Civic Intelligence

Peppertree Capital Management

Plan context: Peppertree Capital Management

EIN 42-1599287 • Chagrin Falls, OH • 17 filings • 4 plans

57 E Washington StChagrin Falls, OH 44022-3044
Current Snapshot

Latest Year

2024

2024 Participants

50

2024 Assets

$7,870,994

2024 Contributions

$1,256,929

Historical Graphs

Total Assets Over Time

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

$7,870,994$3,935,497$0200820162024YearValue
$7,870,994Latest year 2024

Participants Over Time

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

50250200820162024YearValue
50Latest 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
2024150$7,870,994$1,256,929$25,139iApproximate average salary by contribution assumption: employee only about $628,465 at 4% or $418,976 at 6%; with 50% employer match about $418,976 at 4% or $279,318 at 6%; with 100% employer match about $314,232 at 4% or $209,488 at 6%.
Peppertree Capital Management-50$7,870,994$1,256,929$25,139iApproximate average salary by contribution assumption: employee only about $628,465 at 4% or $418,976 at 6%; with 50% employer match about $418,976 at 4% or $279,318 at 6%; with 100% employer match about $314,232 at 4% or $209,488 at 6%.
2023144$5,539,525$802,633$18,242iApproximate average salary by contribution assumption: employee only about $456,041 at 4% or $304,028 at 6%; with 50% employer match about $304,028 at 4% or $202,685 at 6%; with 100% employer match about $228,021 at 4% or $152,014 at 6%.
Peppertree Capital Management-44$5,539,525$802,633$18,242iApproximate average salary by contribution assumption: employee only about $456,041 at 4% or $304,028 at 6%; with 50% employer match about $304,028 at 4% or $202,685 at 6%; with 100% employer match about $228,021 at 4% or $152,014 at 6%.
2022135$4,015,175$646,027$18,458iApproximate average salary by contribution assumption: employee only about $461,448 at 4% or $307,632 at 6%; with 50% employer match about $307,632 at 4% or $205,088 at 6%; with 100% employer match about $230,724 at 4% or $153,816 at 6%.
Peppertree Capital Management-35$4,015,175$646,027$18,458iApproximate average salary by contribution assumption: employee only about $461,448 at 4% or $307,632 at 6%; with 50% employer match about $307,632 at 4% or $205,088 at 6%; with 100% employer match about $230,724 at 4% or $153,816 at 6%.
2021134$4,103,822$593,930$17,469iApproximate average salary by contribution assumption: employee only about $436,713 at 4% or $291,142 at 6%; with 50% employer match about $291,142 at 4% or $194,095 at 6%; with 100% employer match about $218,357 at 4% or $145,571 at 6%.
Peppertree Capital Management-34$4,103,822$593,930$17,469iApproximate average salary by contribution assumption: employee only about $436,713 at 4% or $291,142 at 6%; with 50% employer match about $291,142 at 4% or $194,095 at 6%; with 100% employer match about $218,357 at 4% or $145,571 at 6%.
2020129$3,313,313$428,461$14,775iApproximate average salary by contribution assumption: employee only about $369,363 at 4% or $246,242 at 6%; with 50% employer match about $246,242 at 4% or $164,161 at 6%; with 100% employer match about $184,681 at 4% or $123,121 at 6%.
Peppertree Capital Management-29$3,313,313$428,461$14,775iApproximate average salary by contribution assumption: employee only about $369,363 at 4% or $246,242 at 6%; with 50% employer match about $246,242 at 4% or $164,161 at 6%; with 100% employer match about $184,681 at 4% or $123,121 at 6%.
2019122$2,385,560$338,180$15,372iApproximate average salary by contribution assumption: employee only about $384,295 at 4% or $256,197 at 6%; with 50% employer match about $256,197 at 4% or $170,798 at 6%; with 100% employer match about $192,148 at 4% or $128,098 at 6%.
Peppertree Capital Management-22$2,385,560$338,180$15,372iApproximate average salary by contribution assumption: employee only about $384,295 at 4% or $256,197 at 6%; with 50% employer match about $256,197 at 4% or $170,798 at 6%; with 100% employer match about $192,148 at 4% or $128,098 at 6%.
2018118$1,664,280$304,650$16,925iApproximate average salary by contribution assumption: employee only about $423,125 at 4% or $282,083 at 6%; with 50% employer match about $282,083 at 4% or $188,056 at 6%; with 100% employer match about $211,563 at 4% or $141,042 at 6%.
Peppertree Capital Management-18$1,664,280$304,650$16,925iApproximate average salary by contribution assumption: employee only about $423,125 at 4% or $282,083 at 6%; with 50% employer match about $282,083 at 4% or $188,056 at 6%; with 100% employer match about $211,563 at 4% or $141,042 at 6%.
2017117$1,455,116$293,041$17,238iApproximate average salary by contribution assumption: employee only about $430,943 at 4% or $287,295 at 6%; with 50% employer match about $287,295 at 4% or $191,530 at 6%; with 100% employer match about $215,471 at 4% or $143,648 at 6%.
Peppertree Capital Management-17$1,455,116$293,041$17,238iApproximate average salary by contribution assumption: employee only about $430,943 at 4% or $287,295 at 6%; with 50% employer match about $287,295 at 4% or $191,530 at 6%; with 100% employer match about $215,471 at 4% or $143,648 at 6%.
2016119$1,035,382$207,799$10,937iApproximate average salary by contribution assumption: employee only about $273,420 at 4% or $182,280 at 6%; with 50% employer match about $182,280 at 4% or $121,520 at 6%; with 100% employer match about $136,710 at 4% or $91,140 at 6%.
Peppertree Capital Management-19$1,035,382$207,799$10,937iApproximate average salary by contribution assumption: employee only about $273,420 at 4% or $182,280 at 6%; with 50% employer match about $182,280 at 4% or $121,520 at 6%; with 100% employer match about $136,710 at 4% or $91,140 at 6%.
2015112$769,882$146,101$12,175iApproximate average salary by contribution assumption: employee only about $304,377 at 4% or $202,918 at 6%; with 50% employer match about $202,918 at 4% or $135,279 at 6%; with 100% employer match about $152,189 at 4% or $101,459 at 6%.
Peppertree Capital Management-12$769,882$146,101$12,175iApproximate average salary by contribution assumption: employee only about $304,377 at 4% or $202,918 at 6%; with 50% employer match about $202,918 at 4% or $135,279 at 6%; with 100% employer match about $152,189 at 4% or $101,459 at 6%.
2014111$808,464$101,815$9,256iApproximate average salary by contribution assumption: employee only about $231,398 at 4% or $154,265 at 6%; with 50% employer match about $154,265 at 4% or $102,843 at 6%; with 100% employer match about $115,699 at 4% or $77,133 at 6%.
Peppertree Capital Management-11$808,464$101,815$9,256iApproximate average salary by contribution assumption: employee only about $231,398 at 4% or $154,265 at 6%; with 50% employer match about $154,265 at 4% or $102,843 at 6%; with 100% employer match about $115,699 at 4% or $77,133 at 6%.
201318$660,436$76,810$9,601iApproximate average salary by contribution assumption: employee only about $240,031 at 4% or $160,021 at 6%; with 50% employer match about $160,021 at 4% or $106,681 at 6%; with 100% employer match about $120,016 at 4% or $80,010 at 6%.
Peppertree Capital Management-8$660,436$76,810$9,601iApproximate average salary by contribution assumption: employee only about $240,031 at 4% or $160,021 at 6%; with 50% employer match about $160,021 at 4% or $106,681 at 6%; with 100% employer match about $120,016 at 4% or $80,010 at 6%.
201216$472,147$64,395$10,733iApproximate average salary by contribution assumption: employee only about $268,313 at 4% or $178,875 at 6%; with 50% employer match about $178,875 at 4% or $119,250 at 6%; with 100% employer match about $134,156 at 4% or $89,438 at 6%.
Peppertree Capital Management-6$472,147$64,395$10,733iApproximate average salary by contribution assumption: employee only about $268,313 at 4% or $178,875 at 6%; with 50% employer match about $178,875 at 4% or $119,250 at 6%; with 100% employer match about $134,156 at 4% or $89,438 at 6%.
201115$355,150$63,261$12,652iApproximate average salary by contribution assumption: employee only about $316,305 at 4% or $210,870 at 6%; with 50% employer match about $210,870 at 4% or $140,580 at 6%; with 100% employer match about $158,153 at 4% or $105,435 at 6%.
Peppertree Capital Management-5$355,150$63,261$12,652iApproximate average salary by contribution assumption: employee only about $316,305 at 4% or $210,870 at 6%; with 50% employer match about $210,870 at 4% or $140,580 at 6%; with 100% employer match about $158,153 at 4% or $105,435 at 6%.
201015$304,645$68,654$13,731iApproximate average salary by contribution assumption: employee only about $343,270 at 4% or $228,847 at 6%; with 50% employer match about $228,847 at 4% or $152,564 at 6%; with 100% employer match about $171,635 at 4% or $114,423 at 6%.
Peppertree Capital Management-5$304,645$68,654$13,731iApproximate average salary by contribution assumption: employee only about $343,270 at 4% or $228,847 at 6%; with 50% employer match about $228,847 at 4% or $152,564 at 6%; with 100% employer match about $171,635 at 4% or $114,423 at 6%.
200914$270,778$49,065$12,266iApproximate average salary by contribution assumption: employee only about $306,656 at 4% or $204,438 at 6%; with 50% employer match about $204,438 at 4% or $136,292 at 6%; with 100% employer match about $153,328 at 4% or $102,219 at 6%.
Peppertree Capital Management-4$270,778$49,065$12,266iApproximate average salary by contribution assumption: employee only about $306,656 at 4% or $204,438 at 6%; with 50% employer match about $204,438 at 4% or $136,292 at 6%; with 100% employer match about $153,328 at 4% or $102,219 at 6%.
200818$179,141$75,220$9,403iApproximate average salary by contribution assumption: employee only about $235,063 at 4% or $156,708 at 6%; with 50% employer match about $156,708 at 4% or $104,472 at 6%; with 100% employer match about $117,531 at 4% or $78,354 at 6%.
Peppertree Capital Management-8$179,141$75,220$9,403iApproximate average salary by contribution assumption: employee only about $235,063 at 4% or $156,708 at 6%; with 50% employer match about $156,708 at 4% or $104,472 at 6%; with 100% employer match about $117,531 at 4% or $78,354 at 6%.