Alpert & Associates Inc.
Plan context: Alpert & Associates Inc. 401(K) Plan II
EIN 95-3900261 • 33 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$10,267,156
2024 Contributions
$38,591
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 | 4 | $10,267,156 | $38,591 | $9,648iApproximate average salary by contribution assumption: employee only about $241,194 at 4% or $160,796 at 6%; with 50% employer match about $160,796 at 4% or $107,197 at 6%; with 100% employer match about $120,597 at 4% or $80,398 at 6%. |
| Alpert & Associates Inc. 401(K) Plan II | - | 4 | $10,267,156 | $38,591 | $9,648iApproximate average salary by contribution assumption: employee only about $241,194 at 4% or $160,796 at 6%; with 50% employer match about $160,796 at 4% or $107,197 at 6%; with 100% employer match about $120,597 at 4% or $80,398 at 6%. |
| 2023 | 1 | 4 | $10,011,249 | $124,293 | $31,073iApproximate average salary by contribution assumption: employee only about $776,831 at 4% or $517,888 at 6%; with 50% employer match about $517,888 at 4% or $345,258 at 6%; with 100% employer match about $388,416 at 4% or $258,944 at 6%. |
| Alpert & Associates Inc. 401(K) Plan II | - | 4 | $10,011,249 | $124,293 | $31,073iApproximate average salary by contribution assumption: employee only about $776,831 at 4% or $517,888 at 6%; with 50% employer match about $517,888 at 4% or $345,258 at 6%; with 100% employer match about $388,416 at 4% or $258,944 at 6%. |
| 2022 | 1 | 3 | $9,290,611 | $101,292 | $33,764iApproximate average salary by contribution assumption: employee only about $844,100 at 4% or $562,733 at 6%; with 50% employer match about $562,733 at 4% or $375,156 at 6%; with 100% employer match about $422,050 at 4% or $281,367 at 6%. |
| Alpert & Associates Inc. 401(K) Plan II | - | 3 | $9,290,611 | $101,292 | $33,764iApproximate average salary by contribution assumption: employee only about $844,100 at 4% or $562,733 at 6%; with 50% employer match about $562,733 at 4% or $375,156 at 6%; with 100% employer match about $422,050 at 4% or $281,367 at 6%. |
| 2021 | 1 | 0 | $0 | $188,820 | - |
| Alpert & Associates Inc. Retirement Plan | - | 0 | - | $188,820 | - |
| 2020 | 1 | 2 | $9,624,746 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| Alpert & Associates Inc. Retirement Plan | - | 2 | $9,624,746 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| 2019 | 1 | 2 | $8,701,859 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| Alpert & Associates Inc. Retirement Plan | - | 2 | $8,701,859 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| 2018 | 1 | 2 | $7,405,477 | $319,660 | $159,830iApproximate average salary by contribution assumption: employee only about $3,995,750 at 4% or $2,663,833 at 6%; with 50% employer match about $2,663,833 at 4% or $1,775,889 at 6%; with 100% employer match about $1,997,875 at 4% or $1,331,917 at 6%. |
| Alpert & Associates Inc. Retirement Plan | - | 2 | $7,405,477 | $319,660 | $159,830iApproximate average salary by contribution assumption: employee only about $3,995,750 at 4% or $2,663,833 at 6%; with 50% employer match about $2,663,833 at 4% or $1,775,889 at 6%; with 100% employer match about $1,997,875 at 4% or $1,331,917 at 6%. |
| 2017 | 1 | 2 | $6,815,867 | $93,260 | $46,630iApproximate average salary by contribution assumption: employee only about $1,165,750 at 4% or $777,167 at 6%; with 50% employer match about $777,167 at 4% or $518,111 at 6%; with 100% employer match about $582,875 at 4% or $388,583 at 6%. |
| Alpert & Associates Inc. Retirement Plan | - | 2 | $6,815,867 | $93,260 | $46,630iApproximate average salary by contribution assumption: employee only about $1,165,750 at 4% or $777,167 at 6%; with 50% employer match about $777,167 at 4% or $518,111 at 6%; with 100% employer match about $582,875 at 4% or $388,583 at 6%. |
| 2016 | 1 | 2 | $6,453,641 | $0 | - |
| Alpert & Associates Inc. Retirement Plan | - | 2 | $6,453,641 | - | - |
| 2015 | 1 | 2 | $5,913,505 | $300,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| Alpert & Associates Inc. Retirement Plan | - | 2 | $5,913,505 | $300,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| 2014 | 1 | 2 | $5,330,946 | $350,000 | $175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%. |
| Alpert & Associates Inc. Retirement Plan | - | 2 | $5,330,946 | $350,000 | $175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%. |
| 2013 | 1 | 1 | $5,060,628 | $261,168 | $261,168iApproximate average salary by contribution assumption: employee only about $6,529,200 at 4% or $4,352,800 at 6%; with 50% employer match about $4,352,800 at 4% or $2,901,867 at 6%; with 100% employer match about $3,264,600 at 4% or $2,176,400 at 6%. |
| Alpert & Associates Inc. Retirement Plan | - | 1 | $5,060,628 | $261,168 | $261,168iApproximate average salary by contribution assumption: employee only about $6,529,200 at 4% or $4,352,800 at 6%; with 50% employer match about $4,352,800 at 4% or $2,901,867 at 6%; with 100% employer match about $3,264,600 at 4% or $2,176,400 at 6%. |
| 2012 | 2 | 3 | $4,241,834 | $1,159,787 | $386,596iApproximate average salary by contribution assumption: employee only about $9,664,892 at 4% or $6,443,261 at 6%; with 50% employer match about $6,443,261 at 4% or $4,295,507 at 6%; with 100% employer match about $4,832,446 at 4% or $3,221,631 at 6%. |
| Alpert & Associates Inc. Retirement Plan | - | 3 | $4,241,834 | $1,159,787 | $386,596iApproximate average salary by contribution assumption: employee only about $9,664,892 at 4% or $6,443,261 at 6%; with 50% employer match about $6,443,261 at 4% or $4,295,507 at 6%; with 100% employer match about $4,832,446 at 4% or $3,221,631 at 6%. |
| ALPERT & ASSOCIATES, INC. 401(K) PLAN | - | 0 | - | - | - |
| 2011 | 2 | 3 | $2,823,620 | $350,000 | $116,667iApproximate average salary by contribution assumption: employee only about $2,916,667 at 4% or $1,944,444 at 6%; with 50% employer match about $1,944,444 at 4% or $1,296,296 at 6%; with 100% employer match about $1,458,333 at 4% or $972,222 at 6%. |
| Alpert & Associates Inc. Retirement Plan | - | 3 | $2,772,512 | $350,000 | $116,667iApproximate average salary by contribution assumption: employee only about $2,916,667 at 4% or $1,944,444 at 6%; with 50% employer match about $1,944,444 at 4% or $1,296,296 at 6%; with 100% employer match about $1,458,333 at 4% or $972,222 at 6%. |
| ALPERT & ASSOCIATES, INC. 401(K) PLAN | - | 3 | $51,108 | - | - |
| 2010 | 2 | 3 | $2,623,635 | $255,417 | $85,139iApproximate average salary by contribution assumption: employee only about $2,128,475 at 4% or $1,418,983 at 6%; with 50% employer match about $1,418,983 at 4% or $945,989 at 6%; with 100% employer match about $1,064,238 at 4% or $709,492 at 6%. |
| Alpert & Associates Inc. Retirement Plan | - | 3 | $2,567,527 | $255,000 | $85,000iApproximate average salary by contribution assumption: employee only about $2,125,000 at 4% or $1,416,667 at 6%; with 50% employer match about $1,416,667 at 4% or $944,444 at 6%; with 100% employer match about $1,062,500 at 4% or $708,333 at 6%. |
| ALPERT & ASSOCIATES, INC. 401(K) PLAN | - | 3 | $56,108 | $417 | $139iApproximate average salary by contribution assumption: employee only about $3,475 at 4% or $2,317 at 6%; with 50% employer match about $2,317 at 4% or $1,544 at 6%; with 100% employer match about $1,738 at 4% or $1,158 at 6%. |
| 2009 | 2 | 3 | $2,383,830 | $305,000 | $101,667iApproximate average salary by contribution assumption: employee only about $2,541,667 at 4% or $1,694,444 at 6%; with 50% employer match about $1,694,444 at 4% or $1,129,630 at 6%; with 100% employer match about $1,270,833 at 4% or $847,222 at 6%. |
| Alpert & Associates Inc. Retirement Plan | - | 2 | $2,323,022 | $302,351 | $151,176iApproximate average salary by contribution assumption: employee only about $3,779,388 at 4% or $2,519,592 at 6%; with 50% employer match about $2,519,592 at 4% or $1,679,728 at 6%; with 100% employer match about $1,889,694 at 4% or $1,259,796 at 6%. |
| ALPERT & ASSOCIATES, INC. 401(K) PLAN | - | 3 | $60,808 | $2,649 | $883iApproximate average salary by contribution assumption: employee only about $22,075 at 4% or $14,717 at 6%; with 50% employer match about $14,717 at 4% or $9,811 at 6%; with 100% employer match about $11,038 at 4% or $7,358 at 6%. |
| 2008 | 2 | 2 | $1,952,039 | $178,669 | $89,335iApproximate average salary by contribution assumption: employee only about $2,233,363 at 4% or $1,488,908 at 6%; with 50% employer match about $1,488,908 at 4% or $992,606 at 6%; with 100% employer match about $1,116,681 at 4% or $744,454 at 6%. |
| Alpert & Associates Inc. Retirement Plan | - | 2 | $1,900,560 | $177,500 | $88,750iApproximate average salary by contribution assumption: employee only about $2,218,750 at 4% or $1,479,167 at 6%; with 50% employer match about $1,479,167 at 4% or $986,111 at 6%; with 100% employer match about $1,109,375 at 4% or $739,583 at 6%. |
| ALPERT & ASSOCIATES, INC. 401K PLAN | - | 2 | $51,479 | $1,169 | $585iApproximate average salary by contribution assumption: employee only about $14,613 at 4% or $9,742 at 6%; with 50% employer match about $9,742 at 4% or $6,494 at 6%; with 100% employer match about $7,306 at 4% or $4,871 at 6%. |
| 2007 | 2 | 3 | $0 | $0 | - |
| Alpert & Associates Inc. Retirement Plan | - | 1 | - | - | - |
| ALPERT & ASSOCIATES, INC. 401K PLAN | - | 3 | - | - | - |
| 2006 | 2 | 2 | $1,614,328 | $174,491 | $87,246iApproximate average salary by contribution assumption: employee only about $2,181,138 at 4% or $1,454,092 at 6%; with 50% employer match about $1,454,092 at 4% or $969,394 at 6%; with 100% employer match about $1,090,569 at 4% or $727,046 at 6%. |
| Alpert & Associates Inc. Retirement Plan | - | 2 | $1,589,837 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| ALPERT & ASSOCIATES, INC. 401K PLAN | - | 2 | $24,491 | $24,491 | $12,246iApproximate average salary by contribution assumption: employee only about $306,138 at 4% or $204,092 at 6%; with 50% employer match about $204,092 at 4% or $136,061 at 6%; with 100% employer match about $153,069 at 4% or $102,046 at 6%. |
| 2005 | 1 | 2 | $1,197,163 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| Alpert & Associates Inc. Retirement Plan | - | 2 | $1,197,163 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| 2004 | 1 | 2 | $954,301 | $683,340 | $341,670iApproximate average salary by contribution assumption: employee only about $8,541,750 at 4% or $5,694,500 at 6%; with 50% employer match about $5,694,500 at 4% or $3,796,333 at 6%; with 100% employer match about $4,270,875 at 4% or $2,847,250 at 6%. |
| Alpert & Associates Inc. Retirement Plan | - | 2 | $954,301 | $683,340 | $341,670iApproximate average salary by contribution assumption: employee only about $8,541,750 at 4% or $5,694,500 at 6%; with 50% employer match about $5,694,500 at 4% or $3,796,333 at 6%; with 100% employer match about $4,270,875 at 4% or $2,847,250 at 6%. |
| 2003 | 1 | 2 | $69,972 | $69,972 | $34,986iApproximate average salary by contribution assumption: employee only about $874,650 at 4% or $583,100 at 6%; with 50% employer match about $583,100 at 4% or $388,733 at 6%; with 100% employer match about $437,325 at 4% or $291,550 at 6%. |
| Alpert & Associates Inc. Retirement Plan | - | 2 | $69,972 | $69,972 | $34,986iApproximate average salary by contribution assumption: employee only about $874,650 at 4% or $583,100 at 6%; with 50% employer match about $583,100 at 4% or $388,733 at 6%; with 100% employer match about $437,325 at 4% or $291,550 at 6%. |
| 2000 | 2 | 1 | $66,167 | $13,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| Alpert & Associates Inc. Profit Sharing Plan | - | 1 | $66,167 | $13,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| Alpert & Associates Inc. Money Purchase Pension Plan | - | 1 | - | - | - |
| 1999 | 2 | 1 | $259,976 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Alpert & Associates Inc. Money Purchase Pension Plan | - | 1 | $142,284 | $14,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| Alpert & Associates Inc. Profit Sharing Plan | - | 1 | $117,692 | $16,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |