Richard H. Caplan Inc.
Plan context: RICHARD H. CAPLAN, INC. 401(K) PROFIT SHARING PLAN
EIN 95-3551112 • Beverly Hills, CA • 17 filings • 3 plans
Current Snapshot
Latest Year
2014
2014 Participants
2
2014 Assets
$286,684
2014 Contributions
$23,368
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 2 | $286,684 | $0 | - |
| RICHARD H. CAPLAN, INC. 401(K) PROFIT SHARING PLAN | - | 2 | $286,684 | $0 | - |
| 2013 | 1 | 2 | $322,322 | $0 | - |
| RICHARD H. CAPLAN, INC. 401(K) PROFIT SHARING PLAN | - | 2 | $322,322 | - | - |
| 2012 | 1 | 2 | $345,502 | $0 | - |
| RICHARD H. CAPLAN, INC. 401(K) PROFIT SHARING PLAN | - | 2 | $345,502 | - | - |
| 2011 | 1 | 2 | $408,767 | $0 | - |
| RICHARD H. CAPLAN, INC. 401(K) PROFIT SHARING PLAN | - | 2 | $408,767 | - | - |
| 2010 | 1 | 2 | $578,626 | $0 | - |
| RICHARD H. CAPLAN, INC. 401(K) PROFIT SHARING PLAN | - | 2 | $578,626 | - | - |
| 2009 | 1 | 2 | $734,630 | $23,368 | $11,684iApproximate average salary by contribution assumption: employee only about $292,100 at 4% or $194,733 at 6%; with 50% employer match about $194,733 at 4% or $129,822 at 6%; with 100% employer match about $146,050 at 4% or $97,367 at 6%. |
| RICHARD H. CAPLAN, INC. 401(K) PROFIT SHARING PLAN | - | 2 | $734,630 | $23,368 | $11,684iApproximate average salary by contribution assumption: employee only about $292,100 at 4% or $194,733 at 6%; with 50% employer match about $194,733 at 4% or $129,822 at 6%; with 100% employer match about $146,050 at 4% or $97,367 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| RICHARD H. CAPLAN, INC. 401K PROFIT SHARING PLAN | - | 2 | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| RICHARD H. CAPLAN, INC. 401K PROFIT SHARING PLAN | - | 2 | - | - | - |
| 2006 | 2 | 2 | $1,292,138 | $1,296,277 | $648,139iApproximate average salary by contribution assumption: employee only about $16,203,463 at 4% or $10,802,308 at 6%; with 50% employer match about $10,802,308 at 4% or $7,201,539 at 6%; with 100% employer match about $8,101,731 at 4% or $5,401,154 at 6%. |
| RICHARD H. CAPLAN, INC. 401K PROFIT SHARING PLAN | - | 2 | $1,292,138 | $1,296,277 | $648,139iApproximate average salary by contribution assumption: employee only about $16,203,463 at 4% or $10,802,308 at 6%; with 50% employer match about $10,802,308 at 4% or $7,201,539 at 6%; with 100% employer match about $8,101,731 at 4% or $5,401,154 at 6%. |
| Richard H. Caplan Inc. Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2005 | 1 | 2 | $1,120,817 | $130,850 | $65,425iApproximate average salary by contribution assumption: employee only about $1,635,625 at 4% or $1,090,417 at 6%; with 50% employer match about $1,090,417 at 4% or $726,944 at 6%; with 100% employer match about $817,813 at 4% or $545,208 at 6%. |
| Richard H. Caplan Inc. Defined Benefit Pension Plan | - | 2 | $1,120,817 | $130,850 | $65,425iApproximate average salary by contribution assumption: employee only about $1,635,625 at 4% or $1,090,417 at 6%; with 50% employer match about $1,090,417 at 4% or $726,944 at 6%; with 100% employer match about $817,813 at 4% or $545,208 at 6%. |
| 2004 | 1 | 2 | $878,964 | $24,700 | $12,350iApproximate average salary by contribution assumption: employee only about $308,750 at 4% or $205,833 at 6%; with 50% employer match about $205,833 at 4% or $137,222 at 6%; with 100% employer match about $154,375 at 4% or $102,917 at 6%. |
| Richard H. Caplan Inc. Defined Benefit Pension Plan | - | 2 | $878,964 | $24,700 | $12,350iApproximate average salary by contribution assumption: employee only about $308,750 at 4% or $205,833 at 6%; with 50% employer match about $205,833 at 4% or $137,222 at 6%; with 100% employer match about $154,375 at 4% or $102,917 at 6%. |
| 2003 | 1 | 2 | $0 | $0 | - |
| Richard H. Caplan Inc. Defined Benefit Pension Plan | - | 2 | - | - | - |
| 2002 | 1 | 2 | $0 | $0 | - |
| Richard H. Caplan Inc. Defined Benefit Pension Plan | - | 2 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Richard H. Caplan Inc. Defined Benefit Pension Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Richard H. Caplan Inc. Defined Benefit Pension Plan | - | 2 | - | - | - |
| 1999 | 1 | 2 | $988,690 | $0 | - |
| Richard H. Caplan Inc. Defined Benefit Pension Plan | - | 2 | $988,690 | - | - |