How big is Appletree Foundation Inc.'s plan?

Appletree Foundation Inc.'s plan reported $1.8M in assets and 18 participants for 2024.

Original filing (PDF)20250615112918NAL0000657714001

Appletree Foundation Inc.

Name: Appletree Foundation Inc. — Appletree Foundation, Form 5500 (2024)
Creator: Appletree Foundation Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Appletree Foundation Inc. Simplified 401(k) Profit Sharing P

401(k) retirement plan · Appletree Foundation Inc.'s Appletree Foundation Inc. Simplified 401(k) Profit Sharing P held $1.8M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Annely Carver signed Appletree Foundation Inc.'s 2024 Form 5500 as plan administrator.

Annely Carver — 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

Appletree Foundation Inc.'s EIN is 54-1797914.

EIN 54-1797914

Plan number 001

Plan year 2024

ACK ID 20250615112918NAL0000657714001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Appletree Foundation Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Appletree Foundation Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APPLETREE FOUNDATION 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

Knocking points off