401(k)
2024 plan-year 401(k) DOL Form 5500

Alternate Perspectives, Inc. 401(k) Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Alternate Perspectives, Inc. Β· Virginia Β· Professional & Technical Services

What the 2023 filing shows

Alternate Perspectives, Inc. 401(k) Plan & Trust holds $2M for 43 participants - about $50,109 per participant, down 8.1% over the 2024 plan year.

$2M
total plan assets (2024 EOY)
43
covered participants
$50,109
avg assets per participant
-8.1%
assets change YoY

The plan reported a net loss of $189K for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$2M
Participants
43
State
Industry
Professional & Technical Services

What the Filing Says About Alternate Perspectives, Inc. 401(k) Plan & Trust

Alternate Perspectives, Inc. 401(k) Plan & Trust is a 401(k) retirement plan sponsored by Alternate Perspectives, Inc., headquartered in Virginia. As of the 2024 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 43 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 201498294, and the plan has been effective since 2007-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2024 to $2M at year-end β€” a decline of 8.1%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-189,250 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-189,250
Plan Type401(k)
Employer EIN201498294
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alternate Perspectives, Inc.)

Year Plans Participants Total Assets
2022 1 150 $2M
2023 1 73 $2M
2024 1 43 $2M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Alternate Perspectives, Inc. 401(k) Plan & Trust?
As of the 2024 Form 5500 filing, Alternate Perspectives, Inc. 401(k) Plan & Trust holds $2M in total assets with 43 participants. It is sponsored by Alternate Perspectives, Inc..
What type of plan is Alternate Perspectives, Inc. 401(k) Plan & Trust?
Alternate Perspectives, Inc. 401(k) Plan & Trust is a 401(k) plan. It has been effective since 2007-01-01. The plan is filed with the U.S. Department of Labor under EIN 201498294.
Who sponsors the Alternate Perspectives, Inc. 401(k) Plan & Trust?
Alternate Perspectives, Inc. 401(k) Plan & Trust is sponsored by Alternate Perspectives, Inc., located in Virginia. The sponsor's EIN is 201498294 and the plan operates in the Professional & Technical Services industry.
How did Alternate Perspectives, Inc. 401(k) Plan & Trust perform in 2024?
Alternate Perspectives, Inc. 401(k) Plan & Trust declined by 8.1% during 2024, moving from $2M to $2M in total assets. Net income was $-189,250.
Where can I find official filings for Alternate Perspectives, Inc. 401(k) Plan & Trust?
Official Form 5500 filings for Alternate Perspectives, Inc. 401(k) Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 201498294 or plan name at efast.dol.gov.
How does Alternate Perspectives, Inc. 401(k) Plan & Trust compare to other plans?
You can compare Alternate Perspectives, Inc. 401(k) Plan & Trust against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) β€” original filing retrieval by EIN 201498294.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.