Civic Intelligence

Eric W. Kaplan, M.D., S.C.

Plan context: Eric W. Kaplan, M.D., S.C. Profit Sharing Plan

EIN 39-1763203 • Whitefish Bay, WI • 18 filings • 2 plans

5365 North Lake DriveWhitefish Bay, WI 53217
Current Snapshot

Latest Year

2010

2010 Participants

2

2010 Assets

$543,280

2010 Contributions

$41,844

Historical Graphs

Total Assets Over Time

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

$557,942$278,971$0199920042009YearValue
$543,280Latest year 2009

Participants Over Time

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

210199920042009YearValue
2Latest year 2009

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
201010$0$41,844-
Eric W. Kaplan, M.D., S.C. Profit Sharing Plan-0-$41,844-
200912$543,280$40,425$20,213iApproximate average salary by contribution assumption: employee only about $505,313 at 4% or $336,875 at 6%; with 50% employer match about $336,875 at 4% or $224,583 at 6%; with 100% employer match about $252,656 at 4% or $168,438 at 6%.
Eric W. Kaplan, M.D., S.C. Profit Sharing Plan-2$543,280$40,425$20,213iApproximate average salary by contribution assumption: employee only about $505,313 at 4% or $336,875 at 6%; with 50% employer match about $336,875 at 4% or $224,583 at 6%; with 100% employer match about $252,656 at 4% or $168,438 at 6%.
200812$429,202$44,125$22,063iApproximate average salary by contribution assumption: employee only about $551,563 at 4% or $367,708 at 6%; with 50% employer match about $367,708 at 4% or $245,139 at 6%; with 100% employer match about $275,781 at 4% or $183,854 at 6%.
Eric W. Kaplan, M.D., S.C. Profit Sharing Plan-2$429,202$44,125$22,063iApproximate average salary by contribution assumption: employee only about $551,563 at 4% or $367,708 at 6%; with 50% employer match about $367,708 at 4% or $245,139 at 6%; with 100% employer match about $275,781 at 4% or $183,854 at 6%.
200712$504,672$43,375$21,688iApproximate average salary by contribution assumption: employee only about $542,188 at 4% or $361,458 at 6%; with 50% employer match about $361,458 at 4% or $240,972 at 6%; with 100% employer match about $271,094 at 4% or $180,729 at 6%.
Eric W. Kaplan, M.D., S.C. Profit Sharing Plan-2$504,672$43,375$21,688iApproximate average salary by contribution assumption: employee only about $542,188 at 4% or $361,458 at 6%; with 50% employer match about $361,458 at 4% or $240,972 at 6%; with 100% employer match about $271,094 at 4% or $180,729 at 6%.
200612$438,467$45,175$22,588iApproximate average salary by contribution assumption: employee only about $564,688 at 4% or $376,458 at 6%; with 50% employer match about $376,458 at 4% or $250,972 at 6%; with 100% employer match about $282,344 at 4% or $188,229 at 6%.
Eric W. Kaplan, M.D., S.C. Profit Sharing Plan-2$438,467$45,175$22,588iApproximate average salary by contribution assumption: employee only about $564,688 at 4% or $376,458 at 6%; with 50% employer match about $376,458 at 4% or $250,972 at 6%; with 100% employer match about $282,344 at 4% or $188,229 at 6%.
200511$357,852$41,575$41,575iApproximate average salary by contribution assumption: employee only about $1,039,375 at 4% or $692,917 at 6%; with 50% employer match about $692,917 at 4% or $461,944 at 6%; with 100% employer match about $519,688 at 4% or $346,458 at 6%.
Eric W. Kaplan, M.D., S.C. Profit Sharing Plan-1$357,852$41,575$41,575iApproximate average salary by contribution assumption: employee only about $1,039,375 at 4% or $692,917 at 6%; with 50% employer match about $692,917 at 4% or $461,944 at 6%; with 100% employer match about $519,688 at 4% or $346,458 at 6%.
200422$311,771$43,232$21,616iApproximate average salary by contribution assumption: employee only about $540,400 at 4% or $360,267 at 6%; with 50% employer match about $360,267 at 4% or $240,178 at 6%; with 100% employer match about $270,200 at 4% or $180,133 at 6%.
Eric W. Kaplan, M.D., S.C. Profit Sharing Plan-2$311,771$25,895$12,948iApproximate average salary by contribution assumption: employee only about $323,688 at 4% or $215,792 at 6%; with 50% employer match about $215,792 at 4% or $143,861 at 6%; with 100% employer match about $161,844 at 4% or $107,896 at 6%.
Eric W. Kaplan, M.D., S.C. Money Purchase Pension Plan-0-$17,337-
200322$467,835$42,017$21,009iApproximate average salary by contribution assumption: employee only about $525,213 at 4% or $350,142 at 6%; with 50% employer match about $350,142 at 4% or $233,428 at 6%; with 100% employer match about $262,606 at 4% or $175,071 at 6%.
Eric W. Kaplan, M.D., S.C. Profit Sharing Plan-2$263,852$25,210$12,605iApproximate average salary by contribution assumption: employee only about $315,125 at 4% or $210,083 at 6%; with 50% employer match about $210,083 at 4% or $140,056 at 6%; with 100% employer match about $157,563 at 4% or $105,042 at 6%.
Eric W. Kaplan, M.D., S.C. Money Purchase Pension Plan-2$203,983$16,807$8,404iApproximate average salary by contribution assumption: employee only about $210,088 at 4% or $140,058 at 6%; with 50% employer match about $140,058 at 4% or $93,372 at 6%; with 100% employer match about $105,044 at 4% or $70,029 at 6%.
200222$359,061$40,231$20,116iApproximate average salary by contribution assumption: employee only about $502,888 at 4% or $335,258 at 6%; with 50% employer match about $335,258 at 4% or $223,506 at 6%; with 100% employer match about $251,444 at 4% or $167,629 at 6%.
Eric W. Kaplan, M.D., S.C. Profit Sharing Plan-2$202,639$24,139$12,070iApproximate average salary by contribution assumption: employee only about $301,738 at 4% or $201,158 at 6%; with 50% employer match about $201,158 at 4% or $134,106 at 6%; with 100% employer match about $150,869 at 4% or $100,579 at 6%.
Eric W. Kaplan, M.D., S.C. Money Purchase Pension Plan-0$156,422$16,092-
200122$429,234$36,538$18,269iApproximate average salary by contribution assumption: employee only about $456,725 at 4% or $304,483 at 6%; with 50% employer match about $304,483 at 4% or $202,989 at 6%; with 100% employer match about $228,363 at 4% or $152,242 at 6%.
Eric W. Kaplan, M.D., S.C. Profit Sharing Plan-2$242,209$21,923$10,962iApproximate average salary by contribution assumption: employee only about $274,038 at 4% or $182,692 at 6%; with 50% employer match about $182,692 at 4% or $121,794 at 6%; with 100% employer match about $137,019 at 4% or $91,346 at 6%.
Eric W. Kaplan, M.D., S.C. Money Purchase Pension Plan-2$187,025$14,615$7,308iApproximate average salary by contribution assumption: employee only about $182,688 at 4% or $121,792 at 6%; with 50% employer match about $121,792 at 4% or $81,194 at 6%; with 100% employer match about $91,344 at 4% or $60,896 at 6%.
200022$520,482$31,305$15,653iApproximate average salary by contribution assumption: employee only about $391,313 at 4% or $260,875 at 6%; with 50% employer match about $260,875 at 4% or $173,917 at 6%; with 100% employer match about $195,656 at 4% or $130,438 at 6%.
Eric W. Kaplan, M.D., S.C. Profit Sharing Plan-2$294,916$17,419$8,710iApproximate average salary by contribution assumption: employee only about $217,738 at 4% or $145,158 at 6%; with 50% employer match about $145,158 at 4% or $96,772 at 6%; with 100% employer match about $108,869 at 4% or $72,579 at 6%.
Eric W. Kaplan, M.D., S.C. Money Purchase Pension Plan-2$225,566$13,886$6,943iApproximate average salary by contribution assumption: employee only about $173,575 at 4% or $115,717 at 6%; with 50% employer match about $115,717 at 4% or $77,144 at 6%; with 100% employer match about $86,788 at 4% or $57,858 at 6%.
199922$557,942$31,390$15,695iApproximate average salary by contribution assumption: employee only about $392,375 at 4% or $261,583 at 6%; with 50% employer match about $261,583 at 4% or $174,389 at 6%; with 100% employer match about $196,188 at 4% or $130,792 at 6%.
Eric W. Kaplan, M.D., S.C. Profit Sharing Plan-2$330,933$17,459$8,730iApproximate average salary by contribution assumption: employee only about $218,238 at 4% or $145,492 at 6%; with 50% employer match about $145,492 at 4% or $96,994 at 6%; with 100% employer match about $109,119 at 4% or $72,746 at 6%.
Eric W. Kaplan, M.D., S.C. Money Purchase Pension Plan-2$227,009$13,931$6,966iApproximate average salary by contribution assumption: employee only about $174,138 at 4% or $116,092 at 6%; with 50% employer match about $116,092 at 4% or $77,394 at 6%; with 100% employer match about $87,069 at 4% or $58,046 at 6%.