ALEXANDER & PELLI, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 year | 2025-07-10 | 10 |
| Total number of particpants at end of year | 2025-07-10 | 9 |
| Number of Participants With Account Balances | 2025-07-10 | 9 |
| 2024: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-04-24 | 10 |
| Total number of particpants at end of year | 2024-04-24 | 10 |
| Number of Participants With Account Balances | 2024-04-24 | 10 |
| 2014: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 11 |
| Number of participants with account balances | 2014-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 10 |
| Number of participants with account balances | 2013-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 7 |
| Number of participants with account balances | 2012-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 7 |
| Number of participants with account balances | 2011-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 8 |
| Number of participants with account balances | 2009-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 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 year | 2025-07-10 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-10 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-10 | 77404 |
| Net assets as of the end of the plan year | 2025-07-10 | 3533447 |
| Total assets as of the beginning of the plan year | 2025-07-10 | 2894879 |
| Value of plan covered by a fidelity bond | 2025-07-10 | 300000 |
| Participant contributions to plan in this plan year | 2025-07-10 | 162783 |
| Value of participant loans at end of plan year | 2025-07-10 | 16014 |
| Other expenses paid from plan in this plan year | 2025-07-10 | 0 |
| Other contributions to plan in this plan year | 2025-07-10 | 12398 |
| Other income to plan in this plan year | 2025-07-10 | 523390 |
| Plan net income in this plan year | 2025-07-10 | 638568 |
| Net assets as of the end of the plan year | 2025-07-10 | 3533447 |
| Net assets as of the beginning of the plan year | 2025-07-10 | 2894879 |
| Employer contributions to plan in this plan year | 2025-07-10 | 17401 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-10 | 22119 |
| 2024 : ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-24 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-24 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-24 | 43693 |
| Net assets as of the end of the plan year | 2024-04-24 | 2894879 |
| Total assets as of the beginning of the plan year | 2024-04-24 | 2354918 |
| Value of plan covered by a fidelity bond | 2024-04-24 | 300000 |
| Participant contributions to plan in this plan year | 2024-04-24 | 104420 |
| Other expenses paid from plan in this plan year | 2024-04-24 | 0 |
| Other contributions to plan in this plan year | 2024-04-24 | 0 |
| Other income to plan in this plan year | 2024-04-24 | 465407 |
| Plan net income in this plan year | 2024-04-24 | 539961 |
| Net assets as of the end of the plan year | 2024-04-24 | 2894879 |
| Net assets as of the beginning of the plan year | 2024-04-24 | 2354918 |
| Employer contributions to plan in this plan year | 2024-04-24 | 13827 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-24 | 17911 |
| 2014 : ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 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 | $200,894 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $25,006 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $22,878 |
| Total plan assets at end of year | 2014-12-31 | $2,027,073 |
| Total plan assets at beginning of year | 2014-12-31 | $1,851,185 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $122,424 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $2,054 |
| Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $10,050 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $18,747 |
| 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 | $2,128 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $648,180 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $17,745 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $16,059 |
| Total plan assets at end of year | 2013-12-31 | $1,851,185 |
| Total plan assets at beginning of year | 2013-12-31 | $1,220,750 |
| Total contributions received or receivable from participants | 2013-12-31 | $125,949 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $243,518 |
| Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $14,963 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $16,883 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $1,686 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $232,182 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $19,821 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $19,821 |
| Total plan assets at end of year | 2012-12-31 | $1,220,750 |
| Total plan assets at beginning of year | 2012-12-31 | $1,008,388 |
| Value of fidelity bond covering the plan | 2012-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $96,500 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $11,628 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $14,999 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 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 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $126,804 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $13,311 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $13,311 |
| Total plan assets at end of year | 2011-12-31 | $1,008,388 |
| Total plan assets at beginning of year | 2011-12-31 | $894,896 |
| Value of fidelity bond covering the plan | 2011-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $104,500 |
| 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 | $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 loans | 2011-12-31 | $6,986 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $17,234 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 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 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $218,017 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $9,229 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $9,229 |
| Total plan assets at end of year | 2010-12-31 | $894,896 |
| Total plan assets at beginning of year | 2010-12-31 | $686,108 |
| Total contributions received or receivable from participants | 2010-12-31 | $103,325 |
| 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 | $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 loans | 2010-12-31 | $4,800 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $14,355 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 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 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2014: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 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: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 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: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 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: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 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: ALEXANDER PELLI LLC 401 K PROFIT SHARING PLAN TRUST 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 |