Phillip Appleton, P.A.
Plan context: Phillip Appleton, P.A. Money Purchase Pension Plan
EIN 59-1782863 • 3 filings • 1 plans
Current Snapshot
Latest Year
2001
2001 Participants
9
2001 Assets
$487,745
2001 Contributions
$66,338
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 |
|---|---|---|---|---|---|
| 2001 | 1 | 0 | $487,745 | $66,338 | - |
| Phillip Appleton, P.A. Money Purchase Pension Plan | - | 0 | $487,745 | $66,338 | - |
| 2000 | 1 | 9 | $513,031 | $66,238 | $7,360iApproximate average salary by contribution assumption: employee only about $183,994 at 4% or $122,663 at 6%; with 50% employer match about $122,663 at 4% or $81,775 at 6%; with 100% employer match about $91,997 at 4% or $61,331 at 6%. |
| Phillip Appleton, P.A. Money Purchase Pension Plan | - | 9 | $513,031 | $66,238 | $7,360iApproximate average salary by contribution assumption: employee only about $183,994 at 4% or $122,663 at 6%; with 50% employer match about $122,663 at 4% or $81,775 at 6%; with 100% employer match about $91,997 at 4% or $61,331 at 6%. |
| 1999 | 1 | 9 | $1,014,372 | $63,516 | $7,057iApproximate average salary by contribution assumption: employee only about $176,433 at 4% or $117,622 at 6%; with 50% employer match about $117,622 at 4% or $78,415 at 6%; with 100% employer match about $88,217 at 4% or $58,811 at 6%. |
| Phillip Appleton, P.A. Money Purchase Pension Plan | - | 9 | $1,014,372 | $63,516 | $7,057iApproximate average salary by contribution assumption: employee only about $176,433 at 4% or $117,622 at 6%; with 50% employer match about $117,622 at 4% or $78,415 at 6%; with 100% employer match about $88,217 at 4% or $58,811 at 6%. |