Civic Intelligence

Jeffrey Kaplan Agency Inc.

Plan context: Jeffrey Kaplan Agency Inc. 401(K) Plan

EIN 38-3456428 • West Bloomfield, MI • 10 filings • 1 plans

7035 Orchard Lake RoadWest Bloomfield, MI 48322
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$794,456

2024 Contributions

$74,595

Historical Graphs

Total Assets Over Time

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

$794,456$397,228$0201520192023YearValue
$794,456Latest year 2023

Participants Over Time

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

630201520202023YearValue
5Latest year 2023

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
202410$0$74,595-
Jeffrey Kaplan Agency Inc. 401(K) Plan-0$0$74,595-
202315$794,456$92,188$18,438iApproximate average salary by contribution assumption: employee only about $460,940 at 4% or $307,293 at 6%; with 50% employer match about $307,293 at 4% or $204,862 at 6%; with 100% employer match about $230,470 at 4% or $153,647 at 6%.
Jeffrey Kaplan Agency Inc. 401(K) Plan-5$794,456$92,188$18,438iApproximate average salary by contribution assumption: employee only about $460,940 at 4% or $307,293 at 6%; with 50% employer match about $307,293 at 4% or $204,862 at 6%; with 100% employer match about $230,470 at 4% or $153,647 at 6%.
202210$605,277$80,921-
Jeffrey Kaplan Agency Inc. 401(K) Plan-0$605,277$80,921-
202115$647,420$81,635$16,327iApproximate average salary by contribution assumption: employee only about $408,175 at 4% or $272,117 at 6%; with 50% employer match about $272,117 at 4% or $181,411 at 6%; with 100% employer match about $204,088 at 4% or $136,058 at 6%.
Jeffrey Kaplan Agency Inc. 401(K) Plan-5$647,420$81,635$16,327iApproximate average salary by contribution assumption: employee only about $408,175 at 4% or $272,117 at 6%; with 50% employer match about $272,117 at 4% or $181,411 at 6%; with 100% employer match about $204,088 at 4% or $136,058 at 6%.
202015$492,137$79,418$15,884iApproximate average salary by contribution assumption: employee only about $397,090 at 4% or $264,727 at 6%; with 50% employer match about $264,727 at 4% or $176,484 at 6%; with 100% employer match about $198,545 at 4% or $132,363 at 6%.
Jeffrey Kaplan Agency Inc. 401(K) Plan-5$492,137$79,418$15,884iApproximate average salary by contribution assumption: employee only about $397,090 at 4% or $264,727 at 6%; with 50% employer match about $264,727 at 4% or $176,484 at 6%; with 100% employer match about $198,545 at 4% or $132,363 at 6%.
201915$346,736$69,955$13,991iApproximate average salary by contribution assumption: employee only about $349,775 at 4% or $233,183 at 6%; with 50% employer match about $233,183 at 4% or $155,456 at 6%; with 100% employer match about $174,888 at 4% or $116,592 at 6%.
Jeffrey Kaplan Agency Inc. 401(K) Plan-5$346,736$69,955$13,991iApproximate average salary by contribution assumption: employee only about $349,775 at 4% or $233,183 at 6%; with 50% employer match about $233,183 at 4% or $155,456 at 6%; with 100% employer match about $174,888 at 4% or $116,592 at 6%.
201810$220,676$64,469-
Jeffrey Kaplan Agency Inc. 401(K) Plan-0$220,676$64,469-
201710$198,496$65,003-
Jeffrey Kaplan Agency Inc. 401(K) Plan-0$198,496$65,003-
201616$113,590$55,836$9,306iApproximate average salary by contribution assumption: employee only about $232,650 at 4% or $155,100 at 6%; with 50% employer match about $155,100 at 4% or $103,400 at 6%; with 100% employer match about $116,325 at 4% or $77,550 at 6%.
Jeffrey Kaplan Agency Inc. 401(K) Plan-6$113,590$55,836$9,306iApproximate average salary by contribution assumption: employee only about $232,650 at 4% or $155,100 at 6%; with 50% employer match about $155,100 at 4% or $103,400 at 6%; with 100% employer match about $116,325 at 4% or $77,550 at 6%.
201515$48,687$51,471$10,294iApproximate average salary by contribution assumption: employee only about $257,355 at 4% or $171,570 at 6%; with 50% employer match about $171,570 at 4% or $114,380 at 6%; with 100% employer match about $128,678 at 4% or $85,785 at 6%.
Jeffrey Kaplan Agency Inc. 401(K) Plan-5$48,687$51,471$10,294iApproximate average salary by contribution assumption: employee only about $257,355 at 4% or $171,570 at 6%; with 50% employer match about $171,570 at 4% or $114,380 at 6%; with 100% employer match about $128,678 at 4% or $85,785 at 6%.