Civic Intelligence

David Appel, CPA PC

Plan context: Appel & Company 401(K) Plan

EIN 80-0010489 • North Plains, OR • 13 filings • 1 plans

26880 NW Dorland RoadNorth Plains, OR 97133
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$993,634

2024 Contributions

$2,600

Historical Graphs

Total Assets Over Time

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

$993,634$496,817$0201220182024YearValue
$993,634Latest year 2024

Participants Over Time

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

630201220182024YearValue
6Latest 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
202416$993,634$2,600$433iApproximate average salary by contribution assumption: employee only about $10,833 at 4% or $7,222 at 6%; with 50% employer match about $7,222 at 4% or $4,815 at 6%; with 100% employer match about $5,417 at 4% or $3,611 at 6%.
Appel & Company 401(K) Plan-6$993,634$2,600$433iApproximate average salary by contribution assumption: employee only about $10,833 at 4% or $7,222 at 6%; with 50% employer match about $7,222 at 4% or $4,815 at 6%; with 100% employer match about $5,417 at 4% or $3,611 at 6%.
202316$849,695$110,221$18,370iApproximate average salary by contribution assumption: employee only about $459,254 at 4% or $306,169 at 6%; with 50% employer match about $306,169 at 4% or $204,113 at 6%; with 100% employer match about $229,627 at 4% or $153,085 at 6%.
Appel & Company 401(K) Plan-6$849,695$110,221$18,370iApproximate average salary by contribution assumption: employee only about $459,254 at 4% or $306,169 at 6%; with 50% employer match about $306,169 at 4% or $204,113 at 6%; with 100% employer match about $229,627 at 4% or $153,085 at 6%.
202214$630,728$66,255$16,564iApproximate average salary by contribution assumption: employee only about $414,094 at 4% or $276,063 at 6%; with 50% employer match about $276,063 at 4% or $184,042 at 6%; with 100% employer match about $207,047 at 4% or $138,031 at 6%.
Appel & Company 401(K) Plan-4$630,728$66,255$16,564iApproximate average salary by contribution assumption: employee only about $414,094 at 4% or $276,063 at 6%; with 50% employer match about $276,063 at 4% or $184,042 at 6%; with 100% employer match about $207,047 at 4% or $138,031 at 6%.
202114$699,063$64,745$16,186iApproximate average salary by contribution assumption: employee only about $404,656 at 4% or $269,771 at 6%; with 50% employer match about $269,771 at 4% or $179,847 at 6%; with 100% employer match about $202,328 at 4% or $134,885 at 6%.
Appel & Company 401(K) Plan-4$699,063$64,745$16,186iApproximate average salary by contribution assumption: employee only about $404,656 at 4% or $269,771 at 6%; with 50% employer match about $269,771 at 4% or $179,847 at 6%; with 100% employer match about $202,328 at 4% or $134,885 at 6%.
202014$549,111$65,359$16,340iApproximate average salary by contribution assumption: employee only about $408,494 at 4% or $272,329 at 6%; with 50% employer match about $272,329 at 4% or $181,553 at 6%; with 100% employer match about $204,247 at 4% or $136,165 at 6%.
Appel & Company 401(K) Plan-4$549,111$65,359$16,340iApproximate average salary by contribution assumption: employee only about $408,494 at 4% or $272,329 at 6%; with 50% employer match about $272,329 at 4% or $181,553 at 6%; with 100% employer match about $204,247 at 4% or $136,165 at 6%.
201914$405,181$71,083$17,771iApproximate average salary by contribution assumption: employee only about $444,269 at 4% or $296,179 at 6%; with 50% employer match about $296,179 at 4% or $197,453 at 6%; with 100% employer match about $222,134 at 4% or $148,090 at 6%.
Appel & Company 401(K) Plan-4$405,181$71,083$17,771iApproximate average salary by contribution assumption: employee only about $444,269 at 4% or $296,179 at 6%; with 50% employer match about $296,179 at 4% or $197,453 at 6%; with 100% employer match about $222,134 at 4% or $148,090 at 6%.
201814$280,948$59,484$14,871iApproximate average salary by contribution assumption: employee only about $371,775 at 4% or $247,850 at 6%; with 50% employer match about $247,850 at 4% or $165,233 at 6%; with 100% employer match about $185,888 at 4% or $123,925 at 6%.
Appel & Company 401(K) Plan-4$280,948$59,484$14,871iApproximate average salary by contribution assumption: employee only about $371,775 at 4% or $247,850 at 6%; with 50% employer match about $247,850 at 4% or $165,233 at 6%; with 100% employer match about $185,888 at 4% or $123,925 at 6%.
201714$232,646$49,696$12,424iApproximate average salary by contribution assumption: employee only about $310,600 at 4% or $207,067 at 6%; with 50% employer match about $207,067 at 4% or $138,044 at 6%; with 100% employer match about $155,300 at 4% or $103,533 at 6%.
Appel & Company 401(K) Plan-4$232,646$49,696$12,424iApproximate average salary by contribution assumption: employee only about $310,600 at 4% or $207,067 at 6%; with 50% employer match about $207,067 at 4% or $138,044 at 6%; with 100% employer match about $155,300 at 4% or $103,533 at 6%.
201613$153,019$47,330$15,777iApproximate average salary by contribution assumption: employee only about $394,417 at 4% or $262,944 at 6%; with 50% employer match about $262,944 at 4% or $175,296 at 6%; with 100% employer match about $197,208 at 4% or $131,472 at 6%.
Appel & Company 401(K) Plan-3$153,019$47,330$15,777iApproximate average salary by contribution assumption: employee only about $394,417 at 4% or $262,944 at 6%; with 50% employer match about $262,944 at 4% or $175,296 at 6%; with 100% employer match about $197,208 at 4% or $131,472 at 6%.
201513$100,801$45,876$15,292iApproximate average salary by contribution assumption: employee only about $382,300 at 4% or $254,867 at 6%; with 50% employer match about $254,867 at 4% or $169,911 at 6%; with 100% employer match about $191,150 at 4% or $127,433 at 6%.
Appel & Company 401(K) Plan-3$100,801$45,876$15,292iApproximate average salary by contribution assumption: employee only about $382,300 at 4% or $254,867 at 6%; with 50% employer match about $254,867 at 4% or $169,911 at 6%; with 100% employer match about $191,150 at 4% or $127,433 at 6%.
201413$55,265$21,520$7,173iApproximate average salary by contribution assumption: employee only about $179,333 at 4% or $119,556 at 6%; with 50% employer match about $119,556 at 4% or $79,704 at 6%; with 100% employer match about $89,667 at 4% or $59,778 at 6%.
Appel & Company 401(K) Plan-3$55,265$21,520$7,173iApproximate average salary by contribution assumption: employee only about $179,333 at 4% or $119,556 at 6%; with 50% employer match about $119,556 at 4% or $79,704 at 6%; with 100% employer match about $89,667 at 4% or $59,778 at 6%.
201313$32,851$14,703$4,901iApproximate average salary by contribution assumption: employee only about $122,525 at 4% or $81,683 at 6%; with 50% employer match about $81,683 at 4% or $54,456 at 6%; with 100% employer match about $61,263 at 4% or $40,842 at 6%.
Appel & Company 401(K) Plan-3$32,851$14,703$4,901iApproximate average salary by contribution assumption: employee only about $122,525 at 4% or $81,683 at 6%; with 50% employer match about $81,683 at 4% or $54,456 at 6%; with 100% employer match about $61,263 at 4% or $40,842 at 6%.
201213$17,865$17,829$5,943iApproximate average salary by contribution assumption: employee only about $148,575 at 4% or $99,050 at 6%; with 50% employer match about $99,050 at 4% or $66,033 at 6%; with 100% employer match about $74,288 at 4% or $49,525 at 6%.
Appel & Company 401(K) Plan-3$17,865$17,829$5,943iApproximate average salary by contribution assumption: employee only about $148,575 at 4% or $99,050 at 6%; with 50% employer match about $99,050 at 4% or $66,033 at 6%; with 100% employer match about $74,288 at 4% or $49,525 at 6%.