Civic Intelligence

Steven M. Caplan Attorney at Law

Plan context: Steven M. Caplan Attorney at Law 401(K) Profit Sharing Plan

EIN 52-1768347 • Boynton Beach, FL • 28 filings • 2 plans

27 Eastgate DriveApt. DBoynton Beach, FL 33436
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$1,031,873

2024 Contributions

$114,961

Historical Graphs

Total Assets Over Time

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

$3,572,741$1,786,371$0201120182024YearValue
$1,031,873Latest year 2024

Participants Over Time

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

320201120182024YearValue
1Latest 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
202421$1,031,873$0-
Steven M. Caplan Attorney at Law 401(K) Profit Sharing Plan-1$1,031,873$0-
Steven M. Caplan Attorney at Law Cash Balance Plan-0$0$0-
202322$3,572,741$114,961$57,481iApproximate average salary by contribution assumption: employee only about $1,437,013 at 4% or $958,008 at 6%; with 50% employer match about $958,008 at 4% or $638,672 at 6%; with 100% employer match about $718,506 at 4% or $479,004 at 6%.
Steven M. Caplan Attorney at Law Cash Balance Plan-2$2,999,695$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Steven M. Caplan Attorney at Law 401(K) Profit Sharing Plan-2$573,046$39,961$19,981iApproximate average salary by contribution assumption: employee only about $499,513 at 4% or $333,008 at 6%; with 50% employer match about $333,008 at 4% or $222,006 at 6%; with 100% employer match about $249,756 at 4% or $166,504 at 6%.
202222$2,888,316$340,309$170,155iApproximate average salary by contribution assumption: employee only about $4,253,863 at 4% or $2,835,908 at 6%; with 50% employer match about $2,835,908 at 4% or $1,890,606 at 6%; with 100% employer match about $2,126,931 at 4% or $1,417,954 at 6%.
Steven M. Caplan Attorney at Law Cash Balance Plan-2$2,485,301$302,754$151,377iApproximate average salary by contribution assumption: employee only about $3,784,425 at 4% or $2,522,950 at 6%; with 50% employer match about $2,522,950 at 4% or $1,681,967 at 6%; with 100% employer match about $1,892,213 at 4% or $1,261,475 at 6%.
Steven M. Caplan Attorney at Law 401(K) Profit Sharing Plan-2$403,015$37,555$18,778iApproximate average salary by contribution assumption: employee only about $469,438 at 4% or $312,958 at 6%; with 50% employer match about $312,958 at 4% or $208,639 at 6%; with 100% employer match about $234,719 at 4% or $156,479 at 6%.
202122$3,276,954$210,416$105,208iApproximate average salary by contribution assumption: employee only about $2,630,200 at 4% or $1,753,467 at 6%; with 50% employer match about $1,753,467 at 4% or $1,168,978 at 6%; with 100% employer match about $1,315,100 at 4% or $876,733 at 6%.
Steven M. Caplan Attorney at Law Cash Balance Plan-2$2,708,502$175,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Steven M. Caplan Attorney at Law 401(K) Profit Sharing Plan-2$568,452$35,416$17,708iApproximate average salary by contribution assumption: employee only about $442,700 at 4% or $295,133 at 6%; with 50% employer match about $295,133 at 4% or $196,756 at 6%; with 100% employer match about $221,350 at 4% or $147,567 at 6%.
202022$2,672,263$198,056$99,028iApproximate average salary by contribution assumption: employee only about $2,475,700 at 4% or $1,650,467 at 6%; with 50% employer match about $1,650,467 at 4% or $1,100,311 at 6%; with 100% employer match about $1,237,850 at 4% or $825,233 at 6%.
Steven M. Caplan Attorney at Law Cash Balance Plan-2$2,175,627$163,894$81,947iApproximate average salary by contribution assumption: employee only about $2,048,675 at 4% or $1,365,783 at 6%; with 50% employer match about $1,365,783 at 4% or $910,522 at 6%; with 100% employer match about $1,024,338 at 4% or $682,892 at 6%.
Steven M. Caplan Attorney at Law 401(K) Profit Sharing Plan-2$496,636$34,162$17,081iApproximate average salary by contribution assumption: employee only about $427,025 at 4% or $284,683 at 6%; with 50% employer match about $284,683 at 4% or $189,789 at 6%; with 100% employer match about $213,513 at 4% or $142,342 at 6%.
201922$2,442,893$225,000$112,500iApproximate average salary by contribution assumption: employee only about $2,812,500 at 4% or $1,875,000 at 6%; with 50% employer match about $1,875,000 at 4% or $1,250,000 at 6%; with 100% employer match about $1,406,250 at 4% or $937,500 at 6%.
Steven M. Caplan Attorney at Law Cash Balance Plan-2$2,019,152$183,570$91,785iApproximate average salary by contribution assumption: employee only about $2,294,625 at 4% or $1,529,750 at 6%; with 50% employer match about $1,529,750 at 4% or $1,019,833 at 6%; with 100% employer match about $1,147,313 at 4% or $764,875 at 6%.
Steven M. Caplan Attorney at Law 401(K) Profit Sharing Plan-2$423,741$41,430$20,715iApproximate average salary by contribution assumption: employee only about $517,875 at 4% or $345,250 at 6%; with 50% employer match about $345,250 at 4% or $230,167 at 6%; with 100% employer match about $258,938 at 4% or $172,625 at 6%.
201822$1,791,532$225,453$112,727iApproximate average salary by contribution assumption: employee only about $2,818,163 at 4% or $1,878,775 at 6%; with 50% employer match about $1,878,775 at 4% or $1,252,517 at 6%; with 100% employer match about $1,409,081 at 4% or $939,388 at 6%.
Steven M. Caplan Attorney at Law Cash Balance Plan-2$1,467,935$186,000$93,000iApproximate average salary by contribution assumption: employee only about $2,325,000 at 4% or $1,550,000 at 6%; with 50% employer match about $1,550,000 at 4% or $1,033,333 at 6%; with 100% employer match about $1,162,500 at 4% or $775,000 at 6%.
Steven M. Caplan Attorney at Law 401(K) Profit Sharing Plan-2$323,597$39,453$19,727iApproximate average salary by contribution assumption: employee only about $493,163 at 4% or $328,775 at 6%; with 50% employer match about $328,775 at 4% or $219,183 at 6%; with 100% employer match about $246,581 at 4% or $164,388 at 6%.
201722$1,672,037$265,713$132,857iApproximate average salary by contribution assumption: employee only about $3,321,413 at 4% or $2,214,275 at 6%; with 50% employer match about $2,214,275 at 4% or $1,476,183 at 6%; with 100% employer match about $1,660,706 at 4% or $1,107,138 at 6%.
Steven M. Caplan Attorney at Law Cash Balance Plan-2$1,386,836$226,887$113,444iApproximate average salary by contribution assumption: employee only about $2,836,088 at 4% or $1,890,725 at 6%; with 50% employer match about $1,890,725 at 4% or $1,260,483 at 6%; with 100% employer match about $1,418,044 at 4% or $945,363 at 6%.
Steven M. Caplan Attorney at Law 401(K) Profit Sharing Plan-2$285,201$38,826$19,413iApproximate average salary by contribution assumption: employee only about $485,325 at 4% or $323,550 at 6%; with 50% employer match about $323,550 at 4% or $215,700 at 6%; with 100% employer match about $242,663 at 4% or $161,775 at 6%.
201622$1,186,662$254,000$127,000iApproximate average salary by contribution assumption: employee only about $3,175,000 at 4% or $2,116,667 at 6%; with 50% employer match about $2,116,667 at 4% or $1,411,111 at 6%; with 100% employer match about $1,587,500 at 4% or $1,058,333 at 6%.
Steven M. Caplan Attorney at Law Cash Balance Plan-2$981,042$213,003$106,502iApproximate average salary by contribution assumption: employee only about $2,662,538 at 4% or $1,775,025 at 6%; with 50% employer match about $1,775,025 at 4% or $1,183,350 at 6%; with 100% employer match about $1,331,269 at 4% or $887,513 at 6%.
Steven M. Caplan Attorney at Law 401(K) Profit Sharing Plan-2$205,620$40,997$20,499iApproximate average salary by contribution assumption: employee only about $512,463 at 4% or $341,642 at 6%; with 50% employer match about $341,642 at 4% or $227,761 at 6%; with 100% employer match about $256,231 at 4% or $170,821 at 6%.
201523$887,946$268,742$89,581iApproximate average salary by contribution assumption: employee only about $2,239,517 at 4% or $1,493,011 at 6%; with 50% employer match about $1,493,011 at 4% or $995,341 at 6%; with 100% employer match about $1,119,758 at 4% or $746,506 at 6%.
Steven M. Caplan Attorney at Law Cash Balance Plan-3$726,900$228,369$76,123iApproximate average salary by contribution assumption: employee only about $1,903,075 at 4% or $1,268,717 at 6%; with 50% employer match about $1,268,717 at 4% or $845,811 at 6%; with 100% employer match about $951,538 at 4% or $634,358 at 6%.
Steven M. Caplan Attorney at Law 401(K) Profit Sharing Plan-3$161,046$40,373$13,458iApproximate average salary by contribution assumption: employee only about $336,442 at 4% or $224,294 at 6%; with 50% employer match about $224,294 at 4% or $149,530 at 6%; with 100% employer match about $168,221 at 4% or $112,147 at 6%.
201423$641,699$154,048$51,349iApproximate average salary by contribution assumption: employee only about $1,283,733 at 4% or $855,822 at 6%; with 50% employer match about $855,822 at 4% or $570,548 at 6%; with 100% employer match about $641,867 at 4% or $427,911 at 6%.
Steven M. Caplan Attorney at Law Cash Balance Plan-3$509,855$122,498$40,833iApproximate average salary by contribution assumption: employee only about $1,020,817 at 4% or $680,544 at 6%; with 50% employer match about $680,544 at 4% or $453,696 at 6%; with 100% employer match about $510,408 at 4% or $340,272 at 6%.
Steven M. Caplan Attorney at Law 401(K) Profit Sharing Plan-3$131,844$31,550$10,517iApproximate average salary by contribution assumption: employee only about $262,917 at 4% or $175,278 at 6%; with 50% employer match about $175,278 at 4% or $116,852 at 6%; with 100% employer match about $131,458 at 4% or $87,639 at 6%.
201323$494,378$154,229$51,410iApproximate average salary by contribution assumption: employee only about $1,285,242 at 4% or $856,828 at 6%; with 50% employer match about $856,828 at 4% or $571,219 at 6%; with 100% employer match about $642,621 at 4% or $428,414 at 6%.
Steven M. Caplan Attorney at Law Cash Balance Plan-3$383,296$121,590$40,530iApproximate average salary by contribution assumption: employee only about $1,013,250 at 4% or $675,500 at 6%; with 50% employer match about $675,500 at 4% or $450,333 at 6%; with 100% employer match about $506,625 at 4% or $337,750 at 6%.
Steven M. Caplan Attorney at Law 401(K) Profit Sharing Plan-3$111,082$32,639$10,880iApproximate average salary by contribution assumption: employee only about $271,992 at 4% or $181,328 at 6%; with 50% employer match about $181,328 at 4% or $120,885 at 6%; with 100% employer match about $135,996 at 4% or $90,664 at 6%.
201223$295,705$156,822$52,274iApproximate average salary by contribution assumption: employee only about $1,306,850 at 4% or $871,233 at 6%; with 50% employer match about $871,233 at 4% or $580,822 at 6%; with 100% employer match about $653,425 at 4% or $435,617 at 6%.
Steven M. Caplan Attorney at Law Cash Balance Plan-3$228,051$123,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Steven M. Caplan Attorney at Law 401(K) Profit Sharing Plan-3$67,654$33,822$11,274iApproximate average salary by contribution assumption: employee only about $281,850 at 4% or $187,900 at 6%; with 50% employer match about $187,900 at 4% or $125,267 at 6%; with 100% employer match about $140,925 at 4% or $93,950 at 6%.
201123$142,085$142,085$47,362iApproximate average salary by contribution assumption: employee only about $1,184,042 at 4% or $789,361 at 6%; with 50% employer match about $789,361 at 4% or $526,241 at 6%; with 100% employer match about $592,021 at 4% or $394,681 at 6%.
Steven M. Caplan Attorney at Law Cash Balance Plan-3$105,000$105,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Steven M. Caplan Attorney at Law 401(K) Profit Sharing Plan-3$37,085$37,085$12,362iApproximate average salary by contribution assumption: employee only about $309,042 at 4% or $206,028 at 6%; with 50% employer match about $206,028 at 4% or $137,352 at 6%; with 100% employer match about $154,521 at 4% or $103,014 at 6%.