Civic Intelligence

Alpert & Fellows LLP

Plan context: Alpert & Fellows LLP 401K Plan

EIN 39-1972751 • Manitowoc, WI • 18 filings • 1 plans

900 South Tenth StreetManitowoc, WI 54220
Current Snapshot

Latest Year

2019

2019 Participants

7

2019 Assets

$1,449,522

2019 Contributions

$51,016

Historical Graphs

Total Assets Over Time

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

$1,667,255$833,628$0200220112019YearValue
$1,449,522Latest year 2019

Participants Over Time

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

740200220112019YearValue
7Latest year 2019

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
201917$1,449,522$51,016$7,288iApproximate average salary by contribution assumption: employee only about $182,200 at 4% or $121,467 at 6%; with 50% employer match about $121,467 at 4% or $80,978 at 6%; with 100% employer match about $91,100 at 4% or $60,733 at 6%.
Alpert & Fellows LLP 401K Plan-7$1,449,522$51,016$7,288iApproximate average salary by contribution assumption: employee only about $182,200 at 4% or $121,467 at 6%; with 50% employer match about $121,467 at 4% or $80,978 at 6%; with 100% employer match about $91,100 at 4% or $60,733 at 6%.
201817$1,065,450$46,323$6,618iApproximate average salary by contribution assumption: employee only about $165,439 at 4% or $110,293 at 6%; with 50% employer match about $110,293 at 4% or $73,529 at 6%; with 100% employer match about $82,720 at 4% or $55,146 at 6%.
Alpert & Fellows LLP 401K Plan-7$1,065,450$46,323$6,618iApproximate average salary by contribution assumption: employee only about $165,439 at 4% or $110,293 at 6%; with 50% employer match about $110,293 at 4% or $73,529 at 6%; with 100% employer match about $82,720 at 4% or $55,146 at 6%.
201717$1,667,255$63,080$9,011iApproximate average salary by contribution assumption: employee only about $225,286 at 4% or $150,190 at 6%; with 50% employer match about $150,190 at 4% or $100,127 at 6%; with 100% employer match about $112,643 at 4% or $75,095 at 6%.
Alpert & Fellows LLP 401K Plan-7$1,667,255$63,080$9,011iApproximate average salary by contribution assumption: employee only about $225,286 at 4% or $150,190 at 6%; with 50% employer match about $150,190 at 4% or $100,127 at 6%; with 100% employer match about $112,643 at 4% or $75,095 at 6%.
201617$1,385,082$59,020$8,431iApproximate average salary by contribution assumption: employee only about $210,786 at 4% or $140,524 at 6%; with 50% employer match about $140,524 at 4% or $93,683 at 6%; with 100% employer match about $105,393 at 4% or $70,262 at 6%.
Alpert & Fellows LLP 401K Plan-7$1,385,082$59,020$8,431iApproximate average salary by contribution assumption: employee only about $210,786 at 4% or $140,524 at 6%; with 50% employer match about $140,524 at 4% or $93,683 at 6%; with 100% employer match about $105,393 at 4% or $70,262 at 6%.
201516$1,076,835$57,267$9,545iApproximate average salary by contribution assumption: employee only about $238,613 at 4% or $159,075 at 6%; with 50% employer match about $159,075 at 4% or $106,050 at 6%; with 100% employer match about $119,306 at 4% or $79,538 at 6%.
Alpert & Fellows LLP 401K Plan-6$1,076,835$57,267$9,545iApproximate average salary by contribution assumption: employee only about $238,613 at 4% or $159,075 at 6%; with 50% employer match about $159,075 at 4% or $106,050 at 6%; with 100% employer match about $119,306 at 4% or $79,538 at 6%.
201415$1,055,113$56,867$11,373iApproximate average salary by contribution assumption: employee only about $284,335 at 4% or $189,557 at 6%; with 50% employer match about $189,557 at 4% or $126,371 at 6%; with 100% employer match about $142,168 at 4% or $94,778 at 6%.
Alpert & Fellows LLP 401K Plan-5$1,055,113$56,867$11,373iApproximate average salary by contribution assumption: employee only about $284,335 at 4% or $189,557 at 6%; with 50% employer match about $189,557 at 4% or $126,371 at 6%; with 100% employer match about $142,168 at 4% or $94,778 at 6%.
201315$914,327$69,127$13,825iApproximate average salary by contribution assumption: employee only about $345,635 at 4% or $230,423 at 6%; with 50% employer match about $230,423 at 4% or $153,616 at 6%; with 100% employer match about $172,818 at 4% or $115,212 at 6%.
Alpert & Fellows LLP 401K Plan-5$914,327$69,127$13,825iApproximate average salary by contribution assumption: employee only about $345,635 at 4% or $230,423 at 6%; with 50% employer match about $230,423 at 4% or $153,616 at 6%; with 100% employer match about $172,818 at 4% or $115,212 at 6%.
201215$764,333$66,469$13,294iApproximate average salary by contribution assumption: employee only about $332,345 at 4% or $221,563 at 6%; with 50% employer match about $221,563 at 4% or $147,709 at 6%; with 100% employer match about $166,173 at 4% or $110,782 at 6%.
Alpert & Fellows LLP 401K Plan-5$764,333$66,469$13,294iApproximate average salary by contribution assumption: employee only about $332,345 at 4% or $221,563 at 6%; with 50% employer match about $221,563 at 4% or $147,709 at 6%; with 100% employer match about $166,173 at 4% or $110,782 at 6%.
201115$669,819$69,780$13,956iApproximate average salary by contribution assumption: employee only about $348,900 at 4% or $232,600 at 6%; with 50% employer match about $232,600 at 4% or $155,067 at 6%; with 100% employer match about $174,450 at 4% or $116,300 at 6%.
Alpert & Fellows LLP 401K Plan-5$669,819$69,780$13,956iApproximate average salary by contribution assumption: employee only about $348,900 at 4% or $232,600 at 6%; with 50% employer match about $232,600 at 4% or $155,067 at 6%; with 100% employer match about $174,450 at 4% or $116,300 at 6%.
201015$643,610$79,426$15,885iApproximate average salary by contribution assumption: employee only about $397,130 at 4% or $264,753 at 6%; with 50% employer match about $264,753 at 4% or $176,502 at 6%; with 100% employer match about $198,565 at 4% or $132,377 at 6%.
Alpert & Fellows LLP 401K Plan-5$643,610$79,426$15,885iApproximate average salary by contribution assumption: employee only about $397,130 at 4% or $264,753 at 6%; with 50% employer match about $264,753 at 4% or $176,502 at 6%; with 100% employer match about $198,565 at 4% or $132,377 at 6%.
200916$594,627$96,541$16,090iApproximate average salary by contribution assumption: employee only about $402,254 at 4% or $268,169 at 6%; with 50% employer match about $268,169 at 4% or $178,780 at 6%; with 100% employer match about $201,127 at 4% or $134,085 at 6%.
Alpert & Fellows LLP 401K Plan-6$594,627$96,541$16,090iApproximate average salary by contribution assumption: employee only about $402,254 at 4% or $268,169 at 6%; with 50% employer match about $268,169 at 4% or $178,780 at 6%; with 100% employer match about $201,127 at 4% or $134,085 at 6%.
200815$388,997$58,289$11,658iApproximate average salary by contribution assumption: employee only about $291,445 at 4% or $194,297 at 6%; with 50% employer match about $194,297 at 4% or $129,531 at 6%; with 100% employer match about $145,723 at 4% or $97,148 at 6%.
Alpert & Fellows LLP 401K Plan-5$388,997$58,289$11,658iApproximate average salary by contribution assumption: employee only about $291,445 at 4% or $194,297 at 6%; with 50% employer match about $194,297 at 4% or $129,531 at 6%; with 100% employer match about $145,723 at 4% or $97,148 at 6%.
200714$568,485$77,871$19,468iApproximate average salary by contribution assumption: employee only about $486,694 at 4% or $324,463 at 6%; with 50% employer match about $324,463 at 4% or $216,308 at 6%; with 100% employer match about $243,347 at 4% or $162,231 at 6%.
Alpert & Fellows LLP 401K Plan-4$568,485$77,871$19,468iApproximate average salary by contribution assumption: employee only about $486,694 at 4% or $324,463 at 6%; with 50% employer match about $324,463 at 4% or $216,308 at 6%; with 100% employer match about $243,347 at 4% or $162,231 at 6%.
200614$447,576$77,412$19,353iApproximate average salary by contribution assumption: employee only about $483,825 at 4% or $322,550 at 6%; with 50% employer match about $322,550 at 4% or $215,033 at 6%; with 100% employer match about $241,913 at 4% or $161,275 at 6%.
Alpert & Fellows LLP 401K Plan-4$447,576$77,412$19,353iApproximate average salary by contribution assumption: employee only about $483,825 at 4% or $322,550 at 6%; with 50% employer match about $322,550 at 4% or $215,033 at 6%; with 100% employer match about $241,913 at 4% or $161,275 at 6%.
200515$335,042$100,088$20,018iApproximate average salary by contribution assumption: employee only about $500,440 at 4% or $333,627 at 6%; with 50% employer match about $333,627 at 4% or $222,418 at 6%; with 100% employer match about $250,220 at 4% or $166,813 at 6%.
Alpert & Fellows LLP 401K Plan-5$335,042$100,088$20,018iApproximate average salary by contribution assumption: employee only about $500,440 at 4% or $333,627 at 6%; with 50% employer match about $333,627 at 4% or $222,418 at 6%; with 100% employer match about $250,220 at 4% or $166,813 at 6%.
200416$208,341$79,577$13,263iApproximate average salary by contribution assumption: employee only about $331,571 at 4% or $221,047 at 6%; with 50% employer match about $221,047 at 4% or $147,365 at 6%; with 100% employer match about $165,785 at 4% or $110,524 at 6%.
Alpert & Fellows LLP 401K Plan-6$208,341$79,577$13,263iApproximate average salary by contribution assumption: employee only about $331,571 at 4% or $221,047 at 6%; with 50% employer match about $221,047 at 4% or $147,365 at 6%; with 100% employer match about $165,785 at 4% or $110,524 at 6%.
200316$113,440$46,939$7,823iApproximate average salary by contribution assumption: employee only about $195,579 at 4% or $130,386 at 6%; with 50% employer match about $130,386 at 4% or $86,924 at 6%; with 100% employer match about $97,790 at 4% or $65,193 at 6%.
Alpert & Fellows LLP 401K Plan-6$113,440$46,939$7,823iApproximate average salary by contribution assumption: employee only about $195,579 at 4% or $130,386 at 6%; with 50% employer match about $130,386 at 4% or $86,924 at 6%; with 100% employer match about $97,790 at 4% or $65,193 at 6%.
200214$49,109$53,243$13,311iApproximate average salary by contribution assumption: employee only about $332,769 at 4% or $221,846 at 6%; with 50% employer match about $221,846 at 4% or $147,897 at 6%; with 100% employer match about $166,384 at 4% or $110,923 at 6%.
Alpert & Fellows LLP 401K Plan-4$49,109$53,243$13,311iApproximate average salary by contribution assumption: employee only about $332,769 at 4% or $221,846 at 6%; with 50% employer match about $221,846 at 4% or $147,897 at 6%; with 100% employer match about $166,384 at 4% or $110,923 at 6%.