ALPERT & ALPERT IRON & METAL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALPERT & ALPERT IRON & METAL, INC. LONG BEACH UNION 401K PLAN
401k plan membership statisitcs for ALPERT & ALPERT IRON & METAL, INC. LONG BEACH UNION 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : ALPERT & ALPERT IRON & METAL, INC. LONG BEACH UNION 401K PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-15 | 15724 |
| Net assets as of the end of the plan year | 2025-09-15 | 708502 |
| Total assets as of the beginning of the plan year | 2025-09-15 | 647635 |
| Value of plan covered by a fidelity bond | 2025-09-15 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-15 | 17761 |
| Value of participant loans at end of plan year | 2025-09-15 | 48936 |
| Other expenses paid from plan in this plan year | 2025-09-15 | 3255 |
| Other contributions to plan in this plan year | 2025-09-15 | 0 |
| Other income to plan in this plan year | 2025-09-15 | 7977 |
| Plan net income in this plan year | 2025-09-15 | 60867 |
| Net assets as of the end of the plan year | 2025-09-15 | 708502 |
| Net assets as of the beginning of the plan year | 2025-09-15 | 647635 |
| Employer contributions to plan in this plan year | 2025-09-15 | 50853 |
| Fees paid to broker by Benefit Provider | 2025-09-15 | 1361 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-15 | 0 |
| 2024 : ALPERT & ALPERT IRON & METAL, INC. LONG BEACH UNION 401K PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-12 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-12 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-12 | 239913 |
| Net assets as of the end of the plan year | 2024-07-12 | 647635 |
| Total assets as of the beginning of the plan year | 2024-07-12 | 774183 |
| Value of plan covered by a fidelity bond | 2024-07-12 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-12 | 19432 |
| Value of participant loans at end of plan year | 2024-07-12 | 55615 |
| Other expenses paid from plan in this plan year | 2024-07-12 | 906 |
| Other contributions to plan in this plan year | 2024-07-12 | 0 |
| Other income to plan in this plan year | 2024-07-12 | 46561 |
| Plan net income in this plan year | 2024-07-12 | -126548 |
| Net assets as of the end of the plan year | 2024-07-12 | 647635 |
| Net assets as of the beginning of the plan year | 2024-07-12 | 774183 |
| Employer contributions to plan in this plan year | 2024-07-12 | 47372 |
| Fees paid to broker by Benefit Provider | 2024-07-12 | 2852 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-12 | 0 |
| 2022 : ALPERT & ALPERT IRON & METAL, INC. LONG BEACH UNION 401K PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-11 | 24239 |
| Net assets as of the end of the plan year | 2022-10-11 | 736678 |
| Total assets as of the beginning of the plan year | 2022-10-11 | 686471 |
| Value of plan covered by a fidelity bond | 2022-10-11 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-11 | 17367 |
| Value of participant loans at end of plan year | 2022-10-11 | 43420 |
| Other contributions to plan in this plan year | 2022-10-11 | 0 |
| Other income to plan in this plan year | 2022-10-11 | 18399 |
| Plan net income in this plan year | 2022-10-11 | 50207 |
| Net assets as of the end of the plan year | 2022-10-11 | 736678 |
| Net assets as of the beginning of the plan year | 2022-10-11 | 686471 |
| Employer contributions to plan in this plan year | 2022-10-11 | 38680 |
| Fees paid to broker by Benefit Provider | 2022-10-11 | 6819 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-11 | 1697 |