# Applegate & Company, PC DC Plan
Source: https://planprovider.pro/companies/applegate-company-pc-plan

> Applegate & Company, PC's DC plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Applegate & Company, PC

- **Sponsor EIN:** 464405607

- **Sponsor Address:** 1421 SOUTH WOODLAND AVE, MICHIGAN CITY, IN, 46360

- **Plan Type:** DC

- **Total Participants:** 14

- **Total Assets:** $5.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|14|$5.6M|$44,158|$88,022|

| 2023|13|$4.8M|$47,170|$155,194|

| 2022|11|$3.9M|$41,727|$123,783|

## Similar Plans

- [Sherck Hussey Johnson & Mcnaughton,LLC](https://planprovider.pro/companies/sherck-hussey-johnson-mcnaughton-llc-plan) — 6 participants

- [Thomas W. Daniels & Co., P.C.](https://planprovider.pro/companies/thomas-w-daniels-co-p-c-plan) — 4 participants

- [Legacy Advisors, LLC](https://planprovider.pro/companies/legacy-advisors-llc-plan) — 2 participants

- [Chris A. Miller, Cpa, LLC](https://planprovider.pro/companies/chris-a-miller-cpa-llc-401k-plan) — 1 participants

- [Reed & Company, P.C.](https://planprovider.pro/companies/reed-company-p-c-401k-plan) — 0 participants

- [The Hicko Cpa Group, P.C.](https://planprovider.pro/companies/the-hicko-cpa-group-p-c-plan) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/applegate-company-pc-plan)

© 2026 PlanProvider.Pro