Appleby & Company Inc.
Plan context: Appleby & Company Inc. Profit Sharing Plan
EIN 94-1486380 • Fresno, CA • 21 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
17
2019 Assets
$215,150
2019 Contributions
$5,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Appleby & Company Inc. Profit Sharing Plan | - | 0 | $0 | - | - |
| 2018 | 1 | 17 | $215,150 | $0 | - |
| Appleby & Company Inc. Profit Sharing Plan | - | 17 | $215,150 | - | - |
| 2017 | 1 | 19 | $203,693 | $0 | - |
| Appleby & Company Inc. Profit Sharing Plan | - | 19 | $203,693 | - | - |
| 2016 | 1 | 21 | $192,851 | $0 | - |
| Appleby & Company Inc. Profit Sharing Plan | - | 21 | $192,851 | $0 | - |
| 2015 | 1 | 22 | $176,236 | $0 | - |
| Appleby & Company Inc. Profit Sharing Plan | - | 22 | $176,236 | - | - |
| 2014 | 1 | 24 | $181,823 | $0 | - |
| Appleby & Company Inc. Profit Sharing Plan | - | 24 | $181,823 | - | - |
| 2013 | 1 | 29 | $174,345 | $5,000 | $172iApproximate average salary by contribution assumption: employee only about $4,310 at 4% or $2,874 at 6%; with 50% employer match about $2,874 at 4% or $1,916 at 6%; with 100% employer match about $2,155 at 4% or $1,437 at 6%. |
| Appleby & Company Inc. Profit Sharing Plan | - | 29 | $174,345 | $5,000 | $172iApproximate average salary by contribution assumption: employee only about $4,310 at 4% or $2,874 at 6%; with 50% employer match about $2,874 at 4% or $1,916 at 6%; with 100% employer match about $2,155 at 4% or $1,437 at 6%. |
| 2012 | 1 | 33 | $159,764 | $0 | - |
| Appleby & Company Inc. Profit Sharing Plan | - | 33 | $159,764 | - | - |
| 2011 | 1 | 26 | $145,937 | $0 | - |
| Appleby & Company Inc. Profit Sharing Plan | - | 26 | $145,937 | - | - |
| 2010 | 1 | 29 | $163,490 | $5,000 | $172iApproximate average salary by contribution assumption: employee only about $4,310 at 4% or $2,874 at 6%; with 50% employer match about $2,874 at 4% or $1,916 at 6%; with 100% employer match about $2,155 at 4% or $1,437 at 6%. |
| Appleby & Company Inc. Profit Sharing Plan | - | 29 | $163,490 | $5,000 | $172iApproximate average salary by contribution assumption: employee only about $4,310 at 4% or $2,874 at 6%; with 50% employer match about $2,874 at 4% or $1,916 at 6%; with 100% employer match about $2,155 at 4% or $1,437 at 6%. |
| 2009 | 1 | 23 | $140,298 | $0 | - |
| Appleby & Company Inc. Profit Sharing Plan | - | 23 | $140,298 | $0 | - |
| 2008 | 1 | 22 | $0 | $0 | - |
| Appleby & Company Inc. Profit Sharing Plan | - | 22 | - | - | - |
| 2007 | 1 | 25 | $0 | $0 | - |
| Appleby & Company Inc. Profit Sharing Plan | - | 25 | - | - | - |
| 2006 | 1 | 24 | $298,892 | $10,000 | $417iApproximate average salary by contribution assumption: employee only about $10,417 at 4% or $6,944 at 6%; with 50% employer match about $6,944 at 4% or $4,630 at 6%; with 100% employer match about $5,208 at 4% or $3,472 at 6%. |
| Appleby & Company Inc. Profit Sharing Plan | - | 24 | $298,892 | $10,000 | $417iApproximate average salary by contribution assumption: employee only about $10,417 at 4% or $6,944 at 6%; with 50% employer match about $6,944 at 4% or $4,630 at 6%; with 100% employer match about $5,208 at 4% or $3,472 at 6%. |
| 2005 | 1 | 25 | $266,054 | $0 | - |
| Appleby & Company Inc. Profit Sharing Plan | - | 25 | $266,054 | - | - |
| 2004 | 1 | 24 | $248,993 | $0 | - |
| Appleby & Company Inc. Profit Sharing Plan | - | 24 | $248,993 | - | - |
| 2003 | 1 | 26 | $0 | $0 | - |
| Appleby & Company Inc. Profit Sharing Plan | - | 26 | - | - | - |
| 2002 | 1 | 22 | $0 | $0 | - |
| Appleby & Company Inc. Profit Sharing Plan | - | 22 | - | - | - |
| 2001 | 1 | 23 | $0 | $0 | - |
| Appleby & Company Inc. Profit Sharing Plan | - | 23 | - | - | - |
| 2000 | 1 | 21 | $0 | $0 | - |
| Appleby & Company Inc. Profit Sharing Plan | - | 21 | - | - | - |
| 1999 | 1 | 22 | $458,703 | $5,000 | $227iApproximate average salary by contribution assumption: employee only about $5,682 at 4% or $3,788 at 6%; with 50% employer match about $3,788 at 4% or $2,525 at 6%; with 100% employer match about $2,841 at 4% or $1,894 at 6%. |
| Appleby & Company Inc. Profit Sharing Plan | - | 22 | $458,703 | $5,000 | $227iApproximate average salary by contribution assumption: employee only about $5,682 at 4% or $3,788 at 6%; with 50% employer match about $3,788 at 4% or $2,525 at 6%; with 100% employer match about $2,841 at 4% or $1,894 at 6%. |