Appleton Partners, Inc.

Form 5500

APPLETON PARTNERS, INC.

One Post Office Square 5th Fl, Boston, Ma 02109 (617) 303-0716 EIN:04-2943177 Plan Admin:Michele Hubley

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameAPPLETON PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY67 / 69 Assets BOY/EOY$26,814,858 / $33,507,872	2023	APPLETON PARTNERS 401(K) PLAN - Plan #001	67 / 69	$26,814,858 / $33,507,872
2022	Plan NameAPPLETON PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY61 / 67 Assets BOY/EOY$31,610,222 / $26,814,858	2022	APPLETON PARTNERS 401(K) PLAN - Plan #001	61 / 67	$31,610,222 / $26,814,858
2021	Plan NameAPPLETON PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY57 / 61 Assets BOY/EOY$26,266,669 / $31,610,222	2021	APPLETON PARTNERS 401(K) PLAN - Plan #001	57 / 61	$26,266,669 / $31,610,222
2020	Plan NameAPPLETON PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY55 / 57 Assets BOY/EOY$23,022,688 / $26,266,669	2020	APPLETON PARTNERS 401(K) PLAN - Plan #001	55 / 57	$23,022,688 / $26,266,669
2019	Plan NameAPPLETON PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY51 / 55 Assets BOY/EOY$17,592,815 / $23,022,688	2019	APPLETON PARTNERS 401(K) PLAN - Plan #001	51 / 55	$17,592,815 / $23,022,688