Civic Intelligence

Caplan Buckner Rohrbaugh and Kostecka Chrtd

Plan context: Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan

EIN 52-1766449 • Bethesda, MD • 31 filings • 11 plans

7910 Woodmont AvenueSuite 1430Bethesda, MD 20814
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$296,569

2023 Contributions

$85,000

Historical Graphs

Total Assets Over Time

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

$4,468,202$2,234,101$0199920132022YearValue
$296,569Latest year 2022

Participants Over Time

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

1160199920112022YearValue
4Latest year 2022

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
202310$0$0-
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-0$0--
202214$296,569$0-
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-4$296,569--
202115$1,120,692$0-
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-5$1,120,692--
202015$967,955$0-
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-5$967,955--
201915$905,897$0-
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-5$905,897--
201815$776,799-$51,224-
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-5$776,799-$51,224-
201716$829,076$0-
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-6$829,076--
201616$747,382$0-
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-6$747,382--
201516$700,608$0-
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-6$700,608--
201417$2,532,380$0-
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-7$2,532,380--
201319$2,409,200$0-
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-9$2,409,200--
201219$2,032,480$0-
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-9$2,032,480--
201117$1,851,785$85,000$12,143iApproximate average salary by contribution assumption: employee only about $303,571 at 4% or $202,381 at 6%; with 50% employer match about $202,381 at 4% or $134,921 at 6%; with 100% employer match about $151,786 at 4% or $101,190 at 6%.
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-7$1,851,785$85,000$12,143iApproximate average salary by contribution assumption: employee only about $303,571 at 4% or $202,381 at 6%; with 50% employer match about $202,381 at 4% or $134,921 at 6%; with 100% employer match about $151,786 at 4% or $101,190 at 6%.
201017$1,818,209$84,902$12,129iApproximate average salary by contribution assumption: employee only about $303,221 at 4% or $202,148 at 6%; with 50% employer match about $202,148 at 4% or $134,765 at 6%; with 100% employer match about $151,611 at 4% or $101,074 at 6%.
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-7$1,818,209$84,902$12,129iApproximate average salary by contribution assumption: employee only about $303,221 at 4% or $202,148 at 6%; with 50% employer match about $202,148 at 4% or $134,765 at 6%; with 100% employer match about $151,611 at 4% or $101,074 at 6%.
200917$1,604,574$85,000$12,143iApproximate average salary by contribution assumption: employee only about $303,571 at 4% or $202,381 at 6%; with 50% employer match about $202,381 at 4% or $134,921 at 6%; with 100% employer match about $151,786 at 4% or $101,190 at 6%.
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-7$1,604,574$85,000$12,143iApproximate average salary by contribution assumption: employee only about $303,571 at 4% or $202,381 at 6%; with 50% employer match about $202,381 at 4% or $134,921 at 6%; with 100% employer match about $151,786 at 4% or $101,190 at 6%.
200817$1,272,569$93,985$13,426iApproximate average salary by contribution assumption: employee only about $335,661 at 4% or $223,774 at 6%; with 50% employer match about $223,774 at 4% or $149,183 at 6%; with 100% employer match about $167,830 at 4% or $111,887 at 6%.
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-7$1,272,569$93,985$13,426iApproximate average salary by contribution assumption: employee only about $335,661 at 4% or $223,774 at 6%; with 50% employer match about $223,774 at 4% or $149,183 at 6%; with 100% employer match about $167,830 at 4% or $111,887 at 6%.
200728$0$0-
CAPLAN BUCKNER KOSTECKA & KORTLING CHRTD CAFETERIA PLAN-8---
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-7---
200619$0$0-
CAPLAN BUCKNER & KOSTECKA CHRTD CAFETERIA PLAN-9---
200527$1,461,452$45,000$6,429iApproximate average salary by contribution assumption: employee only about $160,714 at 4% or $107,143 at 6%; with 50% employer match about $107,143 at 4% or $71,429 at 6%; with 100% employer match about $80,357 at 4% or $53,571 at 6%.
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-7$1,461,452$45,000$6,429iApproximate average salary by contribution assumption: employee only about $160,714 at 4% or $107,143 at 6%; with 50% employer match about $107,143 at 4% or $71,429 at 6%; with 100% employer match about $80,357 at 4% or $53,571 at 6%.
CAPLAN BUCKNER & KOSTECKA CHRTD CAFETERIA PLAN-5---
200427$1,345,804$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-7$1,345,804$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
CAPLAN BUCKNER & KOSTECKA CHRTD CAFETERIA PLAN-5---
200327$1,298,384$75,074$10,725iApproximate average salary by contribution assumption: employee only about $268,121 at 4% or $178,748 at 6%; with 50% employer match about $178,748 at 4% or $119,165 at 6%; with 100% employer match about $134,061 at 4% or $89,374 at 6%.
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-7$1,298,384$75,074$10,725iApproximate average salary by contribution assumption: employee only about $268,121 at 4% or $178,748 at 6%; with 50% employer match about $178,748 at 4% or $119,165 at 6%; with 100% employer match about $134,061 at 4% or $89,374 at 6%.
CAPLAN BUCKNER & KOSTECKA CHRTD CAFETERIA PLAN-5---
2002110$0$0-
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-10---
200128$0$0-
CAPLAN BUCKNER & KOSTECKA CHRTD CAFETERIA PLAN-6---
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-8---
200018$0$0-
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-8---
1999211$4,468,202$191,504$17,409iApproximate average salary by contribution assumption: employee only about $435,236 at 4% or $290,158 at 6%; with 50% employer match about $290,158 at 4% or $193,438 at 6%; with 100% employer match about $217,618 at 4% or $145,079 at 6%.
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-11$2,234,101$95,752$8,705iApproximate average salary by contribution assumption: employee only about $217,618 at 4% or $145,079 at 6%; with 50% employer match about $145,079 at 4% or $96,719 at 6%; with 100% employer match about $108,809 at 4% or $72,539 at 6%.
Caplan Buckner Rohrbaugh and Kostecka Chrtd Profit Sharing 401K Plan-11$2,234,101$95,752$8,705iApproximate average salary by contribution assumption: employee only about $217,618 at 4% or $145,079 at 6%; with 50% employer match about $145,079 at 4% or $96,719 at 6%; with 100% employer match about $108,809 at 4% or $72,539 at 6%.