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ALPINE INVESTMENT MANAGEMENT, LLC PROFIT SHARING PLAN AND 401K PLAN 401k Plan overview

Plan NameALPINE INVESTMENT MANAGEMENT, LLC PROFIT SHARING PLAN AND 401K PLAN
Plan identification number 001

ALPINE INVESTMENT MANAGEMENT, LLC PROFIT SHARING PLAN AND 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ALPINE INVESTMENT MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:ALPINE INVESTMENT MANAGEMENT, LLC
Employer identification number (EIN):431945310
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALPINE INVESTMENT MANAGEMENT, LLC PROFIT SHARING PLAN AND 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KEVIN SEXTON2024-06-28
0012022-01-01KEVIN SEXTON2023-06-27
0012021-01-01KEVIN SEXTON2022-07-26
0012020-01-01KEVIN SEXTON2021-09-20
0012019-01-01KEVIN SEXTON2020-10-13

Financial Data on ALPINE INVESTMENT MANAGEMENT, LLC PROFIT SHARING PLAN AND 401K PLAN

Measure Date Value
2025 : ALPINE INVESTMENT MANAGEMENT, LLC PROFIT SHARING PLAN AND 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-1667923
Net assets as of the end of the plan year2025-09-1610486558
Total assets as of the beginning of the plan year2025-09-168645020
Value of plan covered by a fidelity bond2025-09-166047775
Participant contributions to plan in this plan year2025-09-16559706
Value of participant loans at end of plan year2025-09-1646999
Other income to plan in this plan year2025-09-16957029
Plan net income in this plan year2025-09-161841538
Net assets as of the end of the plan year2025-09-1610486558
Net assets as of the beginning of the plan year2025-09-168645020
Employer contributions to plan in this plan year2025-09-16392726
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-16685
2024 : ALPINE INVESTMENT MANAGEMENT, LLC PROFIT SHARING PLAN AND 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-28852701
Net assets as of the end of the plan year2024-06-288645020
Total assets as of the beginning of the plan year2024-06-287164672
Value of plan covered by a fidelity bond2024-06-286047775
Participant contributions to plan in this plan year2024-06-28465394
Value of participant loans at end of plan year2024-06-2820624
Other expenses paid from plan in this plan year2024-06-280
Other income to plan in this plan year2024-06-281558365
Plan net income in this plan year2024-06-281480348
Net assets as of the end of the plan year2024-06-288645020
Net assets as of the beginning of the plan year2024-06-287164672
Employer contributions to plan in this plan year2024-06-28309290
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-281385
2022 : ALPINE INVESTMENT MANAGEMENT, LLC PROFIT SHARING PLAN AND 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-27115396
Net assets as of the end of the plan year2022-07-277340344
Total assets as of the beginning of the plan year2022-07-275601032
Value of plan covered by a fidelity bond2022-07-274987003
Participant contributions to plan in this plan year2022-07-27323494
Value of participant loans at end of plan year2022-07-2712092
Other contributions to plan in this plan year2022-07-2714848
Other income to plan in this plan year2022-07-271286081
Plan net income in this plan year2022-07-271739312
Net assets as of the end of the plan year2022-07-277340344
Net assets as of the beginning of the plan year2022-07-275601032
Employer contributions to plan in this plan year2022-07-27230285
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-27422

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