Civic Intelligence

Brown, Kaplan & Company LLP

Plan context: Brown, Kaplan & Company LLP Employees 401K Plan

EIN 36-3738800 • Evanston, IL • 32 filings • 4 plans

500 Davis Street, Suite 502Evanston, IL 60201
Current Snapshot

Latest Year

2015

2015 Participants

16

2015 Assets

$4,624,244

2015 Contributions

$204,532

Historical Graphs

Total Assets Over Time

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

$4,624,244$2,312,122$0199920082014YearValue
$4,624,244Latest year 2014

Participants Over Time

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

1680199920072014YearValue
16Latest year 2014

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
201520$0$0-
Brown, Kaplan & Company LLP Employees 401K Plan-0$0$0-
BROWN, KAPLAN & LISS LLP CASH BALANCE PENSION PLAN & TRUST-0$0$0-
2014216$4,624,244$204,532$12,783iApproximate average salary by contribution assumption: employee only about $319,581 at 4% or $213,054 at 6%; with 50% employer match about $213,054 at 4% or $142,036 at 6%; with 100% employer match about $159,791 at 4% or $106,527 at 6%.
Brown, Kaplan & Company LLP Employees 401K Plan-16$2,638,517$94,532$5,908iApproximate average salary by contribution assumption: employee only about $147,706 at 4% or $98,471 at 6%; with 50% employer match about $98,471 at 4% or $65,647 at 6%; with 100% employer match about $73,853 at 4% or $49,235 at 6%.
BROWN, KAPLAN & LISS LLP CASH BALANCE PENSION PLAN & TRUST-7$1,985,727$110,000$15,714iApproximate average salary by contribution assumption: employee only about $392,857 at 4% or $261,905 at 6%; with 50% employer match about $261,905 at 4% or $174,603 at 6%; with 100% employer match about $196,429 at 4% or $130,952 at 6%.
2013216$4,410,397$242,570$15,161iApproximate average salary by contribution assumption: employee only about $379,016 at 4% or $252,677 at 6%; with 50% employer match about $252,677 at 4% or $168,451 at 6%; with 100% employer match about $189,508 at 4% or $126,339 at 6%.
Brown, Kaplan & Company LLP Employees 401K Plan-16$2,597,020$151,750$9,484iApproximate average salary by contribution assumption: employee only about $237,109 at 4% or $158,073 at 6%; with 50% employer match about $158,073 at 4% or $105,382 at 6%; with 100% employer match about $118,555 at 4% or $79,036 at 6%.
BROWN, KAPLAN & LISS LLP CASH BALANCE PENSION PLAN & TRUST-11$1,813,377$90,820$8,256iApproximate average salary by contribution assumption: employee only about $206,409 at 4% or $137,606 at 6%; with 50% employer match about $137,606 at 4% or $91,737 at 6%; with 100% employer match about $103,205 at 4% or $68,803 at 6%.
2012214$4,207,817$138,797$9,914iApproximate average salary by contribution assumption: employee only about $247,852 at 4% or $165,235 at 6%; with 50% employer match about $165,235 at 4% or $110,156 at 6%; with 100% employer match about $123,926 at 4% or $82,617 at 6%.
Brown, Kaplan & Company LLP Employees 401K Plan-14$2,588,126$127,965$9,140iApproximate average salary by contribution assumption: employee only about $228,509 at 4% or $152,339 at 6%; with 50% employer match about $152,339 at 4% or $101,560 at 6%; with 100% employer match about $114,254 at 4% or $76,170 at 6%.
BROWN, KAPLAN & LISS LLP CASH BALANCE PENSION PLAN & TRUST-13$1,619,691$10,832$833iApproximate average salary by contribution assumption: employee only about $20,831 at 4% or $13,887 at 6%; with 50% employer match about $13,887 at 4% or $9,258 at 6%; with 100% employer match about $10,415 at 4% or $6,944 at 6%.
2011215$3,757,999$216,995$14,466iApproximate average salary by contribution assumption: employee only about $361,658 at 4% or $241,106 at 6%; with 50% employer match about $241,106 at 4% or $160,737 at 6%; with 100% employer match about $180,829 at 4% or $120,553 at 6%.
Brown, Kaplan & Company LLP Employees 401K Plan-15$2,250,888$189,204$12,614iApproximate average salary by contribution assumption: employee only about $315,340 at 4% or $210,227 at 6%; with 50% employer match about $210,227 at 4% or $140,151 at 6%; with 100% employer match about $157,670 at 4% or $105,113 at 6%.
BROWN, KAPLAN & LISS LLP CASH BALANCE PENSION PLAN & TRUST-14$1,507,111$27,791$1,985iApproximate average salary by contribution assumption: employee only about $49,627 at 4% or $33,085 at 6%; with 50% employer match about $33,085 at 4% or $22,056 at 6%; with 100% employer match about $24,813 at 4% or $16,542 at 6%.
2010213$3,576,824$247,698$19,054iApproximate average salary by contribution assumption: employee only about $476,342 at 4% or $317,562 at 6%; with 50% employer match about $317,562 at 4% or $211,708 at 6%; with 100% employer match about $238,171 at 4% or $158,781 at 6%.
Brown, Kaplan & Company LLP Employees 401K Plan-13$2,114,712$230,843$17,757iApproximate average salary by contribution assumption: employee only about $443,929 at 4% or $295,953 at 6%; with 50% employer match about $295,953 at 4% or $197,302 at 6%; with 100% employer match about $221,964 at 4% or $147,976 at 6%.
BROWN, KAPLAN & LISS LLP CASH BALANCE PENSION PLAN & TRUST-12$1,462,112$16,855$1,405iApproximate average salary by contribution assumption: employee only about $35,115 at 4% or $23,410 at 6%; with 50% employer match about $23,410 at 4% or $15,606 at 6%; with 100% employer match about $17,557 at 4% or $11,705 at 6%.
2009210$3,026,569$463,494$46,349iApproximate average salary by contribution assumption: employee only about $1,158,735 at 4% or $772,490 at 6%; with 50% employer match about $772,490 at 4% or $514,993 at 6%; with 100% employer match about $579,368 at 4% or $386,245 at 6%.
Brown, Kaplan & Company LLP Employees 401K Plan-10$1,695,563$240,467$24,047iApproximate average salary by contribution assumption: employee only about $601,168 at 4% or $400,778 at 6%; with 50% employer match about $400,778 at 4% or $267,186 at 6%; with 100% employer match about $300,584 at 4% or $200,389 at 6%.
BROWN, KAPLAN & LISS LLP CASH BALANCE PENSION PLAN & TRUST-9$1,331,006$223,027$24,781iApproximate average salary by contribution assumption: employee only about $619,519 at 4% or $413,013 at 6%; with 50% employer match about $413,013 at 4% or $275,342 at 6%; with 100% employer match about $309,760 at 4% or $206,506 at 6%.
2008210$994,781$131,396$13,140iApproximate average salary by contribution assumption: employee only about $328,490 at 4% or $218,993 at 6%; with 50% employer match about $218,993 at 4% or $145,996 at 6%; with 100% employer match about $164,245 at 4% or $109,497 at 6%.
BROWN, KAPLAN & LISS LLP CASH BALANCE PENSION PLAN & TRUST-10$994,781$131,396$13,140iApproximate average salary by contribution assumption: employee only about $328,490 at 4% or $218,993 at 6%; with 50% employer match about $218,993 at 4% or $145,996 at 6%; with 100% employer match about $164,245 at 4% or $109,497 at 6%.
Brown, Kaplan & Company LLP Employees 401K Plan-10---
200729$0$0-
BROWN, KAPLAN & LISS LLP CASH BALANCE PENSION PLAN & TRUST-9---
Brown, Kaplan & Company LLP Employees 401K Plan-9---
200629$1,790,010$324,597$36,066iApproximate average salary by contribution assumption: employee only about $901,658 at 4% or $601,106 at 6%; with 50% employer match about $601,106 at 4% or $400,737 at 6%; with 100% employer match about $450,829 at 4% or $300,553 at 6%.
Brown, Kaplan & Company LLP Employees 401K Plan-9$1,078,211$185,177$20,575iApproximate average salary by contribution assumption: employee only about $514,381 at 4% or $342,920 at 6%; with 50% employer match about $342,920 at 4% or $228,614 at 6%; with 100% employer match about $257,190 at 4% or $171,460 at 6%.
BROWN, KAPLAN & LISS LLP CASH BALANCE PENSION PLAN & TRUST-9$711,799$139,420$15,491iApproximate average salary by contribution assumption: employee only about $387,278 at 4% or $258,185 at 6%; with 50% employer match about $258,185 at 4% or $172,123 at 6%; with 100% employer match about $193,639 at 4% or $129,093 at 6%.
200529$1,338,542$323,635$35,959iApproximate average salary by contribution assumption: employee only about $898,986 at 4% or $599,324 at 6%; with 50% employer match about $599,324 at 4% or $399,549 at 6%; with 100% employer match about $449,493 at 4% or $299,662 at 6%.
Brown, Kaplan & Company LLP Employees 401K Plan-8$808,242$169,696$21,212iApproximate average salary by contribution assumption: employee only about $530,300 at 4% or $353,533 at 6%; with 50% employer match about $353,533 at 4% or $235,689 at 6%; with 100% employer match about $265,150 at 4% or $176,767 at 6%.
BROWN, KAPLAN & LISS LLP CASH BALANCE PENSION PLAN & TRUST-9$530,300$153,939$17,104iApproximate average salary by contribution assumption: employee only about $427,608 at 4% or $285,072 at 6%; with 50% employer match about $285,072 at 4% or $190,048 at 6%; with 100% employer match about $213,804 at 4% or $142,536 at 6%.
200428$997,961$286,042$35,755iApproximate average salary by contribution assumption: employee only about $893,881 at 4% or $595,921 at 6%; with 50% employer match about $595,921 at 4% or $397,281 at 6%; with 100% employer match about $446,941 at 4% or $297,960 at 6%.
Brown, Kaplan & Company LLP Employees 401K Plan-8$625,594$152,605$19,076iApproximate average salary by contribution assumption: employee only about $476,891 at 4% or $317,927 at 6%; with 50% employer match about $317,927 at 4% or $211,951 at 6%; with 100% employer match about $238,445 at 4% or $158,964 at 6%.
BROWN, KAPLAN & LISS LLP CASH BALANCE PENSION PLAN & TRUST-8$372,367$133,437$16,680iApproximate average salary by contribution assumption: employee only about $416,991 at 4% or $277,994 at 6%; with 50% employer match about $277,994 at 4% or $185,329 at 6%; with 100% employer match about $208,495 at 4% or $138,997 at 6%.
200329$1,005,000$296,930$32,992iApproximate average salary by contribution assumption: employee only about $824,806 at 4% or $549,870 at 6%; with 50% employer match about $549,870 at 4% or $366,580 at 6%; with 100% employer match about $412,403 at 4% or $274,935 at 6%.
Brown, Kaplan & Company LLP Employees 401K Plan-9$584,644$151,147$16,794iApproximate average salary by contribution assumption: employee only about $419,853 at 4% or $279,902 at 6%; with 50% employer match about $279,902 at 4% or $186,601 at 6%; with 100% employer match about $209,926 at 4% or $139,951 at 6%.
BROWN, KAPLAN & LISS LLP CASH BALANCE PENSION PLAN & TRUST-9$420,356$145,783$16,198iApproximate average salary by contribution assumption: employee only about $404,953 at 4% or $269,969 at 6%; with 50% employer match about $269,969 at 4% or $179,979 at 6%; with 100% employer match about $202,476 at 4% or $134,984 at 6%.
200229$601,621$311,281$34,587iApproximate average salary by contribution assumption: employee only about $864,669 at 4% or $576,446 at 6%; with 50% employer match about $576,446 at 4% or $384,298 at 6%; with 100% employer match about $432,335 at 4% or $288,223 at 6%.
Brown, Kaplan & Company LLP Employees 401K Plan-9$358,850$151,689$16,854iApproximate average salary by contribution assumption: employee only about $421,358 at 4% or $280,906 at 6%; with 50% employer match about $280,906 at 4% or $187,270 at 6%; with 100% employer match about $210,679 at 4% or $140,453 at 6%.
BROWN, KAPLAN & LISS LLP CASH BALANCE PENSION PLAN & TRUST-9$242,771$159,592$17,732iApproximate average salary by contribution assumption: employee only about $443,311 at 4% or $295,541 at 6%; with 50% employer match about $295,541 at 4% or $197,027 at 6%; with 100% employer match about $221,656 at 4% or $147,770 at 6%.
200129$0$0-
Brown, Kaplan & Company LLP Employees 401K Plan-9---
BROWN, KAPLAN & LISS LLP CASH BALANCE PENSION PLAN & TRUST-9---
200014$142,825$21,516$5,379iApproximate average salary by contribution assumption: employee only about $134,475 at 4% or $89,650 at 6%; with 50% employer match about $89,650 at 4% or $59,767 at 6%; with 100% employer match about $67,238 at 4% or $44,825 at 6%.
Brown, Kaplan & Company LLP Employees 401K Plan-4$142,825$21,516$5,379iApproximate average salary by contribution assumption: employee only about $134,475 at 4% or $89,650 at 6%; with 50% employer match about $89,650 at 4% or $59,767 at 6%; with 100% employer match about $67,238 at 4% or $44,825 at 6%.
199914$197,148$16,935$4,234iApproximate average salary by contribution assumption: employee only about $105,844 at 4% or $70,563 at 6%; with 50% employer match about $70,563 at 4% or $47,042 at 6%; with 100% employer match about $52,922 at 4% or $35,281 at 6%.
Brown, Kaplan & Company LLP Employees 401K Plan-4$197,148$16,935$4,234iApproximate average salary by contribution assumption: employee only about $105,844 at 4% or $70,563 at 6%; with 50% employer match about $70,563 at 4% or $47,042 at 6%; with 100% employer match about $52,922 at 4% or $35,281 at 6%.