Civic Intelligence

Apple Tree LLC

Plan context: Apple Tree LLC 401(K) Profit Sharing Plan and Trust

EIN 20-1832941 • Green Bay, WI • 19 filings • 4 plans

3312 Evening Star DriveGreen Bay, WI 54311
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$1,951,953

2025 Contributions

$159,493

Historical Graphs

Total Assets Over Time

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

$1,951,953$975,977$0200820172025YearValue
$1,951,953Latest year 2025

Participants Over Time

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

1370200720162025YearValue
13Latest year 2025

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
2025113$1,951,953$159,493$12,269iApproximate average salary by contribution assumption: employee only about $306,717 at 4% or $204,478 at 6%; with 50% employer match about $204,478 at 4% or $136,319 at 6%; with 100% employer match about $153,359 at 4% or $102,239 at 6%.
Apple Tree LLC 401(K) Profit Sharing Plan and Trust-13$1,951,953$159,493$12,269iApproximate average salary by contribution assumption: employee only about $306,717 at 4% or $204,478 at 6%; with 50% employer match about $204,478 at 4% or $136,319 at 6%; with 100% employer match about $153,359 at 4% or $102,239 at 6%.
2024113$1,556,391$155,363$11,951iApproximate average salary by contribution assumption: employee only about $298,775 at 4% or $199,183 at 6%; with 50% employer match about $199,183 at 4% or $132,789 at 6%; with 100% employer match about $149,388 at 4% or $99,592 at 6%.
Apple Tree LLC 401(K) Profit Sharing Plan and Trust-13$1,556,391$155,363$11,951iApproximate average salary by contribution assumption: employee only about $298,775 at 4% or $199,183 at 6%; with 50% employer match about $199,183 at 4% or $132,789 at 6%; with 100% employer match about $149,388 at 4% or $99,592 at 6%.
2023112$1,196,438$142,442$11,870iApproximate average salary by contribution assumption: employee only about $296,754 at 4% or $197,836 at 6%; with 50% employer match about $197,836 at 4% or $131,891 at 6%; with 100% employer match about $148,377 at 4% or $98,918 at 6%.
Apple Tree LLC 401(K) Profit Sharing Plan and Trust-12$1,196,438$142,442$11,870iApproximate average salary by contribution assumption: employee only about $296,754 at 4% or $197,836 at 6%; with 50% employer match about $197,836 at 4% or $131,891 at 6%; with 100% employer match about $148,377 at 4% or $98,918 at 6%.
202218$886,070$113,853$14,232iApproximate average salary by contribution assumption: employee only about $355,791 at 4% or $237,194 at 6%; with 50% employer match about $237,194 at 4% or $158,129 at 6%; with 100% employer match about $177,895 at 4% or $118,597 at 6%.
Apple Tree LLC 401(K) Profit Sharing Plan and Trust-8$886,070$113,853$14,232iApproximate average salary by contribution assumption: employee only about $355,791 at 4% or $237,194 at 6%; with 50% employer match about $237,194 at 4% or $158,129 at 6%; with 100% employer match about $177,895 at 4% or $118,597 at 6%.
202117$944,579$83,590$11,941iApproximate average salary by contribution assumption: employee only about $298,536 at 4% or $199,024 at 6%; with 50% employer match about $199,024 at 4% or $132,683 at 6%; with 100% employer match about $149,268 at 4% or $99,512 at 6%.
Apple Tree LLC 401(K) Profit Sharing Plan and Trust-7$944,579$83,590$11,941iApproximate average salary by contribution assumption: employee only about $298,536 at 4% or $199,024 at 6%; with 50% employer match about $199,024 at 4% or $132,683 at 6%; with 100% employer match about $149,268 at 4% or $99,512 at 6%.
202017$726,332$142,685$20,384iApproximate average salary by contribution assumption: employee only about $509,589 at 4% or $339,726 at 6%; with 50% employer match about $339,726 at 4% or $226,484 at 6%; with 100% employer match about $254,795 at 4% or $169,863 at 6%.
Apple Tree LLC 401(K) Profit Sharing Plan and Trust-7$726,332$142,685$20,384iApproximate average salary by contribution assumption: employee only about $509,589 at 4% or $339,726 at 6%; with 50% employer match about $339,726 at 4% or $226,484 at 6%; with 100% employer match about $254,795 at 4% or $169,863 at 6%.
201916$505,733$49,938$8,323iApproximate average salary by contribution assumption: employee only about $208,075 at 4% or $138,717 at 6%; with 50% employer match about $138,717 at 4% or $92,478 at 6%; with 100% employer match about $104,038 at 4% or $69,358 at 6%.
Apple Tree LLC 401(K) Profit Sharing Plan and Trust-6$505,733$49,938$8,323iApproximate average salary by contribution assumption: employee only about $208,075 at 4% or $138,717 at 6%; with 50% employer match about $138,717 at 4% or $92,478 at 6%; with 100% employer match about $104,038 at 4% or $69,358 at 6%.
201818$369,758$83,532$10,442iApproximate average salary by contribution assumption: employee only about $261,038 at 4% or $174,025 at 6%; with 50% employer match about $174,025 at 4% or $116,017 at 6%; with 100% employer match about $130,519 at 4% or $87,013 at 6%.
Apple Tree LLC 401(K) Profit Sharing Plan and Trust-8$369,758$83,532$10,442iApproximate average salary by contribution assumption: employee only about $261,038 at 4% or $174,025 at 6%; with 50% employer match about $174,025 at 4% or $116,017 at 6%; with 100% employer match about $130,519 at 4% or $87,013 at 6%.
201719$412,694$76,908$8,545iApproximate average salary by contribution assumption: employee only about $213,633 at 4% or $142,422 at 6%; with 50% employer match about $142,422 at 4% or $94,948 at 6%; with 100% employer match about $106,817 at 4% or $71,211 at 6%.
Apple Tree LLC 401(K) Profit Sharing Plan and Trust-9$412,694$76,908$8,545iApproximate average salary by contribution assumption: employee only about $213,633 at 4% or $142,422 at 6%; with 50% employer match about $142,422 at 4% or $94,948 at 6%; with 100% employer match about $106,817 at 4% or $71,211 at 6%.
201615$275,122$51,523$10,305iApproximate average salary by contribution assumption: employee only about $257,615 at 4% or $171,743 at 6%; with 50% employer match about $171,743 at 4% or $114,496 at 6%; with 100% employer match about $128,808 at 4% or $85,872 at 6%.
Apple Tree LLC 401(K) Profit Sharing Plan and Trust-5$275,122$51,523$10,305iApproximate average salary by contribution assumption: employee only about $257,615 at 4% or $171,743 at 6%; with 50% employer match about $171,743 at 4% or $114,496 at 6%; with 100% employer match about $128,808 at 4% or $85,872 at 6%.
201515$193,453$36,565$7,313iApproximate average salary by contribution assumption: employee only about $182,825 at 4% or $121,883 at 6%; with 50% employer match about $121,883 at 4% or $81,256 at 6%; with 100% employer match about $91,413 at 4% or $60,942 at 6%.
Apple Tree LLC 401(K) Profit Sharing Plan and Trust-5$193,453$36,565$7,313iApproximate average salary by contribution assumption: employee only about $182,825 at 4% or $121,883 at 6%; with 50% employer match about $121,883 at 4% or $81,256 at 6%; with 100% employer match about $91,413 at 4% or $60,942 at 6%.
201414$164,027$30,969$7,742iApproximate average salary by contribution assumption: employee only about $193,556 at 4% or $129,038 at 6%; with 50% employer match about $129,038 at 4% or $86,025 at 6%; with 100% employer match about $96,778 at 4% or $64,519 at 6%.
Apple Tree LLC 401(K) Profit Sharing Plan and Trust-4$164,027$30,969$7,742iApproximate average salary by contribution assumption: employee only about $193,556 at 4% or $129,038 at 6%; with 50% employer match about $129,038 at 4% or $86,025 at 6%; with 100% employer match about $96,778 at 4% or $64,519 at 6%.
201314$120,712$27,750$6,938iApproximate average salary by contribution assumption: employee only about $173,438 at 4% or $115,625 at 6%; with 50% employer match about $115,625 at 4% or $77,083 at 6%; with 100% employer match about $86,719 at 4% or $57,813 at 6%.
Apple Tree LLC 401(K) Profit Sharing Plan and Trust-4$120,712$27,750$6,938iApproximate average salary by contribution assumption: employee only about $173,438 at 4% or $115,625 at 6%; with 50% employer match about $115,625 at 4% or $77,083 at 6%; with 100% employer match about $86,719 at 4% or $57,813 at 6%.
201213$72,322$38,509$12,836iApproximate average salary by contribution assumption: employee only about $320,908 at 4% or $213,939 at 6%; with 50% employer match about $213,939 at 4% or $142,626 at 6%; with 100% employer match about $160,454 at 4% or $106,969 at 6%.
Apple Tree LLC 401(K) Profit Sharing Plan and Trust-3$72,322$38,509$12,836iApproximate average salary by contribution assumption: employee only about $320,908 at 4% or $213,939 at 6%; with 50% employer match about $213,939 at 4% or $142,626 at 6%; with 100% employer match about $160,454 at 4% or $106,969 at 6%.
201113$39,556$16,652$5,551iApproximate average salary by contribution assumption: employee only about $138,767 at 4% or $92,511 at 6%; with 50% employer match about $92,511 at 4% or $61,674 at 6%; with 100% employer match about $69,383 at 4% or $46,256 at 6%.
Apple Tree LLC 401(K) Profit Sharing Plan and Trust-3$39,556$16,652$5,551iApproximate average salary by contribution assumption: employee only about $138,767 at 4% or $92,511 at 6%; with 50% employer match about $92,511 at 4% or $61,674 at 6%; with 100% employer match about $69,383 at 4% or $46,256 at 6%.
201014$46,061$16,479$4,120iApproximate average salary by contribution assumption: employee only about $102,994 at 4% or $68,663 at 6%; with 50% employer match about $68,663 at 4% or $45,775 at 6%; with 100% employer match about $51,497 at 4% or $34,331 at 6%.
Apple Tree LLC 401(K) Profit Sharing Plan and Trust-4$46,061$16,479$4,120iApproximate average salary by contribution assumption: employee only about $102,994 at 4% or $68,663 at 6%; with 50% employer match about $68,663 at 4% or $45,775 at 6%; with 100% employer match about $51,497 at 4% or $34,331 at 6%.
200914$29,166$18,890$4,723iApproximate average salary by contribution assumption: employee only about $118,063 at 4% or $78,708 at 6%; with 50% employer match about $78,708 at 4% or $52,472 at 6%; with 100% employer match about $59,031 at 4% or $39,354 at 6%.
Apple Tree LLC 401(K) Profit Sharing Plan and Trust-4$29,166$18,890$4,723iApproximate average salary by contribution assumption: employee only about $118,063 at 4% or $78,708 at 6%; with 50% employer match about $78,708 at 4% or $52,472 at 6%; with 100% employer match about $59,031 at 4% or $39,354 at 6%.
200813$5,850$7,008$2,336iApproximate average salary by contribution assumption: employee only about $58,400 at 4% or $38,933 at 6%; with 50% employer match about $38,933 at 4% or $25,956 at 6%; with 100% employer match about $29,200 at 4% or $19,467 at 6%.
Apple Tree LLC 401(K) Profit Sharing Plan and Trust-3$5,850$7,008$2,336iApproximate average salary by contribution assumption: employee only about $58,400 at 4% or $38,933 at 6%; with 50% employer match about $38,933 at 4% or $25,956 at 6%; with 100% employer match about $29,200 at 4% or $19,467 at 6%.
200714$0$0-
Apple Tree LLC 401(K) Profit Sharing Plan and Trust-4---