Civic Intelligence

Kaplan, Barron, Roth, Lehocky & Katz, P.S.C.

Plan context: Kaplan, Barron, Roth, Lehocky & Katz P.S.C.

EIN 61-0678616 • Louisville, KY • 16 filings • 3 plans

3333 Bardstown Rd.Louisville, KY 40218
Current Snapshot

Latest Year

2014

2014 Participants

21

2014 Assets

$1,392,358

2014 Contributions

$67,063

Historical Graphs

Total Assets Over Time

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

$12,673,736$6,336,868$0199920082014YearValue
$1,392,358Latest year 2014

Participants Over Time

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

35180199920072014YearValue
21Latest year 2014

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
2014121$1,392,358$67,063$3,193iApproximate average salary by contribution assumption: employee only about $79,837 at 4% or $53,225 at 6%; with 50% employer match about $53,225 at 4% or $35,483 at 6%; with 100% employer match about $39,918 at 4% or $26,612 at 6%.
Kaplan, Barron, Roth, Lehocky & Katz P.S.C.-21$1,392,358$67,063$3,193iApproximate average salary by contribution assumption: employee only about $79,837 at 4% or $53,225 at 6%; with 50% employer match about $53,225 at 4% or $35,483 at 6%; with 100% employer match about $39,918 at 4% or $26,612 at 6%.
2013133$12,673,736$313,459$9,499iApproximate average salary by contribution assumption: employee only about $237,469 at 4% or $158,313 at 6%; with 50% employer match about $158,313 at 4% or $105,542 at 6%; with 100% employer match about $118,734 at 4% or $79,156 at 6%.
Kaplan, Barron, Roth, Lehocky & Katz P.S.C.-33$12,673,736$313,459$9,499iApproximate average salary by contribution assumption: employee only about $237,469 at 4% or $158,313 at 6%; with 50% employer match about $158,313 at 4% or $105,542 at 6%; with 100% employer match about $118,734 at 4% or $79,156 at 6%.
2012133$10,323,282$338,039$10,244iApproximate average salary by contribution assumption: employee only about $256,090 at 4% or $170,727 at 6%; with 50% employer match about $170,727 at 4% or $113,818 at 6%; with 100% employer match about $128,045 at 4% or $85,363 at 6%.
Kaplan, Barron, Roth, Lehocky & Katz P.S.C.-33$10,323,282$338,039$10,244iApproximate average salary by contribution assumption: employee only about $256,090 at 4% or $170,727 at 6%; with 50% employer match about $170,727 at 4% or $113,818 at 6%; with 100% employer match about $128,045 at 4% or $85,363 at 6%.
2011133$8,958,677$289,577$8,775iApproximate average salary by contribution assumption: employee only about $219,377 at 4% or $146,251 at 6%; with 50% employer match about $146,251 at 4% or $97,501 at 6%; with 100% employer match about $109,688 at 4% or $73,126 at 6%.
Kaplan, Barron, Roth, Lehocky & Katz P.S.C.-33$8,958,677$289,577$8,775iApproximate average salary by contribution assumption: employee only about $219,377 at 4% or $146,251 at 6%; with 50% employer match about $146,251 at 4% or $97,501 at 6%; with 100% employer match about $109,688 at 4% or $73,126 at 6%.
2010135$8,969,147$326,244$9,321iApproximate average salary by contribution assumption: employee only about $233,031 at 4% or $155,354 at 6%; with 50% employer match about $155,354 at 4% or $103,570 at 6%; with 100% employer match about $116,516 at 4% or $77,677 at 6%.
Kaplan, Barron, Roth, Lehocky & Katz P.S.C.-35$8,969,147$326,244$9,321iApproximate average salary by contribution assumption: employee only about $233,031 at 4% or $155,354 at 6%; with 50% employer match about $155,354 at 4% or $103,570 at 6%; with 100% employer match about $116,516 at 4% or $77,677 at 6%.
2009129$7,625,107$263,588$9,089iApproximate average salary by contribution assumption: employee only about $227,231 at 4% or $151,487 at 6%; with 50% employer match about $151,487 at 4% or $100,992 at 6%; with 100% employer match about $113,616 at 4% or $75,744 at 6%.
Kaplan, Barron, Roth, Lehocky & Katz P.S.C.-29$7,625,107$263,588$9,089iApproximate average salary by contribution assumption: employee only about $227,231 at 4% or $151,487 at 6%; with 50% employer match about $151,487 at 4% or $100,992 at 6%; with 100% employer match about $113,616 at 4% or $75,744 at 6%.
2008125$5,733,212$195,087$7,803iApproximate average salary by contribution assumption: employee only about $195,087 at 4% or $130,058 at 6%; with 50% employer match about $130,058 at 4% or $86,705 at 6%; with 100% employer match about $97,543 at 4% or $65,029 at 6%.
Kaplan, Barron, Roth, Lehocky & Katz P.S.C.-25$5,733,212$195,087$7,803iApproximate average salary by contribution assumption: employee only about $195,087 at 4% or $130,058 at 6%; with 50% employer match about $130,058 at 4% or $86,705 at 6%; with 100% employer match about $97,543 at 4% or $65,029 at 6%.
2007126$0$0-
Kaplan, Barron, Roth, Lehocky & Katz P.S.C.-26---
2006125$9,036,929$209,731$8,389iApproximate average salary by contribution assumption: employee only about $209,731 at 4% or $139,821 at 6%; with 50% employer match about $139,821 at 4% or $93,214 at 6%; with 100% employer match about $104,866 at 4% or $69,910 at 6%.
Kaplan, Barron, Roth, Lehocky & Katz P.S.C.-25$9,036,929$209,731$8,389iApproximate average salary by contribution assumption: employee only about $209,731 at 4% or $139,821 at 6%; with 50% employer match about $139,821 at 4% or $93,214 at 6%; with 100% employer match about $104,866 at 4% or $69,910 at 6%.
2005128$7,658,915$180,389$6,442iApproximate average salary by contribution assumption: employee only about $161,062 at 4% or $107,374 at 6%; with 50% employer match about $107,374 at 4% or $71,583 at 6%; with 100% employer match about $80,531 at 4% or $53,687 at 6%.
Kaplan, Barron, Roth, Lehocky & Katz P.S.C.-28$7,658,915$180,389$6,442iApproximate average salary by contribution assumption: employee only about $161,062 at 4% or $107,374 at 6%; with 50% employer match about $107,374 at 4% or $71,583 at 6%; with 100% employer match about $80,531 at 4% or $53,687 at 6%.
2004129$6,743,542$176,416$6,083iApproximate average salary by contribution assumption: employee only about $152,083 at 4% or $101,389 at 6%; with 50% employer match about $101,389 at 4% or $67,592 at 6%; with 100% employer match about $76,041 at 4% or $50,694 at 6%.
Kaplan, Barron, Roth, Lehocky & Katz P.S.C.-29$6,743,542$176,416$6,083iApproximate average salary by contribution assumption: employee only about $152,083 at 4% or $101,389 at 6%; with 50% employer match about $101,389 at 4% or $67,592 at 6%; with 100% employer match about $76,041 at 4% or $50,694 at 6%.
2003130$5,900,083$130,000$4,333iApproximate average salary by contribution assumption: employee only about $108,333 at 4% or $72,222 at 6%; with 50% employer match about $72,222 at 4% or $48,148 at 6%; with 100% employer match about $54,167 at 4% or $36,111 at 6%.
Kaplan, Barron, Roth, Lehocky & Katz P.S.C.-30$5,900,083$130,000$4,333iApproximate average salary by contribution assumption: employee only about $108,333 at 4% or $72,222 at 6%; with 50% employer match about $72,222 at 4% or $48,148 at 6%; with 100% employer match about $54,167 at 4% or $36,111 at 6%.
2002130$0$0-
Kaplan, Barron, Roth, Lehocky & Katz P.S.C.-30---
2001130$0$0-
Kaplan, Barron, Roth, Lehocky & Katz P.S.C.-30---
2000128$5,799,873$214,583$7,664iApproximate average salary by contribution assumption: employee only about $191,592 at 4% or $127,728 at 6%; with 50% employer match about $127,728 at 4% or $85,152 at 6%; with 100% employer match about $95,796 at 4% or $63,864 at 6%.
Kaplan, Barron, Roth, Lehocky & Katz P.S.C.-28$5,799,873$214,583$7,664iApproximate average salary by contribution assumption: employee only about $191,592 at 4% or $127,728 at 6%; with 50% employer match about $127,728 at 4% or $85,152 at 6%; with 100% employer match about $95,796 at 4% or $63,864 at 6%.
1999130$6,525,351$195,154$6,505iApproximate average salary by contribution assumption: employee only about $162,628 at 4% or $108,419 at 6%; with 50% employer match about $108,419 at 4% or $72,279 at 6%; with 100% employer match about $81,314 at 4% or $54,209 at 6%.
Kaplan, Barron, Roth, Lehocky & Katz P.S.C.-30$6,525,351$195,154$6,505iApproximate average salary by contribution assumption: employee only about $162,628 at 4% or $108,419 at 6%; with 50% employer match about $108,419 at 4% or $72,279 at 6%; with 100% employer match about $81,314 at 4% or $54,209 at 6%.