The Caplan-Taylor Group, a General Partnership
Plan context: The Caplan-Taylor Group Retirement Plan
EIN 77-0450772 • 6 filings • 2 plans
Current Snapshot
Latest Year
2001
2001 Participants
3
2001 Assets
$195,805
2001 Contributions
$1,438
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 |
|---|---|---|---|---|---|
| 2001 | 2 | 0 | $0 | $1,438 | - |
| The Caplan-Taylor Group Retirement Plan | - | 0 | - | $1,438 | - |
| The Caplan-Taylor Group Retirement Plan | - | 0 | - | - | - |
| 2000 | 2 | 3 | $0 | $0 | - |
| The Caplan-Taylor Group Retirement Plan | - | 3 | - | - | - |
| The Caplan-Taylor Group Retirement Plan | - | 3 | - | - | - |
| 1999 | 2 | 3 | $195,805 | $53,480 | $17,827iApproximate average salary by contribution assumption: employee only about $445,667 at 4% or $297,111 at 6%; with 50% employer match about $297,111 at 4% or $198,074 at 6%; with 100% employer match about $222,833 at 4% or $148,556 at 6%. |
| The Caplan-Taylor Group Retirement Plan | - | 3 | $141,832 | $40,190 | $13,397iApproximate average salary by contribution assumption: employee only about $334,917 at 4% or $223,278 at 6%; with 50% employer match about $223,278 at 4% or $148,852 at 6%; with 100% employer match about $167,458 at 4% or $111,639 at 6%. |
| The Caplan-Taylor Group Retirement Plan | - | 3 | $53,973 | $13,290 | $4,430iApproximate average salary by contribution assumption: employee only about $110,750 at 4% or $73,833 at 6%; with 50% employer match about $73,833 at 4% or $49,222 at 6%; with 100% employer match about $55,375 at 4% or $36,917 at 6%. |