Civic Intelligence

Alpert & King

Plan context: Alpert & King Profit Sharing Plan

EIN 95-4065019 • Newbury Park, CA • 23 filings • 1 plans

1323 Newbury Road, Suite 100Newbury Park, CA 91320
Current Snapshot

Latest Year

2021

2021 Participants

29

2021 Assets

$5,005,296

2021 Contributions

$147,410

Historical Graphs

Total Assets Over Time

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

$5,005,296$2,502,648$0199920112020YearValue
$5,005,296Latest year 2020

Participants Over Time

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

29150199920102020YearValue
29Latest year 2020

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
202110$0$0-
Alpert & King Profit Sharing Plan-0$0--
2020129$5,005,296$147,410$5,083iApproximate average salary by contribution assumption: employee only about $127,078 at 4% or $84,718 at 6%; with 50% employer match about $84,718 at 4% or $56,479 at 6%; with 100% employer match about $63,539 at 4% or $42,359 at 6%.
Alpert & King Profit Sharing Plan-29$5,005,296$147,410$5,083iApproximate average salary by contribution assumption: employee only about $127,078 at 4% or $84,718 at 6%; with 50% employer match about $84,718 at 4% or $56,479 at 6%; with 100% employer match about $63,539 at 4% or $42,359 at 6%.
2019128$4,414,177$149,409$5,336iApproximate average salary by contribution assumption: employee only about $133,401 at 4% or $88,934 at 6%; with 50% employer match about $88,934 at 4% or $59,289 at 6%; with 100% employer match about $66,700 at 4% or $44,467 at 6%.
Alpert & King Profit Sharing Plan-28$4,414,177$149,409$5,336iApproximate average salary by contribution assumption: employee only about $133,401 at 4% or $88,934 at 6%; with 50% employer match about $88,934 at 4% or $59,289 at 6%; with 100% employer match about $66,700 at 4% or $44,467 at 6%.
2018127$3,775,352$147,511$5,463iApproximate average salary by contribution assumption: employee only about $136,584 at 4% or $91,056 at 6%; with 50% employer match about $91,056 at 4% or $60,704 at 6%; with 100% employer match about $68,292 at 4% or $45,528 at 6%.
Alpert & King Profit Sharing Plan-27$3,775,352$147,511$5,463iApproximate average salary by contribution assumption: employee only about $136,584 at 4% or $91,056 at 6%; with 50% employer match about $91,056 at 4% or $60,704 at 6%; with 100% employer match about $68,292 at 4% or $45,528 at 6%.
2017127$3,792,700$147,918$5,478iApproximate average salary by contribution assumption: employee only about $136,961 at 4% or $91,307 at 6%; with 50% employer match about $91,307 at 4% or $60,872 at 6%; with 100% employer match about $68,481 at 4% or $45,654 at 6%.
Alpert & King Profit Sharing Plan-27$3,792,700$147,918$5,478iApproximate average salary by contribution assumption: employee only about $136,961 at 4% or $91,307 at 6%; with 50% employer match about $91,307 at 4% or $60,872 at 6%; with 100% employer match about $68,481 at 4% or $45,654 at 6%.
2016125$3,335,166$146,571$5,863iApproximate average salary by contribution assumption: employee only about $146,571 at 4% or $97,714 at 6%; with 50% employer match about $97,714 at 4% or $65,143 at 6%; with 100% employer match about $73,286 at 4% or $48,857 at 6%.
Alpert & King Profit Sharing Plan-25$3,335,166$146,571$5,863iApproximate average salary by contribution assumption: employee only about $146,571 at 4% or $97,714 at 6%; with 50% employer match about $97,714 at 4% or $65,143 at 6%; with 100% employer match about $73,286 at 4% or $48,857 at 6%.
2015124$3,013,889$142,071$5,920iApproximate average salary by contribution assumption: employee only about $147,991 at 4% or $98,660 at 6%; with 50% employer match about $98,660 at 4% or $65,774 at 6%; with 100% employer match about $73,995 at 4% or $49,330 at 6%.
Alpert & King Profit Sharing Plan-24$3,013,889$142,071$5,920iApproximate average salary by contribution assumption: employee only about $147,991 at 4% or $98,660 at 6%; with 50% employer match about $98,660 at 4% or $65,774 at 6%; with 100% employer match about $73,995 at 4% or $49,330 at 6%.
2014119$2,893,175$135,506$7,132iApproximate average salary by contribution assumption: employee only about $178,297 at 4% or $118,865 at 6%; with 50% employer match about $118,865 at 4% or $79,243 at 6%; with 100% employer match about $89,149 at 4% or $59,432 at 6%.
Alpert & King Profit Sharing Plan-19$2,893,175$135,506$7,132iApproximate average salary by contribution assumption: employee only about $178,297 at 4% or $118,865 at 6%; with 50% employer match about $118,865 at 4% or $79,243 at 6%; with 100% employer match about $89,149 at 4% or $59,432 at 6%.
2013122$2,689,821$136,931$6,224iApproximate average salary by contribution assumption: employee only about $155,603 at 4% or $103,736 at 6%; with 50% employer match about $103,736 at 4% or $69,157 at 6%; with 100% employer match about $77,802 at 4% or $51,868 at 6%.
Alpert & King Profit Sharing Plan-22$2,689,821$136,931$6,224iApproximate average salary by contribution assumption: employee only about $155,603 at 4% or $103,736 at 6%; with 50% employer match about $103,736 at 4% or $69,157 at 6%; with 100% employer match about $77,802 at 4% or $51,868 at 6%.
2012122$2,294,299$134,517$6,114iApproximate average salary by contribution assumption: employee only about $152,860 at 4% or $101,907 at 6%; with 50% employer match about $101,907 at 4% or $67,938 at 6%; with 100% employer match about $76,430 at 4% or $50,953 at 6%.
Alpert & King Profit Sharing Plan-22$2,294,299$134,517$6,114iApproximate average salary by contribution assumption: employee only about $152,860 at 4% or $101,907 at 6%; with 50% employer match about $101,907 at 4% or $67,938 at 6%; with 100% employer match about $76,430 at 4% or $50,953 at 6%.
2011124$1,991,900$130,495$5,437iApproximate average salary by contribution assumption: employee only about $135,932 at 4% or $90,622 at 6%; with 50% employer match about $90,622 at 4% or $60,414 at 6%; with 100% employer match about $67,966 at 4% or $45,311 at 6%.
Alpert & King Profit Sharing Plan-24$1,991,900$130,495$5,437iApproximate average salary by contribution assumption: employee only about $135,932 at 4% or $90,622 at 6%; with 50% employer match about $90,622 at 4% or $60,414 at 6%; with 100% employer match about $67,966 at 4% or $45,311 at 6%.
2010125$2,022,366$134,273$5,371iApproximate average salary by contribution assumption: employee only about $134,273 at 4% or $89,515 at 6%; with 50% employer match about $89,515 at 4% or $59,677 at 6%; with 100% employer match about $67,137 at 4% or $44,758 at 6%.
Alpert & King Profit Sharing Plan-25$2,022,366$134,273$5,371iApproximate average salary by contribution assumption: employee only about $134,273 at 4% or $89,515 at 6%; with 50% employer match about $89,515 at 4% or $59,677 at 6%; with 100% employer match about $67,137 at 4% or $44,758 at 6%.
2009124$1,700,093$133,318$5,555iApproximate average salary by contribution assumption: employee only about $138,873 at 4% or $92,582 at 6%; with 50% employer match about $92,582 at 4% or $61,721 at 6%; with 100% employer match about $69,436 at 4% or $46,291 at 6%.
Alpert & King Profit Sharing Plan-24$1,700,093$133,318$5,555iApproximate average salary by contribution assumption: employee only about $138,873 at 4% or $92,582 at 6%; with 50% employer match about $92,582 at 4% or $61,721 at 6%; with 100% employer match about $69,436 at 4% or $46,291 at 6%.
2008120$1,302,514$110,522$5,526iApproximate average salary by contribution assumption: employee only about $138,153 at 4% or $92,102 at 6%; with 50% employer match about $92,102 at 4% or $61,401 at 6%; with 100% employer match about $69,076 at 4% or $46,051 at 6%.
Alpert & King Profit Sharing Plan-20$1,302,514$110,522$5,526iApproximate average salary by contribution assumption: employee only about $138,153 at 4% or $92,102 at 6%; with 50% employer match about $92,102 at 4% or $61,401 at 6%; with 100% employer match about $69,076 at 4% or $46,051 at 6%.
2007116$0$0-
Alpert & King Profit Sharing Plan-16---
2006116$1,283,398$118,690$7,418iApproximate average salary by contribution assumption: employee only about $185,453 at 4% or $123,635 at 6%; with 50% employer match about $123,635 at 4% or $82,424 at 6%; with 100% employer match about $92,727 at 4% or $61,818 at 6%.
Alpert & King Profit Sharing Plan-16$1,283,398$118,690$7,418iApproximate average salary by contribution assumption: employee only about $185,453 at 4% or $123,635 at 6%; with 50% employer match about $123,635 at 4% or $82,424 at 6%; with 100% employer match about $92,727 at 4% or $61,818 at 6%.
2005114$1,067,154$104,531$7,467iApproximate average salary by contribution assumption: employee only about $186,663 at 4% or $124,442 at 6%; with 50% employer match about $124,442 at 4% or $82,961 at 6%; with 100% employer match about $93,331 at 4% or $62,221 at 6%.
Alpert & King Profit Sharing Plan-14$1,067,154$104,531$7,467iApproximate average salary by contribution assumption: employee only about $186,663 at 4% or $124,442 at 6%; with 50% employer match about $124,442 at 4% or $82,961 at 6%; with 100% employer match about $93,331 at 4% or $62,221 at 6%.
2004110$944,159$96,427$9,643iApproximate average salary by contribution assumption: employee only about $241,068 at 4% or $160,712 at 6%; with 50% employer match about $160,712 at 4% or $107,141 at 6%; with 100% employer match about $120,534 at 4% or $80,356 at 6%.
Alpert & King Profit Sharing Plan-10$944,159$96,427$9,643iApproximate average salary by contribution assumption: employee only about $241,068 at 4% or $160,712 at 6%; with 50% employer match about $160,712 at 4% or $107,141 at 6%; with 100% employer match about $120,534 at 4% or $80,356 at 6%.
2003115$781,862$107,111$7,141iApproximate average salary by contribution assumption: employee only about $178,518 at 4% or $119,012 at 6%; with 50% employer match about $119,012 at 4% or $79,341 at 6%; with 100% employer match about $89,259 at 4% or $59,506 at 6%.
Alpert & King Profit Sharing Plan-15$781,862$107,111$7,141iApproximate average salary by contribution assumption: employee only about $178,518 at 4% or $119,012 at 6%; with 50% employer match about $119,012 at 4% or $79,341 at 6%; with 100% employer match about $89,259 at 4% or $59,506 at 6%.
2002116$605,568$64,390$4,024iApproximate average salary by contribution assumption: employee only about $100,609 at 4% or $67,073 at 6%; with 50% employer match about $67,073 at 4% or $44,715 at 6%; with 100% employer match about $50,305 at 4% or $33,536 at 6%.
Alpert & King Profit Sharing Plan-16$605,568$64,390$4,024iApproximate average salary by contribution assumption: employee only about $100,609 at 4% or $67,073 at 6%; with 50% employer match about $67,073 at 4% or $44,715 at 6%; with 100% employer match about $50,305 at 4% or $33,536 at 6%.
200119$0$0-
Alpert & King Profit Sharing Plan-9---
200019$0$0-
Alpert & King Profit Sharing Plan-9---
1999110$457,512$81,067$8,107iApproximate average salary by contribution assumption: employee only about $202,668 at 4% or $135,112 at 6%; with 50% employer match about $135,112 at 4% or $90,074 at 6%; with 100% employer match about $101,334 at 4% or $67,556 at 6%.
Alpert & King Profit Sharing Plan-10$457,512$81,067$8,107iApproximate average salary by contribution assumption: employee only about $202,668 at 4% or $135,112 at 6%; with 50% employer match about $135,112 at 4% or $90,074 at 6%; with 100% employer match about $101,334 at 4% or $67,556 at 6%.