Civic Intelligence

Dr. Kaplan-Dr. Epstein, Optometrist

Plan context: Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan

EIN 51-0239412 • New Castle, DE • 21 filings • 6 plans

169 Christiana RdNew Castle, DE 19720
Current Snapshot

Latest Year

2020

2020 Participants

6

2020 Assets

$2,053,158

2020 Contributions

$68,506

Historical Graphs

Total Assets Over Time

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

$2,053,158$1,026,579$0199920112019YearValue
$2,053,158Latest year 2019

Participants Over Time

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

1050199920102019YearValue
6Latest year 2019

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
202010$0$0-
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-0$0$0-
201916$2,053,158$68,506$11,418iApproximate average salary by contribution assumption: employee only about $285,442 at 4% or $190,294 at 6%; with 50% employer match about $190,294 at 4% or $126,863 at 6%; with 100% employer match about $142,721 at 4% or $95,147 at 6%.
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-6$2,053,158$68,506$11,418iApproximate average salary by contribution assumption: employee only about $285,442 at 4% or $190,294 at 6%; with 50% employer match about $190,294 at 4% or $126,863 at 6%; with 100% employer match about $142,721 at 4% or $95,147 at 6%.
201817$1,889,795$70,244$10,035iApproximate average salary by contribution assumption: employee only about $250,871 at 4% or $167,248 at 6%; with 50% employer match about $167,248 at 4% or $111,498 at 6%; with 100% employer match about $125,436 at 4% or $83,624 at 6%.
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-7$1,889,795$70,244$10,035iApproximate average salary by contribution assumption: employee only about $250,871 at 4% or $167,248 at 6%; with 50% employer match about $167,248 at 4% or $111,498 at 6%; with 100% employer match about $125,436 at 4% or $83,624 at 6%.
201717$1,809,240$67,590$9,656iApproximate average salary by contribution assumption: employee only about $241,393 at 4% or $160,929 at 6%; with 50% employer match about $160,929 at 4% or $107,286 at 6%; with 100% employer match about $120,696 at 4% or $80,464 at 6%.
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-7$1,809,240$67,590$9,656iApproximate average salary by contribution assumption: employee only about $241,393 at 4% or $160,929 at 6%; with 50% employer match about $160,929 at 4% or $107,286 at 6%; with 100% employer match about $120,696 at 4% or $80,464 at 6%.
201617$1,587,480$65,380$9,340iApproximate average salary by contribution assumption: employee only about $233,500 at 4% or $155,667 at 6%; with 50% employer match about $155,667 at 4% or $103,778 at 6%; with 100% employer match about $116,750 at 4% or $77,833 at 6%.
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-7$1,587,480$65,380$9,340iApproximate average salary by contribution assumption: employee only about $233,500 at 4% or $155,667 at 6%; with 50% employer match about $155,667 at 4% or $103,778 at 6%; with 100% employer match about $116,750 at 4% or $77,833 at 6%.
201515$1,310,871$64,270$12,854iApproximate average salary by contribution assumption: employee only about $321,350 at 4% or $214,233 at 6%; with 50% employer match about $214,233 at 4% or $142,822 at 6%; with 100% employer match about $160,675 at 4% or $107,117 at 6%.
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-5$1,310,871$64,270$12,854iApproximate average salary by contribution assumption: employee only about $321,350 at 4% or $214,233 at 6%; with 50% employer match about $214,233 at 4% or $142,822 at 6%; with 100% employer match about $160,675 at 4% or $107,117 at 6%.
201417$1,391,196$52,555$7,508iApproximate average salary by contribution assumption: employee only about $187,696 at 4% or $125,131 at 6%; with 50% employer match about $125,131 at 4% or $83,421 at 6%; with 100% employer match about $93,848 at 4% or $62,565 at 6%.
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-7$1,391,196$52,555$7,508iApproximate average salary by contribution assumption: employee only about $187,696 at 4% or $125,131 at 6%; with 50% employer match about $125,131 at 4% or $83,421 at 6%; with 100% employer match about $93,848 at 4% or $62,565 at 6%.
201317$1,241,634$65,305$9,329iApproximate average salary by contribution assumption: employee only about $233,232 at 4% or $155,488 at 6%; with 50% employer match about $155,488 at 4% or $103,659 at 6%; with 100% employer match about $116,616 at 4% or $77,744 at 6%.
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-7$1,241,634$65,305$9,329iApproximate average salary by contribution assumption: employee only about $233,232 at 4% or $155,488 at 6%; with 50% employer match about $155,488 at 4% or $103,659 at 6%; with 100% employer match about $116,616 at 4% or $77,744 at 6%.
201217$1,264,194$57,451$8,207iApproximate average salary by contribution assumption: employee only about $205,182 at 4% or $136,788 at 6%; with 50% employer match about $136,788 at 4% or $91,192 at 6%; with 100% employer match about $102,591 at 4% or $68,394 at 6%.
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-7$1,264,194$57,451$8,207iApproximate average salary by contribution assumption: employee only about $205,182 at 4% or $136,788 at 6%; with 50% employer match about $136,788 at 4% or $91,192 at 6%; with 100% employer match about $102,591 at 4% or $68,394 at 6%.
201118$1,022,309$64,264$8,033iApproximate average salary by contribution assumption: employee only about $200,825 at 4% or $133,883 at 6%; with 50% employer match about $133,883 at 4% or $89,256 at 6%; with 100% employer match about $100,413 at 4% or $66,942 at 6%.
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-8$1,022,309$64,264$8,033iApproximate average salary by contribution assumption: employee only about $200,825 at 4% or $133,883 at 6%; with 50% employer match about $133,883 at 4% or $89,256 at 6%; with 100% employer match about $100,413 at 4% or $66,942 at 6%.
201017$1,117,567$59,637$8,520iApproximate average salary by contribution assumption: employee only about $212,989 at 4% or $141,993 at 6%; with 50% employer match about $141,993 at 4% or $94,662 at 6%; with 100% employer match about $106,495 at 4% or $70,996 at 6%.
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-7$1,117,567$59,637$8,520iApproximate average salary by contribution assumption: employee only about $212,989 at 4% or $141,993 at 6%; with 50% employer match about $141,993 at 4% or $94,662 at 6%; with 100% employer match about $106,495 at 4% or $70,996 at 6%.
2009110$860,473$58,563$5,856iApproximate average salary by contribution assumption: employee only about $146,408 at 4% or $97,605 at 6%; with 50% employer match about $97,605 at 4% or $65,070 at 6%; with 100% employer match about $73,204 at 4% or $48,803 at 6%.
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-10$860,473$58,563$5,856iApproximate average salary by contribution assumption: employee only about $146,408 at 4% or $97,605 at 6%; with 50% employer match about $97,605 at 4% or $65,070 at 6%; with 100% employer match about $73,204 at 4% or $48,803 at 6%.
200718$0$0-
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-8---
200617$873,511$59,967$8,567iApproximate average salary by contribution assumption: employee only about $214,168 at 4% or $142,779 at 6%; with 50% employer match about $142,779 at 4% or $95,186 at 6%; with 100% employer match about $107,084 at 4% or $71,389 at 6%.
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-7$873,511$59,967$8,567iApproximate average salary by contribution assumption: employee only about $214,168 at 4% or $142,779 at 6%; with 50% employer match about $142,779 at 4% or $95,186 at 6%; with 100% employer match about $107,084 at 4% or $71,389 at 6%.
200516$676,847$49,926$8,321iApproximate average salary by contribution assumption: employee only about $208,025 at 4% or $138,683 at 6%; with 50% employer match about $138,683 at 4% or $92,456 at 6%; with 100% employer match about $104,013 at 4% or $69,342 at 6%.
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-6$676,847$49,926$8,321iApproximate average salary by contribution assumption: employee only about $208,025 at 4% or $138,683 at 6%; with 50% employer match about $138,683 at 4% or $92,456 at 6%; with 100% employer match about $104,013 at 4% or $69,342 at 6%.
200416$682,738$33,709$5,618iApproximate average salary by contribution assumption: employee only about $140,454 at 4% or $93,636 at 6%; with 50% employer match about $93,636 at 4% or $62,424 at 6%; with 100% employer match about $70,227 at 4% or $46,818 at 6%.
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-6$682,738$33,709$5,618iApproximate average salary by contribution assumption: employee only about $140,454 at 4% or $93,636 at 6%; with 50% employer match about $93,636 at 4% or $62,424 at 6%; with 100% employer match about $70,227 at 4% or $46,818 at 6%.
200317$1,079,596$68,077$9,725iApproximate average salary by contribution assumption: employee only about $243,132 at 4% or $162,088 at 6%; with 50% employer match about $162,088 at 4% or $108,059 at 6%; with 100% employer match about $121,566 at 4% or $81,044 at 6%.
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-7$1,079,596$68,077$9,725iApproximate average salary by contribution assumption: employee only about $243,132 at 4% or $162,088 at 6%; with 50% employer match about $162,088 at 4% or $108,059 at 6%; with 100% employer match about $121,566 at 4% or $81,044 at 6%.
200219$0$0-
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-9---
200118$0$0-
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-8---
200016$1,523,325$63,519$10,587iApproximate average salary by contribution assumption: employee only about $264,663 at 4% or $176,442 at 6%; with 50% employer match about $176,442 at 4% or $117,628 at 6%; with 100% employer match about $132,331 at 4% or $88,221 at 6%.
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-6$1,523,325$63,519$10,587iApproximate average salary by contribution assumption: employee only about $264,663 at 4% or $176,442 at 6%; with 50% employer match about $176,442 at 4% or $117,628 at 6%; with 100% employer match about $132,331 at 4% or $88,221 at 6%.
199917$1,714,619$65,447$9,350iApproximate average salary by contribution assumption: employee only about $233,739 at 4% or $155,826 at 6%; with 50% employer match about $155,826 at 4% or $103,884 at 6%; with 100% employer match about $116,870 at 4% or $77,913 at 6%.
Dr. Kaplan-Dr. Epstein, Optometrists, P.A. 401K Plan-7$1,714,619$65,447$9,350iApproximate average salary by contribution assumption: employee only about $233,739 at 4% or $155,826 at 6%; with 50% employer match about $155,826 at 4% or $103,884 at 6%; with 100% employer match about $116,870 at 4% or $77,913 at 6%.