Civic Intelligence

Kaplan Levenson PC.

Plan context: Kaplan Levenson PC. 401(K) Profit Sharing Plan

EIN 82-1842952 • 8 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,628,382

2024 Contributions

$105,182

Historical Graphs

Total Assets Over Time

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

$3,773,608$1,886,804$0201720212024YearValue
$3,628,382Latest year 2024

Participants Over Time

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

420201720212024YearValue
3Latest 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
202413$3,628,382$105,182$35,061iApproximate average salary by contribution assumption: employee only about $876,517 at 4% or $584,344 at 6%; with 50% employer match about $584,344 at 4% or $389,563 at 6%; with 100% employer match about $438,258 at 4% or $292,172 at 6%.
Kaplan Levenson PC. 401(K) Profit Sharing Plan-3$3,628,382$105,182$35,061iApproximate average salary by contribution assumption: employee only about $876,517 at 4% or $584,344 at 6%; with 50% employer match about $584,344 at 4% or $389,563 at 6%; with 100% employer match about $438,258 at 4% or $292,172 at 6%.
202313$3,708,397$104,543$34,848iApproximate average salary by contribution assumption: employee only about $871,192 at 4% or $580,794 at 6%; with 50% employer match about $580,794 at 4% or $387,196 at 6%; with 100% employer match about $435,596 at 4% or $290,397 at 6%.
Kaplan Levenson PC. 401(K) Profit Sharing Plan-3$3,708,397$104,543$34,848iApproximate average salary by contribution assumption: employee only about $871,192 at 4% or $580,794 at 6%; with 50% employer match about $580,794 at 4% or $387,196 at 6%; with 100% employer match about $435,596 at 4% or $290,397 at 6%.
202213$2,865,424$89,184$29,728iApproximate average salary by contribution assumption: employee only about $743,200 at 4% or $495,467 at 6%; with 50% employer match about $495,467 at 4% or $330,311 at 6%; with 100% employer match about $371,600 at 4% or $247,733 at 6%.
Kaplan Levenson PC. 401(K) Profit Sharing Plan-3$2,865,424$89,184$29,728iApproximate average salary by contribution assumption: employee only about $743,200 at 4% or $495,467 at 6%; with 50% employer match about $495,467 at 4% or $330,311 at 6%; with 100% employer match about $371,600 at 4% or $247,733 at 6%.
202113$3,773,608$94,242$31,414iApproximate average salary by contribution assumption: employee only about $785,350 at 4% or $523,567 at 6%; with 50% employer match about $523,567 at 4% or $349,044 at 6%; with 100% employer match about $392,675 at 4% or $261,783 at 6%.
Kaplan Levenson PC. 401(K) Profit Sharing Plan-3$3,773,608$94,242$31,414iApproximate average salary by contribution assumption: employee only about $785,350 at 4% or $523,567 at 6%; with 50% employer match about $523,567 at 4% or $349,044 at 6%; with 100% employer match about $392,675 at 4% or $261,783 at 6%.
202013$3,146,249$76,248$25,416iApproximate average salary by contribution assumption: employee only about $635,400 at 4% or $423,600 at 6%; with 50% employer match about $423,600 at 4% or $282,400 at 6%; with 100% employer match about $317,700 at 4% or $211,800 at 6%.
Kaplan Levenson PC. 401(K) Profit Sharing Plan-3$3,146,249$76,248$25,416iApproximate average salary by contribution assumption: employee only about $635,400 at 4% or $423,600 at 6%; with 50% employer match about $423,600 at 4% or $282,400 at 6%; with 100% employer match about $317,700 at 4% or $211,800 at 6%.
201914$2,443,690$94,393$23,598iApproximate average salary by contribution assumption: employee only about $589,956 at 4% or $393,304 at 6%; with 50% employer match about $393,304 at 4% or $262,203 at 6%; with 100% employer match about $294,978 at 4% or $196,652 at 6%.
Kaplan Levenson PC. 401(K) Profit Sharing Plan-4$2,443,690$94,393$23,598iApproximate average salary by contribution assumption: employee only about $589,956 at 4% or $393,304 at 6%; with 50% employer match about $393,304 at 4% or $262,203 at 6%; with 100% employer match about $294,978 at 4% or $196,652 at 6%.
201814$1,927,929$89,459$22,365iApproximate average salary by contribution assumption: employee only about $559,119 at 4% or $372,746 at 6%; with 50% employer match about $372,746 at 4% or $248,497 at 6%; with 100% employer match about $279,559 at 4% or $186,373 at 6%.
Kaplan Levenson PC. 401(K) Profit Sharing Plan-4$1,927,929$89,459$22,365iApproximate average salary by contribution assumption: employee only about $559,119 at 4% or $372,746 at 6%; with 50% employer match about $372,746 at 4% or $248,497 at 6%; with 100% employer match about $279,559 at 4% or $186,373 at 6%.
201714$1,943,597$135,264$33,816iApproximate average salary by contribution assumption: employee only about $845,400 at 4% or $563,600 at 6%; with 50% employer match about $563,600 at 4% or $375,733 at 6%; with 100% employer match about $422,700 at 4% or $281,800 at 6%.
Kaplan Levenson PC. 401(K) Profit Sharing Plan-4$1,943,597$135,264$33,816iApproximate average salary by contribution assumption: employee only about $845,400 at 4% or $563,600 at 6%; with 50% employer match about $563,600 at 4% or $375,733 at 6%; with 100% employer match about $422,700 at 4% or $281,800 at 6%.