Civic Intelligence

Applegate & Company PC

Plan context: Applegate & Company Cpas Profit Sharing Plan

EIN 46-4405607 • Michigan City, IN • 11 filings • 1 plans

1421 South Woodland AveMichigan City, IN 46360
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$5,606,836

2024 Contributions

$132,180

Historical Graphs

Total Assets Over Time

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

$5,606,836$2,803,418$0201420192024YearValue
$5,606,836Latest year 2024

Participants Over Time

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

1470201420192024YearValue
14Latest 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
2024114$5,606,836$132,180$9,441iApproximate average salary by contribution assumption: employee only about $236,036 at 4% or $157,357 at 6%; with 50% employer match about $157,357 at 4% or $104,905 at 6%; with 100% employer match about $118,018 at 4% or $78,679 at 6%.
Applegate & Company Cpas Profit Sharing Plan-14$5,606,836$132,180$9,441iApproximate average salary by contribution assumption: employee only about $236,036 at 4% or $157,357 at 6%; with 50% employer match about $157,357 at 4% or $104,905 at 6%; with 100% employer match about $118,018 at 4% or $78,679 at 6%.
2023113$4,761,908$202,364$15,566iApproximate average salary by contribution assumption: employee only about $389,162 at 4% or $259,441 at 6%; with 50% employer match about $259,441 at 4% or $172,961 at 6%; with 100% employer match about $194,581 at 4% or $129,721 at 6%.
Applegate & Company Cpas Profit Sharing Plan-13$4,761,908$202,364$15,566iApproximate average salary by contribution assumption: employee only about $389,162 at 4% or $259,441 at 6%; with 50% employer match about $259,441 at 4% or $172,961 at 6%; with 100% employer match about $194,581 at 4% or $129,721 at 6%.
2022111$3,918,275$165,510$15,046iApproximate average salary by contribution assumption: employee only about $376,159 at 4% or $250,773 at 6%; with 50% employer match about $250,773 at 4% or $167,182 at 6%; with 100% employer match about $188,080 at 4% or $125,386 at 6%.
Applegate & Company Cpas Profit Sharing Plan-11$3,918,275$165,510$15,046iApproximate average salary by contribution assumption: employee only about $376,159 at 4% or $250,773 at 6%; with 50% employer match about $250,773 at 4% or $167,182 at 6%; with 100% employer match about $188,080 at 4% or $125,386 at 6%.
2021110$4,252,154$148,965$14,897iApproximate average salary by contribution assumption: employee only about $372,413 at 4% or $248,275 at 6%; with 50% employer match about $248,275 at 4% or $165,517 at 6%; with 100% employer match about $186,206 at 4% or $124,138 at 6%.
Applegate & Company Cpas Profit Sharing Plan-10$4,252,154$148,965$14,897iApproximate average salary by contribution assumption: employee only about $372,413 at 4% or $248,275 at 6%; with 50% employer match about $248,275 at 4% or $165,517 at 6%; with 100% employer match about $186,206 at 4% or $124,138 at 6%.
2020112$3,563,673$136,716$11,393iApproximate average salary by contribution assumption: employee only about $284,825 at 4% or $189,883 at 6%; with 50% employer match about $189,883 at 4% or $126,589 at 6%; with 100% employer match about $142,413 at 4% or $94,942 at 6%.
Applegate & Company Cpas Profit Sharing Plan-12$3,563,673$136,716$11,393iApproximate average salary by contribution assumption: employee only about $284,825 at 4% or $189,883 at 6%; with 50% employer match about $189,883 at 4% or $126,589 at 6%; with 100% employer match about $142,413 at 4% or $94,942 at 6%.
2019111$3,358,296$126,852$11,532iApproximate average salary by contribution assumption: employee only about $288,300 at 4% or $192,200 at 6%; with 50% employer match about $192,200 at 4% or $128,133 at 6%; with 100% employer match about $144,150 at 4% or $96,100 at 6%.
Applegate & Company Cpas Profit Sharing Plan-11$3,358,296$126,852$11,532iApproximate average salary by contribution assumption: employee only about $288,300 at 4% or $192,200 at 6%; with 50% employer match about $192,200 at 4% or $128,133 at 6%; with 100% employer match about $144,150 at 4% or $96,100 at 6%.
2018112$2,810,824$147,877$12,323iApproximate average salary by contribution assumption: employee only about $308,077 at 4% or $205,385 at 6%; with 50% employer match about $205,385 at 4% or $136,923 at 6%; with 100% employer match about $154,039 at 4% or $102,692 at 6%.
Applegate & Company Cpas Profit Sharing Plan-12$2,810,824$147,877$12,323iApproximate average salary by contribution assumption: employee only about $308,077 at 4% or $205,385 at 6%; with 50% employer match about $205,385 at 4% or $136,923 at 6%; with 100% employer match about $154,039 at 4% or $102,692 at 6%.
2017113$2,803,530$63,967$4,921iApproximate average salary by contribution assumption: employee only about $123,013 at 4% or $82,009 at 6%; with 50% employer match about $82,009 at 4% or $54,673 at 6%; with 100% employer match about $61,507 at 4% or $41,004 at 6%.
Applegate & Company Cpas Profit Sharing Plan-13$2,803,530$63,967$4,921iApproximate average salary by contribution assumption: employee only about $123,013 at 4% or $82,009 at 6%; with 50% employer match about $82,009 at 4% or $54,673 at 6%; with 100% employer match about $61,507 at 4% or $41,004 at 6%.
2016113$2,486,388$103,626$7,971iApproximate average salary by contribution assumption: employee only about $199,281 at 4% or $132,854 at 6%; with 50% employer match about $132,854 at 4% or $88,569 at 6%; with 100% employer match about $99,640 at 4% or $66,427 at 6%.
Applegate & Company Cpas Profit Sharing Plan-13$2,486,388$103,626$7,971iApproximate average salary by contribution assumption: employee only about $199,281 at 4% or $132,854 at 6%; with 50% employer match about $132,854 at 4% or $88,569 at 6%; with 100% employer match about $99,640 at 4% or $66,427 at 6%.
2015114$2,100,094$116,459$8,319iApproximate average salary by contribution assumption: employee only about $207,963 at 4% or $138,642 at 6%; with 50% employer match about $138,642 at 4% or $92,428 at 6%; with 100% employer match about $103,981 at 4% or $69,321 at 6%.
Applegate & Company Cpas Profit Sharing Plan-14$2,100,094$116,459$8,319iApproximate average salary by contribution assumption: employee only about $207,963 at 4% or $138,642 at 6%; with 50% employer match about $138,642 at 4% or $92,428 at 6%; with 100% employer match about $103,981 at 4% or $69,321 at 6%.
2014111$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 & Company 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%.