Civic Intelligence

Alan Z. Appelbaum

Plan context: ALAN Z. APPELBAUM CASH BALANCE PLAN

EIN 81-0877786 • Boca Raton, FL • 20 filings • 2 plans

5500 North Military Trail #224Boca Raton, FL 33496
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$546,392

2024 Contributions

$421,288

Historical Graphs

Total Assets Over Time

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

$1,086,916$543,458$0201520192023YearValue
$546,392Latest year 2023

Participants Over Time

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

320201520192023YearValue
2Latest year 2023

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
202420$0$0-
Alan Z. Appelbaum 401(K) Plan-0$0$0-
ALAN Z. APPELBAUM CASH BALANCE PLAN-0$0--
202322$546,392$0-
ALAN Z. APPELBAUM CASH BALANCE PLAN-2$460,881$0-
Alan Z. Appelbaum 401(K) Plan-2$85,511$0-
202222$741,331$0-
ALAN Z. APPELBAUM CASH BALANCE PLAN-2$661,436$0-
Alan Z. Appelbaum 401(K) Plan-2$79,895$0-
202123$1,086,916$421,288$140,429iApproximate average salary by contribution assumption: employee only about $3,510,733 at 4% or $2,340,489 at 6%; with 50% employer match about $2,340,489 at 4% or $1,560,326 at 6%; with 100% employer match about $1,755,367 at 4% or $1,170,244 at 6%.
ALAN Z. APPELBAUM CASH BALANCE PLAN-3$962,463$417,048$139,016iApproximate average salary by contribution assumption: employee only about $3,475,400 at 4% or $2,316,933 at 6%; with 50% employer match about $2,316,933 at 4% or $1,544,622 at 6%; with 100% employer match about $1,737,700 at 4% or $1,158,467 at 6%.
Alan Z. Appelbaum 401(K) Plan-2$124,453$4,240$2,120iApproximate average salary by contribution assumption: employee only about $53,000 at 4% or $35,333 at 6%; with 50% employer match about $35,333 at 4% or $23,556 at 6%; with 100% employer match about $26,500 at 4% or $17,667 at 6%.
202023$586,979$22,952$7,651iApproximate average salary by contribution assumption: employee only about $191,267 at 4% or $127,511 at 6%; with 50% employer match about $127,511 at 4% or $85,007 at 6%; with 100% employer match about $95,633 at 4% or $63,756 at 6%.
ALAN Z. APPELBAUM CASH BALANCE PLAN-3$465,680$22,952$7,651iApproximate average salary by contribution assumption: employee only about $191,267 at 4% or $127,511 at 6%; with 50% employer match about $127,511 at 4% or $85,007 at 6%; with 100% employer match about $95,633 at 4% or $63,756 at 6%.
Alan Z. Appelbaum 401(K) Plan-2$121,299$0-
201923$733,506$52,595$17,532iApproximate average salary by contribution assumption: employee only about $438,292 at 4% or $292,194 at 6%; with 50% employer match about $292,194 at 4% or $194,796 at 6%; with 100% employer match about $219,146 at 4% or $146,097 at 6%.
ALAN Z. APPELBAUM CASH BALANCE PLAN-3$582,409$28,095$9,365iApproximate average salary by contribution assumption: employee only about $234,125 at 4% or $156,083 at 6%; with 50% employer match about $156,083 at 4% or $104,056 at 6%; with 100% employer match about $117,063 at 4% or $78,042 at 6%.
Alan Z. Appelbaum 401(K) Plan-3$151,097$24,500$8,167iApproximate average salary by contribution assumption: employee only about $204,167 at 4% or $136,111 at 6%; with 50% employer match about $136,111 at 4% or $90,741 at 6%; with 100% employer match about $102,083 at 4% or $68,056 at 6%.
201823$714,440$270,882$90,294iApproximate average salary by contribution assumption: employee only about $2,257,350 at 4% or $1,504,900 at 6%; with 50% employer match about $1,504,900 at 4% or $1,003,267 at 6%; with 100% employer match about $1,128,675 at 4% or $752,450 at 6%.
ALAN Z. APPELBAUM CASH BALANCE PLAN-3$583,720$222,000$74,000iApproximate average salary by contribution assumption: employee only about $1,850,000 at 4% or $1,233,333 at 6%; with 50% employer match about $1,233,333 at 4% or $822,222 at 6%; with 100% employer match about $925,000 at 4% or $616,667 at 6%.
Alan Z. Appelbaum 401(K) Plan-3$130,720$48,882$16,294iApproximate average salary by contribution assumption: employee only about $407,350 at 4% or $271,567 at 6%; with 50% employer match about $271,567 at 4% or $181,044 at 6%; with 100% employer match about $203,675 at 4% or $135,783 at 6%.
201723$606,327$267,464$89,155iApproximate average salary by contribution assumption: employee only about $2,228,867 at 4% or $1,485,911 at 6%; with 50% employer match about $1,485,911 at 4% or $990,607 at 6%; with 100% employer match about $1,114,433 at 4% or $742,956 at 6%.
ALAN Z. APPELBAUM CASH BALANCE PLAN-3$507,618$219,310$73,103iApproximate average salary by contribution assumption: employee only about $1,827,583 at 4% or $1,218,389 at 6%; with 50% employer match about $1,218,389 at 4% or $812,259 at 6%; with 100% employer match about $913,792 at 4% or $609,194 at 6%.
Alan Z. Appelbaum 401(K) Plan-3$98,709$48,154$16,051iApproximate average salary by contribution assumption: employee only about $401,283 at 4% or $267,522 at 6%; with 50% employer match about $267,522 at 4% or $178,348 at 6%; with 100% employer match about $200,642 at 4% or $133,761 at 6%.
201623$345,857$265,164$88,388iApproximate average salary by contribution assumption: employee only about $2,209,700 at 4% or $1,473,133 at 6%; with 50% employer match about $1,473,133 at 4% or $982,089 at 6%; with 100% employer match about $1,104,850 at 4% or $736,567 at 6%.
ALAN Z. APPELBAUM CASH BALANCE PLAN-3$292,929$218,617$72,872iApproximate average salary by contribution assumption: employee only about $1,821,808 at 4% or $1,214,539 at 6%; with 50% employer match about $1,214,539 at 4% or $809,693 at 6%; with 100% employer match about $910,904 at 4% or $607,269 at 6%.
Alan Z. Appelbaum 401(K) Plan-3$52,928$46,547$15,516iApproximate average salary by contribution assumption: employee only about $387,892 at 4% or $258,594 at 6%; with 50% employer match about $258,594 at 4% or $172,396 at 6%; with 100% employer match about $193,946 at 4% or $129,297 at 6%.
201523$83,679$83,679$27,893iApproximate average salary by contribution assumption: employee only about $697,325 at 4% or $464,883 at 6%; with 50% employer match about $464,883 at 4% or $309,922 at 6%; with 100% employer match about $348,663 at 4% or $232,442 at 6%.
ALAN Z. APPELBAUM CASH BALANCE PLAN-3$76,733$76,733$25,578iApproximate average salary by contribution assumption: employee only about $639,442 at 4% or $426,294 at 6%; with 50% employer match about $426,294 at 4% or $284,196 at 6%; with 100% employer match about $319,721 at 4% or $213,147 at 6%.
Alan Z. Appelbaum 401(K) Plan-2$6,946$6,946$3,473iApproximate average salary by contribution assumption: employee only about $86,825 at 4% or $57,883 at 6%; with 50% employer match about $57,883 at 4% or $38,589 at 6%; with 100% employer match about $43,413 at 4% or $28,942 at 6%.