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| Plan Name | L. J. ALTFEST & CO., INC. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | L. J. ALTFEST & CO., INC. |
| Employer identification number (EIN): | 133163733 |
| NAIC Classification: | 523900 |
Additional information about L. J. ALTFEST & CO., INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1983-04-07 |
| Company Identification Number: | 833566 |
| Legal Registered Office Address: |
445 PARK AVE 6TH FLOOR NEW YORK United States of America (USA) 10022 |
More information about L. J. ALTFEST & CO., INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JOHN VALENTINI | 2024-10-15 | JOHN VALENTINI | 2024-10-15 |
| 001 | 2022-01-01 | JOHN VALENTINI | 2023-10-16 | JOHN VALENTINI | 2023-10-16 |
| 001 | 2021-01-01 | JOHN VALENTINI | 2022-10-17 | JOHN VALENTINI | 2022-10-17 |
| 001 | 2020-01-01 | JOHN VALENTINI | 2021-10-14 | JOHN VALENTINI | 2021-10-14 |
| 001 | 2019-01-01 | JOHN VALENTINI | 2020-10-14 | JOHN VALENTINI | 2020-10-14 |
| 001 | 2018-01-01 | JOHN VALENTINI | 2019-10-14 | JOHN VALENTINI | 2019-10-14 |
| 001 | 2017-01-01 | JOHN VALENTINI | 2018-10-10 | ||
| 001 | 2016-01-01 | JOHN VALENTINI | 2017-10-09 | ||
| 001 | 2015-01-01 | JOHN VALENTINI | 2016-10-11 | ||
| 001 | 2014-01-01 | JOHN VALENTINI | 2015-09-29 | ||
| 001 | 2013-01-01 | JOHN VALENTINI | 2014-09-30 | ||
| 001 | 2012-01-01 | JOHN VALENTINI | 2013-07-08 | ||
| 001 | 2011-01-01 | JOHN VALENTINI | 2012-10-12 | ||
| 001 | 2010-01-01 | LEWIS J. ALTFEST | |||
| 001 | 2009-01-01 | LEWIS J. ALTFEST | |||
| 001 | 2008-01-01 | LEWIS J. ALTFEST |
| Measure | Date | Value |
|---|---|---|
| 2025 : L. J. ALTFEST & CO., INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-15 | 573671 |
| Net assets as of the end of the plan year | 2025-10-15 | 8238500 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 6233915 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 651791 |
| Other contributions to plan in this plan year | 2025-10-15 | 0 |
| Other income to plan in this plan year | 2025-10-15 | 1753590 |
| Plan net income in this plan year | 2025-10-15 | 2004585 |
| Net assets as of the end of the plan year | 2025-10-15 | 8238500 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 6233915 |
| Employer contributions to plan in this plan year | 2025-10-15 | 172875 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 0 |
| 2024 : L. J. ALTFEST & CO., INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-15 | 412153 |
| Net assets as of the end of the plan year | 2024-10-15 | 6233915 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 6504937 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 513008 |
| Other expenses paid from plan in this plan year | 2024-10-15 | 0 |
| Other income to plan in this plan year | 2024-10-15 | -540440 |
| Plan net income in this plan year | 2024-10-15 | -271022 |
| Net assets as of the end of the plan year | 2024-10-15 | 6233915 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 6504937 |
| Employer contributions to plan in this plan year | 2024-10-15 | 168563 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 0 |
| 2010 : L. J. ALTFEST & CO., INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $236,881 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $109,724 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $109,724 |
| Total plan assets at end of year | 2010-12-31 | $2,274,421 |
| Total plan assets at beginning of year | 2010-12-31 | $2,147,264 |
| Value of fidelity bond covering the plan | 2010-12-31 | $260,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $108,473 |
| Other income received | 2010-12-31 | $72,159 |
| Net income (gross income less expenses) | 2010-12-31 | $127,157 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,274,421 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,147,264 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $153,819 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $56,249 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : L. J. ALTFEST & CO., INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
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