Civic Intelligence

Dale J. Coplan PC.

Plan context: DALE J. COPLAN, P.C. CASH BALANCE PLAN

EIN 84-1136196 • Englewood, CO • 20 filings • 2 plans

40 Inverness Drive EastEnglewood, CO 80112
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,404,855

2024 Contributions

$245,000

Historical Graphs

Total Assets Over Time

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

$1,404,855$702,428$0201320192024YearValue
$1,404,855Latest year 2024

Participants Over Time

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

420201320192024YearValue
2Latest 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
202422$1,404,855$245,000$122,500iApproximate average salary by contribution assumption: employee only about $3,062,500 at 4% or $2,041,667 at 6%; with 50% employer match about $2,041,667 at 4% or $1,361,111 at 6%; with 100% employer match about $1,531,250 at 4% or $1,020,833 at 6%.
DALE J. COPLAN, P.C. CASH BALANCE PLAN-2$821,331$106,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
Dale J. Coplan PC. Profit Sharing Plan-2$583,524$139,000$69,500iApproximate average salary by contribution assumption: employee only about $1,737,500 at 4% or $1,158,333 at 6%; with 50% employer match about $1,158,333 at 4% or $772,222 at 6%; with 100% employer match about $868,750 at 4% or $579,167 at 6%.
202322$1,175,905$132,000$66,000iApproximate average salary by contribution assumption: employee only about $1,650,000 at 4% or $1,100,000 at 6%; with 50% employer match about $1,100,000 at 4% or $733,333 at 6%; with 100% employer match about $825,000 at 4% or $550,000 at 6%.
DALE J. COPLAN, P.C. CASH BALANCE PLAN-2$699,113$108,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
Dale J. Coplan PC. Profit Sharing Plan-2$476,792$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
202222$954,839$135,403$67,702iApproximate average salary by contribution assumption: employee only about $1,692,538 at 4% or $1,128,358 at 6%; with 50% employer match about $1,128,358 at 4% or $752,239 at 6%; with 100% employer match about $846,269 at 4% or $564,179 at 6%.
DALE J. COPLAN, P.C. CASH BALANCE PLAN-2$492,204$97,165$48,583iApproximate average salary by contribution assumption: employee only about $1,214,563 at 4% or $809,708 at 6%; with 50% employer match about $809,708 at 4% or $539,806 at 6%; with 100% employer match about $607,281 at 4% or $404,854 at 6%.
Dale J. Coplan PC. Profit Sharing Plan-2$462,635$38,238$19,119iApproximate average salary by contribution assumption: employee only about $477,975 at 4% or $318,650 at 6%; with 50% employer match about $318,650 at 4% or $212,433 at 6%; with 100% employer match about $238,988 at 4% or $159,325 at 6%.
202122$936,696$117,158$58,579iApproximate average salary by contribution assumption: employee only about $1,464,475 at 4% or $976,317 at 6%; with 50% employer match about $976,317 at 4% or $650,878 at 6%; with 100% employer match about $732,238 at 4% or $488,158 at 6%.
DALE J. COPLAN, P.C. CASH BALANCE PLAN-2$518,529$93,158$46,579iApproximate average salary by contribution assumption: employee only about $1,164,475 at 4% or $776,317 at 6%; with 50% employer match about $776,317 at 4% or $517,544 at 6%; with 100% employer match about $582,238 at 4% or $388,158 at 6%.
Dale J. Coplan PC. Profit Sharing Plan-2$418,167$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
202022$849,743$114,000$57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%.
Dale J. Coplan PC. Profit Sharing Plan-2$428,811$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
DALE J. COPLAN, P.C. CASH BALANCE PLAN-2$420,932$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
201923$752,465$201,969$67,323iApproximate average salary by contribution assumption: employee only about $1,683,075 at 4% or $1,122,050 at 6%; with 50% employer match about $1,122,050 at 4% or $748,033 at 6%; with 100% employer match about $841,538 at 4% or $561,025 at 6%.
Dale J. Coplan PC. Profit Sharing Plan-3$397,893$51,041$17,014iApproximate average salary by contribution assumption: employee only about $425,342 at 4% or $283,561 at 6%; with 50% employer match about $283,561 at 4% or $189,041 at 6%; with 100% employer match about $212,671 at 4% or $141,781 at 6%.
DALE J. COPLAN, P.C. CASH BALANCE PLAN-3$354,572$150,928$50,309iApproximate average salary by contribution assumption: employee only about $1,257,733 at 4% or $838,489 at 6%; with 50% employer match about $838,489 at 4% or $558,993 at 6%; with 100% employer match about $628,867 at 4% or $419,244 at 6%.
201824$542,653$158,713$39,678iApproximate average salary by contribution assumption: employee only about $991,956 at 4% or $661,304 at 6%; with 50% employer match about $661,304 at 4% or $440,869 at 6%; with 100% employer match about $495,978 at 4% or $330,652 at 6%.
Dale J. Coplan PC. Profit Sharing Plan-4$345,463$43,213$10,803iApproximate average salary by contribution assumption: employee only about $270,081 at 4% or $180,054 at 6%; with 50% employer match about $180,054 at 4% or $120,036 at 6%; with 100% employer match about $135,041 at 4% or $90,027 at 6%.
DALE J. COPLAN, P.C. CASH BALANCE PLAN-4$197,190$115,500$28,875iApproximate average salary by contribution assumption: employee only about $721,875 at 4% or $481,250 at 6%; with 50% employer match about $481,250 at 4% or $320,833 at 6%; with 100% employer match about $360,938 at 4% or $240,625 at 6%.
201724$376,939$124,277$31,069iApproximate average salary by contribution assumption: employee only about $776,731 at 4% or $517,821 at 6%; with 50% employer match about $517,821 at 4% or $345,214 at 6%; with 100% employer match about $388,366 at 4% or $258,910 at 6%.
Dale J. Coplan PC. Profit Sharing Plan-4$295,259$42,597$10,649iApproximate average salary by contribution assumption: employee only about $266,231 at 4% or $177,488 at 6%; with 50% employer match about $177,488 at 4% or $118,325 at 6%; with 100% employer match about $133,116 at 4% or $88,744 at 6%.
DALE J. COPLAN, P.C. CASH BALANCE PLAN-4$81,680$81,680$20,420iApproximate average salary by contribution assumption: employee only about $510,500 at 4% or $340,333 at 6%; with 50% employer match about $340,333 at 4% or $226,889 at 6%; with 100% employer match about $255,250 at 4% or $170,167 at 6%.
201614$251,408$65,846$16,462iApproximate average salary by contribution assumption: employee only about $411,538 at 4% or $274,358 at 6%; with 50% employer match about $274,358 at 4% or $182,906 at 6%; with 100% employer match about $205,769 at 4% or $137,179 at 6%.
Dale J. Coplan PC. Profit Sharing Plan-4$251,408$65,846$16,462iApproximate average salary by contribution assumption: employee only about $411,538 at 4% or $274,358 at 6%; with 50% employer match about $274,358 at 4% or $182,906 at 6%; with 100% employer match about $205,769 at 4% or $137,179 at 6%.
201514$185,573$63,457$15,864iApproximate average salary by contribution assumption: employee only about $396,606 at 4% or $264,404 at 6%; with 50% employer match about $264,404 at 4% or $176,269 at 6%; with 100% employer match about $198,303 at 4% or $132,202 at 6%.
Dale J. Coplan PC. Profit Sharing Plan-4$185,573$63,457$15,864iApproximate average salary by contribution assumption: employee only about $396,606 at 4% or $264,404 at 6%; with 50% employer match about $264,404 at 4% or $176,269 at 6%; with 100% employer match about $198,303 at 4% or $132,202 at 6%.
201414$122,101$62,585$15,646iApproximate average salary by contribution assumption: employee only about $391,156 at 4% or $260,771 at 6%; with 50% employer match about $260,771 at 4% or $173,847 at 6%; with 100% employer match about $195,578 at 4% or $130,385 at 6%.
Dale J. Coplan PC. Profit Sharing Plan-4$122,101$62,585$15,646iApproximate average salary by contribution assumption: employee only about $391,156 at 4% or $260,771 at 6%; with 50% employer match about $260,771 at 4% or $173,847 at 6%; with 100% employer match about $195,578 at 4% or $130,385 at 6%.
201313$59,497$59,497$19,832iApproximate average salary by contribution assumption: employee only about $495,808 at 4% or $330,539 at 6%; with 50% employer match about $330,539 at 4% or $220,359 at 6%; with 100% employer match about $247,904 at 4% or $165,269 at 6%.
Dale J. Coplan PC. Profit Sharing Plan-3$59,497$59,497$19,832iApproximate average salary by contribution assumption: employee only about $495,808 at 4% or $330,539 at 6%; with 50% employer match about $330,539 at 4% or $220,359 at 6%; with 100% employer match about $247,904 at 4% or $165,269 at 6%.