Civic Intelligence

Appleton Reiss PLLC

Plan context: Appleton Reiss PLLC 401(K) Plan

EIN 83-0953659 • Tampa, FL • 7 filings • 2 plans

215 N Howard Ave Ste 200Tampa, FL 33606
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$1,458,750

2025 Contributions

$200,990

Historical Graphs

Total Assets Over Time

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

$1,458,750$729,375$0201920222025YearValue
$1,458,750Latest year 2025

Participants Over Time

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

1470201920222025YearValue
13Latest 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
2025113$1,458,750$200,990$15,461iApproximate average salary by contribution assumption: employee only about $386,519 at 4% or $257,679 at 6%; with 50% employer match about $257,679 at 4% or $171,786 at 6%; with 100% employer match about $193,260 at 4% or $128,840 at 6%.
Appleton Reiss PLLC 401(K) Plan-13$1,458,750$200,990$15,461iApproximate average salary by contribution assumption: employee only about $386,519 at 4% or $257,679 at 6%; with 50% employer match about $257,679 at 4% or $171,786 at 6%; with 100% employer match about $193,260 at 4% or $128,840 at 6%.
2024113$1,071,638$199,647$15,357iApproximate average salary by contribution assumption: employee only about $383,937 at 4% or $255,958 at 6%; with 50% employer match about $255,958 at 4% or $170,638 at 6%; with 100% employer match about $191,968 at 4% or $127,979 at 6%.
Appleton Reiss PLLC 401(K) Plan-13$1,071,638$199,647$15,357iApproximate average salary by contribution assumption: employee only about $383,937 at 4% or $255,958 at 6%; with 50% employer match about $255,958 at 4% or $170,638 at 6%; with 100% employer match about $191,968 at 4% or $127,979 at 6%.
2023114$815,568$236,889$16,921iApproximate average salary by contribution assumption: employee only about $423,016 at 4% or $282,011 at 6%; with 50% employer match about $282,011 at 4% or $188,007 at 6%; with 100% employer match about $211,508 at 4% or $141,005 at 6%.
Appleton Reiss PLLC 401(K) Plan-14$815,568$236,889$16,921iApproximate average salary by contribution assumption: employee only about $423,016 at 4% or $282,011 at 6%; with 50% employer match about $282,011 at 4% or $188,007 at 6%; with 100% employer match about $211,508 at 4% or $141,005 at 6%.
2022113$502,018$185,188$14,245iApproximate average salary by contribution assumption: employee only about $356,131 at 4% or $237,421 at 6%; with 50% employer match about $237,421 at 4% or $158,280 at 6%; with 100% employer match about $178,065 at 4% or $118,710 at 6%.
Appleton Reiss PLLC 401(K) Plan-13$502,018$185,188$14,245iApproximate average salary by contribution assumption: employee only about $356,131 at 4% or $237,421 at 6%; with 50% employer match about $237,421 at 4% or $158,280 at 6%; with 100% employer match about $178,065 at 4% or $118,710 at 6%.
2021111$398,091$121,421$11,038iApproximate average salary by contribution assumption: employee only about $275,957 at 4% or $183,971 at 6%; with 50% employer match about $183,971 at 4% or $122,647 at 6%; with 100% employer match about $137,978 at 4% or $91,986 at 6%.
Appleton Reiss PLLC 401(K) Plan-11$398,091$121,421$11,038iApproximate average salary by contribution assumption: employee only about $275,957 at 4% or $183,971 at 6%; with 50% employer match about $183,971 at 4% or $122,647 at 6%; with 100% employer match about $137,978 at 4% or $91,986 at 6%.
202019$241,196$118,090$13,121iApproximate average salary by contribution assumption: employee only about $328,028 at 4% or $218,685 at 6%; with 50% employer match about $218,685 at 4% or $145,790 at 6%; with 100% employer match about $164,014 at 4% or $109,343 at 6%.
Appleton Reiss PLLC 401(K) Plan-9$241,196$118,090$13,121iApproximate average salary by contribution assumption: employee only about $328,028 at 4% or $218,685 at 6%; with 50% employer match about $218,685 at 4% or $145,790 at 6%; with 100% employer match about $164,014 at 4% or $109,343 at 6%.
201918$100,233$98,274$12,284iApproximate average salary by contribution assumption: employee only about $307,106 at 4% or $204,738 at 6%; with 50% employer match about $204,738 at 4% or $136,492 at 6%; with 100% employer match about $153,553 at 4% or $102,369 at 6%.
Appleton Reiss PLLC 401(K) Plan-8$100,233$98,274$12,284iApproximate average salary by contribution assumption: employee only about $307,106 at 4% or $204,738 at 6%; with 50% employer match about $204,738 at 4% or $136,492 at 6%; with 100% employer match about $153,553 at 4% or $102,369 at 6%.