Civic Intelligence

Apple Tree Mortgage Inc

Plan context: Apple Tree Mortgage Inc 401K Profit Sharing Plan

EIN 62-1536227 • 4 filings • 1 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$3,657

2003 Contributions

$9,763

Historical Graphs

Total Assets Over Time

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

$21,185$10,593$0200020012002YearValue
$3,657Latest year 2002

Participants Over Time

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

95020002001YearValue
2Latest year 2001

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
200310$0$0-
Apple Tree Mortgage Inc 401K Profit Sharing Plan-0---
200210$3,657$0-
Apple Tree Mortgage Inc 401K Profit Sharing Plan-0$3,657--
200112$13,637$9,763$4,882iApproximate average salary by contribution assumption: employee only about $122,038 at 4% or $81,358 at 6%; with 50% employer match about $81,358 at 4% or $54,239 at 6%; with 100% employer match about $61,019 at 4% or $40,679 at 6%.
Apple Tree Mortgage Inc 401K Profit Sharing Plan-2$13,637$9,763$4,882iApproximate average salary by contribution assumption: employee only about $122,038 at 4% or $81,358 at 6%; with 50% employer match about $81,358 at 4% or $54,239 at 6%; with 100% employer match about $61,019 at 4% or $40,679 at 6%.
200019$21,185$17,407$1,934iApproximate average salary by contribution assumption: employee only about $48,353 at 4% or $32,235 at 6%; with 50% employer match about $32,235 at 4% or $21,490 at 6%; with 100% employer match about $24,176 at 4% or $16,118 at 6%.
Apple Tree Mortgage Inc 401K Profit Sharing Plan-9$21,185$17,407$1,934iApproximate average salary by contribution assumption: employee only about $48,353 at 4% or $32,235 at 6%; with 50% employer match about $32,235 at 4% or $21,490 at 6%; with 100% employer match about $24,176 at 4% or $16,118 at 6%.