Civic Intelligence

Appleton Partners Inc.

Plan context: Appleton Partners 401K Plan

EIN 04-2943177 • Boston, MA • 25 filings • 2 plans

One Post Office Square 5th FLBoston, MA 02109
Current Snapshot

Latest Year

2024

2024 Participants

69

2024 Assets

$37,609,169

2024 Contributions

$1,893,783

Historical Graphs

Total Assets Over Time

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

$37,609,169$18,804,585$0199920122024YearValue
$37,609,169Latest year 2024

Participants Over Time

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

69350199920122024YearValue
69Latest 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
2024169$37,609,169$1,893,783$27,446iApproximate average salary by contribution assumption: employee only about $686,153 at 4% or $457,436 at 6%; with 50% employer match about $457,436 at 4% or $304,957 at 6%; with 100% employer match about $343,077 at 4% or $228,718 at 6%.
Appleton Partners 401K Plan-69$37,609,169$1,893,783$27,446iApproximate average salary by contribution assumption: employee only about $686,153 at 4% or $457,436 at 6%; with 50% employer match about $457,436 at 4% or $304,957 at 6%; with 100% employer match about $343,077 at 4% or $228,718 at 6%.
2023166$33,507,872$1,754,046$26,576iApproximate average salary by contribution assumption: employee only about $664,411 at 4% or $442,941 at 6%; with 50% employer match about $442,941 at 4% or $295,294 at 6%; with 100% employer match about $332,206 at 4% or $221,470 at 6%.
Appleton Partners 401K Plan-66$33,507,872$1,754,046$26,576iApproximate average salary by contribution assumption: employee only about $664,411 at 4% or $442,941 at 6%; with 50% employer match about $442,941 at 4% or $295,294 at 6%; with 100% employer match about $332,206 at 4% or $221,470 at 6%.
2022165$26,814,858$1,229,980$18,923iApproximate average salary by contribution assumption: employee only about $473,069 at 4% or $315,379 at 6%; with 50% employer match about $315,379 at 4% or $210,253 at 6%; with 100% employer match about $236,535 at 4% or $157,690 at 6%.
Appleton Partners 401K Plan-65$26,814,858$1,229,980$18,923iApproximate average salary by contribution assumption: employee only about $473,069 at 4% or $315,379 at 6%; with 50% employer match about $315,379 at 4% or $210,253 at 6%; with 100% employer match about $236,535 at 4% or $157,690 at 6%.
2021160$31,610,222$1,630,811$27,180iApproximate average salary by contribution assumption: employee only about $679,505 at 4% or $453,003 at 6%; with 50% employer match about $453,003 at 4% or $302,002 at 6%; with 100% employer match about $339,752 at 4% or $226,502 at 6%.
Appleton Partners 401K Plan-60$31,610,222$1,630,811$27,180iApproximate average salary by contribution assumption: employee only about $679,505 at 4% or $453,003 at 6%; with 50% employer match about $453,003 at 4% or $302,002 at 6%; with 100% employer match about $339,752 at 4% or $226,502 at 6%.
2020156$26,266,669$1,558,150$27,824iApproximate average salary by contribution assumption: employee only about $695,603 at 4% or $463,735 at 6%; with 50% employer match about $463,735 at 4% or $309,157 at 6%; with 100% employer match about $347,801 at 4% or $231,868 at 6%.
Appleton Partners 401K Plan-56$26,266,669$1,558,150$27,824iApproximate average salary by contribution assumption: employee only about $695,603 at 4% or $463,735 at 6%; with 50% employer match about $463,735 at 4% or $309,157 at 6%; with 100% employer match about $347,801 at 4% or $231,868 at 6%.
2019154$23,022,688$1,395,726$25,847iApproximate average salary by contribution assumption: employee only about $646,169 at 4% or $430,780 at 6%; with 50% employer match about $430,780 at 4% or $287,186 at 6%; with 100% employer match about $323,085 at 4% or $215,390 at 6%.
Appleton Partners 401K Plan-54$23,022,688$1,395,726$25,847iApproximate average salary by contribution assumption: employee only about $646,169 at 4% or $430,780 at 6%; with 50% employer match about $430,780 at 4% or $287,186 at 6%; with 100% employer match about $323,085 at 4% or $215,390 at 6%.
2018149$17,592,815$1,367,176$27,902iApproximate average salary by contribution assumption: employee only about $697,539 at 4% or $465,026 at 6%; with 50% employer match about $465,026 at 4% or $310,017 at 6%; with 100% employer match about $348,769 at 4% or $232,513 at 6%.
Appleton Partners 401K Plan-49$17,592,815$1,367,176$27,902iApproximate average salary by contribution assumption: employee only about $697,539 at 4% or $465,026 at 6%; with 50% employer match about $465,026 at 4% or $310,017 at 6%; with 100% employer match about $348,769 at 4% or $232,513 at 6%.
2017149$18,957,086$1,297,085$26,471iApproximate average salary by contribution assumption: employee only about $661,778 at 4% or $441,185 at 6%; with 50% employer match about $441,185 at 4% or $294,124 at 6%; with 100% employer match about $330,889 at 4% or $220,593 at 6%.
Appleton Partners 401K Plan-49$18,957,086$1,297,085$26,471iApproximate average salary by contribution assumption: employee only about $661,778 at 4% or $441,185 at 6%; with 50% employer match about $441,185 at 4% or $294,124 at 6%; with 100% employer match about $330,889 at 4% or $220,593 at 6%.
2016151$15,260,015$1,250,389$24,517iApproximate average salary by contribution assumption: employee only about $612,936 at 4% or $408,624 at 6%; with 50% employer match about $408,624 at 4% or $272,416 at 6%; with 100% employer match about $306,468 at 4% or $204,312 at 6%.
Appleton Partners 401K Plan-51$15,260,015$1,250,389$24,517iApproximate average salary by contribution assumption: employee only about $612,936 at 4% or $408,624 at 6%; with 50% employer match about $408,624 at 4% or $272,416 at 6%; with 100% employer match about $306,468 at 4% or $204,312 at 6%.
2015148$13,266,439$1,177,161$24,524iApproximate average salary by contribution assumption: employee only about $613,105 at 4% or $408,736 at 6%; with 50% employer match about $408,736 at 4% or $272,491 at 6%; with 100% employer match about $306,552 at 4% or $204,368 at 6%.
Appleton Partners 401K Plan-48$13,266,439$1,177,161$24,524iApproximate average salary by contribution assumption: employee only about $613,105 at 4% or $408,736 at 6%; with 50% employer match about $408,736 at 4% or $272,491 at 6%; with 100% employer match about $306,552 at 4% or $204,368 at 6%.
2014143$12,658,619$1,008,752$23,459iApproximate average salary by contribution assumption: employee only about $586,484 at 4% or $390,989 at 6%; with 50% employer match about $390,989 at 4% or $260,659 at 6%; with 100% employer match about $293,242 at 4% or $195,495 at 6%.
Appleton Partners 401K Plan-43$12,658,619$1,008,752$23,459iApproximate average salary by contribution assumption: employee only about $586,484 at 4% or $390,989 at 6%; with 50% employer match about $390,989 at 4% or $260,659 at 6%; with 100% employer match about $293,242 at 4% or $195,495 at 6%.
2013141$11,193,277$979,852$23,899iApproximate average salary by contribution assumption: employee only about $597,471 at 4% or $398,314 at 6%; with 50% employer match about $398,314 at 4% or $265,543 at 6%; with 100% employer match about $298,735 at 4% or $199,157 at 6%.
Appleton Partners 401K Plan-41$11,193,277$979,852$23,899iApproximate average salary by contribution assumption: employee only about $597,471 at 4% or $398,314 at 6%; with 50% employer match about $398,314 at 4% or $265,543 at 6%; with 100% employer match about $298,735 at 4% or $199,157 at 6%.
2012138$9,138,140$851,791$22,416iApproximate average salary by contribution assumption: employee only about $560,389 at 4% or $373,593 at 6%; with 50% employer match about $373,593 at 4% or $249,062 at 6%; with 100% employer match about $280,194 at 4% or $186,796 at 6%.
Appleton Partners 401K Plan-38$9,138,140$851,791$22,416iApproximate average salary by contribution assumption: employee only about $560,389 at 4% or $373,593 at 6%; with 50% employer match about $373,593 at 4% or $249,062 at 6%; with 100% employer match about $280,194 at 4% or $186,796 at 6%.
2011137$7,552,197$771,689$20,856iApproximate average salary by contribution assumption: employee only about $521,411 at 4% or $347,608 at 6%; with 50% employer match about $347,608 at 4% or $231,738 at 6%; with 100% employer match about $260,706 at 4% or $173,804 at 6%.
Appleton Partners 401K Plan-37$7,552,197$771,689$20,856iApproximate average salary by contribution assumption: employee only about $521,411 at 4% or $347,608 at 6%; with 50% employer match about $347,608 at 4% or $231,738 at 6%; with 100% employer match about $260,706 at 4% or $173,804 at 6%.
2010134$7,291,653$701,197$20,623iApproximate average salary by contribution assumption: employee only about $515,586 at 4% or $343,724 at 6%; with 50% employer match about $343,724 at 4% or $229,149 at 6%; with 100% employer match about $257,793 at 4% or $171,862 at 6%.
Appleton Partners 401K Plan-34$7,291,653$701,197$20,623iApproximate average salary by contribution assumption: employee only about $515,586 at 4% or $343,724 at 6%; with 50% employer match about $343,724 at 4% or $229,149 at 6%; with 100% employer match about $257,793 at 4% or $171,862 at 6%.
2009130$5,760,696$637,433$21,248iApproximate average salary by contribution assumption: employee only about $531,194 at 4% or $354,129 at 6%; with 50% employer match about $354,129 at 4% or $236,086 at 6%; with 100% employer match about $265,597 at 4% or $177,065 at 6%.
Appleton Partners 401K Plan-30$5,760,696$637,433$21,248iApproximate average salary by contribution assumption: employee only about $531,194 at 4% or $354,129 at 6%; with 50% employer match about $354,129 at 4% or $236,086 at 6%; with 100% employer match about $265,597 at 4% or $177,065 at 6%.
2008129$4,001,818$604,396$20,841iApproximate average salary by contribution assumption: employee only about $521,031 at 4% or $347,354 at 6%; with 50% employer match about $347,354 at 4% or $231,569 at 6%; with 100% employer match about $260,516 at 4% or $173,677 at 6%.
Appleton Partners 401K Plan-29$4,001,818$604,396$20,841iApproximate average salary by contribution assumption: employee only about $521,031 at 4% or $347,354 at 6%; with 50% employer match about $347,354 at 4% or $231,569 at 6%; with 100% employer match about $260,516 at 4% or $173,677 at 6%.
2007127$5,029,277$575,520$21,316iApproximate average salary by contribution assumption: employee only about $532,889 at 4% or $355,259 at 6%; with 50% employer match about $355,259 at 4% or $236,840 at 6%; with 100% employer match about $266,444 at 4% or $177,630 at 6%.
Appleton Partners 401K Plan-27$5,029,277$575,520$21,316iApproximate average salary by contribution assumption: employee only about $532,889 at 4% or $355,259 at 6%; with 50% employer match about $355,259 at 4% or $236,840 at 6%; with 100% employer match about $266,444 at 4% or $177,630 at 6%.
2006129$3,964,828$530,019$18,277iApproximate average salary by contribution assumption: employee only about $456,913 at 4% or $304,609 at 6%; with 50% employer match about $304,609 at 4% or $203,072 at 6%; with 100% employer match about $228,456 at 4% or $152,304 at 6%.
Appleton Partners 401K Plan-29$3,964,828$530,019$18,277iApproximate average salary by contribution assumption: employee only about $456,913 at 4% or $304,609 at 6%; with 50% employer match about $304,609 at 4% or $203,072 at 6%; with 100% employer match about $228,456 at 4% or $152,304 at 6%.
2005129$3,080,157$530,163$18,281iApproximate average salary by contribution assumption: employee only about $457,037 at 4% or $304,691 at 6%; with 50% employer match about $304,691 at 4% or $203,128 at 6%; with 100% employer match about $228,519 at 4% or $152,346 at 6%.
Appleton Partners 401K Plan-29$3,080,157$530,163$18,281iApproximate average salary by contribution assumption: employee only about $457,037 at 4% or $304,691 at 6%; with 50% employer match about $304,691 at 4% or $203,128 at 6%; with 100% employer match about $228,519 at 4% or $152,346 at 6%.
2004125$2,417,226$499,412$19,976iApproximate average salary by contribution assumption: employee only about $499,412 at 4% or $332,941 at 6%; with 50% employer match about $332,941 at 4% or $221,961 at 6%; with 100% employer match about $249,706 at 4% or $166,471 at 6%.
Appleton Partners 401K Plan-25$2,417,226$499,412$19,976iApproximate average salary by contribution assumption: employee only about $499,412 at 4% or $332,941 at 6%; with 50% employer match about $332,941 at 4% or $221,961 at 6%; with 100% employer match about $249,706 at 4% or $166,471 at 6%.
2002123$1,026,499$357,951$15,563iApproximate average salary by contribution assumption: employee only about $389,077 at 4% or $259,385 at 6%; with 50% employer match about $259,385 at 4% or $172,923 at 6%; with 100% employer match about $194,539 at 4% or $129,692 at 6%.
Appleton Partners 401K Plan-23$1,026,499$357,951$15,563iApproximate average salary by contribution assumption: employee only about $389,077 at 4% or $259,385 at 6%; with 50% employer match about $259,385 at 4% or $172,923 at 6%; with 100% employer match about $194,539 at 4% or $129,692 at 6%.
2001120$994,756$325,431$16,272iApproximate average salary by contribution assumption: employee only about $406,789 at 4% or $271,193 at 6%; with 50% employer match about $271,193 at 4% or $180,795 at 6%; with 100% employer match about $203,394 at 4% or $135,596 at 6%.
Appleton Partners 401K Plan-20$994,756$325,431$16,272iApproximate average salary by contribution assumption: employee only about $406,789 at 4% or $271,193 at 6%; with 50% employer match about $271,193 at 4% or $180,795 at 6%; with 100% employer match about $203,394 at 4% or $135,596 at 6%.
2000118$860,924$274,296$15,239iApproximate average salary by contribution assumption: employee only about $380,967 at 4% or $253,978 at 6%; with 50% employer match about $253,978 at 4% or $169,319 at 6%; with 100% employer match about $190,483 at 4% or $126,989 at 6%.
Appleton Partners 401K Plan-18$860,924$274,296$15,239iApproximate average salary by contribution assumption: employee only about $380,967 at 4% or $253,978 at 6%; with 50% employer match about $253,978 at 4% or $169,319 at 6%; with 100% employer match about $190,483 at 4% or $126,989 at 6%.
1999116$766,798$272,330$17,021iApproximate average salary by contribution assumption: employee only about $425,516 at 4% or $283,677 at 6%; with 50% employer match about $283,677 at 4% or $189,118 at 6%; with 100% employer match about $212,758 at 4% or $141,839 at 6%.
Appleton Partners 401K Plan-16$766,798$272,330$17,021iApproximate average salary by contribution assumption: employee only about $425,516 at 4% or $283,677 at 6%; with 50% employer match about $283,677 at 4% or $189,118 at 6%; with 100% employer match about $212,758 at 4% or $141,839 at 6%.