Civic Intelligence

Appleton and Associates

Plan context: Appleton and Associates 401K Profit Sharing Plan

EIN 95-3279425 • Santa Monica, CA • 16 filings • 4 plans

1556 17th StreetSanta Monica, CA 90404
Current Snapshot

Latest Year

2014

2014 Participants

28

2014 Assets

$3,196,904

2014 Contributions

$129,923

Historical Graphs

Total Assets Over Time

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

$3,196,904$1,598,452$0199920072014YearValue
$3,196,904Latest year 2014

Participants Over Time

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

34170199920072014YearValue
28Latest year 2014

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
2014128$3,196,904$129,923$4,640iApproximate average salary by contribution assumption: employee only about $116,003 at 4% or $77,335 at 6%; with 50% employer match about $77,335 at 4% or $51,557 at 6%; with 100% employer match about $58,001 at 4% or $38,668 at 6%.
Appleton and Associates 401K Profit Sharing Plan-28$3,196,904$129,923$4,640iApproximate average salary by contribution assumption: employee only about $116,003 at 4% or $77,335 at 6%; with 50% employer match about $77,335 at 4% or $51,557 at 6%; with 100% employer match about $58,001 at 4% or $38,668 at 6%.
2013132$3,171,349$151,883$4,746iApproximate average salary by contribution assumption: employee only about $118,659 at 4% or $79,106 at 6%; with 50% employer match about $79,106 at 4% or $52,737 at 6%; with 100% employer match about $59,329 at 4% or $39,553 at 6%.
Appleton and Associates 401K Profit Sharing Plan-32$3,171,349$151,883$4,746iApproximate average salary by contribution assumption: employee only about $118,659 at 4% or $79,106 at 6%; with 50% employer match about $79,106 at 4% or $52,737 at 6%; with 100% employer match about $59,329 at 4% or $39,553 at 6%.
2012126$2,662,619$146,380$5,630iApproximate average salary by contribution assumption: employee only about $140,750 at 4% or $93,833 at 6%; with 50% employer match about $93,833 at 4% or $62,556 at 6%; with 100% employer match about $70,375 at 4% or $46,917 at 6%.
Appleton and Associates 401K Profit Sharing Plan-26$2,662,619$146,380$5,630iApproximate average salary by contribution assumption: employee only about $140,750 at 4% or $93,833 at 6%; with 50% employer match about $93,833 at 4% or $62,556 at 6%; with 100% employer match about $70,375 at 4% or $46,917 at 6%.
2011130$2,291,155$229,843$7,661iApproximate average salary by contribution assumption: employee only about $191,536 at 4% or $127,691 at 6%; with 50% employer match about $127,691 at 4% or $85,127 at 6%; with 100% employer match about $95,768 at 4% or $63,845 at 6%.
Appleton and Associates 401K Profit Sharing Plan-30$2,291,155$229,843$7,661iApproximate average salary by contribution assumption: employee only about $191,536 at 4% or $127,691 at 6%; with 50% employer match about $127,691 at 4% or $85,127 at 6%; with 100% employer match about $95,768 at 4% or $63,845 at 6%.
2010128$2,192,497$150,046$5,359iApproximate average salary by contribution assumption: employee only about $133,970 at 4% or $89,313 at 6%; with 50% employer match about $89,313 at 4% or $59,542 at 6%; with 100% employer match about $66,985 at 4% or $44,657 at 6%.
Appleton and Associates 401K Profit Sharing Plan-28$2,192,497$150,046$5,359iApproximate average salary by contribution assumption: employee only about $133,970 at 4% or $89,313 at 6%; with 50% employer match about $89,313 at 4% or $59,542 at 6%; with 100% employer match about $66,985 at 4% or $44,657 at 6%.
2009132$1,922,479$156,712$4,897iApproximate average salary by contribution assumption: employee only about $122,431 at 4% or $81,621 at 6%; with 50% employer match about $81,621 at 4% or $54,414 at 6%; with 100% employer match about $61,216 at 4% or $40,810 at 6%.
Appleton and Associates 401K Profit Sharing Plan-32$1,922,479$156,712$4,897iApproximate average salary by contribution assumption: employee only about $122,431 at 4% or $81,621 at 6%; with 50% employer match about $81,621 at 4% or $54,414 at 6%; with 100% employer match about $61,216 at 4% or $40,810 at 6%.
2008123$1,427,271$126,890$5,517iApproximate average salary by contribution assumption: employee only about $137,924 at 4% or $91,949 at 6%; with 50% employer match about $91,949 at 4% or $61,300 at 6%; with 100% employer match about $68,962 at 4% or $45,975 at 6%.
Appleton and Associates 401K Profit Sharing Plan-23$1,427,271$126,890$5,517iApproximate average salary by contribution assumption: employee only about $137,924 at 4% or $91,949 at 6%; with 50% employer match about $91,949 at 4% or $61,300 at 6%; with 100% employer match about $68,962 at 4% or $45,975 at 6%.
2007121$1,985,569$166,794$7,943iApproximate average salary by contribution assumption: employee only about $198,564 at 4% or $132,376 at 6%; with 50% employer match about $132,376 at 4% or $88,251 at 6%; with 100% employer match about $99,282 at 4% or $66,188 at 6%.
Appleton and Associates 401K Profit Sharing Plan-21$1,985,569$166,794$7,943iApproximate average salary by contribution assumption: employee only about $198,564 at 4% or $132,376 at 6%; with 50% employer match about $132,376 at 4% or $88,251 at 6%; with 100% employer match about $99,282 at 4% or $66,188 at 6%.
2006134$1,696,684$116,285$3,420iApproximate average salary by contribution assumption: employee only about $85,504 at 4% or $57,002 at 6%; with 50% employer match about $57,002 at 4% or $38,002 at 6%; with 100% employer match about $42,752 at 4% or $28,501 at 6%.
Appleton and Associates 401K Profit Sharing Plan-34$1,696,684$116,285$3,420iApproximate average salary by contribution assumption: employee only about $85,504 at 4% or $57,002 at 6%; with 50% employer match about $57,002 at 4% or $38,002 at 6%; with 100% employer match about $42,752 at 4% or $28,501 at 6%.
2005112$1,523,348$104,864$8,739iApproximate average salary by contribution assumption: employee only about $218,467 at 4% or $145,644 at 6%; with 50% employer match about $145,644 at 4% or $97,096 at 6%; with 100% employer match about $109,233 at 4% or $72,822 at 6%.
Appleton and Associates 401K Profit Sharing Plan-12$1,523,348$104,864$8,739iApproximate average salary by contribution assumption: employee only about $218,467 at 4% or $145,644 at 6%; with 50% employer match about $145,644 at 4% or $97,096 at 6%; with 100% employer match about $109,233 at 4% or $72,822 at 6%.
2004114$1,289,088$118,094$8,435iApproximate average salary by contribution assumption: employee only about $210,882 at 4% or $140,588 at 6%; with 50% employer match about $140,588 at 4% or $93,725 at 6%; with 100% employer match about $105,441 at 4% or $70,294 at 6%.
Appleton and Associates 401K Profit Sharing Plan-14$1,289,088$118,094$8,435iApproximate average salary by contribution assumption: employee only about $210,882 at 4% or $140,588 at 6%; with 50% employer match about $140,588 at 4% or $93,725 at 6%; with 100% employer match about $105,441 at 4% or $70,294 at 6%.
2003114$1,055,170$132,981$9,499iApproximate average salary by contribution assumption: employee only about $237,466 at 4% or $158,311 at 6%; with 50% employer match about $158,311 at 4% or $105,540 at 6%; with 100% employer match about $118,733 at 4% or $79,155 at 6%.
Appleton and Associates 401K Profit Sharing Plan-14$1,055,170$132,981$9,499iApproximate average salary by contribution assumption: employee only about $237,466 at 4% or $158,311 at 6%; with 50% employer match about $158,311 at 4% or $105,540 at 6%; with 100% employer match about $118,733 at 4% or $79,155 at 6%.
2002115$720,219$143,410$9,561iApproximate average salary by contribution assumption: employee only about $239,017 at 4% or $159,344 at 6%; with 50% employer match about $159,344 at 4% or $106,230 at 6%; with 100% employer match about $119,508 at 4% or $79,672 at 6%.
Appleton and Associates 401K Profit Sharing Plan-15$720,219$143,410$9,561iApproximate average salary by contribution assumption: employee only about $239,017 at 4% or $159,344 at 6%; with 50% employer match about $159,344 at 4% or $106,230 at 6%; with 100% employer match about $119,508 at 4% or $79,672 at 6%.
2001114$761,231$105,757$7,554iApproximate average salary by contribution assumption: employee only about $188,852 at 4% or $125,901 at 6%; with 50% employer match about $125,901 at 4% or $83,934 at 6%; with 100% employer match about $94,426 at 4% or $62,951 at 6%.
Appleton and Associates 401K Profit Sharing Plan-14$761,231$105,757$7,554iApproximate average salary by contribution assumption: employee only about $188,852 at 4% or $125,901 at 6%; with 50% employer match about $125,901 at 4% or $83,934 at 6%; with 100% employer match about $94,426 at 4% or $62,951 at 6%.
2000114$728,522$78,611$5,615iApproximate average salary by contribution assumption: employee only about $140,377 at 4% or $93,585 at 6%; with 50% employer match about $93,585 at 4% or $62,390 at 6%; with 100% employer match about $70,188 at 4% or $46,792 at 6%.
Appleton and Associates 401K Profit Sharing Plan-14$728,522$78,611$5,615iApproximate average salary by contribution assumption: employee only about $140,377 at 4% or $93,585 at 6%; with 50% employer match about $93,585 at 4% or $62,390 at 6%; with 100% employer match about $70,188 at 4% or $46,792 at 6%.
1999112$641,492$60,604$5,050iApproximate average salary by contribution assumption: employee only about $126,258 at 4% or $84,172 at 6%; with 50% employer match about $84,172 at 4% or $56,115 at 6%; with 100% employer match about $63,129 at 4% or $42,086 at 6%.
Appleton and Associates 401K Profit Sharing Plan-12$641,492$60,604$5,050iApproximate average salary by contribution assumption: employee only about $126,258 at 4% or $84,172 at 6%; with 50% employer match about $84,172 at 4% or $56,115 at 6%; with 100% employer match about $63,129 at 4% or $42,086 at 6%.