Applegate Heating & Insulation Company
Plan context: Applegate Heating & Insulation Company 401K Profit Sharing
EIN 38-2762327 • Okemos, MI • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
35
2024 Assets
$2,333,565
2024 Contributions
$223,500
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 | 35 | $2,333,565 | $223,500 | $6,386iApproximate average salary by contribution assumption: employee only about $159,643 at 4% or $106,429 at 6%; with 50% employer match about $106,429 at 4% or $70,952 at 6%; with 100% employer match about $79,821 at 4% or $53,214 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 35 | $2,333,565 | $223,500 | $6,386iApproximate average salary by contribution assumption: employee only about $159,643 at 4% or $106,429 at 6%; with 50% employer match about $106,429 at 4% or $70,952 at 6%; with 100% employer match about $79,821 at 4% or $53,214 at 6%. |
| 2023 | 1 | 37 | $2,129,936 | $218,309 | $5,900iApproximate average salary by contribution assumption: employee only about $147,506 at 4% or $98,337 at 6%; with 50% employer match about $98,337 at 4% or $65,558 at 6%; with 100% employer match about $73,753 at 4% or $49,169 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 37 | $2,129,936 | $218,309 | $5,900iApproximate average salary by contribution assumption: employee only about $147,506 at 4% or $98,337 at 6%; with 50% employer match about $98,337 at 4% or $65,558 at 6%; with 100% employer match about $73,753 at 4% or $49,169 at 6%. |
| 2022 | 1 | 37 | $2,042,550 | $213,568 | $5,772iApproximate average salary by contribution assumption: employee only about $144,303 at 4% or $96,202 at 6%; with 50% employer match about $96,202 at 4% or $64,135 at 6%; with 100% employer match about $72,151 at 4% or $48,101 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 37 | $2,042,550 | $213,568 | $5,772iApproximate average salary by contribution assumption: employee only about $144,303 at 4% or $96,202 at 6%; with 50% employer match about $96,202 at 4% or $64,135 at 6%; with 100% employer match about $72,151 at 4% or $48,101 at 6%. |
| 2021 | 1 | 35 | $2,251,245 | $200,973 | $5,742iApproximate average salary by contribution assumption: employee only about $143,552 at 4% or $95,701 at 6%; with 50% employer match about $95,701 at 4% or $63,801 at 6%; with 100% employer match about $71,776 at 4% or $47,851 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 35 | $2,251,245 | $200,973 | $5,742iApproximate average salary by contribution assumption: employee only about $143,552 at 4% or $95,701 at 6%; with 50% employer match about $95,701 at 4% or $63,801 at 6%; with 100% employer match about $71,776 at 4% or $47,851 at 6%. |
| 2020 | 1 | 37 | $2,064,761 | $173,674 | $4,694iApproximate average salary by contribution assumption: employee only about $117,347 at 4% or $78,232 at 6%; with 50% employer match about $78,232 at 4% or $52,154 at 6%; with 100% employer match about $58,674 at 4% or $39,116 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 37 | $2,064,761 | $173,674 | $4,694iApproximate average salary by contribution assumption: employee only about $117,347 at 4% or $78,232 at 6%; with 50% employer match about $78,232 at 4% or $52,154 at 6%; with 100% employer match about $58,674 at 4% or $39,116 at 6%. |
| 2019 | 1 | 39 | $1,483,388 | $151,947 | $3,896iApproximate average salary by contribution assumption: employee only about $97,402 at 4% or $64,935 at 6%; with 50% employer match about $64,935 at 4% or $43,290 at 6%; with 100% employer match about $48,701 at 4% or $32,467 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 39 | $1,483,388 | $151,947 | $3,896iApproximate average salary by contribution assumption: employee only about $97,402 at 4% or $64,935 at 6%; with 50% employer match about $64,935 at 4% or $43,290 at 6%; with 100% employer match about $48,701 at 4% or $32,467 at 6%. |
| 2018 | 1 | 33 | $1,792,748 | $523,234 | $15,856iApproximate average salary by contribution assumption: employee only about $396,389 at 4% or $264,260 at 6%; with 50% employer match about $264,260 at 4% or $176,173 at 6%; with 100% employer match about $198,195 at 4% or $132,130 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 33 | $1,792,748 | $523,234 | $15,856iApproximate average salary by contribution assumption: employee only about $396,389 at 4% or $264,260 at 6%; with 50% employer match about $264,260 at 4% or $176,173 at 6%; with 100% employer match about $198,195 at 4% or $132,130 at 6%. |
| 2017 | 1 | 25 | $1,217,430 | $117,357 | $4,694iApproximate average salary by contribution assumption: employee only about $117,357 at 4% or $78,238 at 6%; with 50% employer match about $78,238 at 4% or $52,159 at 6%; with 100% employer match about $58,678 at 4% or $39,119 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 25 | $1,217,430 | $117,357 | $4,694iApproximate average salary by contribution assumption: employee only about $117,357 at 4% or $78,238 at 6%; with 50% employer match about $78,238 at 4% or $52,159 at 6%; with 100% employer match about $58,678 at 4% or $39,119 at 6%. |
| 2016 | 1 | 25 | $1,074,743 | $134,058 | $5,362iApproximate average salary by contribution assumption: employee only about $134,058 at 4% or $89,372 at 6%; with 50% employer match about $89,372 at 4% or $59,581 at 6%; with 100% employer match about $67,029 at 4% or $44,686 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 25 | $1,074,743 | $134,058 | $5,362iApproximate average salary by contribution assumption: employee only about $134,058 at 4% or $89,372 at 6%; with 50% employer match about $89,372 at 4% or $59,581 at 6%; with 100% employer match about $67,029 at 4% or $44,686 at 6%. |
| 2015 | 1 | 25 | $888,718 | $140,189 | $5,608iApproximate average salary by contribution assumption: employee only about $140,189 at 4% or $93,459 at 6%; with 50% employer match about $93,459 at 4% or $62,306 at 6%; with 100% employer match about $70,095 at 4% or $46,730 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 25 | $888,718 | $140,189 | $5,608iApproximate average salary by contribution assumption: employee only about $140,189 at 4% or $93,459 at 6%; with 50% employer match about $93,459 at 4% or $62,306 at 6%; with 100% employer match about $70,095 at 4% or $46,730 at 6%. |
| 2014 | 1 | 18 | $858,965 | $108,076 | $6,004iApproximate average salary by contribution assumption: employee only about $150,106 at 4% or $100,070 at 6%; with 50% employer match about $100,070 at 4% or $66,714 at 6%; with 100% employer match about $75,053 at 4% or $50,035 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 18 | $858,965 | $108,076 | $6,004iApproximate average salary by contribution assumption: employee only about $150,106 at 4% or $100,070 at 6%; with 50% employer match about $100,070 at 4% or $66,714 at 6%; with 100% employer match about $75,053 at 4% or $50,035 at 6%. |
| 2013 | 1 | 18 | $816,496 | $88,828 | $4,935iApproximate average salary by contribution assumption: employee only about $123,372 at 4% or $82,248 at 6%; with 50% employer match about $82,248 at 4% or $54,832 at 6%; with 100% employer match about $61,686 at 4% or $41,124 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 18 | $816,496 | $88,828 | $4,935iApproximate average salary by contribution assumption: employee only about $123,372 at 4% or $82,248 at 6%; with 50% employer match about $82,248 at 4% or $54,832 at 6%; with 100% employer match about $61,686 at 4% or $41,124 at 6%. |
| 2012 | 1 | 16 | $916,312 | $66,260 | $4,141iApproximate average salary by contribution assumption: employee only about $103,531 at 4% or $69,021 at 6%; with 50% employer match about $69,021 at 4% or $46,014 at 6%; with 100% employer match about $51,766 at 4% or $34,510 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 16 | $916,312 | $66,260 | $4,141iApproximate average salary by contribution assumption: employee only about $103,531 at 4% or $69,021 at 6%; with 50% employer match about $69,021 at 4% or $46,014 at 6%; with 100% employer match about $51,766 at 4% or $34,510 at 6%. |
| 2011 | 1 | 14 | $807,518 | $49,775 | $3,555iApproximate average salary by contribution assumption: employee only about $88,884 at 4% or $59,256 at 6%; with 50% employer match about $59,256 at 4% or $39,504 at 6%; with 100% employer match about $44,442 at 4% or $29,628 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 14 | $807,518 | $49,775 | $3,555iApproximate average salary by contribution assumption: employee only about $88,884 at 4% or $59,256 at 6%; with 50% employer match about $59,256 at 4% or $39,504 at 6%; with 100% employer match about $44,442 at 4% or $29,628 at 6%. |
| 2010 | 1 | 16 | $911,368 | $52,216 | $3,264iApproximate average salary by contribution assumption: employee only about $81,588 at 4% or $54,392 at 6%; with 50% employer match about $54,392 at 4% or $36,261 at 6%; with 100% employer match about $40,794 at 4% or $27,196 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 16 | $911,368 | $52,216 | $3,264iApproximate average salary by contribution assumption: employee only about $81,588 at 4% or $54,392 at 6%; with 50% employer match about $54,392 at 4% or $36,261 at 6%; with 100% employer match about $40,794 at 4% or $27,196 at 6%. |
| 2009 | 1 | 20 | $897,802 | $57,147 | $2,857iApproximate average salary by contribution assumption: employee only about $71,434 at 4% or $47,623 at 6%; with 50% employer match about $47,623 at 4% or $31,748 at 6%; with 100% employer match about $35,717 at 4% or $23,811 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 20 | $897,802 | $57,147 | $2,857iApproximate average salary by contribution assumption: employee only about $71,434 at 4% or $47,623 at 6%; with 50% employer match about $47,623 at 4% or $31,748 at 6%; with 100% employer match about $35,717 at 4% or $23,811 at 6%. |
| 2007 | 1 | 28 | $0 | $0 | - |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 28 | - | - | - |
| 2006 | 1 | 28 | $948,800 | $126,780 | $4,528iApproximate average salary by contribution assumption: employee only about $113,196 at 4% or $75,464 at 6%; with 50% employer match about $75,464 at 4% or $50,310 at 6%; with 100% employer match about $56,598 at 4% or $37,732 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 28 | $948,800 | $126,780 | $4,528iApproximate average salary by contribution assumption: employee only about $113,196 at 4% or $75,464 at 6%; with 50% employer match about $75,464 at 4% or $50,310 at 6%; with 100% employer match about $56,598 at 4% or $37,732 at 6%. |
| 2005 | 1 | 33 | $795,150 | $129,144 | $3,913iApproximate average salary by contribution assumption: employee only about $97,836 at 4% or $65,224 at 6%; with 50% employer match about $65,224 at 4% or $43,483 at 6%; with 100% employer match about $48,918 at 4% or $32,612 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 33 | $795,150 | $129,144 | $3,913iApproximate average salary by contribution assumption: employee only about $97,836 at 4% or $65,224 at 6%; with 50% employer match about $65,224 at 4% or $43,483 at 6%; with 100% employer match about $48,918 at 4% or $32,612 at 6%. |
| 2004 | 1 | 36 | $610,033 | $129,206 | $3,589iApproximate average salary by contribution assumption: employee only about $89,726 at 4% or $59,818 at 6%; with 50% employer match about $59,818 at 4% or $39,878 at 6%; with 100% employer match about $44,863 at 4% or $29,909 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 36 | $610,033 | $129,206 | $3,589iApproximate average salary by contribution assumption: employee only about $89,726 at 4% or $59,818 at 6%; with 50% employer match about $59,818 at 4% or $39,878 at 6%; with 100% employer match about $44,863 at 4% or $29,909 at 6%. |
| 2003 | 1 | 35 | $475,327 | $108,609 | $3,103iApproximate average salary by contribution assumption: employee only about $77,578 at 4% or $51,719 at 6%; with 50% employer match about $51,719 at 4% or $34,479 at 6%; with 100% employer match about $38,789 at 4% or $25,859 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 35 | $475,327 | $108,609 | $3,103iApproximate average salary by contribution assumption: employee only about $77,578 at 4% or $51,719 at 6%; with 50% employer match about $51,719 at 4% or $34,479 at 6%; with 100% employer match about $38,789 at 4% or $25,859 at 6%. |
| 2002 | 1 | 33 | $301,067 | $106,834 | $3,237iApproximate average salary by contribution assumption: employee only about $80,935 at 4% or $53,957 at 6%; with 50% employer match about $53,957 at 4% or $35,971 at 6%; with 100% employer match about $40,467 at 4% or $26,978 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 33 | $301,067 | $106,834 | $3,237iApproximate average salary by contribution assumption: employee only about $80,935 at 4% or $53,957 at 6%; with 50% employer match about $53,957 at 4% or $35,971 at 6%; with 100% employer match about $40,467 at 4% or $26,978 at 6%. |
| 2001 | 1 | 36 | $0 | $0 | - |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 36 | - | - | - |
| 2000 | 1 | 29 | $0 | $0 | - |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 29 | - | - | - |
| 1999 | 1 | 24 | $161,473 | $77,241 | $3,218iApproximate average salary by contribution assumption: employee only about $80,459 at 4% or $53,640 at 6%; with 50% employer match about $53,640 at 4% or $35,760 at 6%; with 100% employer match about $40,230 at 4% or $26,820 at 6%. |
| Applegate Heating & Insulation Company 401K Profit Sharing | - | 24 | $161,473 | $77,241 | $3,218iApproximate average salary by contribution assumption: employee only about $80,459 at 4% or $53,640 at 6%; with 50% employer match about $53,640 at 4% or $35,760 at 6%; with 100% employer match about $40,230 at 4% or $26,820 at 6%. |