Civic Intelligence

Appletree Kern PC

Plan context: Appletree Kern PC 401(K) Plan

EIN 25-1449363 • 25 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,042,534

2024 Contributions

$117,751

Historical Graphs

Total Assets Over Time

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

$2,042,534$1,021,267$0200020142024YearValue
$2,042,534Latest year 2024

Participants Over Time

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

630200020122024YearValue
4Latest 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
202414$2,042,534$117,751$29,438iApproximate average salary by contribution assumption: employee only about $735,944 at 4% or $490,629 at 6%; with 50% employer match about $490,629 at 4% or $327,086 at 6%; with 100% employer match about $367,972 at 4% or $245,315 at 6%.
Appletree Kern PC 401(K) Plan-4$2,042,534$117,751$29,438iApproximate average salary by contribution assumption: employee only about $735,944 at 4% or $490,629 at 6%; with 50% employer match about $490,629 at 4% or $327,086 at 6%; with 100% employer match about $367,972 at 4% or $245,315 at 6%.
202314$1,827,704$108,200$27,050iApproximate average salary by contribution assumption: employee only about $676,250 at 4% or $450,833 at 6%; with 50% employer match about $450,833 at 4% or $300,556 at 6%; with 100% employer match about $338,125 at 4% or $225,417 at 6%.
Appletree Kern PC 401(K) Plan-4$1,827,704$108,200$27,050iApproximate average salary by contribution assumption: employee only about $676,250 at 4% or $450,833 at 6%; with 50% employer match about $450,833 at 4% or $300,556 at 6%; with 100% employer match about $338,125 at 4% or $225,417 at 6%.
202214$1,589,856$117,712$29,428iApproximate average salary by contribution assumption: employee only about $735,700 at 4% or $490,467 at 6%; with 50% employer match about $490,467 at 4% or $326,978 at 6%; with 100% employer match about $367,850 at 4% or $245,233 at 6%.
Appletree Kern PC 401(K) Plan-4$1,589,856$117,712$29,428iApproximate average salary by contribution assumption: employee only about $735,700 at 4% or $490,467 at 6%; with 50% employer match about $490,467 at 4% or $326,978 at 6%; with 100% employer match about $367,850 at 4% or $245,233 at 6%.
202115$1,498,785$219,143$43,829iApproximate average salary by contribution assumption: employee only about $1,095,715 at 4% or $730,477 at 6%; with 50% employer match about $730,477 at 4% or $486,984 at 6%; with 100% employer match about $547,858 at 4% or $365,238 at 6%.
Appletree Kern PC 401(K) Plan-5$1,498,785$219,143$43,829iApproximate average salary by contribution assumption: employee only about $1,095,715 at 4% or $730,477 at 6%; with 50% employer match about $730,477 at 4% or $486,984 at 6%; with 100% employer match about $547,858 at 4% or $365,238 at 6%.
202015$1,446,616$106,529$21,306iApproximate average salary by contribution assumption: employee only about $532,645 at 4% or $355,097 at 6%; with 50% employer match about $355,097 at 4% or $236,731 at 6%; with 100% employer match about $266,323 at 4% or $177,548 at 6%.
Appletree Kern PC 401(K) Plan-5$1,446,616$106,529$21,306iApproximate average salary by contribution assumption: employee only about $532,645 at 4% or $355,097 at 6%; with 50% employer match about $355,097 at 4% or $236,731 at 6%; with 100% employer match about $266,323 at 4% or $177,548 at 6%.
201915$1,860,945$77,820$15,564iApproximate average salary by contribution assumption: employee only about $389,100 at 4% or $259,400 at 6%; with 50% employer match about $259,400 at 4% or $172,933 at 6%; with 100% employer match about $194,550 at 4% or $129,700 at 6%.
Appletree Kern PC 401(K) Plan-5$1,860,945$77,820$15,564iApproximate average salary by contribution assumption: employee only about $389,100 at 4% or $259,400 at 6%; with 50% employer match about $259,400 at 4% or $172,933 at 6%; with 100% employer match about $194,550 at 4% or $129,700 at 6%.
201816$1,834,366$64,163$10,694iApproximate average salary by contribution assumption: employee only about $267,346 at 4% or $178,231 at 6%; with 50% employer match about $178,231 at 4% or $118,820 at 6%; with 100% employer match about $133,673 at 4% or $89,115 at 6%.
Appletree Kern PC 401(K) Plan-6$1,834,366$64,163$10,694iApproximate average salary by contribution assumption: employee only about $267,346 at 4% or $178,231 at 6%; with 50% employer match about $178,231 at 4% or $118,820 at 6%; with 100% employer match about $133,673 at 4% or $89,115 at 6%.
201716$1,773,951$64,963$10,827iApproximate average salary by contribution assumption: employee only about $270,679 at 4% or $180,453 at 6%; with 50% employer match about $180,453 at 4% or $120,302 at 6%; with 100% employer match about $135,340 at 4% or $90,226 at 6%.
Appletree Kern PC 401(K) Plan-6$1,773,951$64,963$10,827iApproximate average salary by contribution assumption: employee only about $270,679 at 4% or $180,453 at 6%; with 50% employer match about $180,453 at 4% or $120,302 at 6%; with 100% employer match about $135,340 at 4% or $90,226 at 6%.
201616$1,583,941$89,752$14,959iApproximate average salary by contribution assumption: employee only about $373,967 at 4% or $249,311 at 6%; with 50% employer match about $249,311 at 4% or $166,207 at 6%; with 100% employer match about $186,983 at 4% or $124,656 at 6%.
Appletree Kern PC 401(K) Plan-6$1,583,941$89,752$14,959iApproximate average salary by contribution assumption: employee only about $373,967 at 4% or $249,311 at 6%; with 50% employer match about $249,311 at 4% or $166,207 at 6%; with 100% employer match about $186,983 at 4% or $124,656 at 6%.
201516$1,391,899$83,129$13,855iApproximate average salary by contribution assumption: employee only about $346,371 at 4% or $230,914 at 6%; with 50% employer match about $230,914 at 4% or $153,943 at 6%; with 100% employer match about $173,185 at 4% or $115,457 at 6%.
Appletree Kern PC 401(K) Plan-6$1,391,899$83,129$13,855iApproximate average salary by contribution assumption: employee only about $346,371 at 4% or $230,914 at 6%; with 50% employer match about $230,914 at 4% or $153,943 at 6%; with 100% employer match about $173,185 at 4% or $115,457 at 6%.
201415$1,306,621$73,472$14,694iApproximate average salary by contribution assumption: employee only about $367,360 at 4% or $244,907 at 6%; with 50% employer match about $244,907 at 4% or $163,271 at 6%; with 100% employer match about $183,680 at 4% or $122,453 at 6%.
Appletree Kern PC 401(K) Plan-5$1,306,621$73,472$14,694iApproximate average salary by contribution assumption: employee only about $367,360 at 4% or $244,907 at 6%; with 50% employer match about $244,907 at 4% or $163,271 at 6%; with 100% employer match about $183,680 at 4% or $122,453 at 6%.
201316$1,336,677$82,358$13,726iApproximate average salary by contribution assumption: employee only about $343,158 at 4% or $228,772 at 6%; with 50% employer match about $228,772 at 4% or $152,515 at 6%; with 100% employer match about $171,579 at 4% or $114,386 at 6%.
Appletree Kern PC 401(K) Plan-6$1,336,677$82,358$13,726iApproximate average salary by contribution assumption: employee only about $343,158 at 4% or $228,772 at 6%; with 50% employer match about $228,772 at 4% or $152,515 at 6%; with 100% employer match about $171,579 at 4% or $114,386 at 6%.
201216$1,172,613$71,661$11,944iApproximate average salary by contribution assumption: employee only about $298,588 at 4% or $199,058 at 6%; with 50% employer match about $199,058 at 4% or $132,706 at 6%; with 100% employer match about $149,294 at 4% or $99,529 at 6%.
Appletree Kern PC 401(K) Plan-6$1,172,613$71,661$11,944iApproximate average salary by contribution assumption: employee only about $298,588 at 4% or $199,058 at 6%; with 50% employer match about $199,058 at 4% or $132,706 at 6%; with 100% employer match about $149,294 at 4% or $99,529 at 6%.
201116$1,003,184$81,502$13,584iApproximate average salary by contribution assumption: employee only about $339,592 at 4% or $226,394 at 6%; with 50% employer match about $226,394 at 4% or $150,930 at 6%; with 100% employer match about $169,796 at 4% or $113,197 at 6%.
Appletree Kern PC 401(K) Plan-6$1,003,184$81,502$13,584iApproximate average salary by contribution assumption: employee only about $339,592 at 4% or $226,394 at 6%; with 50% employer match about $226,394 at 4% or $150,930 at 6%; with 100% employer match about $169,796 at 4% or $113,197 at 6%.
201016$969,594$71,434$11,906iApproximate average salary by contribution assumption: employee only about $297,642 at 4% or $198,428 at 6%; with 50% employer match about $198,428 at 4% or $132,285 at 6%; with 100% employer match about $148,821 at 4% or $99,214 at 6%.
Appletree Kern PC 401(K) Plan-6$969,594$71,434$11,906iApproximate average salary by contribution assumption: employee only about $297,642 at 4% or $198,428 at 6%; with 50% employer match about $198,428 at 4% or $132,285 at 6%; with 100% employer match about $148,821 at 4% or $99,214 at 6%.
200916$839,385$132,854$22,142iApproximate average salary by contribution assumption: employee only about $553,558 at 4% or $369,039 at 6%; with 50% employer match about $369,039 at 4% or $246,026 at 6%; with 100% employer match about $276,779 at 4% or $184,519 at 6%.
Appletree Kern PC 401(K) Plan-6$839,385$132,854$22,142iApproximate average salary by contribution assumption: employee only about $553,558 at 4% or $369,039 at 6%; with 50% employer match about $369,039 at 4% or $246,026 at 6%; with 100% employer match about $276,779 at 4% or $184,519 at 6%.
200815$584,167$39,852$7,970iApproximate average salary by contribution assumption: employee only about $199,260 at 4% or $132,840 at 6%; with 50% employer match about $132,840 at 4% or $88,560 at 6%; with 100% employer match about $99,630 at 4% or $66,420 at 6%.
Appletree Kern PC 401(K) Plan-5$584,167$39,852$7,970iApproximate average salary by contribution assumption: employee only about $199,260 at 4% or $132,840 at 6%; with 50% employer match about $132,840 at 4% or $88,560 at 6%; with 100% employer match about $99,630 at 4% or $66,420 at 6%.
200716$0$0-
Appletree Kern PC 401(K) Plan-6---
200616$1,185,660$73,165$12,194iApproximate average salary by contribution assumption: employee only about $304,854 at 4% or $203,236 at 6%; with 50% employer match about $203,236 at 4% or $135,491 at 6%; with 100% employer match about $152,427 at 4% or $101,618 at 6%.
Appletree Kern PC 401(K) Plan-6$1,185,660$73,165$12,194iApproximate average salary by contribution assumption: employee only about $304,854 at 4% or $203,236 at 6%; with 50% employer match about $203,236 at 4% or $135,491 at 6%; with 100% employer match about $152,427 at 4% or $101,618 at 6%.
200515$1,035,913$57,615$11,523iApproximate average salary by contribution assumption: employee only about $288,075 at 4% or $192,050 at 6%; with 50% employer match about $192,050 at 4% or $128,033 at 6%; with 100% employer match about $144,038 at 4% or $96,025 at 6%.
Appletree Kern PC 401(K) Plan-5$1,035,913$57,615$11,523iApproximate average salary by contribution assumption: employee only about $288,075 at 4% or $192,050 at 6%; with 50% employer match about $192,050 at 4% or $128,033 at 6%; with 100% employer match about $144,038 at 4% or $96,025 at 6%.
200416$955,362$40,188$6,698iApproximate average salary by contribution assumption: employee only about $167,450 at 4% or $111,633 at 6%; with 50% employer match about $111,633 at 4% or $74,422 at 6%; with 100% employer match about $83,725 at 4% or $55,817 at 6%.
Appletree Kern PC 401(K) Plan-6$955,362$40,188$6,698iApproximate average salary by contribution assumption: employee only about $167,450 at 4% or $111,633 at 6%; with 50% employer match about $111,633 at 4% or $74,422 at 6%; with 100% employer match about $83,725 at 4% or $55,817 at 6%.
200316$796,007$34,358$5,726iApproximate average salary by contribution assumption: employee only about $143,158 at 4% or $95,439 at 6%; with 50% employer match about $95,439 at 4% or $63,626 at 6%; with 100% employer match about $71,579 at 4% or $47,719 at 6%.
Appletree Kern PC 401(K) Plan-6$796,007$34,358$5,726iApproximate average salary by contribution assumption: employee only about $143,158 at 4% or $95,439 at 6%; with 50% employer match about $95,439 at 4% or $63,626 at 6%; with 100% employer match about $71,579 at 4% or $47,719 at 6%.
200216$0$0-
Appletree Kern PC 401(K) Plan-6---
200116$0$0-
Appletree Kern PC 401(K) Plan-6---
200016$710,027$35,374$5,896iApproximate average salary by contribution assumption: employee only about $147,392 at 4% or $98,261 at 6%; with 50% employer match about $98,261 at 4% or $65,507 at 6%; with 100% employer match about $73,696 at 4% or $49,131 at 6%.
Appletree Kern PC 401(K) Plan-6$710,027$35,374$5,896iApproximate average salary by contribution assumption: employee only about $147,392 at 4% or $98,261 at 6%; with 50% employer match about $98,261 at 4% or $65,507 at 6%; with 100% employer match about $73,696 at 4% or $49,131 at 6%.