Civic Intelligence

Appellations LP

Plan context: Appellations LP 401(K) Profit Sharing Plan & Trust

EIN 46-3119298 • Benicia, CA • 8 filings • 3 plans

555 First Street#304Benicia, CA 94510
Current Snapshot

Latest Year

2022

2022 Participants

7

2022 Assets

$243,777

2022 Contributions

$57,953

Historical Graphs

Total Assets Over Time

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

$434,415$217,208$0201520192022YearValue
$243,777Latest year 2022

Participants Over Time

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

1790201520192022YearValue
7Latest year 2022

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
202217$243,777$57,953$8,279iApproximate average salary by contribution assumption: employee only about $206,975 at 4% or $137,983 at 6%; with 50% employer match about $137,983 at 4% or $91,989 at 6%; with 100% employer match about $103,488 at 4% or $68,992 at 6%.
Appellations LP 401(K) Profit Sharing Plan & Trust-7$243,777$57,953$8,279iApproximate average salary by contribution assumption: employee only about $206,975 at 4% or $137,983 at 6%; with 50% employer match about $137,983 at 4% or $91,989 at 6%; with 100% employer match about $103,488 at 4% or $68,992 at 6%.
2021113$291,471$70,923$5,456iApproximate average salary by contribution assumption: employee only about $136,390 at 4% or $90,927 at 6%; with 50% employer match about $90,927 at 4% or $60,618 at 6%; with 100% employer match about $68,195 at 4% or $45,463 at 6%.
Appellations LP 401(K) Profit Sharing Plan & Trust-13$291,471$70,923$5,456iApproximate average salary by contribution assumption: employee only about $136,390 at 4% or $90,927 at 6%; with 50% employer match about $90,927 at 4% or $60,618 at 6%; with 100% employer match about $68,195 at 4% or $45,463 at 6%.
2020117$434,415$132,127$7,772iApproximate average salary by contribution assumption: employee only about $194,304 at 4% or $129,536 at 6%; with 50% employer match about $129,536 at 4% or $86,358 at 6%; with 100% employer match about $97,152 at 4% or $64,768 at 6%.
Appellations LP 401(K) Profit Sharing Plan & Trust-17$434,415$132,127$7,772iApproximate average salary by contribution assumption: employee only about $194,304 at 4% or $129,536 at 6%; with 50% employer match about $129,536 at 4% or $86,358 at 6%; with 100% employer match about $97,152 at 4% or $64,768 at 6%.
2019116$268,801$111,091$6,943iApproximate average salary by contribution assumption: employee only about $173,580 at 4% or $115,720 at 6%; with 50% employer match about $115,720 at 4% or $77,147 at 6%; with 100% employer match about $86,790 at 4% or $57,860 at 6%.
Appellations LP 401(K) Profit Sharing Plan & Trust-16$268,801$111,091$6,943iApproximate average salary by contribution assumption: employee only about $173,580 at 4% or $115,720 at 6%; with 50% employer match about $115,720 at 4% or $77,147 at 6%; with 100% employer match about $86,790 at 4% or $57,860 at 6%.
2018110$161,480$55,666$5,567iApproximate average salary by contribution assumption: employee only about $139,165 at 4% or $92,777 at 6%; with 50% employer match about $92,777 at 4% or $61,851 at 6%; with 100% employer match about $69,583 at 4% or $46,388 at 6%.
Appellations LP 401(K) Profit Sharing Plan & Trust-10$161,480$55,666$5,567iApproximate average salary by contribution assumption: employee only about $139,165 at 4% or $92,777 at 6%; with 50% employer match about $92,777 at 4% or $61,851 at 6%; with 100% employer match about $69,583 at 4% or $46,388 at 6%.
2017110$143,802$40,678$4,068iApproximate average salary by contribution assumption: employee only about $101,695 at 4% or $67,797 at 6%; with 50% employer match about $67,797 at 4% or $45,198 at 6%; with 100% employer match about $50,848 at 4% or $33,898 at 6%.
Appellations LP 401(K) Profit Sharing Plan & Trust-10$143,802$40,678$4,068iApproximate average salary by contribution assumption: employee only about $101,695 at 4% or $67,797 at 6%; with 50% employer match about $67,797 at 4% or $45,198 at 6%; with 100% employer match about $50,848 at 4% or $33,898 at 6%.
2016111$83,696$29,418$2,674iApproximate average salary by contribution assumption: employee only about $66,859 at 4% or $44,573 at 6%; with 50% employer match about $44,573 at 4% or $29,715 at 6%; with 100% employer match about $33,430 at 4% or $22,286 at 6%.
Appellations LP 401(K) Profit Sharing Plan & Trust-11$83,696$29,418$2,674iApproximate average salary by contribution assumption: employee only about $66,859 at 4% or $44,573 at 6%; with 50% employer match about $44,573 at 4% or $29,715 at 6%; with 100% employer match about $33,430 at 4% or $22,286 at 6%.
201517$36,821$37,115$5,302iApproximate average salary by contribution assumption: employee only about $132,554 at 4% or $88,369 at 6%; with 50% employer match about $88,369 at 4% or $58,913 at 6%; with 100% employer match about $66,277 at 4% or $44,185 at 6%.
Appellations LP 401(K) Profit Sharing Plan & Trust-7$36,821$37,115$5,302iApproximate average salary by contribution assumption: employee only about $132,554 at 4% or $88,369 at 6%; with 50% employer match about $88,369 at 4% or $58,913 at 6%; with 100% employer match about $66,277 at 4% or $44,185 at 6%.