Civic Intelligence

David J. Applebaum M.D., P.A.

Plan context: DAVID J. APPLEBAUM CASH BALANCE PLAN

EIN 65-0300000 • Boca Raton, FL • 33 filings • 5 plans

1599 NW 9th AvenueBoca Raton, FL 33486
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$1,756,304

2025 Contributions

$304,964

Historical Graphs

Total Assets Over Time

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

$3,062,760$1,531,380$0199920132025YearValue
$1,756,304Latest year 2025

Participants Over Time

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

1370199920132025YearValue
11Latest year 2025

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
2025211$1,756,304$304,964$27,724iApproximate average salary by contribution assumption: employee only about $693,100 at 4% or $462,067 at 6%; with 50% employer match about $462,067 at 4% or $308,044 at 6%; with 100% employer match about $346,550 at 4% or $231,033 at 6%.
DAVID J. APPLEBAUM CASH BALANCE PLAN-6$1,052,784$126,570$21,095iApproximate average salary by contribution assumption: employee only about $527,375 at 4% or $351,583 at 6%; with 50% employer match about $351,583 at 4% or $234,389 at 6%; with 100% employer match about $263,688 at 4% or $175,792 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-11$703,520$178,394$16,218iApproximate average salary by contribution assumption: employee only about $405,441 at 4% or $270,294 at 6%; with 50% employer match about $270,294 at 4% or $180,196 at 6%; with 100% employer match about $202,720 at 4% or $135,147 at 6%.
2024211$1,304,355$308,256$28,023iApproximate average salary by contribution assumption: employee only about $700,582 at 4% or $467,055 at 6%; with 50% employer match about $467,055 at 4% or $311,370 at 6%; with 100% employer match about $350,291 at 4% or $233,527 at 6%.
DAVID J. APPLEBAUM CASH BALANCE PLAN-6$817,507$130,491$21,749iApproximate average salary by contribution assumption: employee only about $543,713 at 4% or $362,475 at 6%; with 50% employer match about $362,475 at 4% or $241,650 at 6%; with 100% employer match about $271,856 at 4% or $181,238 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-11$486,848$177,765$16,160iApproximate average salary by contribution assumption: employee only about $404,011 at 4% or $269,341 at 6%; with 50% employer match about $269,341 at 4% or $179,561 at 6%; with 100% employer match about $202,006 at 4% or $134,670 at 6%.
2023210$924,705$284,245$28,425iApproximate average salary by contribution assumption: employee only about $710,613 at 4% or $473,742 at 6%; with 50% employer match about $473,742 at 4% or $315,828 at 6%; with 100% employer match about $355,306 at 4% or $236,871 at 6%.
DAVID J. APPLEBAUM CASH BALANCE PLAN-4$644,609$131,330$32,833iApproximate average salary by contribution assumption: employee only about $820,813 at 4% or $547,208 at 6%; with 50% employer match about $547,208 at 4% or $364,806 at 6%; with 100% employer match about $410,406 at 4% or $273,604 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-10$280,096$152,915$15,292iApproximate average salary by contribution assumption: employee only about $382,288 at 4% or $254,858 at 6%; with 50% employer match about $254,858 at 4% or $169,906 at 6%; with 100% employer match about $191,144 at 4% or $127,429 at 6%.
2022210$2,794,365$301,401$30,140iApproximate average salary by contribution assumption: employee only about $753,503 at 4% or $502,335 at 6%; with 50% employer match about $502,335 at 4% or $334,890 at 6%; with 100% employer match about $376,751 at 4% or $251,168 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-10$2,332,730$92,934$9,293iApproximate average salary by contribution assumption: employee only about $232,335 at 4% or $154,890 at 6%; with 50% employer match about $154,890 at 4% or $103,260 at 6%; with 100% employer match about $116,168 at 4% or $77,445 at 6%.
DAVID J. APPLEBAUM CASH BALANCE PLAN-4$461,635$208,467$52,117iApproximate average salary by contribution assumption: employee only about $1,302,919 at 4% or $868,613 at 6%; with 50% employer match about $868,613 at 4% or $579,075 at 6%; with 100% employer match about $651,459 at 4% or $434,306 at 6%.
2021210$3,062,760$254,625$25,463iApproximate average salary by contribution assumption: employee only about $636,563 at 4% or $424,375 at 6%; with 50% employer match about $424,375 at 4% or $282,917 at 6%; with 100% employer match about $318,281 at 4% or $212,188 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-10$2,779,735$86,749$8,675iApproximate average salary by contribution assumption: employee only about $216,873 at 4% or $144,582 at 6%; with 50% employer match about $144,582 at 4% or $96,388 at 6%; with 100% employer match about $108,436 at 4% or $72,291 at 6%.
DAVID J. APPLEBAUM CASH BALANCE PLAN-5$283,025$167,876$33,575iApproximate average salary by contribution assumption: employee only about $839,380 at 4% or $559,587 at 6%; with 50% employer match about $559,587 at 4% or $373,058 at 6%; with 100% employer match about $419,690 at 4% or $279,793 at 6%.
2020212$2,586,637$178,586$14,882iApproximate average salary by contribution assumption: employee only about $372,054 at 4% or $248,036 at 6%; with 50% employer match about $248,036 at 4% or $165,357 at 6%; with 100% employer match about $186,027 at 4% or $124,018 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-12$2,479,260$138,161$11,513iApproximate average salary by contribution assumption: employee only about $287,835 at 4% or $191,890 at 6%; with 50% employer match about $191,890 at 4% or $127,927 at 6%; with 100% employer match about $143,918 at 4% or $95,945 at 6%.
DAVID J. APPLEBAUM CASH BALANCE PLAN-5$107,377$40,425$8,085iApproximate average salary by contribution assumption: employee only about $202,125 at 4% or $134,750 at 6%; with 50% employer match about $134,750 at 4% or $89,833 at 6%; with 100% employer match about $101,063 at 4% or $67,375 at 6%.
2019213$2,023,490$182,286$14,022iApproximate average salary by contribution assumption: employee only about $350,550 at 4% or $233,700 at 6%; with 50% employer match about $233,700 at 4% or $155,800 at 6%; with 100% employer match about $175,275 at 4% or $116,850 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-13$1,971,675$130,471$10,036iApproximate average salary by contribution assumption: employee only about $250,906 at 4% or $167,271 at 6%; with 50% employer match about $167,271 at 4% or $111,514 at 6%; with 100% employer match about $125,453 at 4% or $83,635 at 6%.
DAVID J. APPLEBAUM CASH BALANCE PLAN-3$51,815$51,815$17,272iApproximate average salary by contribution assumption: employee only about $431,792 at 4% or $287,861 at 6%; with 50% employer match about $287,861 at 4% or $191,907 at 6%; with 100% employer match about $215,896 at 4% or $143,931 at 6%.
2018113$1,592,385$126,618$9,740iApproximate average salary by contribution assumption: employee only about $243,496 at 4% or $162,331 at 6%; with 50% employer match about $162,331 at 4% or $108,221 at 6%; with 100% employer match about $121,748 at 4% or $81,165 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-13$1,592,385$126,618$9,740iApproximate average salary by contribution assumption: employee only about $243,496 at 4% or $162,331 at 6%; with 50% employer match about $162,331 at 4% or $108,221 at 6%; with 100% employer match about $121,748 at 4% or $81,165 at 6%.
201717$1,547,417$96,260$13,751iApproximate average salary by contribution assumption: employee only about $343,786 at 4% or $229,190 at 6%; with 50% employer match about $229,190 at 4% or $152,794 at 6%; with 100% employer match about $171,893 at 4% or $114,595 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-7$1,547,417$96,260$13,751iApproximate average salary by contribution assumption: employee only about $343,786 at 4% or $229,190 at 6%; with 50% employer match about $229,190 at 4% or $152,794 at 6%; with 100% employer match about $171,893 at 4% or $114,595 at 6%.
201618$1,275,200$96,858$12,107iApproximate average salary by contribution assumption: employee only about $302,681 at 4% or $201,788 at 6%; with 50% employer match about $201,788 at 4% or $134,525 at 6%; with 100% employer match about $151,341 at 4% or $100,894 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-8$1,275,200$96,858$12,107iApproximate average salary by contribution assumption: employee only about $302,681 at 4% or $201,788 at 6%; with 50% employer match about $201,788 at 4% or $134,525 at 6%; with 100% employer match about $151,341 at 4% or $100,894 at 6%.
201517$1,115,323$92,219$13,174iApproximate average salary by contribution assumption: employee only about $329,354 at 4% or $219,569 at 6%; with 50% employer match about $219,569 at 4% or $146,379 at 6%; with 100% employer match about $164,677 at 4% or $109,785 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-7$1,115,323$92,219$13,174iApproximate average salary by contribution assumption: employee only about $329,354 at 4% or $219,569 at 6%; with 50% employer match about $219,569 at 4% or $146,379 at 6%; with 100% employer match about $164,677 at 4% or $109,785 at 6%.
201418$1,055,992$73,884$9,236iApproximate average salary by contribution assumption: employee only about $230,888 at 4% or $153,925 at 6%; with 50% employer match about $153,925 at 4% or $102,617 at 6%; with 100% employer match about $115,444 at 4% or $76,963 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-8$1,055,992$73,884$9,236iApproximate average salary by contribution assumption: employee only about $230,888 at 4% or $153,925 at 6%; with 50% employer match about $153,925 at 4% or $102,617 at 6%; with 100% employer match about $115,444 at 4% or $76,963 at 6%.
201317$930,612$73,990$10,570iApproximate average salary by contribution assumption: employee only about $264,250 at 4% or $176,167 at 6%; with 50% employer match about $176,167 at 4% or $117,444 at 6%; with 100% employer match about $132,125 at 4% or $88,083 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-7$930,612$73,990$10,570iApproximate average salary by contribution assumption: employee only about $264,250 at 4% or $176,167 at 6%; with 50% employer match about $176,167 at 4% or $117,444 at 6%; with 100% employer match about $132,125 at 4% or $88,083 at 6%.
201216$695,062$66,618$11,103iApproximate average salary by contribution assumption: employee only about $277,575 at 4% or $185,050 at 6%; with 50% employer match about $185,050 at 4% or $123,367 at 6%; with 100% employer match about $138,788 at 4% or $92,525 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-6$695,062$66,618$11,103iApproximate average salary by contribution assumption: employee only about $277,575 at 4% or $185,050 at 6%; with 50% employer match about $185,050 at 4% or $123,367 at 6%; with 100% employer match about $138,788 at 4% or $92,525 at 6%.
201117$577,440$57,890$8,270iApproximate average salary by contribution assumption: employee only about $206,750 at 4% or $137,833 at 6%; with 50% employer match about $137,833 at 4% or $91,889 at 6%; with 100% employer match about $103,375 at 4% or $68,917 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-7$577,440$57,890$8,270iApproximate average salary by contribution assumption: employee only about $206,750 at 4% or $137,833 at 6%; with 50% employer match about $137,833 at 4% or $91,889 at 6%; with 100% employer match about $103,375 at 4% or $68,917 at 6%.
201015$534,666$53,040$10,608iApproximate average salary by contribution assumption: employee only about $265,200 at 4% or $176,800 at 6%; with 50% employer match about $176,800 at 4% or $117,867 at 6%; with 100% employer match about $132,600 at 4% or $88,400 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-5$534,666$53,040$10,608iApproximate average salary by contribution assumption: employee only about $265,200 at 4% or $176,800 at 6%; with 50% employer match about $176,800 at 4% or $117,867 at 6%; with 100% employer match about $132,600 at 4% or $88,400 at 6%.
200917$430,190$33,647$4,807iApproximate average salary by contribution assumption: employee only about $120,168 at 4% or $80,112 at 6%; with 50% employer match about $80,112 at 4% or $53,408 at 6%; with 100% employer match about $60,084 at 4% or $40,056 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-7$430,190$33,647$4,807iApproximate average salary by contribution assumption: employee only about $120,168 at 4% or $80,112 at 6%; with 50% employer match about $80,112 at 4% or $53,408 at 6%; with 100% employer match about $60,084 at 4% or $40,056 at 6%.
200814$326,599$43,540$10,885iApproximate average salary by contribution assumption: employee only about $272,125 at 4% or $181,417 at 6%; with 50% employer match about $181,417 at 4% or $120,944 at 6%; with 100% employer match about $136,063 at 4% or $90,708 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-4$326,599$43,540$10,885iApproximate average salary by contribution assumption: employee only about $272,125 at 4% or $181,417 at 6%; with 50% employer match about $181,417 at 4% or $120,944 at 6%; with 100% employer match about $136,063 at 4% or $90,708 at 6%.
200714$402,041$46,528$11,632iApproximate average salary by contribution assumption: employee only about $290,800 at 4% or $193,867 at 6%; with 50% employer match about $193,867 at 4% or $129,244 at 6%; with 100% employer match about $145,400 at 4% or $96,933 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-4$402,041$46,528$11,632iApproximate average salary by contribution assumption: employee only about $290,800 at 4% or $193,867 at 6%; with 50% employer match about $193,867 at 4% or $129,244 at 6%; with 100% employer match about $145,400 at 4% or $96,933 at 6%.
200614$333,665$35,206$8,802iApproximate average salary by contribution assumption: employee only about $220,038 at 4% or $146,692 at 6%; with 50% employer match about $146,692 at 4% or $97,794 at 6%; with 100% employer match about $110,019 at 4% or $73,346 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-4$333,665$35,206$8,802iApproximate average salary by contribution assumption: employee only about $220,038 at 4% or $146,692 at 6%; with 50% employer match about $146,692 at 4% or $97,794 at 6%; with 100% employer match about $110,019 at 4% or $73,346 at 6%.
200514$275,479$44,390$11,098iApproximate average salary by contribution assumption: employee only about $277,438 at 4% or $184,958 at 6%; with 50% employer match about $184,958 at 4% or $123,306 at 6%; with 100% employer match about $138,719 at 4% or $92,479 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-4$275,479$44,390$11,098iApproximate average salary by contribution assumption: employee only about $277,438 at 4% or $184,958 at 6%; with 50% employer match about $184,958 at 4% or $123,306 at 6%; with 100% employer match about $138,719 at 4% or $92,479 at 6%.
200413$217,744$30,665$10,222iApproximate average salary by contribution assumption: employee only about $255,542 at 4% or $170,361 at 6%; with 50% employer match about $170,361 at 4% or $113,574 at 6%; with 100% employer match about $127,771 at 4% or $85,181 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-3$217,744$30,665$10,222iApproximate average salary by contribution assumption: employee only about $255,542 at 4% or $170,361 at 6%; with 50% employer match about $170,361 at 4% or $113,574 at 6%; with 100% employer match about $127,771 at 4% or $85,181 at 6%.
200313$178,404$23,168$7,723iApproximate average salary by contribution assumption: employee only about $193,067 at 4% or $128,711 at 6%; with 50% employer match about $128,711 at 4% or $85,807 at 6%; with 100% employer match about $96,533 at 4% or $64,356 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-3$178,404$23,168$7,723iApproximate average salary by contribution assumption: employee only about $193,067 at 4% or $128,711 at 6%; with 50% employer match about $128,711 at 4% or $85,807 at 6%; with 100% employer match about $96,533 at 4% or $64,356 at 6%.
200213$145,714$27,096$9,032iApproximate average salary by contribution assumption: employee only about $225,800 at 4% or $150,533 at 6%; with 50% employer match about $150,533 at 4% or $100,356 at 6%; with 100% employer match about $112,900 at 4% or $75,267 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-3$145,714$27,096$9,032iApproximate average salary by contribution assumption: employee only about $225,800 at 4% or $150,533 at 6%; with 50% employer match about $150,533 at 4% or $100,356 at 6%; with 100% employer match about $112,900 at 4% or $75,267 at 6%.
200017$118,854$27,384$3,912iApproximate average salary by contribution assumption: employee only about $97,800 at 4% or $65,200 at 6%; with 50% employer match about $65,200 at 4% or $43,467 at 6%; with 100% employer match about $48,900 at 4% or $32,600 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-7$118,854$27,384$3,912iApproximate average salary by contribution assumption: employee only about $97,800 at 4% or $65,200 at 6%; with 50% employer match about $65,200 at 4% or $43,467 at 6%; with 100% employer match about $48,900 at 4% or $32,600 at 6%.
199917$111,141$21,324$3,046iApproximate average salary by contribution assumption: employee only about $76,157 at 4% or $50,771 at 6%; with 50% employer match about $50,771 at 4% or $33,848 at 6%; with 100% employer match about $38,079 at 4% or $25,386 at 6%.
David J. Applebaum M.D., P.A. 401K/Profit Sharing Plan-7$111,141$21,324$3,046iApproximate average salary by contribution assumption: employee only about $76,157 at 4% or $50,771 at 6%; with 50% employer match about $50,771 at 4% or $33,848 at 6%; with 100% employer match about $38,079 at 4% or $25,386 at 6%.
David J. Applebaum M.D., P.A. | EIN 65-0300000 | 2025 Form 5500 Company Profile