Civic Intelligence

Kaplan Management Inc.

Plan context: Kaplan Management Inc. 401(K) Plan

EIN 74-2063545 • Houston, TX • 18 filings • 4 plans

777 Post Oak Blvd Ste 850Houston, TX 77056
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$1,899,306

2024 Contributions

$131,664

Historical Graphs

Total Assets Over Time

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

$2,416,541$1,208,271$0200320162024YearValue
$1,899,306Latest year 2024

Participants Over Time

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

160800200320162024YearValue
16Latest 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
2024116$1,899,306$131,664$8,229iApproximate average salary by contribution assumption: employee only about $205,725 at 4% or $137,150 at 6%; with 50% employer match about $137,150 at 4% or $91,433 at 6%; with 100% employer match about $102,863 at 4% or $68,575 at 6%.
Kaplan Management Inc. 401(K) Plan-16$1,899,306$131,664$8,229iApproximate average salary by contribution assumption: employee only about $205,725 at 4% or $137,150 at 6%; with 50% employer match about $137,150 at 4% or $91,433 at 6%; with 100% employer match about $102,863 at 4% or $68,575 at 6%.
2023111$1,889,060$160,172$14,561iApproximate average salary by contribution assumption: employee only about $364,027 at 4% or $242,685 at 6%; with 50% employer match about $242,685 at 4% or $161,790 at 6%; with 100% employer match about $182,014 at 4% or $121,342 at 6%.
Kaplan Management Inc. 401(K) Plan-11$1,889,060$160,172$14,561iApproximate average salary by contribution assumption: employee only about $364,027 at 4% or $242,685 at 6%; with 50% employer match about $242,685 at 4% or $161,790 at 6%; with 100% employer match about $182,014 at 4% or $121,342 at 6%.
2022136$1,770,645$151,069$4,196iApproximate average salary by contribution assumption: employee only about $104,909 at 4% or $69,939 at 6%; with 50% employer match about $69,939 at 4% or $46,626 at 6%; with 100% employer match about $52,455 at 4% or $34,970 at 6%.
Kaplan Management Inc. 401(K) Plan-36$1,770,645$151,069$4,196iApproximate average salary by contribution assumption: employee only about $104,909 at 4% or $69,939 at 6%; with 50% employer match about $69,939 at 4% or $46,626 at 6%; with 100% employer match about $52,455 at 4% or $34,970 at 6%.
2021138$2,416,541$157,639$4,148iApproximate average salary by contribution assumption: employee only about $103,710 at 4% or $69,140 at 6%; with 50% employer match about $69,140 at 4% or $46,093 at 6%; with 100% employer match about $51,855 at 4% or $34,570 at 6%.
Kaplan Management Inc. 401(K) Plan-38$2,416,541$157,639$4,148iApproximate average salary by contribution assumption: employee only about $103,710 at 4% or $69,140 at 6%; with 50% employer match about $69,140 at 4% or $46,093 at 6%; with 100% employer match about $51,855 at 4% or $34,570 at 6%.
2020139$2,296,572$164,686$4,223iApproximate average salary by contribution assumption: employee only about $105,568 at 4% or $70,379 at 6%; with 50% employer match about $70,379 at 4% or $46,919 at 6%; with 100% employer match about $52,784 at 4% or $35,189 at 6%.
Kaplan Management Inc. 401(K) Plan-39$2,296,572$164,686$4,223iApproximate average salary by contribution assumption: employee only about $105,568 at 4% or $70,379 at 6%; with 50% employer match about $70,379 at 4% or $46,919 at 6%; with 100% employer match about $52,784 at 4% or $35,189 at 6%.
2019142$2,151,096$198,228$4,720iApproximate average salary by contribution assumption: employee only about $117,993 at 4% or $78,662 at 6%; with 50% employer match about $78,662 at 4% or $52,441 at 6%; with 100% employer match about $58,996 at 4% or $39,331 at 6%.
Kaplan Management Inc. 401(K) Plan-42$2,151,096$198,228$4,720iApproximate average salary by contribution assumption: employee only about $117,993 at 4% or $78,662 at 6%; with 50% employer match about $78,662 at 4% or $52,441 at 6%; with 100% employer match about $58,996 at 4% or $39,331 at 6%.
2018139$1,619,177$190,077$4,874iApproximate average salary by contribution assumption: employee only about $121,844 at 4% or $81,229 at 6%; with 50% employer match about $81,229 at 4% or $54,153 at 6%; with 100% employer match about $60,922 at 4% or $40,615 at 6%.
Kaplan Management Inc. 401(K) Plan-39$1,619,177$190,077$4,874iApproximate average salary by contribution assumption: employee only about $121,844 at 4% or $81,229 at 6%; with 50% employer match about $81,229 at 4% or $54,153 at 6%; with 100% employer match about $60,922 at 4% or $40,615 at 6%.
2017139$1,546,733$167,939$4,306iApproximate average salary by contribution assumption: employee only about $107,653 at 4% or $71,769 at 6%; with 50% employer match about $71,769 at 4% or $47,846 at 6%; with 100% employer match about $53,827 at 4% or $35,884 at 6%.
Kaplan Management Inc. 401(K) Plan-39$1,546,733$167,939$4,306iApproximate average salary by contribution assumption: employee only about $107,653 at 4% or $71,769 at 6%; with 50% employer match about $71,769 at 4% or $47,846 at 6%; with 100% employer match about $53,827 at 4% or $35,884 at 6%.
2016135$1,224,637$98,312$2,809iApproximate average salary by contribution assumption: employee only about $70,223 at 4% or $46,815 at 6%; with 50% employer match about $46,815 at 4% or $31,210 at 6%; with 100% employer match about $35,111 at 4% or $23,408 at 6%.
Kaplan Management Inc. 401(K) Plan-35$1,224,637$98,312$2,809iApproximate average salary by contribution assumption: employee only about $70,223 at 4% or $46,815 at 6%; with 50% employer match about $46,815 at 4% or $31,210 at 6%; with 100% employer match about $35,111 at 4% or $23,408 at 6%.
2015134$1,040,431$128,470$3,779iApproximate average salary by contribution assumption: employee only about $94,463 at 4% or $62,975 at 6%; with 50% employer match about $62,975 at 4% or $41,984 at 6%; with 100% employer match about $47,232 at 4% or $31,488 at 6%.
Kaplan Management Inc. 401(K) Plan-34$1,040,431$128,470$3,779iApproximate average salary by contribution assumption: employee only about $94,463 at 4% or $62,975 at 6%; with 50% employer match about $62,975 at 4% or $41,984 at 6%; with 100% employer match about $47,232 at 4% or $31,488 at 6%.
2014134$1,309,822$111,030$3,266iApproximate average salary by contribution assumption: employee only about $81,640 at 4% or $54,426 at 6%; with 50% employer match about $54,426 at 4% or $36,284 at 6%; with 100% employer match about $40,820 at 4% or $27,213 at 6%.
Kaplan Management Inc. 401(K) Plan-34$1,309,822$111,030$3,266iApproximate average salary by contribution assumption: employee only about $81,640 at 4% or $54,426 at 6%; with 50% employer match about $54,426 at 4% or $36,284 at 6%; with 100% employer match about $40,820 at 4% or $27,213 at 6%.
2013136$1,222,770$96,352$2,676iApproximate average salary by contribution assumption: employee only about $66,911 at 4% or $44,607 at 6%; with 50% employer match about $44,607 at 4% or $29,738 at 6%; with 100% employer match about $33,456 at 4% or $22,304 at 6%.
Kaplan Management Inc. 401(K) Plan-36$1,222,770$96,352$2,676iApproximate average salary by contribution assumption: employee only about $66,911 at 4% or $44,607 at 6%; with 50% employer match about $44,607 at 4% or $29,738 at 6%; with 100% employer match about $33,456 at 4% or $22,304 at 6%.
2012136$1,083,133$101,396$2,817iApproximate average salary by contribution assumption: employee only about $70,414 at 4% or $46,943 at 6%; with 50% employer match about $46,943 at 4% or $31,295 at 6%; with 100% employer match about $35,207 at 4% or $23,471 at 6%.
Kaplan Management Inc. 401(K) Plan-36$1,083,133$101,396$2,817iApproximate average salary by contribution assumption: employee only about $70,414 at 4% or $46,943 at 6%; with 50% employer match about $46,943 at 4% or $31,295 at 6%; with 100% employer match about $35,207 at 4% or $23,471 at 6%.
20111134$919,143$133,238$994iApproximate average salary by contribution assumption: employee only about $24,858 at 4% or $16,572 at 6%; with 50% employer match about $16,572 at 4% or $11,048 at 6%; with 100% employer match about $12,429 at 4% or $8,286 at 6%.
Kaplan Management Inc. 401(K) Plan-134$919,143$133,238$994iApproximate average salary by contribution assumption: employee only about $24,858 at 4% or $16,572 at 6%; with 50% employer match about $16,572 at 4% or $11,048 at 6%; with 100% employer match about $12,429 at 4% or $8,286 at 6%.
20101160$821,538$167,797$1,049iApproximate average salary by contribution assumption: employee only about $26,218 at 4% or $17,479 at 6%; with 50% employer match about $17,479 at 4% or $11,653 at 6%; with 100% employer match about $13,109 at 4% or $8,739 at 6%.
Kaplan Management Inc. 401(K) Plan-160$821,538$167,797$1,049iApproximate average salary by contribution assumption: employee only about $26,218 at 4% or $17,479 at 6%; with 50% employer match about $17,479 at 4% or $11,653 at 6%; with 100% employer match about $13,109 at 4% or $8,739 at 6%.
20091155$710,585$66,811$431iApproximate average salary by contribution assumption: employee only about $10,776 at 4% or $7,184 at 6%; with 50% employer match about $7,184 at 4% or $4,789 at 6%; with 100% employer match about $5,388 at 4% or $3,592 at 6%.
Kaplan Management Inc. 401(K) Plan-155$710,585$66,811$431iApproximate average salary by contribution assumption: employee only about $10,776 at 4% or $7,184 at 6%; with 50% employer match about $7,184 at 4% or $4,789 at 6%; with 100% employer match about $5,388 at 4% or $3,592 at 6%.
200410$0$67,964-
Kaplan Management Inc. 401(K) Plan-0-$67,964-
2003182$40,436$37,570$458iApproximate average salary by contribution assumption: employee only about $11,454 at 4% or $7,636 at 6%; with 50% employer match about $7,636 at 4% or $5,091 at 6%; with 100% employer match about $5,727 at 4% or $3,818 at 6%.
Kaplan Management Inc. 401(K) Plan-82$40,436$37,570$458iApproximate average salary by contribution assumption: employee only about $11,454 at 4% or $7,636 at 6%; with 50% employer match about $7,636 at 4% or $5,091 at 6%; with 100% employer match about $5,727 at 4% or $3,818 at 6%.