Civic Intelligence

The Appleton Group Inc.

Plan context: The Appleton Group Inc. 401K Profit Sharing Plan

EIN 04-3267461 • St. Petersburg, FL • 18 filings • 4 plans

150 Second StreetSt. Petersburg, FL 33701
Current Snapshot

Latest Year

2016

2016 Participants

10

2016 Assets

$1,337,662

2016 Contributions

$76,062

Historical Graphs

Total Assets Over Time

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

$1,337,662$668,831$0200020082015YearValue
$1,337,662Latest year 2015

Participants Over Time

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

1050200020082015YearValue
10Latest year 2015

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
201610$0$76,062-
The Appleton Group Inc. 401K Profit Sharing Plan-0$0$76,062-
2015110$1,337,662$167,136$16,714iApproximate average salary by contribution assumption: employee only about $417,840 at 4% or $278,560 at 6%; with 50% employer match about $278,560 at 4% or $185,707 at 6%; with 100% employer match about $208,920 at 4% or $139,280 at 6%.
The Appleton Group Inc. 401K Profit Sharing Plan-10$1,337,662$167,136$16,714iApproximate average salary by contribution assumption: employee only about $417,840 at 4% or $278,560 at 6%; with 50% employer match about $278,560 at 4% or $185,707 at 6%; with 100% employer match about $208,920 at 4% or $139,280 at 6%.
2014110$1,189,936$157,900$15,790iApproximate average salary by contribution assumption: employee only about $394,750 at 4% or $263,167 at 6%; with 50% employer match about $263,167 at 4% or $175,444 at 6%; with 100% employer match about $197,375 at 4% or $131,583 at 6%.
The Appleton Group Inc. 401K Profit Sharing Plan-10$1,189,936$157,900$15,790iApproximate average salary by contribution assumption: employee only about $394,750 at 4% or $263,167 at 6%; with 50% employer match about $263,167 at 4% or $175,444 at 6%; with 100% employer match about $197,375 at 4% or $131,583 at 6%.
2013110$1,057,019$159,484$15,948iApproximate average salary by contribution assumption: employee only about $398,710 at 4% or $265,807 at 6%; with 50% employer match about $265,807 at 4% or $177,204 at 6%; with 100% employer match about $199,355 at 4% or $132,903 at 6%.
The Appleton Group Inc. 401K Profit Sharing Plan-10$1,057,019$159,484$15,948iApproximate average salary by contribution assumption: employee only about $398,710 at 4% or $265,807 at 6%; with 50% employer match about $265,807 at 4% or $177,204 at 6%; with 100% employer match about $199,355 at 4% or $132,903 at 6%.
2012110$1,090,647$156,205$15,621iApproximate average salary by contribution assumption: employee only about $390,513 at 4% or $260,342 at 6%; with 50% employer match about $260,342 at 4% or $173,561 at 6%; with 100% employer match about $195,256 at 4% or $130,171 at 6%.
The Appleton Group Inc. 401K Profit Sharing Plan-10$1,090,647$156,205$15,621iApproximate average salary by contribution assumption: employee only about $390,513 at 4% or $260,342 at 6%; with 50% employer match about $260,342 at 4% or $173,561 at 6%; with 100% employer match about $195,256 at 4% or $130,171 at 6%.
201118$937,901$146,764$18,346iApproximate average salary by contribution assumption: employee only about $458,638 at 4% or $305,758 at 6%; with 50% employer match about $305,758 at 4% or $203,839 at 6%; with 100% employer match about $229,319 at 4% or $152,879 at 6%.
The Appleton Group Inc. 401K Profit Sharing Plan-8$937,901$146,764$18,346iApproximate average salary by contribution assumption: employee only about $458,638 at 4% or $305,758 at 6%; with 50% employer match about $305,758 at 4% or $203,839 at 6%; with 100% employer match about $229,319 at 4% or $152,879 at 6%.
201017$844,202$146,449$20,921iApproximate average salary by contribution assumption: employee only about $523,032 at 4% or $348,688 at 6%; with 50% employer match about $348,688 at 4% or $232,459 at 6%; with 100% employer match about $261,516 at 4% or $174,344 at 6%.
The Appleton Group Inc. 401K Profit Sharing Plan-7$844,202$146,449$20,921iApproximate average salary by contribution assumption: employee only about $523,032 at 4% or $348,688 at 6%; with 50% employer match about $348,688 at 4% or $232,459 at 6%; with 100% employer match about $261,516 at 4% or $174,344 at 6%.
200918$738,195$127,800$15,975iApproximate average salary by contribution assumption: employee only about $399,375 at 4% or $266,250 at 6%; with 50% employer match about $266,250 at 4% or $177,500 at 6%; with 100% employer match about $199,688 at 4% or $133,125 at 6%.
The Appleton Group Inc. 401K Profit Sharing Plan-8$738,195$127,800$15,975iApproximate average salary by contribution assumption: employee only about $399,375 at 4% or $266,250 at 6%; with 50% employer match about $266,250 at 4% or $177,500 at 6%; with 100% employer match about $199,688 at 4% or $133,125 at 6%.
200816$534,701$86,850$14,475iApproximate average salary by contribution assumption: employee only about $361,875 at 4% or $241,250 at 6%; with 50% employer match about $241,250 at 4% or $160,833 at 6%; with 100% employer match about $180,938 at 4% or $120,625 at 6%.
The Appleton Group Inc. 401K Profit Sharing Plan-6$534,701$86,850$14,475iApproximate average salary by contribution assumption: employee only about $361,875 at 4% or $241,250 at 6%; with 50% employer match about $241,250 at 4% or $160,833 at 6%; with 100% employer match about $180,938 at 4% or $120,625 at 6%.
200715$586,130$96,981$19,396iApproximate average salary by contribution assumption: employee only about $484,905 at 4% or $323,270 at 6%; with 50% employer match about $323,270 at 4% or $215,513 at 6%; with 100% employer match about $242,453 at 4% or $161,635 at 6%.
The Appleton Group Inc. 401K Profit Sharing Plan-5$586,130$96,981$19,396iApproximate average salary by contribution assumption: employee only about $484,905 at 4% or $323,270 at 6%; with 50% employer match about $323,270 at 4% or $215,513 at 6%; with 100% employer match about $242,453 at 4% or $161,635 at 6%.
200614$481,102$70,110$17,528iApproximate average salary by contribution assumption: employee only about $438,188 at 4% or $292,125 at 6%; with 50% employer match about $292,125 at 4% or $194,750 at 6%; with 100% employer match about $219,094 at 4% or $146,063 at 6%.
The Appleton Group Inc. 401K Profit Sharing Plan-4$481,102$70,110$17,528iApproximate average salary by contribution assumption: employee only about $438,188 at 4% or $292,125 at 6%; with 50% employer match about $292,125 at 4% or $194,750 at 6%; with 100% employer match about $219,094 at 4% or $146,063 at 6%.
200515$356,841$119,566$23,913iApproximate average salary by contribution assumption: employee only about $597,830 at 4% or $398,553 at 6%; with 50% employer match about $398,553 at 4% or $265,702 at 6%; with 100% employer match about $298,915 at 4% or $199,277 at 6%.
The Appleton Group Inc. 401K Profit Sharing Plan-5$356,841$119,566$23,913iApproximate average salary by contribution assumption: employee only about $597,830 at 4% or $398,553 at 6%; with 50% employer match about $398,553 at 4% or $265,702 at 6%; with 100% employer match about $298,915 at 4% or $199,277 at 6%.
200415$209,439$73,382$14,676iApproximate average salary by contribution assumption: employee only about $366,910 at 4% or $244,607 at 6%; with 50% employer match about $244,607 at 4% or $163,071 at 6%; with 100% employer match about $183,455 at 4% or $122,303 at 6%.
The Appleton Group Inc. 401K Profit Sharing Plan-5$209,439$73,382$14,676iApproximate average salary by contribution assumption: employee only about $366,910 at 4% or $244,607 at 6%; with 50% employer match about $244,607 at 4% or $163,071 at 6%; with 100% employer match about $183,455 at 4% or $122,303 at 6%.
200314$130,424$118,433$29,608iApproximate average salary by contribution assumption: employee only about $740,206 at 4% or $493,471 at 6%; with 50% employer match about $493,471 at 4% or $328,981 at 6%; with 100% employer match about $370,103 at 4% or $246,735 at 6%.
The Appleton Group Inc. 401K Profit Sharing Plan-4$130,424$118,433$29,608iApproximate average salary by contribution assumption: employee only about $740,206 at 4% or $493,471 at 6%; with 50% employer match about $493,471 at 4% or $328,981 at 6%; with 100% employer match about $370,103 at 4% or $246,735 at 6%.
200224$10,724$10,850$2,713iApproximate average salary by contribution assumption: employee only about $67,813 at 4% or $45,208 at 6%; with 50% employer match about $45,208 at 4% or $30,139 at 6%; with 100% employer match about $33,906 at 4% or $22,604 at 6%.
The Appleton Group Inc. 401K Profit Sharing Plan-4$10,724$10,850$2,713iApproximate average salary by contribution assumption: employee only about $67,813 at 4% or $45,208 at 6%; with 50% employer match about $45,208 at 4% or $30,139 at 6%; with 100% employer match about $33,906 at 4% or $22,604 at 6%.
THE APPLETON GROUP, INC. DEFINED BENEFIT PENSION PLAN-0---
200112$0$0-
APPLETON GROUP, INC. DEFINED BENEFIT PENSION PLAN-2---
200011$90,625$31,177$31,177iApproximate average salary by contribution assumption: employee only about $779,425 at 4% or $519,617 at 6%; with 50% employer match about $519,617 at 4% or $346,411 at 6%; with 100% employer match about $389,713 at 4% or $259,808 at 6%.
APPLETON GROUP, INC. DEFINED BENEFIT PENSION PLAN-1$90,625$31,177$31,177iApproximate average salary by contribution assumption: employee only about $779,425 at 4% or $519,617 at 6%; with 50% employer match about $519,617 at 4% or $346,411 at 6%; with 100% employer match about $389,713 at 4% or $259,808 at 6%.