ALPERT & ASSOCIATES, INC. 401(K) PLAN II 401k Plan overview
| Plan Name | ALPERT & ASSOCIATES, INC. 401(K) PLAN II |
| Plan identification number | 006 |
ALPERT & ASSOCIATES, INC. 401(K) PLAN II Benefits
| 401k Plan Type | Defined 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
- 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.
- 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
ALPERT & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about ALPERT & ASSOCIATES, INC.
| Jurisdiction of Incorporation: | Michigan Secretary of State |
| Incorporation Date: | 0000-00-00 |
| Company Identification Number: | 006938 |
| Legal Registered Office Address: |
CLOVER KNOLL RD FENTON 48430
United States of America (USA)
12082
|
More information about ALPERT & ASSOCIATES, INC.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan ALPERT & ASSOCIATES, INC. 401(K) PLAN II
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 006 | 2022-01-01 | GLEN ALPERT | 2023-09-26 | | |
Plan Statistics for ALPERT & ASSOCIATES, INC. 401(K) PLAN II
401k plan membership statisitcs for ALPERT & ASSOCIATES, INC. 401(K) PLAN II
| Measure | Date | Value |
|---|
| 2022: ALPERT & ASSOCIATES, INC. 401(K) PLAN II 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 3 |
| Number of participants with account balances | 2022-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
Financial Data on ALPERT & ASSOCIATES, INC. 401(K) PLAN II
| Measure | Date | Value |
|---|
| 2022 : ALPERT & ASSOCIATES, INC. 401(K) PLAN II 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-1,144,910 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $144,231 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $100,000 |
| Total plan assets at end of year | 2022-12-31 | $9,290,611 |
| Total plan assets at beginning of year | 2022-12-31 | $10,579,752 |
| Total contributions received or receivable from participants | 2022-12-31 | $56,250 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $1,370,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $44,231 |
| Other income received | 2022-12-31 | $-1,246,202 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,289,141 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $9,290,611 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,579,752 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $3,379,531 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $45,042 |
Form 5500 Responses for ALPERT & ASSOCIATES, INC. 401(K) PLAN II
| 2022: ALPERT & ASSOCIATES, INC. 401(K) PLAN II 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
Potentially related plans
Was this data useful?
| If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping | |
| |
| |
|
|
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions
