Civic Intelligence

Kaplan Insurance Agency Inc.

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

EIN 42-1559177 • Wappingers Falls, NY • 9 filings • 1 plans

12 Barrister's RowWappingers Falls, NY 12590
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$1,639,633

2024 Contributions

$238,407

Historical Graphs

Total Assets Over Time

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

$1,639,633$819,817$0201620202024YearValue
$1,639,633Latest year 2024

Participants Over Time

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

23120201620202024YearValue
15Latest 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
2024115$1,639,633$238,407$15,894iApproximate average salary by contribution assumption: employee only about $397,345 at 4% or $264,897 at 6%; with 50% employer match about $264,897 at 4% or $176,598 at 6%; with 100% employer match about $198,673 at 4% or $132,448 at 6%.
Kaplan Insurance Agency Inc. 401(K) Plan-15$1,639,633$238,407$15,894iApproximate average salary by contribution assumption: employee only about $397,345 at 4% or $264,897 at 6%; with 50% employer match about $264,897 at 4% or $176,598 at 6%; with 100% employer match about $198,673 at 4% or $132,448 at 6%.
2023116$1,272,775$202,761$12,673iApproximate average salary by contribution assumption: employee only about $316,814 at 4% or $211,209 at 6%; with 50% employer match about $211,209 at 4% or $140,806 at 6%; with 100% employer match about $158,407 at 4% or $105,605 at 6%.
Kaplan Insurance Agency Inc. 401(K) Plan-16$1,272,775$202,761$12,673iApproximate average salary by contribution assumption: employee only about $316,814 at 4% or $211,209 at 6%; with 50% employer match about $211,209 at 4% or $140,806 at 6%; with 100% employer match about $158,407 at 4% or $105,605 at 6%.
2022115$976,949$260,768$17,385iApproximate average salary by contribution assumption: employee only about $434,613 at 4% or $289,742 at 6%; with 50% employer match about $289,742 at 4% or $193,161 at 6%; with 100% employer match about $217,307 at 4% or $144,871 at 6%.
Kaplan Insurance Agency Inc. 401(K) Plan-15$976,949$260,768$17,385iApproximate average salary by contribution assumption: employee only about $434,613 at 4% or $289,742 at 6%; with 50% employer match about $289,742 at 4% or $193,161 at 6%; with 100% employer match about $217,307 at 4% or $144,871 at 6%.
2021123$840,045$141,510$6,153iApproximate average salary by contribution assumption: employee only about $153,815 at 4% or $102,543 at 6%; with 50% employer match about $102,543 at 4% or $68,362 at 6%; with 100% employer match about $76,908 at 4% or $51,272 at 6%.
Kaplan Insurance Agency Inc. 401(K) Plan-23$840,045$141,510$6,153iApproximate average salary by contribution assumption: employee only about $153,815 at 4% or $102,543 at 6%; with 50% employer match about $102,543 at 4% or $68,362 at 6%; with 100% employer match about $76,908 at 4% or $51,272 at 6%.
2020122$709,013$138,004$6,273iApproximate average salary by contribution assumption: employee only about $156,823 at 4% or $104,548 at 6%; with 50% employer match about $104,548 at 4% or $69,699 at 6%; with 100% employer match about $78,411 at 4% or $52,274 at 6%.
Kaplan Insurance Agency Inc. 401(K) Plan-22$709,013$138,004$6,273iApproximate average salary by contribution assumption: employee only about $156,823 at 4% or $104,548 at 6%; with 50% employer match about $104,548 at 4% or $69,699 at 6%; with 100% employer match about $78,411 at 4% or $52,274 at 6%.
2019114$507,308$123,399$8,814iApproximate average salary by contribution assumption: employee only about $220,355 at 4% or $146,904 at 6%; with 50% employer match about $146,904 at 4% or $97,936 at 6%; with 100% employer match about $110,178 at 4% or $73,452 at 6%.
Kaplan Insurance Agency Inc. 401(K) Plan-14$507,308$123,399$8,814iApproximate average salary by contribution assumption: employee only about $220,355 at 4% or $146,904 at 6%; with 50% employer match about $146,904 at 4% or $97,936 at 6%; with 100% employer match about $110,178 at 4% or $73,452 at 6%.
2018110$333,100$134,553$13,455iApproximate average salary by contribution assumption: employee only about $336,383 at 4% or $224,255 at 6%; with 50% employer match about $224,255 at 4% or $149,503 at 6%; with 100% employer match about $168,191 at 4% or $112,128 at 6%.
Kaplan Insurance Agency Inc. 401(K) Plan-10$333,100$134,553$13,455iApproximate average salary by contribution assumption: employee only about $336,383 at 4% or $224,255 at 6%; with 50% employer match about $224,255 at 4% or $149,503 at 6%; with 100% employer match about $168,191 at 4% or $112,128 at 6%.
201719$220,854$123,681$13,742iApproximate average salary by contribution assumption: employee only about $343,558 at 4% or $229,039 at 6%; with 50% employer match about $229,039 at 4% or $152,693 at 6%; with 100% employer match about $171,779 at 4% or $114,519 at 6%.
Kaplan Insurance Agency Inc. 401(K) Plan-9$220,854$123,681$13,742iApproximate average salary by contribution assumption: employee only about $343,558 at 4% or $229,039 at 6%; with 50% employer match about $229,039 at 4% or $152,693 at 6%; with 100% employer match about $171,779 at 4% or $114,519 at 6%.
201618$75,087$72,745$9,093iApproximate average salary by contribution assumption: employee only about $227,328 at 4% or $151,552 at 6%; with 50% employer match about $151,552 at 4% or $101,035 at 6%; with 100% employer match about $113,664 at 4% or $75,776 at 6%.
Kaplan Insurance Agency Inc. 401(K) Plan-8$75,087$72,745$9,093iApproximate average salary by contribution assumption: employee only about $227,328 at 4% or $151,552 at 6%; with 50% employer match about $151,552 at 4% or $101,035 at 6%; with 100% employer match about $113,664 at 4% or $75,776 at 6%.