Robert Kagan MD Sc
Plan context: Robert Kagan MD Sc Profit Sharing Plan and Trust
EIN 36-3930274 • Parkland, FL • 37 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$2,248,922
2024 Contributions
$39,900
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $2,248,922 | $39,900 | $19,950iApproximate average salary by contribution assumption: employee only about $498,750 at 4% or $332,500 at 6%; with 50% employer match about $332,500 at 4% or $221,667 at 6%; with 100% employer match about $249,375 at 4% or $166,250 at 6%. |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 2 | $2,248,922 | $39,900 | $19,950iApproximate average salary by contribution assumption: employee only about $498,750 at 4% or $332,500 at 6%; with 50% employer match about $332,500 at 4% or $221,667 at 6%; with 100% employer match about $249,375 at 4% or $166,250 at 6%. |
| 2023 | 1 | 2 | $2,303,876 | $40,494 | $20,247iApproximate average salary by contribution assumption: employee only about $506,175 at 4% or $337,450 at 6%; with 50% employer match about $337,450 at 4% or $224,967 at 6%; with 100% employer match about $253,088 at 4% or $168,725 at 6%. |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 2 | $2,303,876 | $40,494 | $20,247iApproximate average salary by contribution assumption: employee only about $506,175 at 4% or $337,450 at 6%; with 50% employer match about $337,450 at 4% or $224,967 at 6%; with 100% employer match about $253,088 at 4% or $168,725 at 6%. |
| 2022 | 1 | 2 | $1,984,454 | $65,517 | $32,759iApproximate average salary by contribution assumption: employee only about $818,963 at 4% or $545,975 at 6%; with 50% employer match about $545,975 at 4% or $363,983 at 6%; with 100% employer match about $409,481 at 4% or $272,988 at 6%. |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 2 | $1,984,454 | $65,517 | $32,759iApproximate average salary by contribution assumption: employee only about $818,963 at 4% or $545,975 at 6%; with 50% employer match about $545,975 at 4% or $363,983 at 6%; with 100% employer match about $409,481 at 4% or $272,988 at 6%. |
| 2021 | 1 | 2 | $2,287,683 | $63,500 | $31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%. |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 2 | $2,287,683 | $63,500 | $31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%. |
| 2020 | 1 | 2 | $1,878,620 | $42,800 | $21,400iApproximate average salary by contribution assumption: employee only about $535,000 at 4% or $356,667 at 6%; with 50% employer match about $356,667 at 4% or $237,778 at 6%; with 100% employer match about $267,500 at 4% or $178,333 at 6%. |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 2 | $1,878,620 | $42,800 | $21,400iApproximate average salary by contribution assumption: employee only about $535,000 at 4% or $356,667 at 6%; with 50% employer match about $356,667 at 4% or $237,778 at 6%; with 100% employer match about $267,500 at 4% or $178,333 at 6%. |
| 2019 | 2 | 2 | $4,312,567 | $157,183 | $78,592iApproximate average salary by contribution assumption: employee only about $1,964,788 at 4% or $1,309,858 at 6%; with 50% employer match about $1,309,858 at 4% or $873,239 at 6%; with 100% employer match about $982,394 at 4% or $654,929 at 6%. |
| ROBERT KAGAN, M.D., S.C. CASH BALANCE PENSION PLAN | - | 1 | $2,764,979 | $122,500 | $122,500iApproximate average salary by contribution assumption: employee only about $3,062,500 at 4% or $2,041,667 at 6%; with 50% employer match about $2,041,667 at 4% or $1,361,111 at 6%; with 100% employer match about $1,531,250 at 4% or $1,020,833 at 6%. |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 2 | $1,547,588 | $34,683 | $17,342iApproximate average salary by contribution assumption: employee only about $433,538 at 4% or $289,025 at 6%; with 50% employer match about $289,025 at 4% or $192,683 at 6%; with 100% employer match about $216,769 at 4% or $144,513 at 6%. |
| 2018 | 2 | 4 | $3,291,165 | $239,220 | $59,805iApproximate average salary by contribution assumption: employee only about $1,495,125 at 4% or $996,750 at 6%; with 50% employer match about $996,750 at 4% or $664,500 at 6%; with 100% employer match about $747,563 at 4% or $498,375 at 6%. |
| ROBERT KAGAN, M.D., S.C. CASH BALANCE PENSION PLAN | - | 3 | $2,058,292 | $205,000 | $68,333iApproximate average salary by contribution assumption: employee only about $1,708,333 at 4% or $1,138,889 at 6%; with 50% employer match about $1,138,889 at 4% or $759,259 at 6%; with 100% employer match about $854,167 at 4% or $569,444 at 6%. |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 4 | $1,232,873 | $34,220 | $8,555iApproximate average salary by contribution assumption: employee only about $213,875 at 4% or $142,583 at 6%; with 50% employer match about $142,583 at 4% or $95,056 at 6%; with 100% employer match about $106,938 at 4% or $71,292 at 6%. |
| 2017 | 2 | 5 | $3,217,063 | $39,829 | $7,966iApproximate average salary by contribution assumption: employee only about $199,145 at 4% or $132,763 at 6%; with 50% employer match about $132,763 at 4% or $88,509 at 6%; with 100% employer match about $99,573 at 4% or $66,382 at 6%. |
| ROBERT KAGAN, M.D., S.C. CASH BALANCE PENSION PLAN | - | 5 | $1,899,682 | - | - |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 4 | $1,317,381 | $39,829 | $9,957iApproximate average salary by contribution assumption: employee only about $248,931 at 4% or $165,954 at 6%; with 50% employer match about $165,954 at 4% or $110,636 at 6%; with 100% employer match about $124,466 at 4% or $82,977 at 6%. |
| 2016 | 2 | 6 | $2,641,066 | $208,864 | $34,811iApproximate average salary by contribution assumption: employee only about $870,267 at 4% or $580,178 at 6%; with 50% employer match about $580,178 at 4% or $386,785 at 6%; with 100% employer match about $435,133 at 4% or $290,089 at 6%. |
| ROBERT KAGAN, M.D., S.C. CASH BALANCE PENSION PLAN | - | 6 | $1,561,064 | $175,000 | $29,167iApproximate average salary by contribution assumption: employee only about $729,167 at 4% or $486,111 at 6%; with 50% employer match about $486,111 at 4% or $324,074 at 6%; with 100% employer match about $364,583 at 4% or $243,056 at 6%. |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 5 | $1,080,002 | $33,864 | $6,773iApproximate average salary by contribution assumption: employee only about $169,320 at 4% or $112,880 at 6%; with 50% employer match about $112,880 at 4% or $75,253 at 6%; with 100% employer match about $84,660 at 4% or $56,440 at 6%. |
| 2015 | 2 | 6 | $2,228,549 | $22,503 | $3,751iApproximate average salary by contribution assumption: employee only about $93,763 at 4% or $62,508 at 6%; with 50% employer match about $62,508 at 4% or $41,672 at 6%; with 100% employer match about $46,881 at 4% or $31,254 at 6%. |
| ROBERT KAGAN, M.D., S.C. CASH BALANCE PENSION PLAN | - | 6 | $1,250,867 | - | - |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 6 | $977,682 | $22,503 | $3,751iApproximate average salary by contribution assumption: employee only about $93,763 at 4% or $62,508 at 6%; with 50% employer match about $62,508 at 4% or $41,672 at 6%; with 100% employer match about $46,881 at 4% or $31,254 at 6%. |
| 2014 | 2 | 6 | $2,276,438 | $44,067 | $7,345iApproximate average salary by contribution assumption: employee only about $183,613 at 4% or $122,408 at 6%; with 50% employer match about $122,408 at 4% or $81,606 at 6%; with 100% employer match about $91,806 at 4% or $61,204 at 6%. |
| ROBERT KAGAN, M.D., S.C. CASH BALANCE PENSION PLAN | - | 5 | $1,261,275 | $0 | - |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 6 | $1,015,163 | $44,067 | $7,345iApproximate average salary by contribution assumption: employee only about $183,613 at 4% or $122,408 at 6%; with 50% employer match about $122,408 at 4% or $81,606 at 6%; with 100% employer match about $91,806 at 4% or $61,204 at 6%. |
| 2013 | 2 | 6 | $2,063,404 | $143,807 | $23,968iApproximate average salary by contribution assumption: employee only about $599,196 at 4% or $399,464 at 6%; with 50% employer match about $399,464 at 4% or $266,309 at 6%; with 100% employer match about $299,598 at 4% or $199,732 at 6%. |
| ROBERT KAGAN, M.D., S.C. CASH BALANCE PENSION PLAN | - | 5 | $1,143,590 | $100,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 6 | $919,814 | $43,807 | $7,301iApproximate average salary by contribution assumption: employee only about $182,529 at 4% or $121,686 at 6%; with 50% employer match about $121,686 at 4% or $81,124 at 6%; with 100% employer match about $91,265 at 4% or $60,843 at 6%. |
| 2012 | 2 | 6 | $1,598,760 | $201,606 | $33,601iApproximate average salary by contribution assumption: employee only about $840,025 at 4% or $560,017 at 6%; with 50% employer match about $560,017 at 4% or $373,344 at 6%; with 100% employer match about $420,013 at 4% or $280,008 at 6%. |
| ROBERT KAGAN, M.D., S.C. CASH BALANCE PENSION PLAN | - | 4 | $876,039 | $157,944 | $39,486iApproximate average salary by contribution assumption: employee only about $987,150 at 4% or $658,100 at 6%; with 50% employer match about $658,100 at 4% or $438,733 at 6%; with 100% employer match about $493,575 at 4% or $329,050 at 6%. |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 6 | $722,721 | $43,662 | $7,277iApproximate average salary by contribution assumption: employee only about $181,925 at 4% or $121,283 at 6%; with 50% employer match about $121,283 at 4% or $80,856 at 6%; with 100% employer match about $90,963 at 4% or $60,642 at 6%. |
| 2011 | 2 | 6 | $1,252,600 | $196,995 | $32,833iApproximate average salary by contribution assumption: employee only about $820,813 at 4% or $547,208 at 6%; with 50% employer match about $547,208 at 4% or $364,806 at 6%; with 100% employer match about $410,406 at 4% or $273,604 at 6%. |
| ROBERT KAGAN, M.D., S.C. CASH BALANCE PENSION PLAN | - | 4 | $654,664 | $174,995 | $43,749iApproximate average salary by contribution assumption: employee only about $1,093,719 at 4% or $729,146 at 6%; with 50% employer match about $729,146 at 4% or $486,097 at 6%; with 100% employer match about $546,859 at 4% or $364,573 at 6%. |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 6 | $597,936 | $22,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| 2010 | 2 | 5 | $1,023,914 | $176,794 | $35,359iApproximate average salary by contribution assumption: employee only about $883,970 at 4% or $589,313 at 6%; with 50% employer match about $589,313 at 4% or $392,876 at 6%; with 100% employer match about $441,985 at 4% or $294,657 at 6%. |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 5 | $567,289 | $43,264 | $8,653iApproximate average salary by contribution assumption: employee only about $216,320 at 4% or $144,213 at 6%; with 50% employer match about $144,213 at 4% or $96,142 at 6%; with 100% employer match about $108,160 at 4% or $72,107 at 6%. |
| ROBERT KAGAN, M.D., S.C. CASH BALANCE PENSION PLAN | - | 4 | $456,625 | $133,530 | $33,383iApproximate average salary by contribution assumption: employee only about $834,563 at 4% or $556,375 at 6%; with 50% employer match about $556,375 at 4% or $370,917 at 6%; with 100% employer match about $417,281 at 4% or $278,188 at 6%. |
| 2009 | 2 | 3 | $777,142 | $211,779 | $70,593iApproximate average salary by contribution assumption: employee only about $1,764,825 at 4% or $1,176,550 at 6%; with 50% employer match about $1,176,550 at 4% or $784,367 at 6%; with 100% employer match about $882,413 at 4% or $588,275 at 6%. |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 3 | $472,617 | $55,360 | $18,453iApproximate average salary by contribution assumption: employee only about $461,333 at 4% or $307,556 at 6%; with 50% employer match about $307,556 at 4% or $205,037 at 6%; with 100% employer match about $230,667 at 4% or $153,778 at 6%. |
| ROBERT KAGAN, M.D., S.C. CASH BALANCE PENSION PLAN | - | 3 | $304,525 | $156,419 | $52,140iApproximate average salary by contribution assumption: employee only about $1,303,492 at 4% or $868,994 at 6%; with 50% employer match about $868,994 at 4% or $579,330 at 6%; with 100% employer match about $651,746 at 4% or $434,497 at 6%. |
| 2008 | 2 | 1 | $336,424 | $52,218 | $52,218iApproximate average salary by contribution assumption: employee only about $1,305,450 at 4% or $870,300 at 6%; with 50% employer match about $870,300 at 4% or $580,200 at 6%; with 100% employer match about $652,725 at 4% or $435,150 at 6%. |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 1 | $336,424 | $52,218 | $52,218iApproximate average salary by contribution assumption: employee only about $1,305,450 at 4% or $870,300 at 6%; with 50% employer match about $870,300 at 4% or $580,200 at 6%; with 100% employer match about $652,725 at 4% or $435,150 at 6%. |
| ROBERT KAGAN, M.D., S.C. CASH BALANCE PENSION PLAN | - | 1 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2006 | 1 | 3 | $326,622 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 3 | $326,622 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2005 | 1 | 3 | $177,711 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 3 | $177,711 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2004 | 1 | 3 | $172,070 | $0 | - |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 3 | $172,070 | - | - |
| 2003 | 1 | 4 | $0 | $0 | - |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2000 | 1 | 2 | $221,950 | $42,725 | $21,363iApproximate average salary by contribution assumption: employee only about $534,063 at 4% or $356,042 at 6%; with 50% employer match about $356,042 at 4% or $237,361 at 6%; with 100% employer match about $267,031 at 4% or $178,021 at 6%. |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 2 | $221,950 | $42,725 | $21,363iApproximate average salary by contribution assumption: employee only about $534,063 at 4% or $356,042 at 6%; with 50% employer match about $356,042 at 4% or $237,361 at 6%; with 100% employer match about $267,031 at 4% or $178,021 at 6%. |
| 1999 | 1 | 4 | $187,678 | $0 | - |
| Robert Kagan MD Sc Profit Sharing Plan and Trust | - | 4 | $187,678 | - | - |