Civic Intelligence

Mark D. Alpert

Plan context: Mark D. Alpert 401(K) Profit Sharing Plan

EIN 04-2773455 • Norwell, MA • 18 filings • 2 plans

56 Paradise DrNorwell, MA 02061
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$616,215

2025 Contributions

$111,888

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,050,101$525,051$0200820172025YearValue
$616,215Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420200820172025YearValue
3Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202513$616,215$111,888$37,296iApproximate average salary by contribution assumption: employee only about $932,400 at 4% or $621,600 at 6%; with 50% employer match about $621,600 at 4% or $414,400 at 6%; with 100% employer match about $466,200 at 4% or $310,800 at 6%.
Mark D. Alpert 401(K) Profit Sharing Plan-3$616,215$111,888$37,296iApproximate average salary by contribution assumption: employee only about $932,400 at 4% or $621,600 at 6%; with 50% employer match about $621,600 at 4% or $414,400 at 6%; with 100% employer match about $466,200 at 4% or $310,800 at 6%.
202413$438,012$108,243$36,081iApproximate average salary by contribution assumption: employee only about $902,025 at 4% or $601,350 at 6%; with 50% employer match about $601,350 at 4% or $400,900 at 6%; with 100% employer match about $451,013 at 4% or $300,675 at 6%.
Mark D. Alpert 401(K) Profit Sharing Plan-3$438,012$108,243$36,081iApproximate average salary by contribution assumption: employee only about $902,025 at 4% or $601,350 at 6%; with 50% employer match about $601,350 at 4% or $400,900 at 6%; with 100% employer match about $451,013 at 4% or $300,675 at 6%.
202313$300,923$67,564$22,521iApproximate average salary by contribution assumption: employee only about $563,033 at 4% or $375,356 at 6%; with 50% employer match about $375,356 at 4% or $250,237 at 6%; with 100% employer match about $281,517 at 4% or $187,678 at 6%.
Mark D. Alpert 401(K) Profit Sharing Plan-3$300,923$67,564$22,521iApproximate average salary by contribution assumption: employee only about $563,033 at 4% or $375,356 at 6%; with 50% employer match about $375,356 at 4% or $250,237 at 6%; with 100% employer match about $281,517 at 4% or $187,678 at 6%.
202214$211,919$96,689$24,172iApproximate average salary by contribution assumption: employee only about $604,306 at 4% or $402,871 at 6%; with 50% employer match about $402,871 at 4% or $268,581 at 6%; with 100% employer match about $302,153 at 4% or $201,435 at 6%.
Mark D. Alpert 401(K) Profit Sharing Plan-4$211,919$96,689$24,172iApproximate average salary by contribution assumption: employee only about $604,306 at 4% or $402,871 at 6%; with 50% employer match about $402,871 at 4% or $268,581 at 6%; with 100% employer match about $302,153 at 4% or $201,435 at 6%.
202113$130,972$87,750$29,250iApproximate average salary by contribution assumption: employee only about $731,250 at 4% or $487,500 at 6%; with 50% employer match about $487,500 at 4% or $325,000 at 6%; with 100% employer match about $365,625 at 4% or $243,750 at 6%.
Mark D. Alpert 401(K) Profit Sharing Plan-3$130,972$87,750$29,250iApproximate average salary by contribution assumption: employee only about $731,250 at 4% or $487,500 at 6%; with 50% employer match about $487,500 at 4% or $325,000 at 6%; with 100% employer match about $365,625 at 4% or $243,750 at 6%.
202014$1,050,101$81,520$20,380iApproximate average salary by contribution assumption: employee only about $509,500 at 4% or $339,667 at 6%; with 50% employer match about $339,667 at 4% or $226,444 at 6%; with 100% employer match about $254,750 at 4% or $169,833 at 6%.
Mark D. Alpert 401(K) Profit Sharing Plan-4$1,050,101$81,520$20,380iApproximate average salary by contribution assumption: employee only about $509,500 at 4% or $339,667 at 6%; with 50% employer match about $339,667 at 4% or $226,444 at 6%; with 100% employer match about $254,750 at 4% or $169,833 at 6%.
201913$972,379$81,066$27,022iApproximate average salary by contribution assumption: employee only about $675,550 at 4% or $450,367 at 6%; with 50% employer match about $450,367 at 4% or $300,244 at 6%; with 100% employer match about $337,775 at 4% or $225,183 at 6%.
Mark D. Alpert 401(K) Profit Sharing Plan-3$972,379$81,066$27,022iApproximate average salary by contribution assumption: employee only about $675,550 at 4% or $450,367 at 6%; with 50% employer match about $450,367 at 4% or $300,244 at 6%; with 100% employer match about $337,775 at 4% or $225,183 at 6%.
201813$814,081$82,192$27,397iApproximate average salary by contribution assumption: employee only about $684,933 at 4% or $456,622 at 6%; with 50% employer match about $456,622 at 4% or $304,415 at 6%; with 100% employer match about $342,467 at 4% or $228,311 at 6%.
Mark D. Alpert 401(K) Profit Sharing Plan-3$814,081$82,192$27,397iApproximate average salary by contribution assumption: employee only about $684,933 at 4% or $456,622 at 6%; with 50% employer match about $456,622 at 4% or $304,415 at 6%; with 100% employer match about $342,467 at 4% or $228,311 at 6%.
201713$744,556$78,301$26,100iApproximate average salary by contribution assumption: employee only about $652,508 at 4% or $435,006 at 6%; with 50% employer match about $435,006 at 4% or $290,004 at 6%; with 100% employer match about $326,254 at 4% or $217,503 at 6%.
Mark D. Alpert 401(K) Profit Sharing Plan-3$744,556$78,301$26,100iApproximate average salary by contribution assumption: employee only about $652,508 at 4% or $435,006 at 6%; with 50% employer match about $435,006 at 4% or $290,004 at 6%; with 100% employer match about $326,254 at 4% or $217,503 at 6%.
201613$606,705$77,055$25,685iApproximate average salary by contribution assumption: employee only about $642,125 at 4% or $428,083 at 6%; with 50% employer match about $428,083 at 4% or $285,389 at 6%; with 100% employer match about $321,063 at 4% or $214,042 at 6%.
Mark D. Alpert 401(K) Profit Sharing Plan-3$606,705$77,055$25,685iApproximate average salary by contribution assumption: employee only about $642,125 at 4% or $428,083 at 6%; with 50% employer match about $428,083 at 4% or $285,389 at 6%; with 100% employer match about $321,063 at 4% or $214,042 at 6%.
201514$509,517$76,858$19,215iApproximate average salary by contribution assumption: employee only about $480,363 at 4% or $320,242 at 6%; with 50% employer match about $320,242 at 4% or $213,494 at 6%; with 100% employer match about $240,181 at 4% or $160,121 at 6%.
Mark D. Alpert 401(K) Profit Sharing Plan-4$509,517$76,858$19,215iApproximate average salary by contribution assumption: employee only about $480,363 at 4% or $320,242 at 6%; with 50% employer match about $320,242 at 4% or $213,494 at 6%; with 100% employer match about $240,181 at 4% or $160,121 at 6%.
201414$435,511$64,583$16,146iApproximate average salary by contribution assumption: employee only about $403,644 at 4% or $269,096 at 6%; with 50% employer match about $269,096 at 4% or $179,397 at 6%; with 100% employer match about $201,822 at 4% or $134,548 at 6%.
Mark D. Alpert 401(K) Profit Sharing Plan-4$435,511$64,583$16,146iApproximate average salary by contribution assumption: employee only about $403,644 at 4% or $269,096 at 6%; with 50% employer match about $269,096 at 4% or $179,397 at 6%; with 100% employer match about $201,822 at 4% or $134,548 at 6%.
201314$472,494$58,961$14,740iApproximate average salary by contribution assumption: employee only about $368,506 at 4% or $245,671 at 6%; with 50% employer match about $245,671 at 4% or $163,781 at 6%; with 100% employer match about $184,253 at 4% or $122,835 at 6%.
Mark D. Alpert 401(K) Profit Sharing Plan-4$472,494$58,961$14,740iApproximate average salary by contribution assumption: employee only about $368,506 at 4% or $245,671 at 6%; with 50% employer match about $245,671 at 4% or $163,781 at 6%; with 100% employer match about $184,253 at 4% or $122,835 at 6%.
201214$363,577$67,664$16,916iApproximate average salary by contribution assumption: employee only about $422,900 at 4% or $281,933 at 6%; with 50% employer match about $281,933 at 4% or $187,956 at 6%; with 100% employer match about $211,450 at 4% or $140,967 at 6%.
Mark D. Alpert 401(K) Profit Sharing Plan-4$363,577$67,664$16,916iApproximate average salary by contribution assumption: employee only about $422,900 at 4% or $281,933 at 6%; with 50% employer match about $281,933 at 4% or $187,956 at 6%; with 100% employer match about $211,450 at 4% or $140,967 at 6%.
201114$275,437$64,962$16,241iApproximate average salary by contribution assumption: employee only about $406,013 at 4% or $270,675 at 6%; with 50% employer match about $270,675 at 4% or $180,450 at 6%; with 100% employer match about $203,006 at 4% or $135,338 at 6%.
Mark D. Alpert 401(K) Profit Sharing Plan-4$275,437$64,962$16,241iApproximate average salary by contribution assumption: employee only about $406,013 at 4% or $270,675 at 6%; with 50% employer match about $270,675 at 4% or $180,450 at 6%; with 100% employer match about $203,006 at 4% or $135,338 at 6%.
201014$212,525$64,425$16,106iApproximate average salary by contribution assumption: employee only about $402,656 at 4% or $268,438 at 6%; with 50% employer match about $268,438 at 4% or $178,958 at 6%; with 100% employer match about $201,328 at 4% or $134,219 at 6%.
Mark D. Alpert 401(K) Profit Sharing Plan-4$212,525$64,425$16,106iApproximate average salary by contribution assumption: employee only about $402,656 at 4% or $268,438 at 6%; with 50% employer match about $268,438 at 4% or $178,958 at 6%; with 100% employer match about $201,328 at 4% or $134,219 at 6%.
200914$137,316$63,132$15,783iApproximate average salary by contribution assumption: employee only about $394,575 at 4% or $263,050 at 6%; with 50% employer match about $263,050 at 4% or $175,367 at 6%; with 100% employer match about $197,288 at 4% or $131,525 at 6%.
Mark D. Alpert 401(K) Profit Sharing Plan-4$137,316$63,132$15,783iApproximate average salary by contribution assumption: employee only about $394,575 at 4% or $263,050 at 6%; with 50% employer match about $263,050 at 4% or $175,367 at 6%; with 100% employer match about $197,288 at 4% or $131,525 at 6%.
200814$57,838$69,535$17,384iApproximate average salary by contribution assumption: employee only about $434,594 at 4% or $289,729 at 6%; with 50% employer match about $289,729 at 4% or $193,153 at 6%; with 100% employer match about $217,297 at 4% or $144,865 at 6%.
Mark D. Alpert 401(K) Profit Sharing Plan-4$57,838$69,535$17,384iApproximate average salary by contribution assumption: employee only about $434,594 at 4% or $289,729 at 6%; with 50% employer match about $289,729 at 4% or $193,153 at 6%; with 100% employer match about $217,297 at 4% or $144,865 at 6%.