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ALEXANDER FINANCIAL SERVICES PROFIT SHARING PLAN 401k Plan overview

Plan NameALEXANDER FINANCIAL SERVICES PROFIT SHARING PLAN
Plan identification number 002

ALEXANDER FINANCIAL SERVICES PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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.

401k Sponsoring company profile

JEFFREY L ALEXANDER has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY L ALEXANDER
Employer identification number (EIN):371152297
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER FINANCIAL SERVICES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JEFFREY ALEXANDER2024-04-11 JEFFREY ALEXANDER2024-04-11
0022022-01-01JEFFREY ALEXANDER2023-01-30 JEFFREY ALEXANDER2023-01-30
0022021-01-01JEFFREY ALEXANDER2022-08-29 JEFFREY ALEXANDER2022-08-29
0022020-01-01JEFFREY L ALEXANDER2021-10-04 JEFFREY L ALEXANDER2021-10-04

Financial Data on ALEXANDER FINANCIAL SERVICES PROFIT SHARING PLAN

Measure Date Value
2025 : ALEXANDER FINANCIAL SERVICES PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-18157799
Net assets as of the end of the plan year2025-03-184140503
Total assets as of the beginning of the plan year2025-03-183462048
Value of plan covered by a fidelity bond2025-03-18350000
Participant contributions to plan in this plan year2025-03-180
Other expenses paid from plan in this plan year2025-03-180
Other income to plan in this plan year2025-03-18754893
Plan net income in this plan year2025-03-18678455
Net assets as of the end of the plan year2025-03-184140503
Net assets as of the beginning of the plan year2025-03-183462048
Employer contributions to plan in this plan year2025-03-1881361
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-1832793
2024 : ALEXANDER FINANCIAL SERVICES PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-1129720
Net assets as of the end of the plan year2024-04-113462048
Total assets as of the beginning of the plan year2024-04-113022472
Value of plan covered by a fidelity bond2024-04-11300000
Participant contributions to plan in this plan year2024-04-110
Other expenses paid from plan in this plan year2024-04-110
Other income to plan in this plan year2024-04-11397009
Plan net income in this plan year2024-04-11439576
Net assets as of the end of the plan year2024-04-113462048
Net assets as of the beginning of the plan year2024-04-113022472
Employer contributions to plan in this plan year2024-04-1172287
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-1129720
2023 : ALEXANDER FINANCIAL SERVICES PROFIT SHARING PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-01-3030653
Net assets as of the end of the plan year2023-01-303022472
Total assets as of the beginning of the plan year2023-01-303507688
Value of plan covered by a fidelity bond2023-01-30303000
Other income to plan in this plan year2023-01-30-526223
Plan net income in this plan year2023-01-30-485216
Net assets as of the end of the plan year2023-01-303022472
Net assets as of the beginning of the plan year2023-01-303507688
Employer contributions to plan in this plan year2023-01-3071660
Expensese paid to adminstrative service provicers from plan in this plan year2023-01-3030653
2022 : ALEXANDER FINANCIAL SERVICES PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-2929360
Net assets as of the end of the plan year2022-08-293507688
Total assets as of the beginning of the plan year2022-08-292946270
Value of plan covered by a fidelity bond2022-08-29351000
Other income to plan in this plan year2022-08-29522727
Plan net income in this plan year2022-08-29561418
Net assets as of the end of the plan year2022-08-293507688
Net assets as of the beginning of the plan year2022-08-292946270
Employer contributions to plan in this plan year2022-08-2968051
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-2929360

Potentially related plans

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