Civic Intelligence

Allan H Caplan & Associates Pa

Plan context: Allan H Caplan & Associates Pa Profit Sharing Plan & Trust

EIN 41-1526223 • Minneapolis, MN • 35 filings • 7 plans

150 S. 5th Street, Suite 1490Minneapolis, MN 55402
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$2,719,635

2024 Contributions

$183,161

Historical Graphs

Total Assets Over Time

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

$4,042,800$2,021,400$0199920122024YearValue
$2,719,635Latest year 2024

Participants Over Time

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

1470199920122024YearValue
14Latest year 2024

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
2024114$2,719,635$183,161$13,083iApproximate average salary by contribution assumption: employee only about $327,073 at 4% or $218,049 at 6%; with 50% employer match about $218,049 at 4% or $145,366 at 6%; with 100% employer match about $163,537 at 4% or $109,024 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-14$2,719,635$183,161$13,083iApproximate average salary by contribution assumption: employee only about $327,073 at 4% or $218,049 at 6%; with 50% employer match about $218,049 at 4% or $145,366 at 6%; with 100% employer match about $163,537 at 4% or $109,024 at 6%.
2023113$2,323,639$176,657$13,589iApproximate average salary by contribution assumption: employee only about $339,725 at 4% or $226,483 at 6%; with 50% employer match about $226,483 at 4% or $150,989 at 6%; with 100% employer match about $169,863 at 4% or $113,242 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-13$2,323,639$176,657$13,589iApproximate average salary by contribution assumption: employee only about $339,725 at 4% or $226,483 at 6%; with 50% employer match about $226,483 at 4% or $150,989 at 6%; with 100% employer match about $169,863 at 4% or $113,242 at 6%.
2022112$1,822,372$146,450$12,204iApproximate average salary by contribution assumption: employee only about $305,104 at 4% or $203,403 at 6%; with 50% employer match about $203,403 at 4% or $135,602 at 6%; with 100% employer match about $152,552 at 4% or $101,701 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-12$1,822,372$146,450$12,204iApproximate average salary by contribution assumption: employee only about $305,104 at 4% or $203,403 at 6%; with 50% employer match about $203,403 at 4% or $135,602 at 6%; with 100% employer match about $152,552 at 4% or $101,701 at 6%.
2021111$2,170,729$150,579$13,689iApproximate average salary by contribution assumption: employee only about $342,225 at 4% or $228,150 at 6%; with 50% employer match about $228,150 at 4% or $152,100 at 6%; with 100% employer match about $171,113 at 4% or $114,075 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-11$2,170,729$150,579$13,689iApproximate average salary by contribution assumption: employee only about $342,225 at 4% or $228,150 at 6%; with 50% employer match about $228,150 at 4% or $152,100 at 6%; with 100% employer match about $171,113 at 4% or $114,075 at 6%.
2020111$1,810,466$178,072$16,188iApproximate average salary by contribution assumption: employee only about $404,709 at 4% or $269,806 at 6%; with 50% employer match about $269,806 at 4% or $179,871 at 6%; with 100% employer match about $202,355 at 4% or $134,903 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-11$1,810,466$178,072$16,188iApproximate average salary by contribution assumption: employee only about $404,709 at 4% or $269,806 at 6%; with 50% employer match about $269,806 at 4% or $179,871 at 6%; with 100% employer match about $202,355 at 4% or $134,903 at 6%.
2019112$1,393,319$194,365$16,197iApproximate average salary by contribution assumption: employee only about $404,927 at 4% or $269,951 at 6%; with 50% employer match about $269,951 at 4% or $179,968 at 6%; with 100% employer match about $202,464 at 4% or $134,976 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-12$1,393,319$194,365$16,197iApproximate average salary by contribution assumption: employee only about $404,927 at 4% or $269,951 at 6%; with 50% employer match about $269,951 at 4% or $179,968 at 6%; with 100% employer match about $202,464 at 4% or $134,976 at 6%.
2018111$1,021,022$145,512$13,228iApproximate average salary by contribution assumption: employee only about $330,709 at 4% or $220,473 at 6%; with 50% employer match about $220,473 at 4% or $146,982 at 6%; with 100% employer match about $165,355 at 4% or $110,236 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-11$1,021,022$145,512$13,228iApproximate average salary by contribution assumption: employee only about $330,709 at 4% or $220,473 at 6%; with 50% employer match about $220,473 at 4% or $146,982 at 6%; with 100% employer match about $165,355 at 4% or $110,236 at 6%.
2017111$1,114,580$114,908$10,446iApproximate average salary by contribution assumption: employee only about $261,155 at 4% or $174,103 at 6%; with 50% employer match about $174,103 at 4% or $116,069 at 6%; with 100% employer match about $130,577 at 4% or $87,052 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-11$1,114,580$114,908$10,446iApproximate average salary by contribution assumption: employee only about $261,155 at 4% or $174,103 at 6%; with 50% employer match about $174,103 at 4% or $116,069 at 6%; with 100% employer match about $130,577 at 4% or $87,052 at 6%.
2016211$2,032,923$161,121$14,647iApproximate average salary by contribution assumption: employee only about $366,184 at 4% or $244,123 at 6%; with 50% employer match about $244,123 at 4% or $162,748 at 6%; with 100% employer match about $183,092 at 4% or $122,061 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-11$2,032,923$161,121$14,647iApproximate average salary by contribution assumption: employee only about $366,184 at 4% or $244,123 at 6%; with 50% employer match about $244,123 at 4% or $162,748 at 6%; with 100% employer match about $183,092 at 4% or $122,061 at 6%.
CAPLAN & TAMBURINO LAW FIRM, P.A. CASH BALANCE PLAN-0$0--
2015211$4,042,800$445,986$40,544iApproximate average salary by contribution assumption: employee only about $1,013,605 at 4% or $675,736 at 6%; with 50% employer match about $675,736 at 4% or $450,491 at 6%; with 100% employer match about $506,802 at 4% or $337,868 at 6%.
CAPLAN & TAMBURINO LAW FIRM, P.A. CASH BALANCE PLAN-6$2,264,234$316,683$52,781iApproximate average salary by contribution assumption: employee only about $1,319,513 at 4% or $879,675 at 6%; with 50% employer match about $879,675 at 4% or $586,450 at 6%; with 100% employer match about $659,756 at 4% or $439,838 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-11$1,778,566$129,303$11,755iApproximate average salary by contribution assumption: employee only about $293,870 at 4% or $195,914 at 6%; with 50% employer match about $195,914 at 4% or $130,609 at 6%; with 100% employer match about $146,935 at 4% or $97,957 at 6%.
2014211$3,623,942$359,670$32,697iApproximate average salary by contribution assumption: employee only about $817,432 at 4% or $544,955 at 6%; with 50% employer match about $544,955 at 4% or $363,303 at 6%; with 100% employer match about $408,716 at 4% or $272,477 at 6%.
CAPLAN & TAMBURINO LAW FIRM, P.A. CASH BALANCE PLAN-5$1,948,536$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-11$1,675,406$109,670$9,970iApproximate average salary by contribution assumption: employee only about $249,250 at 4% or $166,167 at 6%; with 50% employer match about $166,167 at 4% or $110,778 at 6%; with 100% employer match about $124,625 at 4% or $83,083 at 6%.
2013211$3,240,725$346,635$31,512iApproximate average salary by contribution assumption: employee only about $787,807 at 4% or $525,205 at 6%; with 50% employer match about $525,205 at 4% or $350,136 at 6%; with 100% employer match about $393,903 at 4% or $262,602 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-11$1,675,373$120,905$10,991iApproximate average salary by contribution assumption: employee only about $274,784 at 4% or $183,189 at 6%; with 50% employer match about $183,189 at 4% or $122,126 at 6%; with 100% employer match about $137,392 at 4% or $91,595 at 6%.
CAPLAN & TAMBURINO LAW FIRM, P.A. CASH BALANCE PLAN-5$1,565,352$225,730$45,146iApproximate average salary by contribution assumption: employee only about $1,128,650 at 4% or $752,433 at 6%; with 50% employer match about $752,433 at 4% or $501,622 at 6%; with 100% employer match about $564,325 at 4% or $376,217 at 6%.
2012211$2,747,644$396,324$36,029iApproximate average salary by contribution assumption: employee only about $900,736 at 4% or $600,491 at 6%; with 50% employer match about $600,491 at 4% or $400,327 at 6%; with 100% employer match about $450,368 at 4% or $300,245 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-11$1,503,594$136,592$12,417iApproximate average salary by contribution assumption: employee only about $310,436 at 4% or $206,958 at 6%; with 50% employer match about $206,958 at 4% or $137,972 at 6%; with 100% employer match about $155,218 at 4% or $103,479 at 6%.
CAPLAN & TAMBURINO LAW FIRM, P.A. CASH BALANCE PLAN-6$1,244,050$259,732$43,289iApproximate average salary by contribution assumption: employee only about $1,082,217 at 4% or $721,478 at 6%; with 50% employer match about $721,478 at 4% or $480,985 at 6%; with 100% employer match about $541,108 at 4% or $360,739 at 6%.
2011214$2,168,932$387,845$27,703iApproximate average salary by contribution assumption: employee only about $692,580 at 4% or $461,720 at 6%; with 50% employer match about $461,720 at 4% or $307,813 at 6%; with 100% employer match about $346,290 at 4% or $230,860 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-14$1,215,627$148,137$10,581iApproximate average salary by contribution assumption: employee only about $264,530 at 4% or $176,354 at 6%; with 50% employer match about $176,354 at 4% or $117,569 at 6%; with 100% employer match about $132,265 at 4% or $88,177 at 6%.
CAPLAN LAW FIRM, P.A. CASH BALANCE PLAN-4$953,305$239,708$59,927iApproximate average salary by contribution assumption: employee only about $1,498,175 at 4% or $998,783 at 6%; with 50% employer match about $998,783 at 4% or $665,856 at 6%; with 100% employer match about $749,088 at 4% or $499,392 at 6%.
2010212$1,806,977$387,736$32,311iApproximate average salary by contribution assumption: employee only about $807,783 at 4% or $538,522 at 6%; with 50% employer match about $538,522 at 4% or $359,015 at 6%; with 100% employer match about $403,892 at 4% or $269,261 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-12$1,131,962$148,716$12,393iApproximate average salary by contribution assumption: employee only about $309,825 at 4% or $206,550 at 6%; with 50% employer match about $206,550 at 4% or $137,700 at 6%; with 100% employer match about $154,913 at 4% or $103,275 at 6%.
CAPLAN LAW FIRM, P.A. CASH BALANCE PLAN-4$675,015$239,020$59,755iApproximate average salary by contribution assumption: employee only about $1,493,875 at 4% or $995,917 at 6%; with 50% employer match about $995,917 at 4% or $663,944 at 6%; with 100% employer match about $746,938 at 4% or $497,958 at 6%.
200929$1,391,275$392,319$43,591iApproximate average salary by contribution assumption: employee only about $1,089,775 at 4% or $726,517 at 6%; with 50% employer match about $726,517 at 4% or $484,344 at 6%; with 100% employer match about $544,888 at 4% or $363,258 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-9$966,528$175,957$19,551iApproximate average salary by contribution assumption: employee only about $488,769 at 4% or $325,846 at 6%; with 50% employer match about $325,846 at 4% or $217,231 at 6%; with 100% employer match about $244,385 at 4% or $162,923 at 6%.
CAPLAN LAW FIRM, P.A. CASH BALANCE PLAN-4$424,747$216,362$54,091iApproximate average salary by contribution assumption: employee only about $1,352,263 at 4% or $901,508 at 6%; with 50% employer match about $901,508 at 4% or $601,006 at 6%; with 100% employer match about $676,131 at 4% or $450,754 at 6%.
200827$624,262$155,031$22,147iApproximate average salary by contribution assumption: employee only about $553,682 at 4% or $369,121 at 6%; with 50% employer match about $369,121 at 4% or $246,081 at 6%; with 100% employer match about $276,841 at 4% or $184,561 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-7$624,262$155,031$22,147iApproximate average salary by contribution assumption: employee only about $553,682 at 4% or $369,121 at 6%; with 50% employer match about $369,121 at 4% or $246,081 at 6%; with 100% employer match about $276,841 at 4% or $184,561 at 6%.
CAPLAN LAW FIRM, P.A. CASH BALANCE PLAN-0---
200717$801,529$142,533$20,362iApproximate average salary by contribution assumption: employee only about $509,046 at 4% or $339,364 at 6%; with 50% employer match about $339,364 at 4% or $226,243 at 6%; with 100% employer match about $254,523 at 4% or $169,682 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-7$801,529$142,533$20,362iApproximate average salary by contribution assumption: employee only about $509,046 at 4% or $339,364 at 6%; with 50% employer match about $339,364 at 4% or $226,243 at 6%; with 100% employer match about $254,523 at 4% or $169,682 at 6%.
200617$629,921$175,682$25,097iApproximate average salary by contribution assumption: employee only about $627,436 at 4% or $418,290 at 6%; with 50% employer match about $418,290 at 4% or $278,860 at 6%; with 100% employer match about $313,718 at 4% or $209,145 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-7$629,921$175,682$25,097iApproximate average salary by contribution assumption: employee only about $627,436 at 4% or $418,290 at 6%; with 50% employer match about $418,290 at 4% or $278,860 at 6%; with 100% employer match about $313,718 at 4% or $209,145 at 6%.
200516$593,138$86,569$14,428iApproximate average salary by contribution assumption: employee only about $360,704 at 4% or $240,469 at 6%; with 50% employer match about $240,469 at 4% or $160,313 at 6%; with 100% employer match about $180,352 at 4% or $120,235 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-6$593,138$86,569$14,428iApproximate average salary by contribution assumption: employee only about $360,704 at 4% or $240,469 at 6%; with 50% employer match about $240,469 at 4% or $160,313 at 6%; with 100% employer match about $180,352 at 4% or $120,235 at 6%.
200419$476,301$104,910$11,657iApproximate average salary by contribution assumption: employee only about $291,417 at 4% or $194,278 at 6%; with 50% employer match about $194,278 at 4% or $129,519 at 6%; with 100% employer match about $145,708 at 4% or $97,139 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-9$476,301$104,910$11,657iApproximate average salary by contribution assumption: employee only about $291,417 at 4% or $194,278 at 6%; with 50% employer match about $194,278 at 4% or $129,519 at 6%; with 100% employer match about $145,708 at 4% or $97,139 at 6%.
200317$357,521$84,977$12,140iApproximate average salary by contribution assumption: employee only about $303,489 at 4% or $202,326 at 6%; with 50% employer match about $202,326 at 4% or $134,884 at 6%; with 100% employer match about $151,745 at 4% or $101,163 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-7$357,521$84,977$12,140iApproximate average salary by contribution assumption: employee only about $303,489 at 4% or $202,326 at 6%; with 50% employer match about $202,326 at 4% or $134,884 at 6%; with 100% employer match about $151,745 at 4% or $101,163 at 6%.
200217$335,280$88,530$12,647iApproximate average salary by contribution assumption: employee only about $316,179 at 4% or $210,786 at 6%; with 50% employer match about $210,786 at 4% or $140,524 at 6%; with 100% employer match about $158,089 at 4% or $105,393 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-7$335,280$88,530$12,647iApproximate average salary by contribution assumption: employee only about $316,179 at 4% or $210,786 at 6%; with 50% employer match about $210,786 at 4% or $140,524 at 6%; with 100% employer match about $158,089 at 4% or $105,393 at 6%.
200117$269,729$46,968$6,710iApproximate average salary by contribution assumption: employee only about $167,743 at 4% or $111,829 at 6%; with 50% employer match about $111,829 at 4% or $74,552 at 6%; with 100% employer match about $83,871 at 4% or $55,914 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-7$269,729$46,968$6,710iApproximate average salary by contribution assumption: employee only about $167,743 at 4% or $111,829 at 6%; with 50% employer match about $111,829 at 4% or $74,552 at 6%; with 100% employer match about $83,871 at 4% or $55,914 at 6%.
200018$245,082$30,465$3,808iApproximate average salary by contribution assumption: employee only about $95,203 at 4% or $63,469 at 6%; with 50% employer match about $63,469 at 4% or $42,313 at 6%; with 100% employer match about $47,602 at 4% or $31,734 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-8$245,082$30,465$3,808iApproximate average salary by contribution assumption: employee only about $95,203 at 4% or $63,469 at 6%; with 50% employer match about $63,469 at 4% or $42,313 at 6%; with 100% employer match about $47,602 at 4% or $31,734 at 6%.
199918$252,615$43,806$5,476iApproximate average salary by contribution assumption: employee only about $136,894 at 4% or $91,263 at 6%; with 50% employer match about $91,263 at 4% or $60,842 at 6%; with 100% employer match about $68,447 at 4% or $45,631 at 6%.
Allan H Caplan & Associates Pa Profit Sharing Plan & Trust-8$252,615$43,806$5,476iApproximate average salary by contribution assumption: employee only about $136,894 at 4% or $91,263 at 6%; with 50% employer match about $91,263 at 4% or $60,842 at 6%; with 100% employer match about $68,447 at 4% or $45,631 at 6%.