Civic Intelligence

Mark R. Kapperman, O.D. PC.

Plan context: Kapperman & White Eyecare Retirement Plan

EIN 62-1552614 • Chattanooga, TN • 16 filings • 4 plans

1720 Gunbarrel Rd Ste 100Chattanooga, TN 37421-3192
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$3,435,598

2024 Contributions

$213,156

Historical Graphs

Total Assets Over Time

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

$3,435,598$1,717,799$0200920172024YearValue
$3,435,598Latest year 2024

Participants Over Time

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

34170200920172024YearValue
25Latest 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
2024125$3,435,598$213,156$8,526iApproximate average salary by contribution assumption: employee only about $213,156 at 4% or $142,104 at 6%; with 50% employer match about $142,104 at 4% or $94,736 at 6%; with 100% employer match about $106,578 at 4% or $71,052 at 6%.
Kapperman & White Eyecare Retirement Plan-25$3,435,598$213,156$8,526iApproximate average salary by contribution assumption: employee only about $213,156 at 4% or $142,104 at 6%; with 50% employer match about $142,104 at 4% or $94,736 at 6%; with 100% employer match about $106,578 at 4% or $71,052 at 6%.
2023125$2,821,900$144,584$5,783iApproximate average salary by contribution assumption: employee only about $144,584 at 4% or $96,389 at 6%; with 50% employer match about $96,389 at 4% or $64,260 at 6%; with 100% employer match about $72,292 at 4% or $48,195 at 6%.
Kapperman & White Eyecare Retirement Plan-25$2,821,900$144,584$5,783iApproximate average salary by contribution assumption: employee only about $144,584 at 4% or $96,389 at 6%; with 50% employer match about $96,389 at 4% or $64,260 at 6%; with 100% employer match about $72,292 at 4% or $48,195 at 6%.
2022124$2,283,313$201,318$8,388iApproximate average salary by contribution assumption: employee only about $209,706 at 4% or $139,804 at 6%; with 50% employer match about $139,804 at 4% or $93,203 at 6%; with 100% employer match about $104,853 at 4% or $69,902 at 6%.
Kapperman & White Eyecare Retirement Plan-24$2,283,313$201,318$8,388iApproximate average salary by contribution assumption: employee only about $209,706 at 4% or $139,804 at 6%; with 50% employer match about $139,804 at 4% or $93,203 at 6%; with 100% employer match about $104,853 at 4% or $69,902 at 6%.
2021128$2,559,540$190,457$6,802iApproximate average salary by contribution assumption: employee only about $170,051 at 4% or $113,367 at 6%; with 50% employer match about $113,367 at 4% or $75,578 at 6%; with 100% employer match about $85,025 at 4% or $56,684 at 6%.
Kapperman & White Eyecare Retirement Plan-28$2,559,540$190,457$6,802iApproximate average salary by contribution assumption: employee only about $170,051 at 4% or $113,367 at 6%; with 50% employer match about $113,367 at 4% or $75,578 at 6%; with 100% employer match about $85,025 at 4% or $56,684 at 6%.
2020134$2,132,049$201,593$5,929iApproximate average salary by contribution assumption: employee only about $148,230 at 4% or $98,820 at 6%; with 50% employer match about $98,820 at 4% or $65,880 at 6%; with 100% employer match about $74,115 at 4% or $49,410 at 6%.
Kapperman & White Eyecare Retirement Plan-34$2,132,049$201,593$5,929iApproximate average salary by contribution assumption: employee only about $148,230 at 4% or $98,820 at 6%; with 50% employer match about $98,820 at 4% or $65,880 at 6%; with 100% employer match about $74,115 at 4% or $49,410 at 6%.
2019131$1,801,290$113,692$3,667iApproximate average salary by contribution assumption: employee only about $91,687 at 4% or $61,125 at 6%; with 50% employer match about $61,125 at 4% or $40,750 at 6%; with 100% employer match about $45,844 at 4% or $30,562 at 6%.
Kapperman & White Eyecare Retirement Plan-31$1,801,290$113,692$3,667iApproximate average salary by contribution assumption: employee only about $91,687 at 4% or $61,125 at 6%; with 50% employer match about $61,125 at 4% or $40,750 at 6%; with 100% employer match about $45,844 at 4% or $30,562 at 6%.
2018126$1,411,944$136,507$5,250iApproximate average salary by contribution assumption: employee only about $131,257 at 4% or $87,504 at 6%; with 50% employer match about $87,504 at 4% or $58,336 at 6%; with 100% employer match about $65,628 at 4% or $43,752 at 6%.
Kapperman & White Eyecare Retirement Plan-26$1,411,944$136,507$5,250iApproximate average salary by contribution assumption: employee only about $131,257 at 4% or $87,504 at 6%; with 50% employer match about $87,504 at 4% or $58,336 at 6%; with 100% employer match about $65,628 at 4% or $43,752 at 6%.
2017121$1,472,114$119,039$5,669iApproximate average salary by contribution assumption: employee only about $141,713 at 4% or $94,475 at 6%; with 50% employer match about $94,475 at 4% or $62,984 at 6%; with 100% employer match about $70,857 at 4% or $47,238 at 6%.
Kapperman & White Eyecare Retirement Plan-21$1,472,114$119,039$5,669iApproximate average salary by contribution assumption: employee only about $141,713 at 4% or $94,475 at 6%; with 50% employer match about $94,475 at 4% or $62,984 at 6%; with 100% employer match about $70,857 at 4% or $47,238 at 6%.
2016116$1,311,264$151,559$9,472iApproximate average salary by contribution assumption: employee only about $236,811 at 4% or $157,874 at 6%; with 50% employer match about $157,874 at 4% or $105,249 at 6%; with 100% employer match about $118,405 at 4% or $78,937 at 6%.
Kapperman & White Eyecare Retirement Plan-16$1,311,264$151,559$9,472iApproximate average salary by contribution assumption: employee only about $236,811 at 4% or $157,874 at 6%; with 50% employer match about $157,874 at 4% or $105,249 at 6%; with 100% employer match about $118,405 at 4% or $78,937 at 6%.
2015118$1,032,044$12,588$699iApproximate average salary by contribution assumption: employee only about $17,483 at 4% or $11,656 at 6%; with 50% employer match about $11,656 at 4% or $7,770 at 6%; with 100% employer match about $8,742 at 4% or $5,828 at 6%.
Kapperman & White Eyecare Retirement Plan-18$1,032,044$12,588$699iApproximate average salary by contribution assumption: employee only about $17,483 at 4% or $11,656 at 6%; with 50% employer match about $11,656 at 4% or $7,770 at 6%; with 100% employer match about $8,742 at 4% or $5,828 at 6%.
2014115$1,048,074$116,766$7,784iApproximate average salary by contribution assumption: employee only about $194,610 at 4% or $129,740 at 6%; with 50% employer match about $129,740 at 4% or $86,493 at 6%; with 100% employer match about $97,305 at 4% or $64,870 at 6%.
Kapperman & White Eyecare Retirement Plan-15$1,048,074$116,766$7,784iApproximate average salary by contribution assumption: employee only about $194,610 at 4% or $129,740 at 6%; with 50% employer match about $129,740 at 4% or $86,493 at 6%; with 100% employer match about $97,305 at 4% or $64,870 at 6%.
2013114$963,134$162,039$11,574iApproximate average salary by contribution assumption: employee only about $289,355 at 4% or $192,904 at 6%; with 50% employer match about $192,904 at 4% or $128,602 at 6%; with 100% employer match about $144,678 at 4% or $96,452 at 6%.
Kapperman & White Eyecare Retirement Plan-14$963,134$162,039$11,574iApproximate average salary by contribution assumption: employee only about $289,355 at 4% or $192,904 at 6%; with 50% employer match about $192,904 at 4% or $128,602 at 6%; with 100% employer match about $144,678 at 4% or $96,452 at 6%.
201219$766,765$137,233$15,248iApproximate average salary by contribution assumption: employee only about $381,203 at 4% or $254,135 at 6%; with 50% employer match about $254,135 at 4% or $169,423 at 6%; with 100% employer match about $190,601 at 4% or $127,068 at 6%.
Kapperman & White Eyecare Retirement Plan-9$766,765$137,233$15,248iApproximate average salary by contribution assumption: employee only about $381,203 at 4% or $254,135 at 6%; with 50% employer match about $254,135 at 4% or $169,423 at 6%; with 100% employer match about $190,601 at 4% or $127,068 at 6%.
2011110$515,363$140,946$14,095iApproximate average salary by contribution assumption: employee only about $352,365 at 4% or $234,910 at 6%; with 50% employer match about $234,910 at 4% or $156,607 at 6%; with 100% employer match about $176,183 at 4% or $117,455 at 6%.
Kapperman & White Eyecare Retirement Plan-10$515,363$140,946$14,095iApproximate average salary by contribution assumption: employee only about $352,365 at 4% or $234,910 at 6%; with 50% employer match about $234,910 at 4% or $156,607 at 6%; with 100% employer match about $176,183 at 4% or $117,455 at 6%.
2010112$357,338$155,953$12,996iApproximate average salary by contribution assumption: employee only about $324,902 at 4% or $216,601 at 6%; with 50% employer match about $216,601 at 4% or $144,401 at 6%; with 100% employer match about $162,451 at 4% or $108,301 at 6%.
Kapperman & White Eyecare Retirement Plan-12$357,338$155,953$12,996iApproximate average salary by contribution assumption: employee only about $324,902 at 4% or $216,601 at 6%; with 50% employer match about $216,601 at 4% or $144,401 at 6%; with 100% employer match about $162,451 at 4% or $108,301 at 6%.
2009111$216,754$198,361$18,033iApproximate average salary by contribution assumption: employee only about $450,820 at 4% or $300,547 at 6%; with 50% employer match about $300,547 at 4% or $200,365 at 6%; with 100% employer match about $225,410 at 4% or $150,273 at 6%.
Kapperman & White Eyecare Retirement Plan-11$216,754$198,361$18,033iApproximate average salary by contribution assumption: employee only about $450,820 at 4% or $300,547 at 6%; with 50% employer match about $300,547 at 4% or $200,365 at 6%; with 100% employer match about $225,410 at 4% or $150,273 at 6%.