Appletree Institute
Plan context: Appletree Institute Employees Tax Deferred Annuity Program
EIN 41-1706263 • Marshall, MN • 18 filings • 4 plans
Current Snapshot
Latest Year
2015
2015 Participants
1
2015 Assets
$257,744
2015 Contributions
$37,498
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| Appletree Institute Employees Tax Deferred Annuity Program | - | 0 | $0 | - | - |
| 2014 | 2 | 1 | $257,744 | $37,498 | $37,498iApproximate average salary by contribution assumption: employee only about $937,450 at 4% or $624,967 at 6%; with 50% employer match about $624,967 at 4% or $416,644 at 6%; with 100% employer match about $468,725 at 4% or $312,483 at 6%. |
| Appletree Institute Employees Tax Deferred Annuity Program | - | 1 | $257,744 | $37,498 | $37,498iApproximate average salary by contribution assumption: employee only about $937,450 at 4% or $624,967 at 6%; with 50% employer match about $624,967 at 4% or $416,644 at 6%; with 100% employer match about $468,725 at 4% or $312,483 at 6%. |
| Appletree Institute Employees Tax Deferred Annuity Program | - | 0 | $0 | - | - |
| 2013 | 1 | 4 | $394,948 | $22,834 | $5,709iApproximate average salary by contribution assumption: employee only about $142,713 at 4% or $95,142 at 6%; with 50% employer match about $95,142 at 4% or $63,428 at 6%; with 100% employer match about $71,356 at 4% or $47,571 at 6%. |
| Appletree Institute Employees Tax Deferred Annuity Program | - | 4 | $394,948 | $22,834 | $5,709iApproximate average salary by contribution assumption: employee only about $142,713 at 4% or $95,142 at 6%; with 50% employer match about $95,142 at 4% or $63,428 at 6%; with 100% employer match about $71,356 at 4% or $47,571 at 6%. |
| 2012 | 1 | 4 | $331,160 | $22,834 | $5,709iApproximate average salary by contribution assumption: employee only about $142,713 at 4% or $95,142 at 6%; with 50% employer match about $95,142 at 4% or $63,428 at 6%; with 100% employer match about $71,356 at 4% or $47,571 at 6%. |
| Appletree Institute Employees Tax Deferred Annuity Program | - | 4 | $331,160 | $22,834 | $5,709iApproximate average salary by contribution assumption: employee only about $142,713 at 4% or $95,142 at 6%; with 50% employer match about $95,142 at 4% or $63,428 at 6%; with 100% employer match about $71,356 at 4% or $47,571 at 6%. |
| 2011 | 1 | 5 | $372,029 | $25,496 | $5,099iApproximate average salary by contribution assumption: employee only about $127,480 at 4% or $84,987 at 6%; with 50% employer match about $84,987 at 4% or $56,658 at 6%; with 100% employer match about $63,740 at 4% or $42,493 at 6%. |
| Appletree Institute Employees Tax Deferred Annuity Program | - | 5 | $372,029 | $25,496 | $5,099iApproximate average salary by contribution assumption: employee only about $127,480 at 4% or $84,987 at 6%; with 50% employer match about $84,987 at 4% or $56,658 at 6%; with 100% employer match about $63,740 at 4% or $42,493 at 6%. |
| 2010 | 1 | 5 | $345,923 | $36,924 | $7,385iApproximate average salary by contribution assumption: employee only about $184,620 at 4% or $123,080 at 6%; with 50% employer match about $123,080 at 4% or $82,053 at 6%; with 100% employer match about $92,310 at 4% or $61,540 at 6%. |
| Appletree Institute Employees Tax Deferred Annuity Program | - | 5 | $345,923 | $36,924 | $7,385iApproximate average salary by contribution assumption: employee only about $184,620 at 4% or $123,080 at 6%; with 50% employer match about $123,080 at 4% or $82,053 at 6%; with 100% employer match about $92,310 at 4% or $61,540 at 6%. |
| 2009 | 1 | 6 | $246,729 | $36,568 | $6,095iApproximate average salary by contribution assumption: employee only about $152,367 at 4% or $101,578 at 6%; with 50% employer match about $101,578 at 4% or $67,719 at 6%; with 100% employer match about $76,183 at 4% or $50,789 at 6%. |
| Appletree Institute Employees Tax Deferred Annuity Program | - | 6 | $246,729 | $36,568 | $6,095iApproximate average salary by contribution assumption: employee only about $152,367 at 4% or $101,578 at 6%; with 50% employer match about $101,578 at 4% or $67,719 at 6%; with 100% employer match about $76,183 at 4% or $50,789 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Appletree Institute Employees Tax Deferred Annuity Program | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Appletree Institute Employees Tax Deferred Annuity Program | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Appletree Institute Employees Tax Deferred Annuity Program | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Appletree Institute Employees Tax Deferred Annuity Program | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Appletree Institute Employees Tax Deferred Annuity Program | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Appletree Institute Employees Tax Deferred Annuity Program | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Appletree Institute Employees Tax Deferred Annuity Program | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Appletree Institute Employees Tax Deferred Annuity Program | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Appletree Institute Employees Tax Deferred Annuity Program | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Appletree Institute Employees Tax Deferred Annuity Program | - | 0 | - | - | - |