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ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 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.
  • 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.
  • 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.
  • 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

ALEXANDER & PELLI, LLC has sponsored the creation of one or more 401k plans.

Company Name:ALEXANDER & PELLI, LLC
Employer identification number (EIN):232696603
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GREGORY G. ALEXANDER2024-04-24
0012022-01-01GREGORY ALEXANDER2023-06-28
0012021-01-01GREGORY ALEXANDER2022-05-04
0012020-01-01GREGORY G. ALEXANDER2021-07-26
0012019-01-01GREGORY G. ALEXANDER2020-06-30
0012018-01-01GREGORY ALEXANDER2019-05-20
0012017-01-01GREGORY G. ALEXANDER2018-06-28
0012016-01-01GREGORY G. ALEXANDER2017-07-28
0012015-01-01GREGORY G. ALEXANDER2016-07-12
0012014-01-01GREGORY ALEXANDER
0012013-01-01GREGORY G. ALEXANDER GREGORY G. ALEXANDER2014-07-11
0012012-01-01GREGORY G. ALEXANDER GREGORY G. ALEXANDER2013-07-24
0012011-01-01GREGORY G. ALEXANDER GREGORY G. ALEXANDER2012-10-15
0012009-01-01GREGORY G. ALEXANDER

Plan Statistics for ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-1010
Total number of particpants at end of year2025-07-109
Number of Participants With Account Balances2025-07-109
2024: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-04-2410
Total number of particpants at end of year2024-04-2410
Number of Participants With Account Balances2024-04-2410
2014: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0111
Number of participants with account balances2014-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-100
Total liabilities as of the end of the plan year2025-07-100
Total liabilities as of the beginning of the plan year2025-07-100
Total expenses incurred by plan in this plan year2025-07-1077404
Net assets as of the end of the plan year2025-07-103533447
Total assets as of the beginning of the plan year2025-07-102894879
Value of plan covered by a fidelity bond2025-07-10300000
Participant contributions to plan in this plan year2025-07-10162783
Value of participant loans at end of plan year2025-07-1016014
Other expenses paid from plan in this plan year2025-07-100
Other contributions to plan in this plan year2025-07-1012398
Other income to plan in this plan year2025-07-10523390
Plan net income in this plan year2025-07-10638568
Net assets as of the end of the plan year2025-07-103533447
Net assets as of the beginning of the plan year2025-07-102894879
Employer contributions to plan in this plan year2025-07-1017401
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1022119
2024 : ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-240
Total liabilities as of the end of the plan year2024-04-240
Total liabilities as of the beginning of the plan year2024-04-240
Total expenses incurred by plan in this plan year2024-04-2443693
Net assets as of the end of the plan year2024-04-242894879
Total assets as of the beginning of the plan year2024-04-242354918
Value of plan covered by a fidelity bond2024-04-24300000
Participant contributions to plan in this plan year2024-04-24104420
Other expenses paid from plan in this plan year2024-04-240
Other contributions to plan in this plan year2024-04-240
Other income to plan in this plan year2024-04-24465407
Plan net income in this plan year2024-04-24539961
Net assets as of the end of the plan year2024-04-242894879
Net assets as of the beginning of the plan year2024-04-242354918
Employer contributions to plan in this plan year2024-04-2413827
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-2417911
2014 : ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$200,894
Expenses. Total of all expenses incurred2014-12-31$25,006
Benefits paid (including direct rollovers)2014-12-31$22,878
Total plan assets at end of year2014-12-31$2,027,073
Total plan assets at beginning of year2014-12-31$1,851,185
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$122,424
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$2,054
Other income received2014-12-31$57,669
Net income (gross income less expenses)2014-12-31$175,888
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,027,073
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,851,185
Assets. Value of participant loans2014-12-31$10,050
Total contributions received or receivable from employer(s)2014-12-31$18,747
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,128
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2013 401k financial data
Total income from all sources2013-12-31$648,180
Expenses. Total of all expenses incurred2013-12-31$17,745
Benefits paid (including direct rollovers)2013-12-31$16,059
Total plan assets at end of year2013-12-31$1,851,185
Total plan assets at beginning of year2013-12-31$1,220,750
Total contributions received or receivable from participants2013-12-31$125,949
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$243,518
Other income received2013-12-31$261,830
Net income (gross income less expenses)2013-12-31$630,435
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,851,185
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,220,750
Assets. Value of participant loans2013-12-31$14,963
Total contributions received or receivable from employer(s)2013-12-31$16,883
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$1,686
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2012 401k financial data
Total income from all sources2012-12-31$232,182
Expenses. Total of all expenses incurred2012-12-31$19,821
Benefits paid (including direct rollovers)2012-12-31$19,821
Total plan assets at end of year2012-12-31$1,220,750
Total plan assets at beginning of year2012-12-31$1,008,388
Value of fidelity bond covering the plan2012-12-31$25,000
Total contributions received or receivable from participants2012-12-31$96,500
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$120,683
Net income (gross income less expenses)2012-12-31$212,361
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,220,750
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,008,388
Assets. Value of participant loans2012-12-31$11,628
Total contributions received or receivable from employer(s)2012-12-31$14,999
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data
Total income from all sources2011-12-31$126,804
Expenses. Total of all expenses incurred2011-12-31$13,311
Benefits paid (including direct rollovers)2011-12-31$13,311
Total plan assets at end of year2011-12-31$1,008,388
Total plan assets at beginning of year2011-12-31$894,896
Value of fidelity bond covering the plan2011-12-31$25,000
Total contributions received or receivable from participants2011-12-31$104,500
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$5,070
Net income (gross income less expenses)2011-12-31$113,493
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,008,388
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$894,896
Assets. Value of participant loans2011-12-31$6,986
Total contributions received or receivable from employer(s)2011-12-31$17,234
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data
Total income from all sources2010-12-31$218,017
Expenses. Total of all expenses incurred2010-12-31$9,229
Benefits paid (including direct rollovers)2010-12-31$9,229
Total plan assets at end of year2010-12-31$894,896
Total plan assets at beginning of year2010-12-31$686,108
Total contributions received or receivable from participants2010-12-31$103,325
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$100,337
Net income (gross income less expenses)2010-12-31$208,788
Net plan assets at end of year (total assets less liabilities)2010-12-31$894,896
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$686,108
Assets. Value of participant loans2010-12-31$4,800
Total contributions received or receivable from employer(s)2010-12-31$14,355
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST

2014: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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