Civic Intelligence

Robert a. Kaplan & Joel J. Widelitz M.D.S, a Prof. Corp.

Plan context: Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan

EIN 95-3651634 • Los Alamitos, CA • 26 filings • 5 plans

10861 Cherry Street, Suite 305Los Alamitos, CA 90720
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$4,041,171

2024 Contributions

$299,729

Historical Graphs

Total Assets Over Time

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

$4,041,171$2,020,586$0199920152024YearValue
$4,041,171Latest year 2024

Participants Over Time

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

1680199920122024YearValue
9Latest 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
202419$4,041,171$299,729$33,303iApproximate average salary by contribution assumption: employee only about $832,581 at 4% or $555,054 at 6%; with 50% employer match about $555,054 at 4% or $370,036 at 6%; with 100% employer match about $416,290 at 4% or $277,527 at 6%.
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-9$4,041,171$299,729$33,303iApproximate average salary by contribution assumption: employee only about $832,581 at 4% or $555,054 at 6%; with 50% employer match about $555,054 at 4% or $370,036 at 6%; with 100% employer match about $416,290 at 4% or $277,527 at 6%.
202319$3,359,187$272,950$30,328iApproximate average salary by contribution assumption: employee only about $758,194 at 4% or $505,463 at 6%; with 50% employer match about $505,463 at 4% or $336,975 at 6%; with 100% employer match about $379,097 at 4% or $252,731 at 6%.
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-9$3,359,187$272,950$30,328iApproximate average salary by contribution assumption: employee only about $758,194 at 4% or $505,463 at 6%; with 50% employer match about $505,463 at 4% or $336,975 at 6%; with 100% employer match about $379,097 at 4% or $252,731 at 6%.
202219$2,812,715$150,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-9$2,812,715$150,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
2021110$2,434,552$150,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-10$2,434,552$150,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
202019$2,935,088$150,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-9$2,935,088$150,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201919$2,369,256$120,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-9$2,369,256$120,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201818$2,107,029$125,000$15,625iApproximate average salary by contribution assumption: employee only about $390,625 at 4% or $260,417 at 6%; with 50% employer match about $260,417 at 4% or $173,611 at 6%; with 100% employer match about $195,313 at 4% or $130,208 at 6%.
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-8$2,107,029$125,000$15,625iApproximate average salary by contribution assumption: employee only about $390,625 at 4% or $260,417 at 6%; with 50% employer match about $260,417 at 4% or $173,611 at 6%; with 100% employer match about $195,313 at 4% or $130,208 at 6%.
201717$1,954,908$0-
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-7$1,954,908$0-
2016112$2,146,632$0-
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-12$2,146,632$0-
2015112$1,985,244$0-
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-12$1,985,244$0-
2014113$1,779,735$0-
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-13$1,779,735$0-
2013115$1,942,766$0-
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-15$1,942,766$0-
2012116$1,762,354$62,500$3,906iApproximate average salary by contribution assumption: employee only about $97,656 at 4% or $65,104 at 6%; with 50% employer match about $65,104 at 4% or $43,403 at 6%; with 100% employer match about $48,828 at 4% or $32,552 at 6%.
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-16$1,762,354$62,500$3,906iApproximate average salary by contribution assumption: employee only about $97,656 at 4% or $65,104 at 6%; with 50% employer match about $65,104 at 4% or $43,403 at 6%; with 100% employer match about $48,828 at 4% or $32,552 at 6%.
2011114$2,327,314$0-
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-14$2,327,314$0-
2010115$1,948,213$88,000$5,867iApproximate average salary by contribution assumption: employee only about $146,667 at 4% or $97,778 at 6%; with 50% employer match about $97,778 at 4% or $65,185 at 6%; with 100% employer match about $73,333 at 4% or $48,889 at 6%.
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-15$1,948,213$88,000$5,867iApproximate average salary by contribution assumption: employee only about $146,667 at 4% or $97,778 at 6%; with 50% employer match about $97,778 at 4% or $65,185 at 6%; with 100% employer match about $73,333 at 4% or $48,889 at 6%.
2009114$1,892,016$130,000$9,286iApproximate average salary by contribution assumption: employee only about $232,143 at 4% or $154,762 at 6%; with 50% employer match about $154,762 at 4% or $103,175 at 6%; with 100% employer match about $116,071 at 4% or $77,381 at 6%.
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-14$1,892,016$130,000$9,286iApproximate average salary by contribution assumption: employee only about $232,143 at 4% or $154,762 at 6%; with 50% employer match about $154,762 at 4% or $103,175 at 6%; with 100% employer match about $116,071 at 4% or $77,381 at 6%.
2008114$0$0-
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-14---
2007112$0$0-
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-12---
2006112$1,671,944$116,172$9,681iApproximate average salary by contribution assumption: employee only about $242,025 at 4% or $161,350 at 6%; with 50% employer match about $161,350 at 4% or $107,567 at 6%; with 100% employer match about $121,013 at 4% or $80,675 at 6%.
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-12$1,671,944$116,172$9,681iApproximate average salary by contribution assumption: employee only about $242,025 at 4% or $161,350 at 6%; with 50% employer match about $161,350 at 4% or $107,567 at 6%; with 100% employer match about $121,013 at 4% or $80,675 at 6%.
2005111$1,392,202$108,840$9,895iApproximate average salary by contribution assumption: employee only about $247,364 at 4% or $164,909 at 6%; with 50% employer match about $164,909 at 4% or $109,939 at 6%; with 100% employer match about $123,682 at 4% or $82,455 at 6%.
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-11$1,392,202$108,840$9,895iApproximate average salary by contribution assumption: employee only about $247,364 at 4% or $164,909 at 6%; with 50% employer match about $164,909 at 4% or $109,939 at 6%; with 100% employer match about $123,682 at 4% or $82,455 at 6%.
2004111$1,162,038$201,295$18,300iApproximate average salary by contribution assumption: employee only about $457,489 at 4% or $304,992 at 6%; with 50% employer match about $304,992 at 4% or $203,328 at 6%; with 100% employer match about $228,744 at 4% or $152,496 at 6%.
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-11$1,162,038$201,295$18,300iApproximate average salary by contribution assumption: employee only about $457,489 at 4% or $304,992 at 6%; with 50% employer match about $304,992 at 4% or $203,328 at 6%; with 100% employer match about $228,744 at 4% or $152,496 at 6%.
2003113$0$0-
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-13---
2002116$0$0-
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-16---
2001113$0$0-
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-13---
2000111$0$0-
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-11---
1999115$674,269$52,945$3,530iApproximate average salary by contribution assumption: employee only about $88,242 at 4% or $58,828 at 6%; with 50% employer match about $58,828 at 4% or $39,219 at 6%; with 100% employer match about $44,121 at 4% or $29,414 at 6%.
Robert a Kaplan & Joel J. Widelitz, M.D.S, a Prof. Corp. Profit Sharing Plan-15$674,269$52,945$3,530iApproximate average salary by contribution assumption: employee only about $88,242 at 4% or $58,828 at 6%; with 50% employer match about $58,828 at 4% or $39,219 at 6%; with 100% employer match about $44,121 at 4% or $29,414 at 6%.