JAMES ALEXANDER & ASSOCIATES L has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2022: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 12 |
Total of all active and inactive participants | 2022-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 17 |
Number of participants with account balances | 2022-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 21 |
Total of all active and inactive participants | 2021-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 28 |
Number of participants with account balances | 2021-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 12 |
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 | 24 |
Total of all active and inactive participants | 2020-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 36 |
Number of participants with account balances | 2020-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 19 |
Total of all active and inactive participants | 2019-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 31 |
Number of participants with account balances | 2019-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 14 |
Total of all active and inactive participants | 2018-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 30 |
Number of participants with account balances | 2018-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 11 |
Total of all active and inactive participants | 2017-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 33 |
Number of participants with account balances | 2017-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 11 |
Total of all active and inactive participants | 2016-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 34 |
Number of participants with account balances | 2016-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
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2022 : JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-105,832 |
Expenses. Total of all expenses incurred | 2022-12-31 | $83,953 |
Benefits paid (including direct rollovers) | 2022-12-31 | $75,228 |
Total plan assets at end of year | 2022-12-31 | $1,743,549 |
Total plan assets at beginning of year | 2022-12-31 | $1,933,334 |
Value of fidelity bond covering the plan | 2022-12-31 | $300,000 |
Total contributions received or receivable from participants | 2022-12-31 | $18,815 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-137,714 |
Net income (gross income less expenses) | 2022-12-31 | $-189,785 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,743,549 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,933,334 |
Assets. Value of participant loans | 2022-12-31 | $23,678 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $13,067 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $8,725 |
2021 : JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $120,850 |
Expenses. Total of all expenses incurred | 2021-12-31 | $420,770 |
Benefits paid (including direct rollovers) | 2021-12-31 | $410,686 |
Total plan assets at end of year | 2021-12-31 | $1,933,334 |
Total plan assets at beginning of year | 2021-12-31 | $2,233,254 |
Value of fidelity bond covering the plan | 2021-12-31 | $300,000 |
Total contributions received or receivable from participants | 2021-12-31 | $15,154 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $86,889 |
Net income (gross income less expenses) | 2021-12-31 | $-299,920 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,933,334 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,233,254 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $18,807 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $10,084 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
2020 : JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $115,221 |
Expenses. Total of all expenses incurred | 2020-12-31 | $240,909 |
Benefits paid (including direct rollovers) | 2020-12-31 | $231,211 |
Total plan assets at end of year | 2020-12-31 | $2,233,254 |
Total plan assets at beginning of year | 2020-12-31 | $2,358,942 |
Value of fidelity bond covering the plan | 2020-12-31 | $300,000 |
Total contributions received or receivable from participants | 2020-12-31 | $41,870 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $22,641 |
Net income (gross income less expenses) | 2020-12-31 | $-125,688 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,233,254 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,358,942 |
Assets. Value of participant loans | 2020-12-31 | $1,982 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $50,710 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $9,698 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
2019 : JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $156,852 |
Expenses. Total of all expenses incurred | 2019-12-31 | $9,660 |
Benefits paid (including direct rollovers) | 2019-12-31 | $540 |
Total plan assets at end of year | 2019-12-31 | $2,358,942 |
Total plan assets at beginning of year | 2019-12-31 | $2,211,750 |
Value of fidelity bond covering the plan | 2019-12-31 | $300,000 |
Total contributions received or receivable from participants | 2019-12-31 | $71,437 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $36,441 |
Net income (gross income less expenses) | 2019-12-31 | $147,192 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,358,942 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,211,750 |
Assets. Value of participant loans | 2019-12-31 | $29,004 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $48,974 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $9,120 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
2018 : JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $145,515 |
Expenses. Total of all expenses incurred | 2018-12-31 | $8,597 |
Benefits paid (including direct rollovers) | 2018-12-31 | $159 |
Total plan assets at end of year | 2018-12-31 | $2,211,750 |
Total plan assets at beginning of year | 2018-12-31 | $2,074,832 |
Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
Total contributions received or receivable from participants | 2018-12-31 | $75,054 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $16,794 |
Net income (gross income less expenses) | 2018-12-31 | $136,918 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,211,750 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,074,832 |
Assets. Value of participant loans | 2018-12-31 | $49,842 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $53,667 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $8,438 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
2017 : JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $180,979 |
Expenses. Total of all expenses incurred | 2017-12-31 | $476,466 |
Benefits paid (including direct rollovers) | 2017-12-31 | $464,805 |
Total plan assets at end of year | 2017-12-31 | $2,074,832 |
Total plan assets at beginning of year | 2017-12-31 | $2,370,319 |
Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
Total contributions received or receivable from participants | 2017-12-31 | $87,115 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $41,886 |
Other income received | 2017-12-31 | $249 |
Net income (gross income less expenses) | 2017-12-31 | $-295,487 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,074,832 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,370,319 |
Assets. Value of participant loans | 2017-12-31 | $67,304 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $51,729 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $11,661 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
2016 : JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $-18,154 |
Expenses. Total of all expenses incurred | 2016-12-31 | $16,487 |
Benefits paid (including direct rollovers) | 2016-12-31 | $2,467 |
Total plan assets at end of year | 2016-12-31 | $2,370,319 |
Total plan assets at beginning of year | 2016-12-31 | $2,404,960 |
Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
Total contributions received or receivable from participants | 2016-12-31 | $86,004 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $7,803 |
Other income received | 2016-12-31 | $-171,379 |
Net income (gross income less expenses) | 2016-12-31 | $-34,641 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,370,319 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,404,960 |
Assets. Value of participant loans | 2016-12-31 | $83,503 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $59,418 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $14,020 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
2022: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
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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: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
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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 |
2019: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |