Appleton Retirement Community
Plan context: Appleton Retirement Community 401(K) Profit Sharing Plan & Trust
EIN 26-1849571 • Appleton, WI • 3 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
61
2025 Assets
$451,326
2025 Contributions
$85,505
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $85,505 | - |
| Appleton Retirement Community 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | $85,505 | - |
| 2024 | 1 | 61 | $451,326 | $115,634 | $1,896iApproximate average salary by contribution assumption: employee only about $47,391 at 4% or $31,594 at 6%; with 50% employer match about $31,594 at 4% or $21,063 at 6%; with 100% employer match about $23,695 at 4% or $15,797 at 6%. |
| Appleton Retirement Community 401(K) Profit Sharing Plan & Trust | - | 61 | $451,326 | $115,634 | $1,896iApproximate average salary by contribution assumption: employee only about $47,391 at 4% or $31,594 at 6%; with 50% employer match about $31,594 at 4% or $21,063 at 6%; with 100% employer match about $23,695 at 4% or $15,797 at 6%. |
| 2023 | 1 | 54 | $347,857 | $137,628 | $2,549iApproximate average salary by contribution assumption: employee only about $63,717 at 4% or $42,478 at 6%; with 50% employer match about $42,478 at 4% or $28,319 at 6%; with 100% employer match about $31,858 at 4% or $21,239 at 6%. |
| Appleton Retirement Community 401(K) Profit Sharing Plan & Trust | - | 54 | $347,857 | $137,628 | $2,549iApproximate average salary by contribution assumption: employee only about $63,717 at 4% or $42,478 at 6%; with 50% employer match about $42,478 at 4% or $28,319 at 6%; with 100% employer match about $31,858 at 4% or $21,239 at 6%. |