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401k Sponsoring company profile

ALPERT & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALPERT & ASSOCIATES, INC.
Employer identification number (EIN):953900261
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about ALPERT & ASSOCIATES, INC.

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about ALPERT & ASSOCIATES, INC.

The following addresses have been detected on the 401k submissions:

USA Mailing Address
8899 BEVERLY BLVD., SUITE 918
LOS ANGELES
CA
90048
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Mailing Address
100 N. CRESCENT DRIVE, SUITE 100
BEVERLY HILLS
CA
90210
Date first seen: 2007-01-01
Date last seen: 2023-12-31

ALPERT & ASSOCIATES, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
004ALPERT & ASSOCIATES, INC. RETIREMENT PLAN2014-01-01 2003-01-01
005ALPERT & ASSOCIATES, INC. 401(K) PLAN2012-01-01 2006-01-01
006ALPERT & ASSOCIATES, INC. 401(K) PLAN II2015-01-01 2015-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2021-12-21Employer Contributions $ 103,820 1 $ 103,820
2021-12-21Employee Contributions $ 103,820 1 $ 103,820
2021-06-10Employer Contributions $ 20,000 1 $ 20,000
2021-06-10Employee Contributions $ 20,000 1 $ 20,000
2021-03-22Employer Contributions $ 50,000 1 $ 50,000
2021-03-22Employee Contributions $ 50,000 1 $ 50,000
2021-03-09Employer Contributions $ 15,000 1 $ 15,000
2021-03-09Employee Contributions $ 15,000 1 $ 15,000
2019-10-07Employer Contributions $ 129,126 2 $ 64,563
2019-10-07Employee Contributions $ 129,126 2 $ 64,563
2019-07-09Employer Contributions $ 27,754 2 $ 13,877
2019-07-09Employee Contributions $ 27,754 2 $ 13,877
2019-01-14Employer Contributions $ 43,120 2 $ 21,560
2019-01-14Employee Contributions $ 43,120 2 $ 21,560
2017-11-28Employer Contributions $ 33,260 2 $ 16,630
2017-11-28Employee Contributions $ 33,260 2 $ 16,630
2017-06-13Employer Contributions $ 60,000 2 $ 30,000
2017-06-13Employee Contributions $ 60,000 2 $ 30,000
2015-08-24Employer Contributions $ 100,000 2 $ 50,000
2015-08-24Employee Contributions $ 100,000 2 $ 50,000
2015-07-14Employer Contributions $ 25,000 2 $ 12,500
2015-07-14Employee Contributions $ 25,000 2 $ 12,500
2015-06-25Employer Contributions $ 25,000 2 $ 12,500
2015-06-25Employee Contributions $ 25,000 2 $ 12,500
2015-06-18Employer Contributions $ 50,000 2 $ 25,000
2015-06-18Employee Contributions $ 50,000 2 $ 25,000
2015-05-12Employer Contributions $ 100,000 2 $ 50,000
2015-05-12Employee Contributions $ 100,000 2 $ 50,000
2014-06-23Employer Contributions $ 19,896 2 $ 9,948
2014-06-23Employee Contributions $ 19,896 2 $ 9,948
2014-03-04Employer Contributions $ 50,000 2 $ 25,000
2014-03-04Employee Contributions $ 50,000 2 $ 25,000
2014-02-26Employer Contributions $ 50,000 2 $ 25,000
2014-02-26Employee Contributions $ 50,000 2 $ 25,000
2014-02-08Employer Contributions $ 100,000 2 $ 50,000
2014-02-08Employee Contributions $ 100,000 2 $ 50,000
2014-01-23Employer Contributions $ 5,104 2 $ 2,552
2014-01-23Employee Contributions $ 5,104 2 $ 2,552
2014-01-20Employer Contributions $ 125,000 2 $ 62,500
2014-01-20Employee Contributions $ 125,000 2 $ 62,500
2013-12-09Employer Contributions $ 2,444 1 $ 2,444
2013-12-09Employee Contributions $ 2,444 1 $ 2,444
2013-11-25Employer Contributions $ 50,000 1 $ 50,000
2013-11-25Employee Contributions $ 50,000 1 $ 50,000
2013-06-03Employer Contributions $ 1,996 1 $ 1,996
2013-06-03Employee Contributions $ 1,996 1 $ 1,996
2013-05-30Employer Contributions $ 8,467 1 $ 8,467
2013-05-30Employee Contributions $ 8,467 1 $ 8,467
2013-04-30Employer Contributions $ 36,187 1 $ 36,187
2013-04-30Employee Contributions $ 36,187 1 $ 36,187
2013-03-27Employer Contributions $ 66,321 1 $ 66,321
2013-03-27Employee Contributions $ 66,321 1 $ 66,321
2013-02-27Employer Contributions $ 34,585 1 $ 34,585
2013-02-27Employee Contributions $ 34,585 1 $ 34,585
2012-03-27Employer Contributions $ 10,000 3 $ 3,333
2012-03-27Employee Contributions $ 10,000 3 $ 3,333
2012-03-14Employer Contributions $ 40,000 3 $ 13,333
2012-03-14Employee Contributions $ 40,000 3 $ 13,333
2012-02-23Employer Contributions $ 100,000 3 $ 33,333
2012-02-23Employee Contributions $ 100,000 3 $ 33,333
2012-02-13Employer Contributions $ 50,000 3 $ 16,667
2012-02-13Employee Contributions $ 50,000 3 $ 16,667
2012-01-12Employer Contributions $ 100,000 3 $ 33,333
2012-01-12Employee Contributions $ 100,000 3 $ 33,333
2011-08-12Employer Contributions $ 50,000 3 $ 16,667
2011-08-12Employee Contributions $ 50,000 3 $ 16,667
2011-04-05Employer Contributions $ 100,000 3 $ 33,333
2011-04-05Employee Contributions $ 100,000 3 $ 33,333
2011-01-14Employer Contributions $ 200,000 3 $ 66,667
2011-01-14Employee Contributions $ 200,000 3 $ 66,667
2009-09-16Employer Contributions $ 32,351 2 $ 16,176
2009-09-16Employee Contributions $ 32,351 2 $ 16,176
2009-05-27Employer Contributions $ 65,000 2 $ 32,500
2009-05-27Employee Contributions $ 65,000 2 $ 32,500
2009-05-12Employer Contributions $ 10,500 2 $ 5,250
2009-05-12Employee Contributions $ 10,500 2 $ 5,250
2009-04-28Employer Contributions $ 62,500 2 $ 31,250
2009-04-28Employee Contributions $ 62,500 2 $ 31,250
2009-04-13Employer Contributions $ 2,000 2 $ 1,000
2009-04-13Employee Contributions $ 2,000 2 $ 1,000
2009-01-14Employer Contributions $ 61,500 2 $ 30,750
2009-01-14Employee Contributions $ 61,500 2 $ 30,750
2009-01-02Employer Contributions $ 68,500 2 $ 34,250
2009-01-02Employee Contributions $ 68,500 2 $ 34,250

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