Plan Name | ALTERNATE PERSPECTIVES, INC. 401(K) PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ALTERNATE PERSPECTIVES, INC. |
Employer identification number (EIN): | 201498294 |
NAIC Classification: | 541600 |
Additional information about ALTERNATE PERSPECTIVES, INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2004-08-13 |
Company Identification Number: | 0622183 |
Legal Registered Office Address: |
209 BROWNS MEADOW COURT NE LEESBURG United States of America (USA) 20176 |
More information about ALTERNATE PERSPECTIVES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | JENNIFER WILD | 2023-08-03 | ||
001 | 2021-01-01 | JENNIFER WILD | 2022-09-21 | ||
001 | 2020-01-01 | JENNIFER WILD | 2021-09-19 | ||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | JENNIFER L. WILD | 2017-02-22 | ||
001 | 2015-01-01 | JENNIFER L. WILD | 2016-02-26 | ||
001 | 2014-01-01 | JENNIFER L. WILD | 2015-03-10 | ||
001 | 2013-01-01 | JENNIFER L. WILD | 2014-02-18 | ||
001 | 2012-01-01 | JENNIFER L. WILD | 2013-01-31 | ||
001 | 2011-01-01 | JENNIFER L. WILD | 2012-02-01 | ||
001 | 2010-01-01 | JENNIFER L. WILD | 2011-05-27 |
Measure | Date | Value |
---|---|---|
2022: ALTERNATE PERSPECTIVES, INC. 401(K) PLAN & TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 195 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 64 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 86 |
Total of all active and inactive participants | 2022-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 158 |
Number of participants with account balances | 2022-01-01 | 111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ALTERNATE PERSPECTIVES, INC. 401(K) PLAN & TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 172 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 147 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 41 |
Total of all active and inactive participants | 2021-01-01 | 191 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 191 |
Number of participants with account balances | 2021-01-01 | 114 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ALTERNATE PERSPECTIVES, INC. 401(K) PLAN & TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 167 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 165 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 10 |
Total of all active and inactive participants | 2020-01-01 | 175 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 175 |
Number of participants with account balances | 2020-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : ALTERNATE PERSPECTIVES, INC. 401(K) PLAN & TRUST 2022 401k financial data | ||
Total income from all sources (including contributions) | 2022-12-31 | $-66,796 |
Total of all expenses incurred | 2022-12-31 | $486,227 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $481,577 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $438,436 |
Value of total assets at end of year | 2022-12-31 | $2,222,953 |
Value of total assets at beginning of year | 2022-12-31 | $2,775,976 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,650 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $92,812 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $92,812 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $325,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $255,585 |
Administrative expenses (other) incurred | 2022-12-31 | $4,650 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-553,023 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,222,953 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,775,976 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,222,953 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,775,976 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-598,044 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $182,851 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $481,577 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | APRIO, LLP |
Accountancy firm EIN | 2022-12-31 | 571157523 |
2021 : ALTERNATE PERSPECTIVES, INC. 401(K) PLAN & TRUST 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $926,203 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $110,158 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $108,108 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $672,385 |
Value of total assets at end of year | 2021-12-31 | $2,775,976 |
Value of total assets at beginning of year | 2021-12-31 | $1,959,931 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,050 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $155,714 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $155,714 |
Administrative expenses professional fees incurred | 2021-12-31 | $2,050 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $325,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $356,978 |
Participant contributions at beginning of year | 2021-12-31 | $70 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $115,487 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $816,045 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,775,976 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,959,931 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,775,976 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,959,791 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $98,104 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $199,920 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $70 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $108,108 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | ARONSON LLC |
Accountancy firm EIN | 2021-12-31 | 371611326 |
2020 : ALTERNATE PERSPECTIVES, INC. 401(K) PLAN & TRUST 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $771,973 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $84,153 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $81,608 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $489,278 |
Value of total assets at end of year | 2020-12-31 | $1,959,931 |
Value of total assets at beginning of year | 2020-12-31 | $1,272,111 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,545 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $47,396 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $47,396 |
Administrative expenses professional fees incurred | 2020-12-31 | $2,545 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $125,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $303,912 |
Participant contributions at end of year | 2020-12-31 | $70 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $7,605 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $687,820 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,959,931 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,272,111 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,959,791 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,272,111 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $235,299 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $177,761 |
Employer contributions (assets) at end of year | 2020-12-31 | $70 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $81,608 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | ARONSON LLC |
Accountancy firm EIN | 2020-12-31 | 371611326 |
2022: ALTERNATE PERSPECTIVES, INC. 401(K) PLAN & TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ALTERNATE PERSPECTIVES, INC. 401(K) PLAN & TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ALTERNATE PERSPECTIVES, INC. 401(K) PLAN & TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |