How big is Appleton Oil Company, Inc.'s plan?

Appleton Oil Company, Inc.'s plan reported $1.4M in assets and 6 participants for 2025.

Original filing (PDF)20260310085521NAL0004156114001

Appleton Oil Company, Inc.

Name: Appleton Oil Company, Inc. — Appleton Oil Company, Form 5500 (2025)
Creator: Appleton Oil Company, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Appleton Oil Company Safe Harbor 401(k)

401(k) retirement plan · Appleton Oil Company, Inc.'s Appleton Oil Company Safe Harbor 401(k) held $1.4M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Jason Heinecke signed Appleton Oil Company, Inc.'s 2025 Form 5500 as plan administrator.

Jason Heinecke — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Appleton Oil Company, Inc.'s EIN is 41-1404189.

EIN 41-1404189

Plan number 001

Plan year 2025

ACK ID 20260310085521NAL0004156114001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Appleton Oil Company, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Appleton Oil Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APPLETON OIL COMPANY, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score