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MARK D. ALPERT 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMARK D. ALPERT 401(K) PROFIT SHARING PLAN
Plan identification number 001

MARK D. ALPERT 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MARK D. ALPERT has sponsored the creation of one or more 401k plans.

Company Name:MARK D. ALPERT
Employer identification number (EIN):042773455
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK D. ALPERT 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARK ALPERT2024-08-06 MARK ALPERT2024-08-06
0012022-01-01KAREN ALPERT2023-05-26
0012021-01-01MARK ALPERT2022-07-06
0012020-01-01KAREN ALPERT2021-06-01
0012019-01-01KAREN ALPERT2020-07-03
0012018-01-01KAREN ALPERT2019-06-13
0012017-01-01KAREN ALPERT2018-04-28
0012016-01-01KAREN ALPERT2017-06-07
0012015-01-01KAREN ALPERT2016-07-08
0012014-01-01MARK ALPERT2015-07-16
0012013-01-01MARK ALPERT2014-06-30
0012012-01-01MARK ALPERT2013-06-28
0012011-01-01MARK ALPERT2012-06-11
0012010-01-01MARK ALPERT2011-03-06

Plan Statistics for MARK D. ALPERT 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MARK D. ALPERT 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: MARK D. ALPERT 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-223
Total number of particpants at end of year2025-07-223
Number of Participants With Account Balances2025-07-223
2024: MARK D. ALPERT 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-064
Total number of particpants at end of year2024-08-063
Number of Participants With Account Balances2024-08-063
2022: MARK D. ALPERT 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-064
Total number of particpants at end of year2022-07-064
Number of Participants With Account Balances2022-07-063

Financial Data on MARK D. ALPERT 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : MARK D. ALPERT 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-220
Total expenses incurred by plan in this plan year2025-07-22438
Net assets as of the end of the plan year2025-07-22438012
Total assets as of the beginning of the plan year2025-07-22300923
Value of plan covered by a fidelity bond2025-07-22176824
Participant contributions to plan in this plan year2025-07-2261014
Other income to plan in this plan year2025-07-2229284
Plan net income in this plan year2025-07-22137089
Net assets as of the end of the plan year2025-07-22438012
Net assets as of the beginning of the plan year2025-07-22300923
Employer contributions to plan in this plan year2025-07-2247229
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-22438
2024 : MARK D. ALPERT 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-08-060
Total expenses incurred by plan in this plan year2024-08-061277
Net assets as of the end of the plan year2024-08-06300923
Total assets as of the beginning of the plan year2024-08-06211919
Value of plan covered by a fidelity bond2024-08-06176824
Participant contributions to plan in this plan year2024-08-0660242
Other income to plan in this plan year2024-08-0622717
Plan net income in this plan year2024-08-0689004
Net assets as of the end of the plan year2024-08-06300923
Net assets as of the beginning of the plan year2024-08-06211919
Employer contributions to plan in this plan year2024-08-067322
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-06477
2022 : MARK D. ALPERT 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-060
Total liabilities as of the beginning of the plan year2022-07-060
Total expenses incurred by plan in this plan year2022-07-061014575
Net assets as of the end of the plan year2022-07-06130972
Total assets as of the beginning of the plan year2022-07-061050101
Value of plan covered by a fidelity bond2022-07-06110000
Participant contributions to plan in this plan year2022-07-0652737
Other expenses paid from plan in this plan year2022-07-060
Other contributions to plan in this plan year2022-07-060
Other income to plan in this plan year2022-07-067696
Plan net income in this plan year2022-07-06-919129
Net assets as of the end of the plan year2022-07-06130972
Net assets as of the beginning of the plan year2022-07-061050101
Employer contributions to plan in this plan year2022-07-0635013
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-0644

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