Civic Intelligence

Kaplan, Williams & Graffeo LLC

Plan context: Kaplan, Williams & Graffeo LLC 401(K) Plan

EIN 46-1589622 • Morristown, NJ • 13 filings • 3 plans

60 Washington StreetSuite 204Morristown, NJ 07960
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$2,241,955

2025 Contributions

$242,122

Historical Graphs

Total Assets Over Time

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

$2,241,955$1,120,978$0201320192025YearValue
$2,241,955Latest year 2025

Participants Over Time

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

1470201320192025YearValue
14Latest year 2025

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
2025114$2,241,955$242,122$17,294iApproximate average salary by contribution assumption: employee only about $432,361 at 4% or $288,240 at 6%; with 50% employer match about $288,240 at 4% or $192,160 at 6%; with 100% employer match about $216,180 at 4% or $144,120 at 6%.
Kaplan, Williams & Graffeo LLC 401(K) Plan-14$2,241,955$242,122$17,294iApproximate average salary by contribution assumption: employee only about $432,361 at 4% or $288,240 at 6%; with 50% employer match about $288,240 at 4% or $192,160 at 6%; with 100% employer match about $216,180 at 4% or $144,120 at 6%.
2024114$1,712,954$216,387$15,456iApproximate average salary by contribution assumption: employee only about $386,405 at 4% or $257,604 at 6%; with 50% employer match about $257,604 at 4% or $171,736 at 6%; with 100% employer match about $193,203 at 4% or $128,802 at 6%.
Kaplan, Williams & Graffeo LLC 401(K) Plan-14$1,712,954$216,387$15,456iApproximate average salary by contribution assumption: employee only about $386,405 at 4% or $257,604 at 6%; with 50% employer match about $257,604 at 4% or $171,736 at 6%; with 100% employer match about $193,203 at 4% or $128,802 at 6%.
2023114$1,317,301$188,027$13,431iApproximate average salary by contribution assumption: employee only about $335,763 at 4% or $223,842 at 6%; with 50% employer match about $223,842 at 4% or $149,228 at 6%; with 100% employer match about $167,881 at 4% or $111,921 at 6%.
Kaplan, Williams & Graffeo LLC 401(K) Plan-14$1,317,301$188,027$13,431iApproximate average salary by contribution assumption: employee only about $335,763 at 4% or $223,842 at 6%; with 50% employer match about $223,842 at 4% or $149,228 at 6%; with 100% employer match about $167,881 at 4% or $111,921 at 6%.
2022112$1,058,369$143,041$11,920iApproximate average salary by contribution assumption: employee only about $298,002 at 4% or $198,668 at 6%; with 50% employer match about $198,668 at 4% or $132,445 at 6%; with 100% employer match about $149,001 at 4% or $99,334 at 6%.
Kaplan, Williams & Graffeo LLC 401(K) Plan-12$1,058,369$143,041$11,920iApproximate average salary by contribution assumption: employee only about $298,002 at 4% or $198,668 at 6%; with 50% employer match about $198,668 at 4% or $132,445 at 6%; with 100% employer match about $149,001 at 4% or $99,334 at 6%.
2021113$1,194,377$59,235$4,557iApproximate average salary by contribution assumption: employee only about $113,913 at 4% or $75,942 at 6%; with 50% employer match about $75,942 at 4% or $50,628 at 6%; with 100% employer match about $56,957 at 4% or $37,971 at 6%.
Kaplan, Williams & Graffeo LLC 401(K) Plan-13$1,194,377$59,235$4,557iApproximate average salary by contribution assumption: employee only about $113,913 at 4% or $75,942 at 6%; with 50% employer match about $75,942 at 4% or $50,628 at 6%; with 100% employer match about $56,957 at 4% or $37,971 at 6%.
202019$1,046,553$134,845$14,983iApproximate average salary by contribution assumption: employee only about $374,569 at 4% or $249,713 at 6%; with 50% employer match about $249,713 at 4% or $166,475 at 6%; with 100% employer match about $187,285 at 4% or $124,856 at 6%.
Kaplan, Williams & Graffeo LLC 401(K) Plan-9$1,046,553$134,845$14,983iApproximate average salary by contribution assumption: employee only about $374,569 at 4% or $249,713 at 6%; with 50% employer match about $249,713 at 4% or $166,475 at 6%; with 100% employer match about $187,285 at 4% or $124,856 at 6%.
201916$785,193$87,355$14,559iApproximate average salary by contribution assumption: employee only about $363,979 at 4% or $242,653 at 6%; with 50% employer match about $242,653 at 4% or $161,769 at 6%; with 100% employer match about $181,990 at 4% or $121,326 at 6%.
Kaplan, Williams & Graffeo LLC 401(K) Plan-6$785,193$87,355$14,559iApproximate average salary by contribution assumption: employee only about $363,979 at 4% or $242,653 at 6%; with 50% employer match about $242,653 at 4% or $161,769 at 6%; with 100% employer match about $181,990 at 4% or $121,326 at 6%.
201816$587,223$81,803$13,634iApproximate average salary by contribution assumption: employee only about $340,846 at 4% or $227,231 at 6%; with 50% employer match about $227,231 at 4% or $151,487 at 6%; with 100% employer match about $170,423 at 4% or $113,615 at 6%.
Kaplan, Williams & Graffeo LLC 401(K) Plan-6$587,223$81,803$13,634iApproximate average salary by contribution assumption: employee only about $340,846 at 4% or $227,231 at 6%; with 50% employer match about $227,231 at 4% or $151,487 at 6%; with 100% employer match about $170,423 at 4% or $113,615 at 6%.
201716$533,095$81,488$13,581iApproximate average salary by contribution assumption: employee only about $339,533 at 4% or $226,356 at 6%; with 50% employer match about $226,356 at 4% or $150,904 at 6%; with 100% employer match about $169,767 at 4% or $113,178 at 6%.
Kaplan, Williams & Graffeo LLC 401(K) Plan-6$533,095$81,488$13,581iApproximate average salary by contribution assumption: employee only about $339,533 at 4% or $226,356 at 6%; with 50% employer match about $226,356 at 4% or $150,904 at 6%; with 100% employer match about $169,767 at 4% or $113,178 at 6%.
201617$401,682$84,693$12,099iApproximate average salary by contribution assumption: employee only about $302,475 at 4% or $201,650 at 6%; with 50% employer match about $201,650 at 4% or $134,433 at 6%; with 100% employer match about $151,238 at 4% or $100,825 at 6%.
Kaplan, Williams & Graffeo LLC 401(K) Plan-7$401,682$84,693$12,099iApproximate average salary by contribution assumption: employee only about $302,475 at 4% or $201,650 at 6%; with 50% employer match about $201,650 at 4% or $134,433 at 6%; with 100% employer match about $151,238 at 4% or $100,825 at 6%.
201517$299,851$75,869$10,838iApproximate average salary by contribution assumption: employee only about $270,961 at 4% or $180,640 at 6%; with 50% employer match about $180,640 at 4% or $120,427 at 6%; with 100% employer match about $135,480 at 4% or $90,320 at 6%.
Kaplan, Williams & Graffeo LLC 401(K) Plan-7$299,851$75,869$10,838iApproximate average salary by contribution assumption: employee only about $270,961 at 4% or $180,640 at 6%; with 50% employer match about $180,640 at 4% or $120,427 at 6%; with 100% employer match about $135,480 at 4% or $90,320 at 6%.
201414$229,217$121,496$30,374iApproximate average salary by contribution assumption: employee only about $759,350 at 4% or $506,233 at 6%; with 50% employer match about $506,233 at 4% or $337,489 at 6%; with 100% employer match about $379,675 at 4% or $253,117 at 6%.
Kaplan, Williams & Graffeo LLC 401(K) Plan-4$229,217$121,496$30,374iApproximate average salary by contribution assumption: employee only about $759,350 at 4% or $506,233 at 6%; with 50% employer match about $506,233 at 4% or $337,489 at 6%; with 100% employer match about $379,675 at 4% or $253,117 at 6%.
201314$103,827$103,097$25,774iApproximate average salary by contribution assumption: employee only about $644,356 at 4% or $429,571 at 6%; with 50% employer match about $429,571 at 4% or $286,381 at 6%; with 100% employer match about $322,178 at 4% or $214,785 at 6%.
Kaplan, Williams & Graffeo LLC 401(K) Plan-4$103,827$103,097$25,774iApproximate average salary by contribution assumption: employee only about $644,356 at 4% or $429,571 at 6%; with 50% employer match about $429,571 at 4% or $286,381 at 6%; with 100% employer match about $322,178 at 4% or $214,785 at 6%.