Civic Intelligence

Appleby & Sterling Inc

Plan context: Appleby & Sterling Inc Profit Sharing Plan and Trust

EIN 95-3868490 • Simi Valley, CA • 18 filings • 2 plans

2290 Agate Ct., Suite DSimi Valley, CA 93065
Current Snapshot

Latest Year

2016

2016 Participants

7

2016 Assets

$205,657

2016 Contributions

$1,020

Historical Graphs

Total Assets Over Time

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

$246,103$123,052$0199920102015YearValue
$205,657Latest year 2015

Participants Over Time

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

740199920072015YearValue
7Latest year 2015

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
201610$0$0-
Appleby & Sterling Inc Profit Sharing Plan and Trust-0$0--
201517$205,657$1,020$146iApproximate average salary by contribution assumption: employee only about $3,643 at 4% or $2,429 at 6%; with 50% employer match about $2,429 at 4% or $1,619 at 6%; with 100% employer match about $1,821 at 4% or $1,214 at 6%.
Appleby & Sterling Inc Profit Sharing Plan and Trust-7$205,657$1,020$146iApproximate average salary by contribution assumption: employee only about $3,643 at 4% or $2,429 at 6%; with 50% employer match about $2,429 at 4% or $1,619 at 6%; with 100% employer match about $1,821 at 4% or $1,214 at 6%.
201417$210,657$1,020$146iApproximate average salary by contribution assumption: employee only about $3,643 at 4% or $2,429 at 6%; with 50% employer match about $2,429 at 4% or $1,619 at 6%; with 100% employer match about $1,821 at 4% or $1,214 at 6%.
Appleby & Sterling Inc Profit Sharing Plan and Trust-7$210,657$1,020$146iApproximate average salary by contribution assumption: employee only about $3,643 at 4% or $2,429 at 6%; with 50% employer match about $2,429 at 4% or $1,619 at 6%; with 100% employer match about $1,821 at 4% or $1,214 at 6%.
201317$201,707$1,020$146iApproximate average salary by contribution assumption: employee only about $3,643 at 4% or $2,429 at 6%; with 50% employer match about $2,429 at 4% or $1,619 at 6%; with 100% employer match about $1,821 at 4% or $1,214 at 6%.
Appleby & Sterling Inc Profit Sharing Plan and Trust-7$201,707$1,020$146iApproximate average salary by contribution assumption: employee only about $3,643 at 4% or $2,429 at 6%; with 50% employer match about $2,429 at 4% or $1,619 at 6%; with 100% employer match about $1,821 at 4% or $1,214 at 6%.
201217$182,600$941$134iApproximate average salary by contribution assumption: employee only about $3,361 at 4% or $2,240 at 6%; with 50% employer match about $2,240 at 4% or $1,494 at 6%; with 100% employer match about $1,680 at 4% or $1,120 at 6%.
Appleby & Sterling Inc Profit Sharing Plan and Trust-7$182,600$941$134iApproximate average salary by contribution assumption: employee only about $3,361 at 4% or $2,240 at 6%; with 50% employer match about $2,240 at 4% or $1,494 at 6%; with 100% employer match about $1,680 at 4% or $1,120 at 6%.
201115$147,525$0-
Appleby & Sterling Inc Profit Sharing Plan and Trust-5$147,525--
201016$152,391$0-
Appleby & Sterling Inc Profit Sharing Plan and Trust-6$152,391--
200916$128,972$886$148iApproximate average salary by contribution assumption: employee only about $3,692 at 4% or $2,461 at 6%; with 50% employer match about $2,461 at 4% or $1,641 at 6%; with 100% employer match about $1,846 at 4% or $1,231 at 6%.
Appleby & Sterling Inc Profit Sharing Plan and Trust-6$128,972$886$148iApproximate average salary by contribution assumption: employee only about $3,692 at 4% or $2,461 at 6%; with 50% employer match about $2,461 at 4% or $1,641 at 6%; with 100% employer match about $1,846 at 4% or $1,231 at 6%.
200815$0$0-
Appleby & Sterling Inc Profit Sharing Plan and Trust-5---
200716$0$0-
Appleby & Sterling Inc Profit Sharing Plan and Trust-6---
200615$246,103$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Appleby & Sterling Inc Profit Sharing Plan and Trust-5$246,103$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200516$194,028$30,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Appleby & Sterling Inc Profit Sharing Plan and Trust-6$194,028$30,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200416$152,922$15,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Appleby & Sterling Inc Profit Sharing Plan and Trust-6$152,922$15,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200315$0$0-
Appleby & Sterling Inc Profit Sharing Plan and Trust-5---
200216$0$0-
Appleby & Sterling Inc Profit Sharing Plan and Trust-6---
200117$0$0-
Appleby & Sterling Inc Profit Sharing Plan and Trust-7---
200017$0$0-
APPLEBY & STERLING INC PROFIT SHARING PLAN AND TRUST-7---
199917$94,975$10,000$1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%.
Appleby & Sterling Inc Profit Sharing Plan and Trust-7$94,975$10,000$1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%.