Civic Intelligence

Kaplan Loebl PLLC

Plan context: Kaplan Loebl PLLC Cash Balance Plan

EIN 81-4462594 • Aventura, FL • 17 filings • 4 plans

18851 NE 29th Avenue, Suite 901Aventura, FL 33180
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$1,845,069

2025 Contributions

$200,706

Historical Graphs

Total Assets Over Time

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

$3,251,540$1,625,770$0201720212025YearValue
$1,845,069Latest year 2025

Participants Over Time

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

950201720212025YearValue
9Latest year 2025

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
202519$1,845,069$0-
Kaplan Loebl PLLC Cash Balance Plan-9$1,845,069$0-
202428$3,251,540$200,706$25,088iApproximate average salary by contribution assumption: employee only about $627,206 at 4% or $418,138 at 6%; with 50% employer match about $418,138 at 4% or $278,758 at 6%; with 100% employer match about $313,603 at 4% or $209,069 at 6%.
Kaplan Loebl LLC 401(K) Profit Sharing Plan-8$1,708,063$200,706$25,088iApproximate average salary by contribution assumption: employee only about $627,206 at 4% or $418,138 at 6%; with 50% employer match about $418,138 at 4% or $278,758 at 6%; with 100% employer match about $313,603 at 4% or $209,069 at 6%.
Kaplan Loebl PLLC Cash Balance Plan-7$1,543,477$0-
202328$2,540,102$243,618$30,452iApproximate average salary by contribution assumption: employee only about $761,306 at 4% or $507,538 at 6%; with 50% employer match about $507,538 at 4% or $338,358 at 6%; with 100% employer match about $380,653 at 4% or $253,769 at 6%.
Kaplan Loebl LLC 401(K) Profit Sharing Plan-8$1,307,400$193,618$24,202iApproximate average salary by contribution assumption: employee only about $605,056 at 4% or $403,371 at 6%; with 50% employer match about $403,371 at 4% or $268,914 at 6%; with 100% employer match about $302,528 at 4% or $201,685 at 6%.
Kaplan Loebl PLLC Cash Balance Plan-7$1,232,702$50,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
202228$1,764,583$331,668$41,459iApproximate average salary by contribution assumption: employee only about $1,036,463 at 4% or $690,975 at 6%; with 50% employer match about $690,975 at 4% or $460,650 at 6%; with 100% employer match about $518,231 at 4% or $345,488 at 6%.
Kaplan Loebl PLLC Cash Balance Plan-7$891,235$186,546$26,649iApproximate average salary by contribution assumption: employee only about $666,236 at 4% or $444,157 at 6%; with 50% employer match about $444,157 at 4% or $296,105 at 6%; with 100% employer match about $333,118 at 4% or $222,079 at 6%.
Kaplan Loebl LLC 401(K) Profit Sharing Plan-8$873,348$145,122$18,140iApproximate average salary by contribution assumption: employee only about $453,506 at 4% or $302,338 at 6%; with 50% employer match about $302,338 at 4% or $201,558 at 6%; with 100% employer match about $226,753 at 4% or $151,169 at 6%.
202127$1,782,532$252,790$36,113iApproximate average salary by contribution assumption: employee only about $902,821 at 4% or $601,881 at 6%; with 50% employer match about $601,881 at 4% or $401,254 at 6%; with 100% employer match about $451,411 at 4% or $300,940 at 6%.
Kaplan Loebl PLLC Cash Balance Plan-7$893,982$120,000$17,143iApproximate average salary by contribution assumption: employee only about $428,571 at 4% or $285,714 at 6%; with 50% employer match about $285,714 at 4% or $190,476 at 6%; with 100% employer match about $214,286 at 4% or $142,857 at 6%.
Kaplan Loebl LLC 401(K) Profit Sharing Plan-7$888,550$132,790$18,970iApproximate average salary by contribution assumption: employee only about $474,250 at 4% or $316,167 at 6%; with 50% employer match about $316,167 at 4% or $210,778 at 6%; with 100% employer match about $237,125 at 4% or $158,083 at 6%.
202027$1,284,312$255,940$36,563iApproximate average salary by contribution assumption: employee only about $914,071 at 4% or $609,381 at 6%; with 50% employer match about $609,381 at 4% or $406,254 at 6%; with 100% employer match about $457,036 at 4% or $304,690 at 6%.
Kaplan Loebl PLLC Cash Balance Plan-7$646,530$120,000$17,143iApproximate average salary by contribution assumption: employee only about $428,571 at 4% or $285,714 at 6%; with 50% employer match about $285,714 at 4% or $190,476 at 6%; with 100% employer match about $214,286 at 4% or $142,857 at 6%.
Kaplan Loebl LLC 401(K) Profit Sharing Plan-7$637,782$135,940$19,420iApproximate average salary by contribution assumption: employee only about $485,500 at 4% or $323,667 at 6%; with 50% employer match about $323,667 at 4% or $215,778 at 6%; with 100% employer match about $242,750 at 4% or $161,833 at 6%.
201927$805,188$212,597$30,371iApproximate average salary by contribution assumption: employee only about $759,275 at 4% or $506,183 at 6%; with 50% employer match about $506,183 at 4% or $337,456 at 6%; with 100% employer match about $379,638 at 4% or $253,092 at 6%.
Kaplan Loebl LLC 401(K) Profit Sharing Plan-7$420,981$101,743$14,535iApproximate average salary by contribution assumption: employee only about $363,368 at 4% or $242,245 at 6%; with 50% employer match about $242,245 at 4% or $161,497 at 6%; with 100% employer match about $181,684 at 4% or $121,123 at 6%.
Kaplan Loebl PLLC Cash Balance Plan-7$384,207$110,854$15,836iApproximate average salary by contribution assumption: employee only about $395,907 at 4% or $263,938 at 6%; with 50% employer match about $263,938 at 4% or $175,959 at 6%; with 100% employer match about $197,954 at 4% or $131,969 at 6%.
201827$475,598$325,337$46,477iApproximate average salary by contribution assumption: employee only about $1,161,918 at 4% or $774,612 at 6%; with 50% employer match about $774,612 at 4% or $516,408 at 6%; with 100% employer match about $580,959 at 4% or $387,306 at 6%.
Kaplan Loebl LLC 401(K) Profit Sharing Plan-7$252,469$203,293$29,042iApproximate average salary by contribution assumption: employee only about $726,046 at 4% or $484,031 at 6%; with 50% employer match about $484,031 at 4% or $322,687 at 6%; with 100% employer match about $363,023 at 4% or $242,015 at 6%.
Kaplan Loebl PLLC Cash Balance Plan-7$223,129$122,044$17,435iApproximate average salary by contribution assumption: employee only about $435,871 at 4% or $290,581 at 6%; with 50% employer match about $290,581 at 4% or $193,721 at 6%; with 100% employer match about $217,936 at 4% or $145,290 at 6%.
201727$187,130$187,130$26,733iApproximate average salary by contribution assumption: employee only about $668,321 at 4% or $445,548 at 6%; with 50% employer match about $445,548 at 4% or $297,032 at 6%; with 100% employer match about $334,161 at 4% or $222,774 at 6%.
Kaplan Loebl PLLC Cash Balance Plan-7$118,623$118,623$16,946iApproximate average salary by contribution assumption: employee only about $423,654 at 4% or $282,436 at 6%; with 50% employer match about $282,436 at 4% or $188,290 at 6%; with 100% employer match about $211,827 at 4% or $141,218 at 6%.
Kaplan Loebl LLC 401(K) Profit Sharing Plan-7$68,507$68,507$9,787iApproximate average salary by contribution assumption: employee only about $244,668 at 4% or $163,112 at 6%; with 50% employer match about $163,112 at 4% or $108,741 at 6%; with 100% employer match about $122,334 at 4% or $81,556 at 6%.