ALPERT & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about ALPERT & ASSOCIATES, INC.
Submission information for form 5500 for 401k plan ALPERT & ASSOCIATES, INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2021 : ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $896,677 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $10,521,423 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $10,479,537 |
| Total plan assets at end of year | 2021-12-31 | $0 |
| Total plan assets at beginning of year | 2021-12-31 | $9,624,746 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,250,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $41,886 |
| Other income received | 2021-12-31 | $707,857 |
| Net income (gross income less expenses) | 2021-12-31 | $-9,624,746 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,624,746 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $188,820 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $922,887 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $9,624,746 |
| Total plan assets at beginning of year | 2020-12-31 | $8,701,859 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,250,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $582,217 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $722,887 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $922,887 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $9,624,746 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,701,859 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $2,232,603 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $636,213 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $200,000 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $1,390,265 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $93,883 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $93,883 |
| Total plan assets at end of year | 2019-12-31 | $8,701,859 |
| Total plan assets at beginning of year | 2019-12-31 | $7,405,477 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,250,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $2,541,863 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $1,190,265 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $1,296,382 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $8,701,859 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,405,477 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $2,183,272 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $759,847 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $200,000 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $616,576 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $26,966 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $12,000 |
| Total plan assets at end of year | 2018-12-31 | $7,405,477 |
| Total plan assets at beginning of year | 2018-12-31 | $6,815,867 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,250,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $305,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $14,966 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $296,916 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $589,610 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $7,405,477 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,815,867 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $2,401,439 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $766,407 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $319,660 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $382,763 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $20,537 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $12,000 |
| Total plan assets at end of year | 2017-12-31 | $6,815,867 |
| Total plan assets at beginning of year | 2017-12-31 | $6,453,641 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,250,000 |
| Assets. Value of tangible personal property | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $305,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $8,537 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $289,503 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $362,226 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $6,815,867 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,453,641 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $2,310,668 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $308,054 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $93,260 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $1 |
| 2016 : ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $504,207 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $25,893 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $9,000 |
| Total plan assets at end of year | 2016-12-31 | $6,453,641 |
| Total plan assets at beginning of year | 2016-12-31 | $5,975,327 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,250,000 |
| Assets. Value of tangible personal property | 2016-12-31 | $113,200 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $322,992 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $16,893 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $504,207 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $478,314 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $6,453,641 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,975,327 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $1,972,693 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $330,820 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $1 |
| 2015 : ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $582,559 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $5,913,505 |
| Total plan assets at beginning of year | 2015-12-31 | $5,330,946 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,250,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $231,992 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $282,559 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $582,559 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,913,505 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,330,946 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $2,912,806 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $300,000 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2014 : ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $270,318 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $5,330,946 |
| Total plan assets at beginning of year | 2014-12-31 | $5,060,628 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,250,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $489,292 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $-79,682 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $270,318 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,330,946 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,060,628 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $1,905,398 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $350,000 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| 2013 : ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $818,794 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $5,060,628 |
| Total plan assets at beginning of year | 2013-12-31 | $4,241,834 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $482,083 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $61,168 |
| Other income received | 2013-12-31 | $557,626 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $818,794 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,060,628 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,241,834 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $2,301,359 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $200,000 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| 2012 : ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $1,469,322 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $4,241,834 |
| Total plan assets at beginning of year | 2012-12-31 | $2,772,512 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $121,436 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $859,787 |
| Other income received | 2012-12-31 | $309,535 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $1,469,322 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,241,834 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,772,512 |
| Assets. Value of participant loans | 2012-12-31 | $23,774 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $2,427,916 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $300,000 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $204,985 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $2,772,512 |
| Total plan assets at beginning of year | 2011-12-31 | $2,567,527 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-145,015 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $204,985 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,772,512 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,567,527 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $1,469,667 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $350,000 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $244,505 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $2,567,527 |
| Total plan assets at beginning of year | 2010-12-31 | $2,323,022 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $85,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $-10,495 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $244,505 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,567,527 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,323,022 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $1,083,771 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $255,000 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2021: ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | Yes |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ALPERT & ASSOCIATES, INC. RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
