KAPLAN, INC. TAX DEFERRED SAVINGS PLAN FORMERLY THE SAVINGS PLAN FOR TRANSFERRED ACCOUNTS

Plan Contact

  • Contact person: ANN L. MCDANIEL
  • Phone: (202) 334-6000

Plan General Information

KAPLAN, INC. TAX DEFERRED SAVINGS PLAN FORMERLY THE SAVINGS PLAN FOR TRANSFERRED ACCOUNTS Total Retirement Plan Assets

At the end of 2002, the total retirement plan assets of KAPLAN, INC. TAX DEFERRED SAVINGS PLAN FORMERLY THE SAVINGS PLAN FOR TRANSFERRED ACCOUNTS is $25,695,721.00.This plan was established in 1969.

KAPLAN, INC. TAX DEFERRED SAVINGS PLAN FORMERLY THE SAVINGS PLAN FOR TRANSFERRED ACCOUNTS Total Number of Retirement Plan Participants

At the end of 2002, the total number of retirement plan participants in KAPLAN, INC. TAX DEFERRED SAVINGS PLAN FORMERLY THE SAVINGS PLAN FOR TRANSFERRED ACCOUNTS is 2532

KAPLAN, INC. TAX DEFERRED SAVINGS PLAN FORMERLY THE SAVINGS PLAN FOR TRANSFERRED ACCOUNTS Average Participant Retirement Account Value

In 2002, the average participant retirement account value for KAPLAN, INC. TAX DEFERRED SAVINGS PLAN FORMERLY THE SAVINGS PLAN FOR TRANSFERRED ACCOUNTS is $10,148.00

KAPLAN, INC. TAX DEFERRED SAVINGS PLAN FORMERLY THE SAVINGS PLAN FOR TRANSFERRED ACCOUNTS Estimated Average Employee Contribution Amount

In 2002, the estimated average employee contribution amount per participant for KAPLAN, INC. TAX DEFERRED SAVINGS PLAN FORMERLY THE SAVINGS PLAN FOR TRANSFERRED ACCOUNTS is $3,570.00.

KAPLAN, INC. TAX DEFERRED SAVINGS PLAN FORMERLY THE SAVINGS PLAN FOR TRANSFERRED ACCOUNTS Estimated Average Employer Match

In 2002, the estimated average employer match for an employee in KAPLAN, INC. TAX DEFERRED SAVINGS PLAN FORMERLY THE SAVINGS PLAN FOR TRANSFERRED ACCOUNTS is approximately $644.00
Investing in this additonal $644.00 for 20 years would give you extra $41,226.00, assuming a 10% annual return.

KAPLAN, INC. TAX DEFERRED SAVINGS PLAN FORMERLY THE SAVINGS PLAN FOR TRANSFERRED ACCOUNTS Total Employer Contribution and Match Rate

In 2002, KAPLAN, INC. TAX DEFERRED SAVINGS PLAN FORMERLY THE SAVINGS PLAN FOR TRANSFERRED ACCOUNTS allocates $1,631,012.00 to match its employees' contributions, providing an employer match rate of 36.08% of their contributions

KAPLAN, INC. TAX DEFERRED SAVINGS PLAN FORMERLY THE SAVINGS PLAN FOR TRANSFERRED ACCOUNTS Total Retirement Plan Asset Growth Rate

In 2002, the total retirement plan asset growth rate of KAPLAN, INC. TAX DEFERRED SAVINGS PLAN FORMERLY THE SAVINGS PLAN FOR TRANSFERRED ACCOUNTS is 14.14%.

KAPLAN, INC. TAX DEFERRED SAVINGS PLAN FORMERLY THE SAVINGS PLAN FOR TRANSFERRED ACCOUNTS Estimated Aggregate Retirement Account Investment Gain/Loss

In 2002, the estimated aggregate retirement account investment gain/loss for KAPLAN, INC. TAX DEFERRED SAVINGS PLAN FORMERLY THE SAVINGS PLAN FOR TRANSFERRED ACCOUNTS is -11.16%. This measures the effectiveness of the plan participants' investments in the year.

KAPLAN, INC. TAX DEFERRED SAVINGS PLAN FORMERLY THE SAVINGS PLAN FOR TRANSFERRED ACCOUNTS Expense Ratio

In 2002, the investment and administrative expense ratio of KAPLAN, INC. TAX DEFERRED SAVINGS PLAN FORMERLY THE SAVINGS PLAN FOR TRANSFERRED ACCOUNTS is 0.00%.

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