Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$2,260,321
2024 Contributions
$82,578
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $2,260,321 | $82,578 | $82,578iApproximate average salary by contribution assumption: employee only about $2,064,450 at 4% or $1,376,300 at 6%; with 50% employer match about $1,376,300 at 4% or $917,533 at 6%; with 100% employer match about $1,032,225 at 4% or $688,150 at 6%. |
| John Appell Pension Trust | - | 1 | $2,260,321 | $82,578 | $82,578iApproximate average salary by contribution assumption: employee only about $2,064,450 at 4% or $1,376,300 at 6%; with 50% employer match about $1,376,300 at 4% or $917,533 at 6%; with 100% employer match about $1,032,225 at 4% or $688,150 at 6%. |
| 2023 | 1 | 1 | $2,034,535 | $78,740 | $78,740iApproximate average salary by contribution assumption: employee only about $1,968,500 at 4% or $1,312,333 at 6%; with 50% employer match about $1,312,333 at 4% or $874,889 at 6%; with 100% employer match about $984,250 at 4% or $656,167 at 6%. |
| John Appell Pension Trust | - | 1 | $2,034,535 | $78,740 | $78,740iApproximate average salary by contribution assumption: employee only about $1,968,500 at 4% or $1,312,333 at 6%; with 50% employer match about $1,312,333 at 4% or $874,889 at 6%; with 100% employer match about $984,250 at 4% or $656,167 at 6%. |
| 2022 | 1 | 1 | $1,126,892 | $0 | - |
| John Appell Pension Trust | - | 1 | $1,126,892 | - | - |
| 2021 | 1 | 1 | $3,466,952 | $68,073 | $68,073iApproximate average salary by contribution assumption: employee only about $1,701,825 at 4% or $1,134,550 at 6%; with 50% employer match about $1,134,550 at 4% or $756,367 at 6%; with 100% employer match about $850,913 at 4% or $567,275 at 6%. |
| John Appell Pension Trust | - | 1 | $3,466,952 | $68,073 | $68,073iApproximate average salary by contribution assumption: employee only about $1,701,825 at 4% or $1,134,550 at 6%; with 50% employer match about $1,134,550 at 4% or $756,367 at 6%; with 100% employer match about $850,913 at 4% or $567,275 at 6%. |
| 2020 | 1 | 3 | $3,236,768 | $79,500 | $26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%. |
| John Appell Pension Trust | - | 3 | $3,236,768 | $79,500 | $26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%. |