$45,444iApproximate average salary by contribution assumption: employee only about $1,136,100 at 4% or $757,400 at 6%; with 50% employer match about $757,400 at 4% or $504,933 at 6%; with 100% employer match about $568,050 at 4% or $378,700 at 6%.
Roy a. Kaplan, M.D. Defined Benefit Pension Plan-4$773,510$181,776$45,444iApproximate average salary by contribution assumption: employee only about $1,136,100 at 4% or $757,400 at 6%; with 50% employer match about $757,400 at 4% or $504,933 at 6%; with 100% employer match about $568,050 at 4% or $378,700 at 6%.
200315$538,756$195,440$39,088iApproximate average salary by contribution assumption: employee only about $977,200 at 4% or $651,467 at 6%; with 50% employer match about $651,467 at 4% or $434,311 at 6%; with 100% employer match about $488,600 at 4% or $325,733 at 6%.
Roy a. Kaplan, M.D. Defined Benefit Pension Plan-5$538,756$195,440$39,088iApproximate average salary by contribution assumption: employee only about $977,200 at 4% or $651,467 at 6%; with 50% employer match about $651,467 at 4% or $434,311 at 6%; with 100% employer match about $488,600 at 4% or $325,733 at 6%.
200214$314,690$182,847$45,712iApproximate average salary by contribution assumption: employee only about $1,142,794 at 4% or $761,863 at 6%; with 50% employer match about $761,863 at 4% or $507,908 at 6%; with 100% employer match about $571,397 at 4% or $380,931 at 6%.
Roy a. Kaplan, M.D. Defined Benefit Pension Plan-4$314,690$182,847$45,712iApproximate average salary by contribution assumption: employee only about $1,142,794 at 4% or $761,863 at 6%; with 50% employer match about $761,863 at 4% or $507,908 at 6%; with 100% employer match about $571,397 at 4% or $380,931 at 6%.