Civic Intelligence

Kaplan & Freedman, P.A.

Plan context: Kaplan & Freedman, P.A. Money Purchase Plan

EIN 59-2362093 • South Miami, FL • 26 filings • 2 plans

7301 Southwest 57th Court, Ste 570South Miami, FL 33143
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$8,822,918

2024 Contributions

$93,497

Historical Graphs

Total Assets Over Time

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

$8,822,918$4,411,459$0199920132024YearValue
$8,822,918Latest year 2024

Participants Over Time

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

1050199920122024YearValue
10Latest 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
2024110$8,822,918$93,497$9,350iApproximate average salary by contribution assumption: employee only about $233,743 at 4% or $155,828 at 6%; with 50% employer match about $155,828 at 4% or $103,886 at 6%; with 100% employer match about $116,871 at 4% or $77,914 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-10$8,822,918$93,497$9,350iApproximate average salary by contribution assumption: employee only about $233,743 at 4% or $155,828 at 6%; with 50% employer match about $155,828 at 4% or $103,886 at 6%; with 100% employer match about $116,871 at 4% or $77,914 at 6%.
2023110$8,033,131$170,350$17,035iApproximate average salary by contribution assumption: employee only about $425,875 at 4% or $283,917 at 6%; with 50% employer match about $283,917 at 4% or $189,278 at 6%; with 100% employer match about $212,938 at 4% or $141,958 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-10$8,033,131$170,350$17,035iApproximate average salary by contribution assumption: employee only about $425,875 at 4% or $283,917 at 6%; with 50% employer match about $283,917 at 4% or $189,278 at 6%; with 100% employer match about $212,938 at 4% or $141,958 at 6%.
202218$6,967,627$187,846$23,481iApproximate average salary by contribution assumption: employee only about $587,019 at 4% or $391,346 at 6%; with 50% employer match about $391,346 at 4% or $260,897 at 6%; with 100% employer match about $293,509 at 4% or $195,673 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-8$6,967,627$187,846$23,481iApproximate average salary by contribution assumption: employee only about $587,019 at 4% or $391,346 at 6%; with 50% employer match about $391,346 at 4% or $260,897 at 6%; with 100% employer match about $293,509 at 4% or $195,673 at 6%.
202118$8,263,759$305,609$38,201iApproximate average salary by contribution assumption: employee only about $955,028 at 4% or $636,685 at 6%; with 50% employer match about $636,685 at 4% or $424,457 at 6%; with 100% employer match about $477,514 at 4% or $318,343 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-8$8,263,759$305,609$38,201iApproximate average salary by contribution assumption: employee only about $955,028 at 4% or $636,685 at 6%; with 50% employer match about $636,685 at 4% or $424,457 at 6%; with 100% employer match about $477,514 at 4% or $318,343 at 6%.
202018$7,051,999$207,385$25,923iApproximate average salary by contribution assumption: employee only about $648,078 at 4% or $432,052 at 6%; with 50% employer match about $432,052 at 4% or $288,035 at 6%; with 100% employer match about $324,039 at 4% or $216,026 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-8$7,051,999$207,385$25,923iApproximate average salary by contribution assumption: employee only about $648,078 at 4% or $432,052 at 6%; with 50% employer match about $432,052 at 4% or $288,035 at 6%; with 100% employer match about $324,039 at 4% or $216,026 at 6%.
201919$7,708,862$150,362$16,707iApproximate average salary by contribution assumption: employee only about $417,672 at 4% or $278,448 at 6%; with 50% employer match about $278,448 at 4% or $185,632 at 6%; with 100% employer match about $208,836 at 4% or $139,224 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-9$7,708,862$150,362$16,707iApproximate average salary by contribution assumption: employee only about $417,672 at 4% or $278,448 at 6%; with 50% employer match about $278,448 at 4% or $185,632 at 6%; with 100% employer match about $208,836 at 4% or $139,224 at 6%.
201819$6,834,708$140,192$15,577iApproximate average salary by contribution assumption: employee only about $389,422 at 4% or $259,615 at 6%; with 50% employer match about $259,615 at 4% or $173,077 at 6%; with 100% employer match about $194,711 at 4% or $129,807 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-9$6,834,708$140,192$15,577iApproximate average salary by contribution assumption: employee only about $389,422 at 4% or $259,615 at 6%; with 50% employer match about $259,615 at 4% or $173,077 at 6%; with 100% employer match about $194,711 at 4% or $129,807 at 6%.
201719$7,125,235$156,892$17,432iApproximate average salary by contribution assumption: employee only about $435,811 at 4% or $290,541 at 6%; with 50% employer match about $290,541 at 4% or $193,694 at 6%; with 100% employer match about $217,906 at 4% or $145,270 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-9$7,125,235$156,892$17,432iApproximate average salary by contribution assumption: employee only about $435,811 at 4% or $290,541 at 6%; with 50% employer match about $290,541 at 4% or $193,694 at 6%; with 100% employer match about $217,906 at 4% or $145,270 at 6%.
201619$6,080,803$140,026$15,558iApproximate average salary by contribution assumption: employee only about $388,961 at 4% or $259,307 at 6%; with 50% employer match about $259,307 at 4% or $172,872 at 6%; with 100% employer match about $194,481 at 4% or $129,654 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-9$6,080,803$140,026$15,558iApproximate average salary by contribution assumption: employee only about $388,961 at 4% or $259,307 at 6%; with 50% employer match about $259,307 at 4% or $172,872 at 6%; with 100% employer match about $194,481 at 4% or $129,654 at 6%.
201519$5,828,711$155,383$17,265iApproximate average salary by contribution assumption: employee only about $431,619 at 4% or $287,746 at 6%; with 50% employer match about $287,746 at 4% or $191,831 at 6%; with 100% employer match about $215,810 at 4% or $143,873 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-9$5,828,711$155,383$17,265iApproximate average salary by contribution assumption: employee only about $431,619 at 4% or $287,746 at 6%; with 50% employer match about $287,746 at 4% or $191,831 at 6%; with 100% employer match about $215,810 at 4% or $143,873 at 6%.
2014110$6,380,699$172,447$17,245iApproximate average salary by contribution assumption: employee only about $431,118 at 4% or $287,412 at 6%; with 50% employer match about $287,412 at 4% or $191,608 at 6%; with 100% employer match about $215,559 at 4% or $143,706 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-10$6,380,699$172,447$17,245iApproximate average salary by contribution assumption: employee only about $431,118 at 4% or $287,412 at 6%; with 50% employer match about $287,412 at 4% or $191,608 at 6%; with 100% employer match about $215,559 at 4% or $143,706 at 6%.
2013110$6,160,346$171,674$17,167iApproximate average salary by contribution assumption: employee only about $429,185 at 4% or $286,123 at 6%; with 50% employer match about $286,123 at 4% or $190,749 at 6%; with 100% employer match about $214,593 at 4% or $143,062 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-10$6,160,346$171,674$17,167iApproximate average salary by contribution assumption: employee only about $429,185 at 4% or $286,123 at 6%; with 50% employer match about $286,123 at 4% or $190,749 at 6%; with 100% employer match about $214,593 at 4% or $143,062 at 6%.
2012110$5,476,158$164,289$16,429iApproximate average salary by contribution assumption: employee only about $410,723 at 4% or $273,815 at 6%; with 50% employer match about $273,815 at 4% or $182,543 at 6%; with 100% employer match about $205,361 at 4% or $136,908 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-10$5,476,158$164,289$16,429iApproximate average salary by contribution assumption: employee only about $410,723 at 4% or $273,815 at 6%; with 50% employer match about $273,815 at 4% or $182,543 at 6%; with 100% employer match about $205,361 at 4% or $136,908 at 6%.
2011110$4,927,567$163,796$16,380iApproximate average salary by contribution assumption: employee only about $409,490 at 4% or $272,993 at 6%; with 50% employer match about $272,993 at 4% or $181,996 at 6%; with 100% employer match about $204,745 at 4% or $136,497 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-10$4,927,567$163,796$16,380iApproximate average salary by contribution assumption: employee only about $409,490 at 4% or $272,993 at 6%; with 50% employer match about $272,993 at 4% or $181,996 at 6%; with 100% employer match about $204,745 at 4% or $136,497 at 6%.
2010110$4,960,538$219,916$21,992iApproximate average salary by contribution assumption: employee only about $549,790 at 4% or $366,527 at 6%; with 50% employer match about $366,527 at 4% or $244,351 at 6%; with 100% employer match about $274,895 at 4% or $183,263 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-10$4,960,538$219,916$21,992iApproximate average salary by contribution assumption: employee only about $549,790 at 4% or $366,527 at 6%; with 50% employer match about $366,527 at 4% or $244,351 at 6%; with 100% employer match about $274,895 at 4% or $183,263 at 6%.
2009110$4,378,586$150,387$15,039iApproximate average salary by contribution assumption: employee only about $375,968 at 4% or $250,645 at 6%; with 50% employer match about $250,645 at 4% or $167,097 at 6%; with 100% employer match about $187,984 at 4% or $125,323 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-10$4,378,586$150,387$15,039iApproximate average salary by contribution assumption: employee only about $375,968 at 4% or $250,645 at 6%; with 50% employer match about $250,645 at 4% or $167,097 at 6%; with 100% employer match about $187,984 at 4% or $125,323 at 6%.
200819$3,490,348$139,853$15,539iApproximate average salary by contribution assumption: employee only about $388,481 at 4% or $258,987 at 6%; with 50% employer match about $258,987 at 4% or $172,658 at 6%; with 100% employer match about $194,240 at 4% or $129,494 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-9$3,490,348$139,853$15,539iApproximate average salary by contribution assumption: employee only about $388,481 at 4% or $258,987 at 6%; with 50% employer match about $258,987 at 4% or $172,658 at 6%; with 100% employer match about $194,240 at 4% or $129,494 at 6%.
200718$0$0-
Kaplan & Freedman, P.A. Money Purchase Plan-8---
200618$4,193,473$148,006$18,501iApproximate average salary by contribution assumption: employee only about $462,519 at 4% or $308,346 at 6%; with 50% employer match about $308,346 at 4% or $205,564 at 6%; with 100% employer match about $231,259 at 4% or $154,173 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-8$4,193,473$148,006$18,501iApproximate average salary by contribution assumption: employee only about $462,519 at 4% or $308,346 at 6%; with 50% employer match about $308,346 at 4% or $205,564 at 6%; with 100% employer match about $231,259 at 4% or $154,173 at 6%.
2005110$3,492,039$108,784$10,878iApproximate average salary by contribution assumption: employee only about $271,960 at 4% or $181,307 at 6%; with 50% employer match about $181,307 at 4% or $120,871 at 6%; with 100% employer match about $135,980 at 4% or $90,653 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-10$3,492,039$108,784$10,878iApproximate average salary by contribution assumption: employee only about $271,960 at 4% or $181,307 at 6%; with 50% employer match about $181,307 at 4% or $120,871 at 6%; with 100% employer match about $135,980 at 4% or $90,653 at 6%.
200419$3,301,861$226,341$25,149iApproximate average salary by contribution assumption: employee only about $628,725 at 4% or $419,150 at 6%; with 50% employer match about $419,150 at 4% or $279,433 at 6%; with 100% employer match about $314,363 at 4% or $209,575 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-9$3,301,861$226,341$25,149iApproximate average salary by contribution assumption: employee only about $628,725 at 4% or $419,150 at 6%; with 50% employer match about $419,150 at 4% or $279,433 at 6%; with 100% employer match about $314,363 at 4% or $209,575 at 6%.
200317$2,756,858$101,992$14,570iApproximate average salary by contribution assumption: employee only about $364,257 at 4% or $242,838 at 6%; with 50% employer match about $242,838 at 4% or $161,892 at 6%; with 100% employer match about $182,129 at 4% or $121,419 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-7$2,756,858$101,992$14,570iApproximate average salary by contribution assumption: employee only about $364,257 at 4% or $242,838 at 6%; with 50% employer match about $242,838 at 4% or $161,892 at 6%; with 100% employer match about $182,129 at 4% or $121,419 at 6%.
200217$0$0-
Kaplan & Freedman, P.A. Money Purchase Plan-7---
200117$2,136,989$93,107$13,301iApproximate average salary by contribution assumption: employee only about $332,525 at 4% or $221,683 at 6%; with 50% employer match about $221,683 at 4% or $147,789 at 6%; with 100% employer match about $166,263 at 4% or $110,842 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-7$2,136,989$93,107$13,301iApproximate average salary by contribution assumption: employee only about $332,525 at 4% or $221,683 at 6%; with 50% employer match about $221,683 at 4% or $147,789 at 6%; with 100% employer match about $166,263 at 4% or $110,842 at 6%.
200017$1,722,634$79,666$11,381iApproximate average salary by contribution assumption: employee only about $284,521 at 4% or $189,681 at 6%; with 50% employer match about $189,681 at 4% or $126,454 at 6%; with 100% employer match about $142,261 at 4% or $94,840 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-7$1,722,634$79,666$11,381iApproximate average salary by contribution assumption: employee only about $284,521 at 4% or $189,681 at 6%; with 50% employer match about $189,681 at 4% or $126,454 at 6%; with 100% employer match about $142,261 at 4% or $94,840 at 6%.
199917$1,829,184$77,003$11,000iApproximate average salary by contribution assumption: employee only about $275,011 at 4% or $183,340 at 6%; with 50% employer match about $183,340 at 4% or $122,227 at 6%; with 100% employer match about $137,505 at 4% or $91,670 at 6%.
Kaplan & Freedman, P.A. Money Purchase Plan-7$1,829,184$77,003$11,000iApproximate average salary by contribution assumption: employee only about $275,011 at 4% or $183,340 at 6%; with 50% employer match about $183,340 at 4% or $122,227 at 6%; with 100% employer match about $137,505 at 4% or $91,670 at 6%.