Applegate & Co Cpas
Plan context: Applegate & Co Cpas Profit Sharing Plan
EIN 35-1623021 • Michigan City, IN • 16 filings • 4 plans
Current Snapshot
Latest Year
2014
2014 Participants
11
2014 Assets
$1,953,869
2014 Contributions
$70,387
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 11 | $1,953,869 | $70,387 | $6,399iApproximate average salary by contribution assumption: employee only about $159,970 at 4% or $106,647 at 6%; with 50% employer match about $106,647 at 4% or $71,098 at 6%; with 100% employer match about $79,985 at 4% or $53,323 at 6%. |
| Applegate & Co Cpas Profit Sharing Plan | - | 11 | $1,953,869 | $70,387 | $6,399iApproximate average salary by contribution assumption: employee only about $159,970 at 4% or $106,647 at 6%; with 50% employer match about $106,647 at 4% or $71,098 at 6%; with 100% employer match about $79,985 at 4% or $53,323 at 6%. |
| 2013 | 1 | 9 | $1,712,889 | $47,636 | $5,293iApproximate average salary by contribution assumption: employee only about $132,322 at 4% or $88,215 at 6%; with 50% employer match about $88,215 at 4% or $58,810 at 6%; with 100% employer match about $66,161 at 4% or $44,107 at 6%. |
| Applegate & Co Cpas Profit Sharing Plan | - | 9 | $1,712,889 | $47,636 | $5,293iApproximate average salary by contribution assumption: employee only about $132,322 at 4% or $88,215 at 6%; with 50% employer match about $88,215 at 4% or $58,810 at 6%; with 100% employer match about $66,161 at 4% or $44,107 at 6%. |
| 2012 | 1 | 10 | $1,531,033 | $48,113 | $4,811iApproximate average salary by contribution assumption: employee only about $120,283 at 4% or $80,188 at 6%; with 50% employer match about $80,188 at 4% or $53,459 at 6%; with 100% employer match about $60,141 at 4% or $40,094 at 6%. |
| Applegate & Co Cpas Profit Sharing Plan | - | 10 | $1,531,033 | $48,113 | $4,811iApproximate average salary by contribution assumption: employee only about $120,283 at 4% or $80,188 at 6%; with 50% employer match about $80,188 at 4% or $53,459 at 6%; with 100% employer match about $60,141 at 4% or $40,094 at 6%. |
| 2011 | 1 | 7 | $1,419,928 | $46,571 | $6,653iApproximate average salary by contribution assumption: employee only about $166,325 at 4% or $110,883 at 6%; with 50% employer match about $110,883 at 4% or $73,922 at 6%; with 100% employer match about $83,163 at 4% or $55,442 at 6%. |
| Applegate & Co Cpas Profit Sharing Plan | - | 7 | $1,419,928 | $46,571 | $6,653iApproximate average salary by contribution assumption: employee only about $166,325 at 4% or $110,883 at 6%; with 50% employer match about $110,883 at 4% or $73,922 at 6%; with 100% employer match about $83,163 at 4% or $55,442 at 6%. |
| 2010 | 1 | 7 | $1,311,971 | $48,367 | $6,910iApproximate average salary by contribution assumption: employee only about $172,739 at 4% or $115,160 at 6%; with 50% employer match about $115,160 at 4% or $76,773 at 6%; with 100% employer match about $86,370 at 4% or $57,580 at 6%. |
| Applegate & Co Cpas Profit Sharing Plan | - | 7 | $1,311,971 | $48,367 | $6,910iApproximate average salary by contribution assumption: employee only about $172,739 at 4% or $115,160 at 6%; with 50% employer match about $115,160 at 4% or $76,773 at 6%; with 100% employer match about $86,370 at 4% or $57,580 at 6%. |
| 2009 | 1 | 7 | $1,197,005 | $65,072 | $9,296iApproximate average salary by contribution assumption: employee only about $232,400 at 4% or $154,933 at 6%; with 50% employer match about $154,933 at 4% or $103,289 at 6%; with 100% employer match about $116,200 at 4% or $77,467 at 6%. |
| Applegate & Co Cpas Profit Sharing Plan | - | 7 | $1,197,005 | $65,072 | $9,296iApproximate average salary by contribution assumption: employee only about $232,400 at 4% or $154,933 at 6%; with 50% employer match about $154,933 at 4% or $103,289 at 6%; with 100% employer match about $116,200 at 4% or $77,467 at 6%. |
| 2008 | 1 | 6 | $1,038,367 | $72,084 | $12,014iApproximate average salary by contribution assumption: employee only about $300,350 at 4% or $200,233 at 6%; with 50% employer match about $200,233 at 4% or $133,489 at 6%; with 100% employer match about $150,175 at 4% or $100,117 at 6%. |
| Applegate & Co Cpas Profit Sharing Plan | - | 6 | $1,038,367 | $72,084 | $12,014iApproximate average salary by contribution assumption: employee only about $300,350 at 4% or $200,233 at 6%; with 50% employer match about $200,233 at 4% or $133,489 at 6%; with 100% employer match about $150,175 at 4% or $100,117 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Applegate & Co Cpas Profit Sharing Plan | - | 6 | - | - | - |
| 2006 | 1 | 6 | $1,003,076 | $41,390 | $6,898iApproximate average salary by contribution assumption: employee only about $172,458 at 4% or $114,972 at 6%; with 50% employer match about $114,972 at 4% or $76,648 at 6%; with 100% employer match about $86,229 at 4% or $57,486 at 6%. |
| Applegate & Co Cpas Profit Sharing Plan | - | 6 | $1,003,076 | $41,390 | $6,898iApproximate average salary by contribution assumption: employee only about $172,458 at 4% or $114,972 at 6%; with 50% employer match about $114,972 at 4% or $76,648 at 6%; with 100% employer match about $86,229 at 4% or $57,486 at 6%. |
| 2005 | 1 | 6 | $0 | $0 | - |
| Applegate & Co Cpas Profit Sharing Plan | - | 6 | - | - | - |
| 2004 | 1 | 6 | $754,208 | $39,481 | $6,580iApproximate average salary by contribution assumption: employee only about $164,504 at 4% or $109,669 at 6%; with 50% employer match about $109,669 at 4% or $73,113 at 6%; with 100% employer match about $82,252 at 4% or $54,835 at 6%. |
| Applegate & Co Cpas Profit Sharing Plan | - | 6 | $754,208 | $39,481 | $6,580iApproximate average salary by contribution assumption: employee only about $164,504 at 4% or $109,669 at 6%; with 50% employer match about $109,669 at 4% or $73,113 at 6%; with 100% employer match about $82,252 at 4% or $54,835 at 6%. |
| 2003 | 1 | 6 | $0 | $0 | - |
| Applegate & Co Cpas Profit Sharing Plan | - | 6 | - | - | - |
| 2002 | 1 | 11 | $0 | $0 | - |
| Applegate & Co Cpas Profit Sharing Plan | - | 11 | - | - | - |
| 2001 | 1 | 10 | $0 | $0 | - |
| Applegate & Co Cpas Profit Sharing Plan | - | 10 | - | - | - |
| 2000 | 1 | 11 | $0 | $0 | - |
| Applegate & Co Cpas Profit Sharing Plan | - | 11 | - | - | - |
| 1999 | 1 | 11 | $532,418 | $45,580 | $4,144iApproximate average salary by contribution assumption: employee only about $103,591 at 4% or $69,061 at 6%; with 50% employer match about $69,061 at 4% or $46,040 at 6%; with 100% employer match about $51,795 at 4% or $34,530 at 6%. |
| Applegate & Co Cpas Profit Sharing Plan | - | 11 | $532,418 | $45,580 | $4,144iApproximate average salary by contribution assumption: employee only about $103,591 at 4% or $69,061 at 6%; with 50% employer match about $69,061 at 4% or $46,040 at 6%; with 100% employer match about $51,795 at 4% or $34,530 at 6%. |