Caplan Brothers Incorporated
Plan context: Caplan Brothers Incorporated Profit Sharing Retirement Plan
EIN 52-0554704 • Baltimore, MD • 52 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
92
2024 Assets
$3,658,980
2024 Contributions
$105,944
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 92 | $3,658,980 | $105,944 | $1,152iApproximate average salary by contribution assumption: employee only about $28,789 at 4% or $19,193 at 6%; with 50% employer match about $19,193 at 4% or $12,795 at 6%; with 100% employer match about $14,395 at 4% or $9,596 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 37 | $2,002,022 | $70,000 | $1,892iApproximate average salary by contribution assumption: employee only about $47,297 at 4% or $31,532 at 6%; with 50% employer match about $31,532 at 4% or $21,021 at 6%; with 100% employer match about $23,649 at 4% or $15,766 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 92 | $1,656,958 | $35,944 | $391iApproximate average salary by contribution assumption: employee only about $9,767 at 4% or $6,512 at 6%; with 50% employer match about $6,512 at 4% or $4,341 at 6%; with 100% employer match about $4,884 at 4% or $3,256 at 6%. |
| 2023 | 2 | 92 | $3,181,327 | $63,302 | $688iApproximate average salary by contribution assumption: employee only about $17,202 at 4% or $11,468 at 6%; with 50% employer match about $11,468 at 4% or $7,645 at 6%; with 100% employer match about $8,601 at 4% or $5,734 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 29 | $1,674,674 | $19,632 | $677iApproximate average salary by contribution assumption: employee only about $16,924 at 4% or $11,283 at 6%; with 50% employer match about $11,283 at 4% or $7,522 at 6%; with 100% employer match about $8,462 at 4% or $5,641 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 92 | $1,506,653 | $43,670 | $475iApproximate average salary by contribution assumption: employee only about $11,867 at 4% or $7,911 at 6%; with 50% employer match about $7,911 at 4% or $5,274 at 6%; with 100% employer match about $5,933 at 4% or $3,956 at 6%. |
| 2022 | 2 | 92 | $3,043,572 | $80,012 | $870iApproximate average salary by contribution assumption: employee only about $21,742 at 4% or $14,495 at 6%; with 50% employer match about $14,495 at 4% or $9,663 at 6%; with 100% employer match about $10,871 at 4% or $7,247 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 38 | $1,705,091 | $80,012 | $2,106iApproximate average salary by contribution assumption: employee only about $52,639 at 4% or $35,093 at 6%; with 50% employer match about $35,093 at 4% or $23,395 at 6%; with 100% employer match about $26,320 at 4% or $17,546 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 92 | $1,338,481 | - | - |
| 2021 | 2 | 93 | $4,019,797 | $60,000 | $645iApproximate average salary by contribution assumption: employee only about $16,129 at 4% or $10,753 at 6%; with 50% employer match about $10,753 at 4% or $7,168 at 6%; with 100% employer match about $8,065 at 4% or $5,376 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 41 | $2,361,593 | $60,000 | $1,463iApproximate average salary by contribution assumption: employee only about $36,585 at 4% or $24,390 at 6%; with 50% employer match about $24,390 at 4% or $16,260 at 6%; with 100% employer match about $18,293 at 4% or $12,195 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 93 | $1,658,204 | - | - |
| 2020 | 2 | 98 | $3,667,486 | $45,382 | $463iApproximate average salary by contribution assumption: employee only about $11,577 at 4% or $7,718 at 6%; with 50% employer match about $7,718 at 4% or $5,145 at 6%; with 100% employer match about $5,789 at 4% or $3,859 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 42 | $2,145,183 | $45,382 | $1,081iApproximate average salary by contribution assumption: employee only about $27,013 at 4% or $18,009 at 6%; with 50% employer match about $18,009 at 4% or $12,006 at 6%; with 100% employer match about $13,507 at 4% or $9,004 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 98 | $1,522,303 | - | - |
| 2019 | 2 | 105 | $3,273,401 | $65,000 | $619iApproximate average salary by contribution assumption: employee only about $15,476 at 4% or $10,317 at 6%; with 50% employer match about $10,317 at 4% or $6,878 at 6%; with 100% employer match about $7,738 at 4% or $5,159 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 43 | $1,836,823 | $35,000 | $814iApproximate average salary by contribution assumption: employee only about $20,349 at 4% or $13,566 at 6%; with 50% employer match about $13,566 at 4% or $9,044 at 6%; with 100% employer match about $10,174 at 4% or $6,783 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 105 | $1,436,578 | $30,000 | $286iApproximate average salary by contribution assumption: employee only about $7,143 at 4% or $4,762 at 6%; with 50% employer match about $4,762 at 4% or $3,175 at 6%; with 100% employer match about $3,571 at 4% or $2,381 at 6%. |
| 2018 | 2 | 105 | $2,823,084 | $83,000 | $790iApproximate average salary by contribution assumption: employee only about $19,762 at 4% or $13,175 at 6%; with 50% employer match about $13,175 at 4% or $8,783 at 6%; with 100% employer match about $9,881 at 4% or $6,587 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 42 | $1,595,735 | $50,000 | $1,190iApproximate average salary by contribution assumption: employee only about $29,762 at 4% or $19,841 at 6%; with 50% employer match about $19,841 at 4% or $13,228 at 6%; with 100% employer match about $14,881 at 4% or $9,921 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 105 | $1,227,349 | $33,000 | $314iApproximate average salary by contribution assumption: employee only about $7,857 at 4% or $5,238 at 6%; with 50% employer match about $5,238 at 4% or $3,492 at 6%; with 100% employer match about $3,929 at 4% or $2,619 at 6%. |
| 2017 | 2 | 106 | $3,639,288 | $76,700 | $724iApproximate average salary by contribution assumption: employee only about $18,090 at 4% or $12,060 at 6%; with 50% employer match about $12,060 at 4% or $8,040 at 6%; with 100% employer match about $9,045 at 4% or $6,030 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 50 | $2,331,618 | $30,000 | $600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 106 | $1,307,670 | $46,700 | $441iApproximate average salary by contribution assumption: employee only about $11,014 at 4% or $7,343 at 6%; with 50% employer match about $7,343 at 4% or $4,895 at 6%; with 100% employer match about $5,507 at 4% or $3,671 at 6%. |
| 2016 | 2 | 96 | $3,314,761 | $64,000 | $667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 44 | $2,174,562 | $20,000 | $455iApproximate average salary by contribution assumption: employee only about $11,364 at 4% or $7,576 at 6%; with 50% employer match about $7,576 at 4% or $5,051 at 6%; with 100% employer match about $5,682 at 4% or $3,788 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 96 | $1,140,199 | $44,000 | $458iApproximate average salary by contribution assumption: employee only about $11,458 at 4% or $7,639 at 6%; with 50% employer match about $7,639 at 4% or $5,093 at 6%; with 100% employer match about $5,729 at 4% or $3,819 at 6%. |
| 2015 | 2 | 95 | $3,337,988 | $63,000 | $663iApproximate average salary by contribution assumption: employee only about $16,579 at 4% or $11,053 at 6%; with 50% employer match about $11,053 at 4% or $7,368 at 6%; with 100% employer match about $8,289 at 4% or $5,526 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 39 | $2,270,475 | $30,000 | $769iApproximate average salary by contribution assumption: employee only about $19,231 at 4% or $12,821 at 6%; with 50% employer match about $12,821 at 4% or $8,547 at 6%; with 100% employer match about $9,615 at 4% or $6,410 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 95 | $1,067,513 | $33,000 | $347iApproximate average salary by contribution assumption: employee only about $8,684 at 4% or $5,789 at 6%; with 50% employer match about $5,789 at 4% or $3,860 at 6%; with 100% employer match about $4,342 at 4% or $2,895 at 6%. |
| 2014 | 2 | 99 | $3,709,609 | $40,000 | $404iApproximate average salary by contribution assumption: employee only about $10,101 at 4% or $6,734 at 6%; with 50% employer match about $6,734 at 4% or $4,489 at 6%; with 100% employer match about $5,051 at 4% or $3,367 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 35 | $2,643,392 | $10,000 | $286iApproximate average salary by contribution assumption: employee only about $7,143 at 4% or $4,762 at 6%; with 50% employer match about $4,762 at 4% or $3,175 at 6%; with 100% employer match about $3,571 at 4% or $2,381 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 99 | $1,066,217 | $30,000 | $303iApproximate average salary by contribution assumption: employee only about $7,576 at 4% or $5,051 at 6%; with 50% employer match about $5,051 at 4% or $3,367 at 6%; with 100% employer match about $3,788 at 4% or $2,525 at 6%. |
| 2013 | 2 | 53 | $3,644,224 | $25,000 | $472iApproximate average salary by contribution assumption: employee only about $11,792 at 4% or $7,862 at 6%; with 50% employer match about $7,862 at 4% or $5,241 at 6%; with 100% employer match about $5,896 at 4% or $3,931 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 33 | $2,637,401 | $0 | - |
| Caplan Brothers Inc. Pension Plan | - | 53 | $1,006,823 | $25,000 | $472iApproximate average salary by contribution assumption: employee only about $11,792 at 4% or $7,862 at 6%; with 50% employer match about $7,862 at 4% or $5,241 at 6%; with 100% employer match about $5,896 at 4% or $3,931 at 6%. |
| 2012 | 2 | 56 | $3,463,405 | $84,000 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 35 | $2,507,828 | - | - |
| Caplan Brothers Inc. Pension Plan | - | 56 | $955,577 | $84,000 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| 2011 | 2 | 72 | $3,627,688 | $61,909 | $860iApproximate average salary by contribution assumption: employee only about $21,496 at 4% or $14,331 at 6%; with 50% employer match about $14,331 at 4% or $9,554 at 6%; with 100% employer match about $10,748 at 4% or $7,165 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 37 | $2,827,028 | - | - |
| Caplan Brothers Inc. Pension Plan | - | 72 | $800,660 | $61,909 | $860iApproximate average salary by contribution assumption: employee only about $21,496 at 4% or $14,331 at 6%; with 50% employer match about $14,331 at 4% or $9,554 at 6%; with 100% employer match about $10,748 at 4% or $7,165 at 6%. |
| 2010 | 2 | 79 | $3,632,833 | $54,704 | $692iApproximate average salary by contribution assumption: employee only about $17,311 at 4% or $11,541 at 6%; with 50% employer match about $11,541 at 4% or $7,694 at 6%; with 100% employer match about $8,656 at 4% or $5,770 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 39 | $2,877,032 | $0 | - |
| Caplan Brothers Inc. Pension Plan | - | 79 | $755,801 | $54,704 | $692iApproximate average salary by contribution assumption: employee only about $17,311 at 4% or $11,541 at 6%; with 50% employer match about $11,541 at 4% or $7,694 at 6%; with 100% employer match about $8,656 at 4% or $5,770 at 6%. |
| 2009 | 2 | 72 | $3,564,320 | $67,677 | $940iApproximate average salary by contribution assumption: employee only about $23,499 at 4% or $15,666 at 6%; with 50% employer match about $15,666 at 4% or $10,444 at 6%; with 100% employer match about $11,749 at 4% or $7,833 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 43 | $2,915,603 | $939 | $22iApproximate average salary by contribution assumption: employee only about $546 at 4% or $364 at 6%; with 50% employer match about $364 at 4% or $243 at 6%; with 100% employer match about $273 at 4% or $182 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 72 | $648,717 | $66,738 | $927iApproximate average salary by contribution assumption: employee only about $23,173 at 4% or $15,449 at 6%; with 50% employer match about $15,449 at 4% or $10,299 at 6%; with 100% employer match about $11,586 at 4% or $7,724 at 6%. |
| 2008 | 2 | 76 | $3,111,789 | $83,001 | $1,092iApproximate average salary by contribution assumption: employee only about $27,303 at 4% or $18,202 at 6%; with 50% employer match about $18,202 at 4% or $12,135 at 6%; with 100% employer match about $13,651 at 4% or $9,101 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 38 | $2,587,832 | $45,000 | $1,184iApproximate average salary by contribution assumption: employee only about $29,605 at 4% or $19,737 at 6%; with 50% employer match about $19,737 at 4% or $13,158 at 6%; with 100% employer match about $14,803 at 4% or $9,868 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 76 | $523,957 | $38,001 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,334 at 6%; with 50% employer match about $8,334 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| 2007 | 2 | 75 | $4,049,597 | $52,613 | $702iApproximate average salary by contribution assumption: employee only about $17,538 at 4% or $11,692 at 6%; with 50% employer match about $11,692 at 4% or $7,795 at 6%; with 100% employer match about $8,769 at 4% or $5,846 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 44 | $3,408,476 | $40,000 | $909iApproximate average salary by contribution assumption: employee only about $22,727 at 4% or $15,152 at 6%; with 50% employer match about $15,152 at 4% or $10,101 at 6%; with 100% employer match about $11,364 at 4% or $7,576 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 75 | $641,121 | $12,613 | $168iApproximate average salary by contribution assumption: employee only about $4,204 at 4% or $2,803 at 6%; with 50% employer match about $2,803 at 4% or $1,869 at 6%; with 100% employer match about $2,102 at 4% or $1,401 at 6%. |
| 2006 | 2 | 67 | $4,245,363 | $35,900 | $536iApproximate average salary by contribution assumption: employee only about $13,396 at 4% or $8,930 at 6%; with 50% employer match about $8,930 at 4% or $5,954 at 6%; with 100% employer match about $6,698 at 4% or $4,465 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 43 | $3,600,819 | $34,400 | $800iApproximate average salary by contribution assumption: employee only about $20,000 at 4% or $13,333 at 6%; with 50% employer match about $13,333 at 4% or $8,889 at 6%; with 100% employer match about $10,000 at 4% or $6,667 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 67 | $644,544 | $1,500 | $22iApproximate average salary by contribution assumption: employee only about $560 at 4% or $373 at 6%; with 50% employer match about $373 at 4% or $249 at 6%; with 100% employer match about $280 at 4% or $187 at 6%. |
| 2005 | 2 | 72 | $4,047,336 | $18,000 | $250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 45 | $3,454,560 | $18,000 | $400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 72 | $592,776 | - | - |
| 2004 | 2 | 65 | $4,145,016 | $18,000 | $277iApproximate average salary by contribution assumption: employee only about $6,923 at 4% or $4,615 at 6%; with 50% employer match about $4,615 at 4% or $3,077 at 6%; with 100% employer match about $3,462 at 4% or $2,308 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 45 | $3,557,479 | $18,000 | $400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 65 | $587,537 | - | - |
| 2003 | 2 | 69 | $3,880,127 | $18,000 | $261iApproximate average salary by contribution assumption: employee only about $6,522 at 4% or $4,348 at 6%; with 50% employer match about $4,348 at 4% or $2,899 at 6%; with 100% employer match about $3,261 at 4% or $2,174 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 45 | $3,314,988 | $18,000 | $400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 69 | $565,139 | - | - |
| 2002 | 2 | 69 | $3,439,568 | $38,000 | $551iApproximate average salary by contribution assumption: employee only about $13,768 at 4% or $9,179 at 6%; with 50% employer match about $9,179 at 4% or $6,119 at 6%; with 100% employer match about $6,884 at 4% or $4,589 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 46 | $2,932,938 | $38,000 | $826iApproximate average salary by contribution assumption: employee only about $20,652 at 4% or $13,768 at 6%; with 50% employer match about $13,768 at 4% or $9,179 at 6%; with 100% employer match about $10,326 at 4% or $6,884 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 69 | $506,630 | - | - |
| 2001 | 2 | 72 | $563,804 | $0 | - |
| Caplan Brothers Inc. Pension Plan | - | 72 | $563,804 | - | - |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 46 | - | - | - |
| 2000 | 2 | 76 | $4,099,400 | $38,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 46 | $3,470,998 | $38,000 | $826iApproximate average salary by contribution assumption: employee only about $20,652 at 4% or $13,768 at 6%; with 50% employer match about $13,768 at 4% or $9,179 at 6%; with 100% employer match about $10,326 at 4% or $6,884 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 76 | $628,402 | - | - |
| 1999 | 2 | 69 | $4,011,425 | $38,000 | $551iApproximate average salary by contribution assumption: employee only about $13,768 at 4% or $9,179 at 6%; with 50% employer match about $9,179 at 4% or $6,119 at 6%; with 100% employer match about $6,884 at 4% or $4,589 at 6%. |
| Caplan Brothers Incorporated Profit Sharing Retirement Plan | - | 49 | $3,390,203 | $38,000 | $776iApproximate average salary by contribution assumption: employee only about $19,388 at 4% or $12,925 at 6%; with 50% employer match about $12,925 at 4% or $8,617 at 6%; with 100% employer match about $9,694 at 4% or $6,463 at 6%. |
| Caplan Brothers Inc. Pension Plan | - | 69 | $621,222 | - | - |