ALPHA PLANNING & FINANCIAL SERVICES INC.
Plan context: ALPHA PLANNING & FINANCIAL SERVICES INC. 401K PLAN
EIN 34-1794958 • Solon, OH • 3 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$226,349
2025 Contributions
$65,608
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $226,349 | $65,608 | $16,402iApproximate average salary by contribution assumption: employee only about $410,050 at 4% or $273,367 at 6%; with 50% employer match about $273,367 at 4% or $182,244 at 6%; with 100% employer match about $205,025 at 4% or $136,683 at 6%. |
| ALPHA PLANNING & FINANCIAL SERVICES INC. 401K PLAN | - | 4 | $226,349 | $65,608 | $16,402iApproximate average salary by contribution assumption: employee only about $410,050 at 4% or $273,367 at 6%; with 50% employer match about $273,367 at 4% or $182,244 at 6%; with 100% employer match about $205,025 at 4% or $136,683 at 6%. |
| 2024 | 1 | 3 | $130,867 | $69,801 | $23,267iApproximate average salary by contribution assumption: employee only about $581,675 at 4% or $387,783 at 6%; with 50% employer match about $387,783 at 4% or $258,522 at 6%; with 100% employer match about $290,838 at 4% or $193,892 at 6%. |
| ALPHA PLANNING & FINANCIAL SERVICES INC. 401K PLAN | - | 3 | $130,867 | $69,801 | $23,267iApproximate average salary by contribution assumption: employee only about $581,675 at 4% or $387,783 at 6%; with 50% employer match about $387,783 at 4% or $258,522 at 6%; with 100% employer match about $290,838 at 4% or $193,892 at 6%. |
| 2023 | 1 | 3 | $48,517 | $44,051 | $14,684iApproximate average salary by contribution assumption: employee only about $367,092 at 4% or $244,728 at 6%; with 50% employer match about $244,728 at 4% or $163,152 at 6%; with 100% employer match about $183,546 at 4% or $122,364 at 6%. |
| ALPHA PLANNING AND FINANCIAL SERVICES, INC. 401K PLAN | - | 3 | $48,517 | $44,051 | $14,684iApproximate average salary by contribution assumption: employee only about $367,092 at 4% or $244,728 at 6%; with 50% employer match about $244,728 at 4% or $163,152 at 6%; with 100% employer match about $183,546 at 4% or $122,364 at 6%. |