Richard W. Kaplan, D.D.S., M.D., Pa
Plan context: Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan
EIN 65-0281828 • Palm Beach Gardens, FL • 35 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$10,921,518
2024 Contributions
$250,125
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 9 | $10,921,518 | $250,125 | $27,792iApproximate average salary by contribution assumption: employee only about $694,792 at 4% or $463,194 at 6%; with 50% employer match about $463,194 at 4% or $308,796 at 6%; with 100% employer match about $347,396 at 4% or $231,597 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 9 | $6,508,698 | $98,341 | $10,927iApproximate average salary by contribution assumption: employee only about $273,169 at 4% or $182,113 at 6%; with 50% employer match about $182,113 at 4% or $121,409 at 6%; with 100% employer match about $136,585 at 4% or $91,056 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A., Cash Balance Plan | - | 3 | $4,412,820 | $151,784 | $50,595iApproximate average salary by contribution assumption: employee only about $1,264,867 at 4% or $843,244 at 6%; with 50% employer match about $843,244 at 4% or $562,163 at 6%; with 100% employer match about $632,433 at 4% or $421,622 at 6%. |
| 2023 | 1 | 6 | $5,589,322 | $96,930 | $16,155iApproximate average salary by contribution assumption: employee only about $403,875 at 4% or $269,250 at 6%; with 50% employer match about $269,250 at 4% or $179,500 at 6%; with 100% employer match about $201,938 at 4% or $134,625 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 6 | $5,589,322 | $96,930 | $16,155iApproximate average salary by contribution assumption: employee only about $403,875 at 4% or $269,250 at 6%; with 50% employer match about $269,250 at 4% or $179,500 at 6%; with 100% employer match about $201,938 at 4% or $134,625 at 6%. |
| 2022 | 1 | 6 | $4,747,242 | $90,293 | $15,049iApproximate average salary by contribution assumption: employee only about $376,221 at 4% or $250,814 at 6%; with 50% employer match about $250,814 at 4% or $167,209 at 6%; with 100% employer match about $188,110 at 4% or $125,407 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 6 | $4,747,242 | $90,293 | $15,049iApproximate average salary by contribution assumption: employee only about $376,221 at 4% or $250,814 at 6%; with 50% employer match about $250,814 at 4% or $167,209 at 6%; with 100% employer match about $188,110 at 4% or $125,407 at 6%. |
| 2021 | 2 | 5 | $8,794,581 | $143,038 | $28,608iApproximate average salary by contribution assumption: employee only about $715,190 at 4% or $476,793 at 6%; with 50% employer match about $476,793 at 4% or $317,862 at 6%; with 100% employer match about $357,595 at 4% or $238,397 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 5 | $5,595,767 | $113,038 | $22,608iApproximate average salary by contribution assumption: employee only about $565,190 at 4% or $376,793 at 6%; with 50% employer match about $376,793 at 4% or $251,196 at 6%; with 100% employer match about $282,595 at 4% or $188,397 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A., Cash Balance Plan | - | 3 | $3,198,814 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2020 | 2 | 5 | $7,530,894 | $422,155 | $84,431iApproximate average salary by contribution assumption: employee only about $2,110,775 at 4% or $1,407,183 at 6%; with 50% employer match about $1,407,183 at 4% or $938,122 at 6%; with 100% employer match about $1,055,388 at 4% or $703,592 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 5 | $4,749,359 | $81,220 | $16,244iApproximate average salary by contribution assumption: employee only about $406,100 at 4% or $270,733 at 6%; with 50% employer match about $270,733 at 4% or $180,489 at 6%; with 100% employer match about $203,050 at 4% or $135,367 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A., Cash Balance Plan | - | 2 | $2,781,535 | $340,935 | $170,468iApproximate average salary by contribution assumption: employee only about $4,261,688 at 4% or $2,841,125 at 6%; with 50% employer match about $2,841,125 at 4% or $1,894,083 at 6%; with 100% employer match about $2,130,844 at 4% or $1,420,563 at 6%. |
| 2019 | 2 | 6 | $6,112,599 | $456,811 | $76,135iApproximate average salary by contribution assumption: employee only about $1,903,379 at 4% or $1,268,919 at 6%; with 50% employer match about $1,268,919 at 4% or $845,946 at 6%; with 100% employer match about $951,690 at 4% or $634,460 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 6 | $4,003,934 | $80,444 | $13,407iApproximate average salary by contribution assumption: employee only about $335,183 at 4% or $223,456 at 6%; with 50% employer match about $223,456 at 4% or $148,970 at 6%; with 100% employer match about $167,592 at 4% or $111,728 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A., Cash Balance Plan | - | 2 | $2,108,665 | $376,367 | $188,184iApproximate average salary by contribution assumption: employee only about $4,704,588 at 4% or $3,136,392 at 6%; with 50% employer match about $3,136,392 at 4% or $2,090,928 at 6%; with 100% employer match about $2,352,294 at 4% or $1,568,196 at 6%. |
| 2018 | 2 | 5 | $4,760,784 | $477,095 | $95,419iApproximate average salary by contribution assumption: employee only about $2,385,475 at 4% or $1,590,317 at 6%; with 50% employer match about $1,590,317 at 4% or $1,060,211 at 6%; with 100% employer match about $1,192,738 at 4% or $795,158 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 5 | $3,261,699 | $77,095 | $15,419iApproximate average salary by contribution assumption: employee only about $385,475 at 4% or $256,983 at 6%; with 50% employer match about $256,983 at 4% or $171,322 at 6%; with 100% employer match about $192,738 at 4% or $128,492 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A., Cash Balance Plan | - | 2 | $1,499,085 | $400,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| 2017 | 2 | 4 | $4,551,158 | $525,204 | $131,301iApproximate average salary by contribution assumption: employee only about $3,282,525 at 4% or $2,188,350 at 6%; with 50% employer match about $2,188,350 at 4% or $1,458,900 at 6%; with 100% employer match about $1,641,263 at 4% or $1,094,175 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 4 | $3,365,821 | $75,204 | $18,801iApproximate average salary by contribution assumption: employee only about $470,025 at 4% or $313,350 at 6%; with 50% employer match about $313,350 at 4% or $208,900 at 6%; with 100% employer match about $235,013 at 4% or $156,675 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A., Cash Balance Plan | - | 2 | $1,185,337 | $450,000 | $225,000iApproximate average salary by contribution assumption: employee only about $5,625,000 at 4% or $3,750,000 at 6%; with 50% employer match about $3,750,000 at 4% or $2,500,000 at 6%; with 100% employer match about $2,812,500 at 4% or $1,875,000 at 6%. |
| 2016 | 2 | 4 | $3,640,819 | $266,138 | $66,535iApproximate average salary by contribution assumption: employee only about $1,663,363 at 4% or $1,108,908 at 6%; with 50% employer match about $1,108,908 at 4% or $739,272 at 6%; with 100% employer match about $831,681 at 4% or $554,454 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 4 | $2,960,075 | $66,138 | $16,535iApproximate average salary by contribution assumption: employee only about $413,363 at 4% or $275,575 at 6%; with 50% employer match about $275,575 at 4% or $183,717 at 6%; with 100% employer match about $206,681 at 4% or $137,788 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A., Cash Balance Plan | - | 2 | $680,744 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| 2015 | 2 | 4 | $3,540,373 | $369,341 | $92,335iApproximate average salary by contribution assumption: employee only about $2,308,381 at 4% or $1,538,921 at 6%; with 50% employer match about $1,538,921 at 4% or $1,025,947 at 6%; with 100% employer match about $1,154,191 at 4% or $769,460 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 4 | $3,065,191 | $69,341 | $17,335iApproximate average salary by contribution assumption: employee only about $433,381 at 4% or $288,921 at 6%; with 50% employer match about $288,921 at 4% or $192,614 at 6%; with 100% employer match about $216,691 at 4% or $144,460 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A., Cash Balance Plan | - | 2 | $475,182 | $300,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| 2014 | 2 | 4 | $3,206,908 | $248,551 | $62,138iApproximate average salary by contribution assumption: employee only about $1,553,444 at 4% or $1,035,629 at 6%; with 50% employer match about $1,035,629 at 4% or $690,419 at 6%; with 100% employer match about $776,722 at 4% or $517,815 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 4 | $3,024,386 | $66,030 | $16,508iApproximate average salary by contribution assumption: employee only about $412,688 at 4% or $275,125 at 6%; with 50% employer match about $275,125 at 4% or $183,417 at 6%; with 100% employer match about $206,344 at 4% or $137,563 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A., Cash Balance Plan | - | 2 | $182,522 | $182,521 | $91,261iApproximate average salary by contribution assumption: employee only about $2,281,513 at 4% or $1,521,008 at 6%; with 50% employer match about $1,521,008 at 4% or $1,014,006 at 6%; with 100% employer match about $1,140,756 at 4% or $760,504 at 6%. |
| 2013 | 1 | 4 | $2,962,049 | $101,071 | $25,268iApproximate average salary by contribution assumption: employee only about $631,694 at 4% or $421,129 at 6%; with 50% employer match about $421,129 at 4% or $280,753 at 6%; with 100% employer match about $315,847 at 4% or $210,565 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 4 | $2,962,049 | $101,071 | $25,268iApproximate average salary by contribution assumption: employee only about $631,694 at 4% or $421,129 at 6%; with 50% employer match about $421,129 at 4% or $280,753 at 6%; with 100% employer match about $315,847 at 4% or $210,565 at 6%. |
| 2012 | 1 | 4 | $2,177,902 | $91,464 | $22,866iApproximate average salary by contribution assumption: employee only about $571,650 at 4% or $381,100 at 6%; with 50% employer match about $381,100 at 4% or $254,067 at 6%; with 100% employer match about $285,825 at 4% or $190,550 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 4 | $2,177,902 | $91,464 | $22,866iApproximate average salary by contribution assumption: employee only about $571,650 at 4% or $381,100 at 6%; with 50% employer match about $381,100 at 4% or $254,067 at 6%; with 100% employer match about $285,825 at 4% or $190,550 at 6%. |
| 2011 | 1 | 4 | $1,761,633 | $86,600 | $21,650iApproximate average salary by contribution assumption: employee only about $541,250 at 4% or $360,833 at 6%; with 50% employer match about $360,833 at 4% or $240,556 at 6%; with 100% employer match about $270,625 at 4% or $180,417 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 4 | $1,761,633 | $86,600 | $21,650iApproximate average salary by contribution assumption: employee only about $541,250 at 4% or $360,833 at 6%; with 50% employer match about $360,833 at 4% or $240,556 at 6%; with 100% employer match about $270,625 at 4% or $180,417 at 6%. |
| 2010 | 1 | 4 | $1,646,587 | $89,764 | $22,441iApproximate average salary by contribution assumption: employee only about $561,025 at 4% or $374,017 at 6%; with 50% employer match about $374,017 at 4% or $249,344 at 6%; with 100% employer match about $280,513 at 4% or $187,008 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 4 | $1,646,587 | $89,764 | $22,441iApproximate average salary by contribution assumption: employee only about $561,025 at 4% or $374,017 at 6%; with 50% employer match about $374,017 at 4% or $249,344 at 6%; with 100% employer match about $280,513 at 4% or $187,008 at 6%. |
| 2009 | 1 | 5 | $1,366,242 | $88,360 | $17,672iApproximate average salary by contribution assumption: employee only about $441,800 at 4% or $294,533 at 6%; with 50% employer match about $294,533 at 4% or $196,356 at 6%; with 100% employer match about $220,900 at 4% or $147,267 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 5 | $1,366,242 | $88,360 | $17,672iApproximate average salary by contribution assumption: employee only about $441,800 at 4% or $294,533 at 6%; with 50% employer match about $294,533 at 4% or $196,356 at 6%; with 100% employer match about $220,900 at 4% or $147,267 at 6%. |
| 2008 | 1 | 4 | $916,346 | $73,264 | $18,316iApproximate average salary by contribution assumption: employee only about $457,900 at 4% or $305,267 at 6%; with 50% employer match about $305,267 at 4% or $203,511 at 6%; with 100% employer match about $228,950 at 4% or $152,633 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 4 | $916,346 | $73,264 | $18,316iApproximate average salary by contribution assumption: employee only about $457,900 at 4% or $305,267 at 6%; with 50% employer match about $305,267 at 4% or $203,511 at 6%; with 100% employer match about $228,950 at 4% or $152,633 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 4 | - | - | - |
| 2006 | 1 | 5 | $1,096,404 | $73,657 | $14,731iApproximate average salary by contribution assumption: employee only about $368,285 at 4% or $245,523 at 6%; with 50% employer match about $245,523 at 4% or $163,682 at 6%; with 100% employer match about $184,143 at 4% or $122,762 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 5 | $1,096,404 | $73,657 | $14,731iApproximate average salary by contribution assumption: employee only about $368,285 at 4% or $245,523 at 6%; with 50% employer match about $245,523 at 4% or $163,682 at 6%; with 100% employer match about $184,143 at 4% or $122,762 at 6%. |
| 2005 | 1 | 5 | $908,844 | $68,412 | $13,682iApproximate average salary by contribution assumption: employee only about $342,060 at 4% or $228,040 at 6%; with 50% employer match about $228,040 at 4% or $152,027 at 6%; with 100% employer match about $171,030 at 4% or $114,020 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 5 | $908,844 | $68,412 | $13,682iApproximate average salary by contribution assumption: employee only about $342,060 at 4% or $228,040 at 6%; with 50% employer match about $228,040 at 4% or $152,027 at 6%; with 100% employer match about $171,030 at 4% or $114,020 at 6%. |
| 2004 | 1 | 5 | $799,988 | $65,812 | $13,162iApproximate average salary by contribution assumption: employee only about $329,060 at 4% or $219,373 at 6%; with 50% employer match about $219,373 at 4% or $146,249 at 6%; with 100% employer match about $164,530 at 4% or $109,687 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 5 | $799,988 | $65,812 | $13,162iApproximate average salary by contribution assumption: employee only about $329,060 at 4% or $219,373 at 6%; with 50% employer match about $219,373 at 4% or $146,249 at 6%; with 100% employer match about $164,530 at 4% or $109,687 at 6%. |
| 2003 | 1 | 5 | $639,188 | $64,111 | $12,822iApproximate average salary by contribution assumption: employee only about $320,555 at 4% or $213,703 at 6%; with 50% employer match about $213,703 at 4% or $142,469 at 6%; with 100% employer match about $160,278 at 4% or $106,852 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 5 | $639,188 | $64,111 | $12,822iApproximate average salary by contribution assumption: employee only about $320,555 at 4% or $213,703 at 6%; with 50% employer match about $213,703 at 4% or $142,469 at 6%; with 100% employer match about $160,278 at 4% or $106,852 at 6%. |
| 2002 | 1 | 5 | $0 | $0 | - |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 5 | - | - | - |
| 2001 | 1 | 4 | $461,018 | $44,238 | $11,060iApproximate average salary by contribution assumption: employee only about $276,488 at 4% or $184,325 at 6%; with 50% employer match about $184,325 at 4% or $122,883 at 6%; with 100% employer match about $138,244 at 4% or $92,163 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 4 | $461,018 | $44,238 | $11,060iApproximate average salary by contribution assumption: employee only about $276,488 at 4% or $184,325 at 6%; with 50% employer match about $184,325 at 4% or $122,883 at 6%; with 100% employer match about $138,244 at 4% or $92,163 at 6%. |
| 2000 | 1 | 3 | $390,828 | $34,930 | $11,643iApproximate average salary by contribution assumption: employee only about $291,083 at 4% or $194,056 at 6%; with 50% employer match about $194,056 at 4% or $129,370 at 6%; with 100% employer match about $145,542 at 4% or $97,028 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 3 | $390,828 | $34,930 | $11,643iApproximate average salary by contribution assumption: employee only about $291,083 at 4% or $194,056 at 6%; with 50% employer match about $194,056 at 4% or $129,370 at 6%; with 100% employer match about $145,542 at 4% or $97,028 at 6%. |
| 1999 | 1 | 2 | $334,425 | $37,446 | $18,723iApproximate average salary by contribution assumption: employee only about $468,075 at 4% or $312,050 at 6%; with 50% employer match about $312,050 at 4% or $208,033 at 6%; with 100% employer match about $234,038 at 4% or $156,025 at 6%. |
| Richard W. Kaplan, D.D.S., M.D., P.A. Money Purchase Pension Plan | - | 2 | $334,425 | $37,446 | $18,723iApproximate average salary by contribution assumption: employee only about $468,075 at 4% or $312,050 at 6%; with 50% employer match about $312,050 at 4% or $208,033 at 6%; with 100% employer match about $234,038 at 4% or $156,025 at 6%. |