ALEXANDER & ASSOCIATES, INC.
Plan context: Alexander & Associates Money Purchase Plan
EIN 94-2991547 • Pleasanton, CA • 30 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$3,102,237
2024 Contributions
$133,030
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $3,102,237 | $133,030 | $16,629iApproximate average salary by contribution assumption: employee only about $415,719 at 4% or $277,146 at 6%; with 50% employer match about $277,146 at 4% or $184,764 at 6%; with 100% employer match about $207,859 at 4% or $138,573 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 8 | $3,102,237 | $133,030 | $16,629iApproximate average salary by contribution assumption: employee only about $415,719 at 4% or $277,146 at 6%; with 50% employer match about $277,146 at 4% or $184,764 at 6%; with 100% employer match about $207,859 at 4% or $138,573 at 6%. |
| 2023 | 1 | 8 | $2,794,783 | $226,798 | $28,350iApproximate average salary by contribution assumption: employee only about $708,744 at 4% or $472,496 at 6%; with 50% employer match about $472,496 at 4% or $314,997 at 6%; with 100% employer match about $354,372 at 4% or $236,248 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 8 | $2,794,783 | $226,798 | $28,350iApproximate average salary by contribution assumption: employee only about $708,744 at 4% or $472,496 at 6%; with 50% employer match about $472,496 at 4% or $314,997 at 6%; with 100% employer match about $354,372 at 4% or $236,248 at 6%. |
| 2022 | 1 | 8 | $2,347,672 | $206,400 | $25,800iApproximate average salary by contribution assumption: employee only about $645,000 at 4% or $430,000 at 6%; with 50% employer match about $430,000 at 4% or $286,667 at 6%; with 100% employer match about $322,500 at 4% or $215,000 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 8 | $2,347,672 | $206,400 | $25,800iApproximate average salary by contribution assumption: employee only about $645,000 at 4% or $430,000 at 6%; with 50% employer match about $430,000 at 4% or $286,667 at 6%; with 100% employer match about $322,500 at 4% or $215,000 at 6%. |
| 2021 | 1 | 6 | $2,575,322 | $128,250 | $21,375iApproximate average salary by contribution assumption: employee only about $534,375 at 4% or $356,250 at 6%; with 50% employer match about $356,250 at 4% or $237,500 at 6%; with 100% employer match about $267,188 at 4% or $178,125 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 6 | $2,575,322 | $128,250 | $21,375iApproximate average salary by contribution assumption: employee only about $534,375 at 4% or $356,250 at 6%; with 50% employer match about $356,250 at 4% or $237,500 at 6%; with 100% employer match about $267,188 at 4% or $178,125 at 6%. |
| 2020 | 1 | 6 | $2,312,063 | $96,075 | $16,013iApproximate average salary by contribution assumption: employee only about $400,313 at 4% or $266,875 at 6%; with 50% employer match about $266,875 at 4% or $177,917 at 6%; with 100% employer match about $200,156 at 4% or $133,438 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 6 | $2,312,063 | $96,075 | $16,013iApproximate average salary by contribution assumption: employee only about $400,313 at 4% or $266,875 at 6%; with 50% employer match about $266,875 at 4% or $177,917 at 6%; with 100% employer match about $200,156 at 4% or $133,438 at 6%. |
| 2019 | 1 | 7 | $2,305,495 | $127,100 | $18,157iApproximate average salary by contribution assumption: employee only about $453,929 at 4% or $302,619 at 6%; with 50% employer match about $302,619 at 4% or $201,746 at 6%; with 100% employer match about $226,964 at 4% or $151,310 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 7 | $2,305,495 | $127,100 | $18,157iApproximate average salary by contribution assumption: employee only about $453,929 at 4% or $302,619 at 6%; with 50% employer match about $302,619 at 4% or $201,746 at 6%; with 100% employer match about $226,964 at 4% or $151,310 at 6%. |
| 2018 | 1 | 6 | $1,864,727 | $113,300 | $18,883iApproximate average salary by contribution assumption: employee only about $472,083 at 4% or $314,722 at 6%; with 50% employer match about $314,722 at 4% or $209,815 at 6%; with 100% employer match about $236,042 at 4% or $157,361 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 6 | $1,864,727 | $113,300 | $18,883iApproximate average salary by contribution assumption: employee only about $472,083 at 4% or $314,722 at 6%; with 50% employer match about $314,722 at 4% or $209,815 at 6%; with 100% employer match about $236,042 at 4% or $157,361 at 6%. |
| 2017 | 1 | 6 | $1,877,326 | $172,800 | $28,800iApproximate average salary by contribution assumption: employee only about $720,000 at 4% or $480,000 at 6%; with 50% employer match about $480,000 at 4% or $320,000 at 6%; with 100% employer match about $360,000 at 4% or $240,000 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 6 | $1,877,326 | $172,800 | $28,800iApproximate average salary by contribution assumption: employee only about $720,000 at 4% or $480,000 at 6%; with 50% employer match about $480,000 at 4% or $320,000 at 6%; with 100% employer match about $360,000 at 4% or $240,000 at 6%. |
| 2016 | 1 | 6 | $1,507,811 | $165,941 | $27,657iApproximate average salary by contribution assumption: employee only about $691,421 at 4% or $460,947 at 6%; with 50% employer match about $460,947 at 4% or $307,298 at 6%; with 100% employer match about $345,710 at 4% or $230,474 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 6 | $1,507,811 | $165,941 | $27,657iApproximate average salary by contribution assumption: employee only about $691,421 at 4% or $460,947 at 6%; with 50% employer match about $460,947 at 4% or $307,298 at 6%; with 100% employer match about $345,710 at 4% or $230,474 at 6%. |
| 2015 | 1 | 6 | $1,265,295 | $137,350 | $22,892iApproximate average salary by contribution assumption: employee only about $572,292 at 4% or $381,528 at 6%; with 50% employer match about $381,528 at 4% or $254,352 at 6%; with 100% employer match about $286,146 at 4% or $190,764 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 6 | $1,265,295 | $137,350 | $22,892iApproximate average salary by contribution assumption: employee only about $572,292 at 4% or $381,528 at 6%; with 50% employer match about $381,528 at 4% or $254,352 at 6%; with 100% employer match about $286,146 at 4% or $190,764 at 6%. |
| 2014 | 1 | 6 | $1,152,420 | $111,250 | $18,542iApproximate average salary by contribution assumption: employee only about $463,542 at 4% or $309,028 at 6%; with 50% employer match about $309,028 at 4% or $206,019 at 6%; with 100% employer match about $231,771 at 4% or $154,514 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 6 | $1,152,420 | $111,250 | $18,542iApproximate average salary by contribution assumption: employee only about $463,542 at 4% or $309,028 at 6%; with 50% employer match about $309,028 at 4% or $206,019 at 6%; with 100% employer match about $231,771 at 4% or $154,514 at 6%. |
| 2013 | 1 | 6 | $1,009,252 | $67,400 | $11,233iApproximate average salary by contribution assumption: employee only about $280,833 at 4% or $187,222 at 6%; with 50% employer match about $187,222 at 4% or $124,815 at 6%; with 100% employer match about $140,417 at 4% or $93,611 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 6 | $1,009,252 | $67,400 | $11,233iApproximate average salary by contribution assumption: employee only about $280,833 at 4% or $187,222 at 6%; with 50% employer match about $187,222 at 4% or $124,815 at 6%; with 100% employer match about $140,417 at 4% or $93,611 at 6%. |
| 2012 | 1 | 5 | $845,012 | $29,100 | $5,820iApproximate average salary by contribution assumption: employee only about $145,500 at 4% or $97,000 at 6%; with 50% employer match about $97,000 at 4% or $64,667 at 6%; with 100% employer match about $72,750 at 4% or $48,500 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 5 | $845,012 | $29,100 | $5,820iApproximate average salary by contribution assumption: employee only about $145,500 at 4% or $97,000 at 6%; with 50% employer match about $97,000 at 4% or $64,667 at 6%; with 100% employer match about $72,750 at 4% or $48,500 at 6%. |
| 2011 | 1 | 5 | $763,843 | $13,386 | $2,677iApproximate average salary by contribution assumption: employee only about $66,930 at 4% or $44,620 at 6%; with 50% employer match about $44,620 at 4% or $29,747 at 6%; with 100% employer match about $33,465 at 4% or $22,310 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 5 | $763,843 | $13,386 | $2,677iApproximate average salary by contribution assumption: employee only about $66,930 at 4% or $44,620 at 6%; with 50% employer match about $44,620 at 4% or $29,747 at 6%; with 100% employer match about $33,465 at 4% or $22,310 at 6%. |
| 2010 | 1 | 6 | $1,104,318 | $14,687 | $2,448iApproximate average salary by contribution assumption: employee only about $61,196 at 4% or $40,797 at 6%; with 50% employer match about $40,797 at 4% or $27,198 at 6%; with 100% employer match about $30,598 at 4% or $20,399 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 6 | $1,104,318 | $14,687 | $2,448iApproximate average salary by contribution assumption: employee only about $61,196 at 4% or $40,797 at 6%; with 50% employer match about $40,797 at 4% or $27,198 at 6%; with 100% employer match about $30,598 at 4% or $20,399 at 6%. |
| 2009 | 1 | 6 | $1,066,681 | $50,691 | $8,449iApproximate average salary by contribution assumption: employee only about $211,213 at 4% or $140,808 at 6%; with 50% employer match about $140,808 at 4% or $93,872 at 6%; with 100% employer match about $105,606 at 4% or $70,404 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 6 | $1,066,681 | $50,691 | $8,449iApproximate average salary by contribution assumption: employee only about $211,213 at 4% or $140,808 at 6%; with 50% employer match about $140,808 at 4% or $93,872 at 6%; with 100% employer match about $105,606 at 4% or $70,404 at 6%. |
| 2008 | 1 | 6 | $786,787 | $86,297 | $14,383iApproximate average salary by contribution assumption: employee only about $359,571 at 4% or $239,714 at 6%; with 50% employer match about $239,714 at 4% or $159,809 at 6%; with 100% employer match about $179,785 at 4% or $119,857 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 6 | $786,787 | $86,297 | $14,383iApproximate average salary by contribution assumption: employee only about $359,571 at 4% or $239,714 at 6%; with 50% employer match about $239,714 at 4% or $159,809 at 6%; with 100% employer match about $179,785 at 4% or $119,857 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Alexander & Associates Money Purchase Plan | - | 6 | - | - | - |
| 2006 | 1 | 7 | $927,979 | $80,768 | $11,538iApproximate average salary by contribution assumption: employee only about $288,457 at 4% or $192,305 at 6%; with 50% employer match about $192,305 at 4% or $128,203 at 6%; with 100% employer match about $144,229 at 4% or $96,152 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 7 | $927,979 | $80,768 | $11,538iApproximate average salary by contribution assumption: employee only about $288,457 at 4% or $192,305 at 6%; with 50% employer match about $192,305 at 4% or $128,203 at 6%; with 100% employer match about $144,229 at 4% or $96,152 at 6%. |
| 2005 | 1 | 7 | $844,977 | $98,987 | $14,141iApproximate average salary by contribution assumption: employee only about $353,525 at 4% or $235,683 at 6%; with 50% employer match about $235,683 at 4% or $157,122 at 6%; with 100% employer match about $176,763 at 4% or $117,842 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 7 | $844,977 | $98,987 | $14,141iApproximate average salary by contribution assumption: employee only about $353,525 at 4% or $235,683 at 6%; with 50% employer match about $235,683 at 4% or $157,122 at 6%; with 100% employer match about $176,763 at 4% or $117,842 at 6%. |
| 2004 | 1 | 7 | $737,124 | $106,004 | $15,143iApproximate average salary by contribution assumption: employee only about $378,586 at 4% or $252,390 at 6%; with 50% employer match about $252,390 at 4% or $168,260 at 6%; with 100% employer match about $189,293 at 4% or $126,195 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 7 | $737,124 | $106,004 | $15,143iApproximate average salary by contribution assumption: employee only about $378,586 at 4% or $252,390 at 6%; with 50% employer match about $252,390 at 4% or $168,260 at 6%; with 100% employer match about $189,293 at 4% or $126,195 at 6%. |
| 2003 | 1 | 7 | $0 | $0 | - |
| Alexander & Associates Money Purchase Plan | - | 7 | - | - | - |
| 2002 | 2 | 7 | $0 | $0 | - |
| ALEXANDER & ASSOCIATES / MONEY PURCHASE PLAN | - | 0 | - | - | - |
| Alexander & Associates Money Purchase Plan | - | 7 | - | - | - |
| 2001 | 2 | 7 | $322,129 | $39,488 | $5,641iApproximate average salary by contribution assumption: employee only about $141,029 at 4% or $94,019 at 6%; with 50% employer match about $94,019 at 4% or $62,679 at 6%; with 100% employer match about $70,514 at 4% or $47,010 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 7 | $269,138 | $39,488 | $5,641iApproximate average salary by contribution assumption: employee only about $141,029 at 4% or $94,019 at 6%; with 50% employer match about $94,019 at 4% or $62,679 at 6%; with 100% employer match about $70,514 at 4% or $47,010 at 6%. |
| ALEXANDER & ASSOCIATES / MONEY PURCHASE PLAN | - | 7 | $52,991 | - | - |
| 2000 | 2 | 7 | $242,886 | $74,400 | $10,629iApproximate average salary by contribution assumption: employee only about $265,714 at 4% or $177,143 at 6%; with 50% employer match about $177,143 at 4% or $118,095 at 6%; with 100% employer match about $132,857 at 4% or $88,571 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 7 | $242,886 | $74,400 | $10,629iApproximate average salary by contribution assumption: employee only about $265,714 at 4% or $177,143 at 6%; with 50% employer match about $177,143 at 4% or $118,095 at 6%; with 100% employer match about $132,857 at 4% or $88,571 at 6%. |
| ALEXANDER & ASSOCIATES MONEY PURCHASE PLAN | - | 7 | - | - | - |
| 1999 | 2 | 7 | $259,217 | $71,357 | $10,194iApproximate average salary by contribution assumption: employee only about $254,846 at 4% or $169,898 at 6%; with 50% employer match about $169,898 at 4% or $113,265 at 6%; with 100% employer match about $127,423 at 4% or $84,949 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 7 | $222,120 | $58,184 | $8,312iApproximate average salary by contribution assumption: employee only about $207,800 at 4% or $138,533 at 6%; with 50% employer match about $138,533 at 4% or $92,356 at 6%; with 100% employer match about $103,900 at 4% or $69,267 at 6%. |
| Alexander & Associates Money Purchase Plan | - | 7 | $37,097 | $13,173 | $1,882iApproximate average salary by contribution assumption: employee only about $47,046 at 4% or $31,364 at 6%; with 50% employer match about $31,364 at 4% or $20,910 at 6%; with 100% employer match about $23,523 at 4% or $15,682 at 6%. |