Civic Intelligence

CAPLAN HEALTH INSTITUTE

Plan context: CAPLAN HEALTH INSTITUTE 401(K) PLAN

EIN 83-3351086 • Ventura, CA • 4 filings • 1 plans

1730 S Victoria Ave Ste 230Ventura, CA 93003
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$205,032

2025 Contributions

$56,644

Historical Graphs

Total Assets Over Time

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

$205,032$102,516$0202220242025YearValue
$205,032Latest year 2025

Participants Over Time

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

420202220242025YearValue
3Latest 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
202513$205,032$56,644$18,881iApproximate average salary by contribution assumption: employee only about $472,033 at 4% or $314,689 at 6%; with 50% employer match about $314,689 at 4% or $209,793 at 6%; with 100% employer match about $236,017 at 4% or $157,344 at 6%.
CAPLAN HEALTH INSTITUTE 401(K) PLAN-3$205,032$56,644$18,881iApproximate average salary by contribution assumption: employee only about $472,033 at 4% or $314,689 at 6%; with 50% employer match about $314,689 at 4% or $209,793 at 6%; with 100% employer match about $236,017 at 4% or $157,344 at 6%.
202414$122,463$30,598$7,650iApproximate average salary by contribution assumption: employee only about $191,238 at 4% or $127,492 at 6%; with 50% employer match about $127,492 at 4% or $84,994 at 6%; with 100% employer match about $95,619 at 4% or $63,746 at 6%.
CAPLAN HEALTH INSTITUTE 401(K) PLAN-4$122,463$30,598$7,650iApproximate average salary by contribution assumption: employee only about $191,238 at 4% or $127,492 at 6%; with 50% employer match about $127,492 at 4% or $84,994 at 6%; with 100% employer match about $95,619 at 4% or $63,746 at 6%.
202314$78,691$46,632$11,658iApproximate average salary by contribution assumption: employee only about $291,450 at 4% or $194,300 at 6%; with 50% employer match about $194,300 at 4% or $129,533 at 6%; with 100% employer match about $145,725 at 4% or $97,150 at 6%.
CAPLAN HEALTH INSTITUTE 401(K) PLAN-4$78,691$46,632$11,658iApproximate average salary by contribution assumption: employee only about $291,450 at 4% or $194,300 at 6%; with 50% employer match about $194,300 at 4% or $129,533 at 6%; with 100% employer match about $145,725 at 4% or $97,150 at 6%.
202213$22,572$22,340$7,447iApproximate average salary by contribution assumption: employee only about $186,167 at 4% or $124,111 at 6%; with 50% employer match about $124,111 at 4% or $82,741 at 6%; with 100% employer match about $93,083 at 4% or $62,056 at 6%.
CAPLAN HEALTH INSTITUTE 401(K) PLAN-3$22,572$22,340$7,447iApproximate average salary by contribution assumption: employee only about $186,167 at 4% or $124,111 at 6%; with 50% employer match about $124,111 at 4% or $82,741 at 6%; with 100% employer match about $93,083 at 4% or $62,056 at 6%.