Apple Tuck & Associates Inc.
Plan context: Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan
EIN 56-0863313 • Rutherfordton, NC • 26 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$93,447
2024 Contributions
$1,521
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 | 3 | $93,447 | $0 | - |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 3 | $93,447 | $0 | - |
| 2023 | 1 | 3 | $85,458 | $1,521 | $507iApproximate average salary by contribution assumption: employee only about $12,675 at 4% or $8,450 at 6%; with 50% employer match about $8,450 at 4% or $5,633 at 6%; with 100% employer match about $6,338 at 4% or $4,225 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 3 | $85,458 | $1,521 | $507iApproximate average salary by contribution assumption: employee only about $12,675 at 4% or $8,450 at 6%; with 50% employer match about $8,450 at 4% or $5,633 at 6%; with 100% employer match about $6,338 at 4% or $4,225 at 6%. |
| 2022 | 1 | 5 | $108,464 | $11,470 | $2,294iApproximate average salary by contribution assumption: employee only about $57,350 at 4% or $38,233 at 6%; with 50% employer match about $38,233 at 4% or $25,489 at 6%; with 100% employer match about $28,675 at 4% or $19,117 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 5 | $108,464 | $11,470 | $2,294iApproximate average salary by contribution assumption: employee only about $57,350 at 4% or $38,233 at 6%; with 50% employer match about $38,233 at 4% or $25,489 at 6%; with 100% employer match about $28,675 at 4% or $19,117 at 6%. |
| 2021 | 1 | 5 | $112,830 | $14,802 | $2,960iApproximate average salary by contribution assumption: employee only about $74,010 at 4% or $49,340 at 6%; with 50% employer match about $49,340 at 4% or $32,893 at 6%; with 100% employer match about $37,005 at 4% or $24,670 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 5 | $112,830 | $14,802 | $2,960iApproximate average salary by contribution assumption: employee only about $74,010 at 4% or $49,340 at 6%; with 50% employer match about $49,340 at 4% or $32,893 at 6%; with 100% employer match about $37,005 at 4% or $24,670 at 6%. |
| 2020 | 1 | 5 | $569,324 | $20,052 | $4,010iApproximate average salary by contribution assumption: employee only about $100,260 at 4% or $66,840 at 6%; with 50% employer match about $66,840 at 4% or $44,560 at 6%; with 100% employer match about $50,130 at 4% or $33,420 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 5 | $569,324 | $20,052 | $4,010iApproximate average salary by contribution assumption: employee only about $100,260 at 4% or $66,840 at 6%; with 50% employer match about $66,840 at 4% or $44,560 at 6%; with 100% employer match about $50,130 at 4% or $33,420 at 6%. |
| 2019 | 1 | 5 | $488,167 | $14,634 | $2,927iApproximate average salary by contribution assumption: employee only about $73,170 at 4% or $48,780 at 6%; with 50% employer match about $48,780 at 4% or $32,520 at 6%; with 100% employer match about $36,585 at 4% or $24,390 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 5 | $488,167 | $14,634 | $2,927iApproximate average salary by contribution assumption: employee only about $73,170 at 4% or $48,780 at 6%; with 50% employer match about $48,780 at 4% or $32,520 at 6%; with 100% employer match about $36,585 at 4% or $24,390 at 6%. |
| 2018 | 1 | 2 | $418,162 | $25,783 | $12,892iApproximate average salary by contribution assumption: employee only about $322,288 at 4% or $214,858 at 6%; with 50% employer match about $214,858 at 4% or $143,239 at 6%; with 100% employer match about $161,144 at 4% or $107,429 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 2 | $418,162 | $25,783 | $12,892iApproximate average salary by contribution assumption: employee only about $322,288 at 4% or $214,858 at 6%; with 50% employer match about $214,858 at 4% or $143,239 at 6%; with 100% employer match about $161,144 at 4% or $107,429 at 6%. |
| 2017 | 1 | 2 | $1,295,014 | $1,295,006 | $647,503iApproximate average salary by contribution assumption: employee only about $16,187,575 at 4% or $10,791,717 at 6%; with 50% employer match about $10,791,717 at 4% or $7,194,478 at 6%; with 100% employer match about $8,093,788 at 4% or $5,395,858 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 2 | $1,295,014 | $1,295,006 | $647,503iApproximate average salary by contribution assumption: employee only about $16,187,575 at 4% or $10,791,717 at 6%; with 50% employer match about $10,791,717 at 4% or $7,194,478 at 6%; with 100% employer match about $8,093,788 at 4% or $5,395,858 at 6%. |
| 2016 | 1 | 9 | $1,363,417 | $67,418 | $7,491iApproximate average salary by contribution assumption: employee only about $187,272 at 4% or $124,848 at 6%; with 50% employer match about $124,848 at 4% or $83,232 at 6%; with 100% employer match about $93,636 at 4% or $62,424 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 9 | $1,363,417 | $67,418 | $7,491iApproximate average salary by contribution assumption: employee only about $187,272 at 4% or $124,848 at 6%; with 50% employer match about $124,848 at 4% or $83,232 at 6%; with 100% employer match about $93,636 at 4% or $62,424 at 6%. |
| 2015 | 1 | 12 | $1,208,986 | $61,180 | $5,098iApproximate average salary by contribution assumption: employee only about $127,458 at 4% or $84,972 at 6%; with 50% employer match about $84,972 at 4% or $56,648 at 6%; with 100% employer match about $63,729 at 4% or $42,486 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 12 | $1,208,986 | $61,180 | $5,098iApproximate average salary by contribution assumption: employee only about $127,458 at 4% or $84,972 at 6%; with 50% employer match about $84,972 at 4% or $56,648 at 6%; with 100% employer match about $63,729 at 4% or $42,486 at 6%. |
| 2014 | 1 | 15 | $1,157,366 | $54,859 | $3,657iApproximate average salary by contribution assumption: employee only about $91,432 at 4% or $60,954 at 6%; with 50% employer match about $60,954 at 4% or $40,636 at 6%; with 100% employer match about $45,716 at 4% or $30,477 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 15 | $1,157,366 | $54,859 | $3,657iApproximate average salary by contribution assumption: employee only about $91,432 at 4% or $60,954 at 6%; with 50% employer match about $60,954 at 4% or $40,636 at 6%; with 100% employer match about $45,716 at 4% or $30,477 at 6%. |
| 2013 | 1 | 17 | $1,053,066 | $59,828 | $3,519iApproximate average salary by contribution assumption: employee only about $87,982 at 4% or $58,655 at 6%; with 50% employer match about $58,655 at 4% or $39,103 at 6%; with 100% employer match about $43,991 at 4% or $29,327 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 17 | $1,053,066 | $59,828 | $3,519iApproximate average salary by contribution assumption: employee only about $87,982 at 4% or $58,655 at 6%; with 50% employer match about $58,655 at 4% or $39,103 at 6%; with 100% employer match about $43,991 at 4% or $29,327 at 6%. |
| 2012 | 1 | 15 | $765,290 | $56,370 | $3,758iApproximate average salary by contribution assumption: employee only about $93,950 at 4% or $62,633 at 6%; with 50% employer match about $62,633 at 4% or $41,756 at 6%; with 100% employer match about $46,975 at 4% or $31,317 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 15 | $765,290 | $56,370 | $3,758iApproximate average salary by contribution assumption: employee only about $93,950 at 4% or $62,633 at 6%; with 50% employer match about $62,633 at 4% or $41,756 at 6%; with 100% employer match about $46,975 at 4% or $31,317 at 6%. |
| 2011 | 1 | 15 | $647,065 | $58,862 | $3,924iApproximate average salary by contribution assumption: employee only about $98,103 at 4% or $65,402 at 6%; with 50% employer match about $65,402 at 4% or $43,601 at 6%; with 100% employer match about $49,052 at 4% or $32,701 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 15 | $647,065 | $58,862 | $3,924iApproximate average salary by contribution assumption: employee only about $98,103 at 4% or $65,402 at 6%; with 50% employer match about $65,402 at 4% or $43,601 at 6%; with 100% employer match about $49,052 at 4% or $32,701 at 6%. |
| 2010 | 1 | 16 | $1,572,057 | $57,815 | $3,613iApproximate average salary by contribution assumption: employee only about $90,336 at 4% or $60,224 at 6%; with 50% employer match about $60,224 at 4% or $40,149 at 6%; with 100% employer match about $45,168 at 4% or $30,112 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 16 | $1,572,057 | $57,815 | $3,613iApproximate average salary by contribution assumption: employee only about $90,336 at 4% or $60,224 at 6%; with 50% employer match about $60,224 at 4% or $40,149 at 6%; with 100% employer match about $45,168 at 4% or $30,112 at 6%. |
| 2009 | 1 | 15 | $1,527,355 | $50,876 | $3,392iApproximate average salary by contribution assumption: employee only about $84,793 at 4% or $56,529 at 6%; with 50% employer match about $56,529 at 4% or $37,686 at 6%; with 100% employer match about $42,397 at 4% or $28,264 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 15 | $1,527,355 | $50,876 | $3,392iApproximate average salary by contribution assumption: employee only about $84,793 at 4% or $56,529 at 6%; with 50% employer match about $56,529 at 4% or $37,686 at 6%; with 100% employer match about $42,397 at 4% or $28,264 at 6%. |
| 2008 | 1 | 17 | $1,227,150 | $50,933 | $2,996iApproximate average salary by contribution assumption: employee only about $74,901 at 4% or $49,934 at 6%; with 50% employer match about $49,934 at 4% or $33,290 at 6%; with 100% employer match about $37,451 at 4% or $24,967 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 17 | $1,227,150 | $50,933 | $2,996iApproximate average salary by contribution assumption: employee only about $74,901 at 4% or $49,934 at 6%; with 50% employer match about $49,934 at 4% or $33,290 at 6%; with 100% employer match about $37,451 at 4% or $24,967 at 6%. |
| 2007 | 1 | 9 | $1,865,318 | $47,999 | $5,333iApproximate average salary by contribution assumption: employee only about $133,331 at 4% or $88,887 at 6%; with 50% employer match about $88,887 at 4% or $59,258 at 6%; with 100% employer match about $66,665 at 4% or $44,444 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 9 | $1,865,318 | $47,999 | $5,333iApproximate average salary by contribution assumption: employee only about $133,331 at 4% or $88,887 at 6%; with 50% employer match about $88,887 at 4% or $59,258 at 6%; with 100% employer match about $66,665 at 4% or $44,444 at 6%. |
| 2006 | 1 | 11 | $1,753,666 | $33,480 | $3,044iApproximate average salary by contribution assumption: employee only about $76,091 at 4% or $50,727 at 6%; with 50% employer match about $50,727 at 4% or $33,818 at 6%; with 100% employer match about $38,045 at 4% or $25,364 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 11 | $1,753,666 | $33,480 | $3,044iApproximate average salary by contribution assumption: employee only about $76,091 at 4% or $50,727 at 6%; with 50% employer match about $50,727 at 4% or $33,818 at 6%; with 100% employer match about $38,045 at 4% or $25,364 at 6%. |
| 2005 | 1 | 15 | $1,606,755 | $29,115 | $1,941iApproximate average salary by contribution assumption: employee only about $48,525 at 4% or $32,350 at 6%; with 50% employer match about $32,350 at 4% or $21,567 at 6%; with 100% employer match about $24,263 at 4% or $16,175 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 15 | $1,606,755 | $29,115 | $1,941iApproximate average salary by contribution assumption: employee only about $48,525 at 4% or $32,350 at 6%; with 50% employer match about $32,350 at 4% or $21,567 at 6%; with 100% employer match about $24,263 at 4% or $16,175 at 6%. |
| 2004 | 1 | 16 | $1,564,871 | $43,977 | $2,749iApproximate average salary by contribution assumption: employee only about $68,714 at 4% or $45,809 at 6%; with 50% employer match about $45,809 at 4% or $30,540 at 6%; with 100% employer match about $34,357 at 4% or $22,905 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 16 | $1,564,871 | $43,977 | $2,749iApproximate average salary by contribution assumption: employee only about $68,714 at 4% or $45,809 at 6%; with 50% employer match about $45,809 at 4% or $30,540 at 6%; with 100% employer match about $34,357 at 4% or $22,905 at 6%. |
| 2003 | 1 | 16 | $1,401,625 | $44,667 | $2,792iApproximate average salary by contribution assumption: employee only about $69,792 at 4% or $46,528 at 6%; with 50% employer match about $46,528 at 4% or $31,019 at 6%; with 100% employer match about $34,896 at 4% or $23,264 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 16 | $1,401,625 | $44,667 | $2,792iApproximate average salary by contribution assumption: employee only about $69,792 at 4% or $46,528 at 6%; with 50% employer match about $46,528 at 4% or $31,019 at 6%; with 100% employer match about $34,896 at 4% or $23,264 at 6%. |
| 2002 | 1 | 12 | $1,206,664 | $82,161 | $6,847iApproximate average salary by contribution assumption: employee only about $171,169 at 4% or $114,113 at 6%; with 50% employer match about $114,113 at 4% or $76,075 at 6%; with 100% employer match about $85,584 at 4% or $57,056 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 12 | $1,206,664 | $82,161 | $6,847iApproximate average salary by contribution assumption: employee only about $171,169 at 4% or $114,113 at 6%; with 50% employer match about $114,113 at 4% or $76,075 at 6%; with 100% employer match about $85,584 at 4% or $57,056 at 6%. |
| 2001 | 1 | 14 | $1,212,960 | $45,840 | $3,274iApproximate average salary by contribution assumption: employee only about $81,857 at 4% or $54,571 at 6%; with 50% employer match about $54,571 at 4% or $36,381 at 6%; with 100% employer match about $40,929 at 4% or $27,286 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 14 | $1,212,960 | $45,840 | $3,274iApproximate average salary by contribution assumption: employee only about $81,857 at 4% or $54,571 at 6%; with 50% employer match about $54,571 at 4% or $36,381 at 6%; with 100% employer match about $40,929 at 4% or $27,286 at 6%. |
| 2000 | 1 | 13 | $1,225,650 | $34,475 | $2,652iApproximate average salary by contribution assumption: employee only about $66,298 at 4% or $44,199 at 6%; with 50% employer match about $44,199 at 4% or $29,466 at 6%; with 100% employer match about $33,149 at 4% or $22,099 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 13 | $1,225,650 | $34,475 | $2,652iApproximate average salary by contribution assumption: employee only about $66,298 at 4% or $44,199 at 6%; with 50% employer match about $44,199 at 4% or $29,466 at 6%; with 100% employer match about $33,149 at 4% or $22,099 at 6%. |
| 1999 | 1 | 15 | $1,113,179 | $30,822 | $2,055iApproximate average salary by contribution assumption: employee only about $51,370 at 4% or $34,247 at 6%; with 50% employer match about $34,247 at 4% or $22,831 at 6%; with 100% employer match about $25,685 at 4% or $17,123 at 6%. |
| Apple Tuck & Associates Inc. Safe Harbor 401(K) Plan | - | 15 | $1,113,179 | $30,822 | $2,055iApproximate average salary by contribution assumption: employee only about $51,370 at 4% or $34,247 at 6%; with 50% employer match about $34,247 at 4% or $22,831 at 6%; with 100% employer match about $25,685 at 4% or $17,123 at 6%. |