Civic Intelligence

Drs. Kaplan and Kaplan Robert J. Kaplan, M.D.

Plan context: Drs. Kaplan and Kaplan Profit Sharing Plan

EIN 71-0506074 • Memphis, TN • 19 filings • 2 plans

6401 Poplar Avenue, Suite 330Memphis, TN 38119
Current Snapshot

Latest Year

2014

2014 Participants

17

2014 Assets

$9,277,474

2014 Contributions

$129,330

Historical Graphs

Total Assets Over Time

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

$9,277,474$4,638,737$0199920092013YearValue
$9,277,474Latest year 2013

Participants Over Time

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

1890199920062013YearValue
17Latest year 2013

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
201410$0$0-
Drs. Kaplan and Kaplan Profit Sharing Plan-0$0--
2013117$9,277,474$129,330$7,608iApproximate average salary by contribution assumption: employee only about $190,191 at 4% or $126,794 at 6%; with 50% employer match about $126,794 at 4% or $84,529 at 6%; with 100% employer match about $95,096 at 4% or $63,397 at 6%.
Drs. Kaplan and Kaplan Profit Sharing Plan-17$9,277,474$129,330$7,608iApproximate average salary by contribution assumption: employee only about $190,191 at 4% or $126,794 at 6%; with 50% employer match about $126,794 at 4% or $84,529 at 6%; with 100% employer match about $95,096 at 4% or $63,397 at 6%.
2012115$7,470,894$127,624$8,508iApproximate average salary by contribution assumption: employee only about $212,707 at 4% or $141,804 at 6%; with 50% employer match about $141,804 at 4% or $94,536 at 6%; with 100% employer match about $106,353 at 4% or $70,902 at 6%.
Drs. Kaplan and Kaplan Profit Sharing Plan-15$7,470,894$127,624$8,508iApproximate average salary by contribution assumption: employee only about $212,707 at 4% or $141,804 at 6%; with 50% employer match about $141,804 at 4% or $94,536 at 6%; with 100% employer match about $106,353 at 4% or $70,902 at 6%.
2011117$5,901,067$120,630$7,096iApproximate average salary by contribution assumption: employee only about $177,397 at 4% or $118,265 at 6%; with 50% employer match about $118,265 at 4% or $78,843 at 6%; with 100% employer match about $88,699 at 4% or $59,132 at 6%.
Drs. Kaplan and Kaplan Profit Sharing Plan-17$5,901,067$120,630$7,096iApproximate average salary by contribution assumption: employee only about $177,397 at 4% or $118,265 at 6%; with 50% employer match about $118,265 at 4% or $78,843 at 6%; with 100% employer match about $88,699 at 4% or $59,132 at 6%.
2010118$5,798,946$119,450$6,636iApproximate average salary by contribution assumption: employee only about $165,903 at 4% or $110,602 at 6%; with 50% employer match about $110,602 at 4% or $73,735 at 6%; with 100% employer match about $82,951 at 4% or $55,301 at 6%.
Drs. Kaplan and Kaplan Profit Sharing Plan-18$5,798,946$119,450$6,636iApproximate average salary by contribution assumption: employee only about $165,903 at 4% or $110,602 at 6%; with 50% employer match about $110,602 at 4% or $73,735 at 6%; with 100% employer match about $82,951 at 4% or $55,301 at 6%.
2009117$4,328,581$121,542$7,150iApproximate average salary by contribution assumption: employee only about $178,738 at 4% or $119,159 at 6%; with 50% employer match about $119,159 at 4% or $79,439 at 6%; with 100% employer match about $89,369 at 4% or $59,579 at 6%.
Drs. Kaplan and Kaplan Profit Sharing Plan-17$4,328,581$121,542$7,150iApproximate average salary by contribution assumption: employee only about $178,738 at 4% or $119,159 at 6%; with 50% employer match about $119,159 at 4% or $79,439 at 6%; with 100% employer match about $89,369 at 4% or $59,579 at 6%.
2008114$0$0-
Drs. Kaplan and Kaplan Profit Sharing Plan-14---
2007113$0$0-
Drs. Kaplan and Kaplan Profit Sharing Plan-13---
2006115$4,952,735$112,124$7,475iApproximate average salary by contribution assumption: employee only about $186,873 at 4% or $124,582 at 6%; with 50% employer match about $124,582 at 4% or $83,055 at 6%; with 100% employer match about $93,437 at 4% or $62,291 at 6%.
Drs. Kaplan and Kaplan Profit Sharing Plan-15$4,952,735$112,124$7,475iApproximate average salary by contribution assumption: employee only about $186,873 at 4% or $124,582 at 6%; with 50% employer match about $124,582 at 4% or $83,055 at 6%; with 100% employer match about $93,437 at 4% or $62,291 at 6%.
2005116$4,163,388$104,943$6,559iApproximate average salary by contribution assumption: employee only about $163,973 at 4% or $109,316 at 6%; with 50% employer match about $109,316 at 4% or $72,877 at 6%; with 100% employer match about $81,987 at 4% or $54,658 at 6%.
Drs. Kaplan and Kaplan Profit Sharing Plan-16$4,163,388$104,943$6,559iApproximate average salary by contribution assumption: employee only about $163,973 at 4% or $109,316 at 6%; with 50% employer match about $109,316 at 4% or $72,877 at 6%; with 100% employer match about $81,987 at 4% or $54,658 at 6%.
2004116$3,941,042$101,263$6,329iApproximate average salary by contribution assumption: employee only about $158,223 at 4% or $105,482 at 6%; with 50% employer match about $105,482 at 4% or $70,322 at 6%; with 100% employer match about $79,112 at 4% or $52,741 at 6%.
Drs. Kaplan and Kaplan Profit Sharing Plan-16$3,941,042$101,263$6,329iApproximate average salary by contribution assumption: employee only about $158,223 at 4% or $105,482 at 6%; with 50% employer match about $105,482 at 4% or $70,322 at 6%; with 100% employer match about $79,112 at 4% or $52,741 at 6%.
2003116$0$0-
Drs. Kaplan and Kaplan Profit Sharing Plan-16---
2002115$0$0-
Drs. Kaplan and Kaplan Profit Sharing Plan-15---
2001213$0$0-
Drs. Kaplan and Kaplan Money Purchase Pension Plan-0---
Drs. Kaplan and Kaplan Profit Sharing Plan-13---
2000212$0$0-
Drs. Kaplan and Kaplan Profit Sharing Plan-12---
Drs. Kaplan and Kaplan Money Purchase Pension Plan-12---
1999212$3,968,975$95,097$7,925iApproximate average salary by contribution assumption: employee only about $198,119 at 4% or $132,079 at 6%; with 50% employer match about $132,079 at 4% or $88,053 at 6%; with 100% employer match about $99,059 at 4% or $66,040 at 6%.
Drs. Kaplan and Kaplan Profit Sharing Plan-12$2,479,611$51,377$4,281iApproximate average salary by contribution assumption: employee only about $107,035 at 4% or $71,357 at 6%; with 50% employer match about $71,357 at 4% or $47,571 at 6%; with 100% employer match about $53,518 at 4% or $35,678 at 6%.
Drs. Kaplan and Kaplan Money Purchase Pension Plan-12$1,489,364$43,720$3,643iApproximate average salary by contribution assumption: employee only about $91,083 at 4% or $60,722 at 6%; with 50% employer match about $60,722 at 4% or $40,481 at 6%; with 100% employer match about $45,542 at 4% or $30,361 at 6%.