401k Plan data: ALPERT & ALPERT IRON & METAL, INC. 401(K) PLAN plan

ALPERT & ALPERT IRON & METAL, INC. 401(K) PLAN 401k Plan overview

Plan Name	ALPERT & ALPERT IRON & METAL, INC. 401(K) PLAN
Plan identification number	002

ALPERT & ALPERT IRON & METAL, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALPERT & ALPERT IRON & METAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: ALPERT & ALPERT IRON & METAL, INC.

Employer identification number (EIN): 951860560

NAIC Classification: 331400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALPERT & ALPERT IRON & METAL, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 HOWARD FARBER 2016-10-11
002 2014-01-01 HOWARD FARBER 2015-10-14
002 2013-01-01 HOWARD FARBER 2014-07-29
002 2012-01-01 HOWARD FARBER 2013-09-30
002 2011-01-01 HOWARD FARBER
002 2010-01-01 HOWARD FARBER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2015-01-01	HOWARD FARBER	2016-10-11
002	2014-01-01	HOWARD FARBER	2015-10-14
002	2013-01-01	HOWARD FARBER	2014-07-29
002	2012-01-01	HOWARD FARBER	2013-09-30
002	2011-01-01	HOWARD FARBER
002	2010-01-01	HOWARD FARBER

Financial Data on ALPERT & ALPERT IRON & METAL, INC. 401(K) PLAN

Measure	Date	Value
2011 : ALPERT & ALPERT IRON & METAL, INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$-379,820
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$25,385
Total income from all sources	2011-12-31	$314,672
Expenses. Total of all expenses incurred	2011-12-31	$288,391
Benefits paid (including direct rollovers)	2011-12-31	$288,066
Total plan assets at end of year	2011-12-31	$1,819,379
Total plan assets at beginning of year	2011-12-31	$2,198,303
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$305,413
Contributions received from other sources (not participants or employers)	2011-12-31	$56,970
Other income received	2011-12-31	$-47,711
Net income (gross income less expenses)	2011-12-31	$26,281
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,819,379
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,172,918
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$325
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : ALPERT & ALPERT IRON & METAL, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$594,871
Expenses. Total of all expenses incurred	2010-12-31	$181,841
Benefits paid (including direct rollovers)	2010-12-31	$181,261
Total plan assets at end of year	2010-12-31	$2,198,303
Total plan assets at beginning of year	2010-12-31	$1,785,273
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$397,936
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$196,935
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$413,030
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,198,303
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,785,273
Assets. Value of participant loans	2010-12-31	$5,726
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$580
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for ALPERT & ALPERT IRON & METAL, INC. 401(K) PLAN

2011: ALPERT & ALPERT IRON & METAL, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ALPERT & ALPERT IRON & METAL, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ALPERT & ALPERT IRON & METAL, INC.
Employer identification number (EIN):	951860560
NAIC Classification:	331400