Civic Intelligence

Kaplan Financial Services Inc.

Plan context: Kaplan Financial Services Inc. 401(K) Plan

EIN 35-2359185 • Newton, MA • 17 filings • 2 plans

2 Newton Executive Park, Suite 3002227 Washington StreetNewton, MA 02462-1434
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$9,828,673

2025 Contributions

$386,490

Historical Graphs

Total Assets Over Time

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

$9,828,673$4,914,337$0200920172025YearValue
$9,828,673Latest year 2025

Participants Over Time

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

1370200920172025YearValue
13Latest 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
2025113$9,828,673$386,490$29,730iApproximate average salary by contribution assumption: employee only about $743,250 at 4% or $495,500 at 6%; with 50% employer match about $495,500 at 4% or $330,333 at 6%; with 100% employer match about $371,625 at 4% or $247,750 at 6%.
Kaplan Financial Services Inc. 401(K) Plan-13$9,828,673$386,490$29,730iApproximate average salary by contribution assumption: employee only about $743,250 at 4% or $495,500 at 6%; with 50% employer match about $495,500 at 4% or $330,333 at 6%; with 100% employer match about $371,625 at 4% or $247,750 at 6%.
2024113$8,075,419$363,250$27,942iApproximate average salary by contribution assumption: employee only about $698,558 at 4% or $465,705 at 6%; with 50% employer match about $465,705 at 4% or $310,470 at 6%; with 100% employer match about $349,279 at 4% or $232,853 at 6%.
Kaplan Financial Services Inc. 401(K) Plan-13$8,075,419$363,250$27,942iApproximate average salary by contribution assumption: employee only about $698,558 at 4% or $465,705 at 6%; with 50% employer match about $465,705 at 4% or $310,470 at 6%; with 100% employer match about $349,279 at 4% or $232,853 at 6%.
2023113$5,860,015$331,965$25,536iApproximate average salary by contribution assumption: employee only about $638,394 at 4% or $425,596 at 6%; with 50% employer match about $425,596 at 4% or $283,731 at 6%; with 100% employer match about $319,197 at 4% or $212,798 at 6%.
Kaplan Financial Services Inc. 401(K) Plan-13$5,860,015$331,965$25,536iApproximate average salary by contribution assumption: employee only about $638,394 at 4% or $425,596 at 6%; with 50% employer match about $425,596 at 4% or $283,731 at 6%; with 100% employer match about $319,197 at 4% or $212,798 at 6%.
2022112$4,234,202$332,751$27,729iApproximate average salary by contribution assumption: employee only about $693,231 at 4% or $462,154 at 6%; with 50% employer match about $462,154 at 4% or $308,103 at 6%; with 100% employer match about $346,616 at 4% or $231,077 at 6%.
Kaplan Financial Services Inc. 401(K) Plan-12$4,234,202$332,751$27,729iApproximate average salary by contribution assumption: employee only about $693,231 at 4% or $462,154 at 6%; with 50% employer match about $462,154 at 4% or $308,103 at 6%; with 100% employer match about $346,616 at 4% or $231,077 at 6%.
2021112$5,680,596$333,146$27,762iApproximate average salary by contribution assumption: employee only about $694,054 at 4% or $462,703 at 6%; with 50% employer match about $462,703 at 4% or $308,469 at 6%; with 100% employer match about $347,027 at 4% or $231,351 at 6%.
Kaplan Financial Services Inc. 401(K) Plan-12$5,680,596$333,146$27,762iApproximate average salary by contribution assumption: employee only about $694,054 at 4% or $462,703 at 6%; with 50% employer match about $462,703 at 4% or $308,469 at 6%; with 100% employer match about $347,027 at 4% or $231,351 at 6%.
2020111$4,425,888$290,593$26,418iApproximate average salary by contribution assumption: employee only about $660,439 at 4% or $440,292 at 6%; with 50% employer match about $440,292 at 4% or $293,528 at 6%; with 100% employer match about $330,219 at 4% or $220,146 at 6%.
Kaplan Financial Services Inc. 401(K) Plan-11$4,425,888$290,593$26,418iApproximate average salary by contribution assumption: employee only about $660,439 at 4% or $440,292 at 6%; with 50% employer match about $440,292 at 4% or $293,528 at 6%; with 100% employer match about $330,219 at 4% or $220,146 at 6%.
201919$3,377,068$266,540$29,616iApproximate average salary by contribution assumption: employee only about $740,389 at 4% or $493,593 at 6%; with 50% employer match about $493,593 at 4% or $329,062 at 6%; with 100% employer match about $370,194 at 4% or $246,796 at 6%.
Kaplan Financial Services Inc. 401(K) Plan-9$3,377,068$266,540$29,616iApproximate average salary by contribution assumption: employee only about $740,389 at 4% or $493,593 at 6%; with 50% employer match about $493,593 at 4% or $329,062 at 6%; with 100% employer match about $370,194 at 4% or $246,796 at 6%.
2018110$2,518,298$265,633$26,563iApproximate average salary by contribution assumption: employee only about $664,083 at 4% or $442,722 at 6%; with 50% employer match about $442,722 at 4% or $295,148 at 6%; with 100% employer match about $332,041 at 4% or $221,361 at 6%.
Kaplan Financial Services Inc. 401(K) Plan-10$2,518,298$265,633$26,563iApproximate average salary by contribution assumption: employee only about $664,083 at 4% or $442,722 at 6%; with 50% employer match about $442,722 at 4% or $295,148 at 6%; with 100% employer match about $332,041 at 4% or $221,361 at 6%.
2017110$2,380,205$254,534$25,453iApproximate average salary by contribution assumption: employee only about $636,335 at 4% or $424,223 at 6%; with 50% employer match about $424,223 at 4% or $282,816 at 6%; with 100% employer match about $318,168 at 4% or $212,112 at 6%.
Kaplan Financial Services Inc. 401(K) Plan-10$2,380,205$254,534$25,453iApproximate average salary by contribution assumption: employee only about $636,335 at 4% or $424,223 at 6%; with 50% employer match about $424,223 at 4% or $282,816 at 6%; with 100% employer match about $318,168 at 4% or $212,112 at 6%.
201619$1,841,585$240,221$26,691iApproximate average salary by contribution assumption: employee only about $667,281 at 4% or $444,854 at 6%; with 50% employer match about $444,854 at 4% or $296,569 at 6%; with 100% employer match about $333,640 at 4% or $222,427 at 6%.
Kaplan Financial Services Inc. 401(K) Plan-9$1,841,585$240,221$26,691iApproximate average salary by contribution assumption: employee only about $667,281 at 4% or $444,854 at 6%; with 50% employer match about $444,854 at 4% or $296,569 at 6%; with 100% employer match about $333,640 at 4% or $222,427 at 6%.
201519$1,474,649$217,056$24,117iApproximate average salary by contribution assumption: employee only about $602,933 at 4% or $401,956 at 6%; with 50% employer match about $401,956 at 4% or $267,970 at 6%; with 100% employer match about $301,467 at 4% or $200,978 at 6%.
Kaplan Financial Services Inc. 401(K) Plan-9$1,474,649$217,056$24,117iApproximate average salary by contribution assumption: employee only about $602,933 at 4% or $401,956 at 6%; with 50% employer match about $401,956 at 4% or $267,970 at 6%; with 100% employer match about $301,467 at 4% or $200,978 at 6%.
201418$1,271,043$193,479$24,185iApproximate average salary by contribution assumption: employee only about $604,622 at 4% or $403,081 at 6%; with 50% employer match about $403,081 at 4% or $268,721 at 6%; with 100% employer match about $302,311 at 4% or $201,541 at 6%.
Kaplan Financial Services Inc. 401(K) Plan-8$1,271,043$193,479$24,185iApproximate average salary by contribution assumption: employee only about $604,622 at 4% or $403,081 at 6%; with 50% employer match about $403,081 at 4% or $268,721 at 6%; with 100% employer match about $302,311 at 4% or $201,541 at 6%.
201317$997,153$129,374$18,482iApproximate average salary by contribution assumption: employee only about $462,050 at 4% or $308,033 at 6%; with 50% employer match about $308,033 at 4% or $205,356 at 6%; with 100% employer match about $231,025 at 4% or $154,017 at 6%.
Kaplan Financial Services Inc. 401(K) Plan-7$997,153$129,374$18,482iApproximate average salary by contribution assumption: employee only about $462,050 at 4% or $308,033 at 6%; with 50% employer match about $308,033 at 4% or $205,356 at 6%; with 100% employer match about $231,025 at 4% or $154,017 at 6%.
201216$669,000$117,765$19,628iApproximate average salary by contribution assumption: employee only about $490,688 at 4% or $327,125 at 6%; with 50% employer match about $327,125 at 4% or $218,083 at 6%; with 100% employer match about $245,344 at 4% or $163,563 at 6%.
Kaplan Financial Services Inc. 401(K) Plan-6$669,000$117,765$19,628iApproximate average salary by contribution assumption: employee only about $490,688 at 4% or $327,125 at 6%; with 50% employer match about $327,125 at 4% or $218,083 at 6%; with 100% employer match about $245,344 at 4% or $163,563 at 6%.
201116$454,490$115,570$19,262iApproximate average salary by contribution assumption: employee only about $481,542 at 4% or $321,028 at 6%; with 50% employer match about $321,028 at 4% or $214,019 at 6%; with 100% employer match about $240,771 at 4% or $160,514 at 6%.
Kaplan Financial Services Inc. 401(K) Plan-6$454,490$115,570$19,262iApproximate average salary by contribution assumption: employee only about $481,542 at 4% or $321,028 at 6%; with 50% employer match about $321,028 at 4% or $214,019 at 6%; with 100% employer match about $240,771 at 4% or $160,514 at 6%.
201016$419,072$114,483$19,081iApproximate average salary by contribution assumption: employee only about $477,013 at 4% or $318,008 at 6%; with 50% employer match about $318,008 at 4% or $212,006 at 6%; with 100% employer match about $238,506 at 4% or $159,004 at 6%.
Kaplan Financial Services Inc. 401(K) Plan-6$419,072$114,483$19,081iApproximate average salary by contribution assumption: employee only about $477,013 at 4% or $318,008 at 6%; with 50% employer match about $318,008 at 4% or $212,006 at 6%; with 100% employer match about $238,506 at 4% or $159,004 at 6%.
200917$256,605$132,648$18,950iApproximate average salary by contribution assumption: employee only about $473,743 at 4% or $315,829 at 6%; with 50% employer match about $315,829 at 4% or $210,552 at 6%; with 100% employer match about $236,871 at 4% or $157,914 at 6%.
Kaplan Financial Services Inc. 401(K) Plan-7$256,605$132,648$18,950iApproximate average salary by contribution assumption: employee only about $473,743 at 4% or $315,829 at 6%; with 50% employer match about $315,829 at 4% or $210,552 at 6%; with 100% employer match about $236,871 at 4% or $157,914 at 6%.