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THE ALEXANDER FINANCIAL GROUP 401K PLAN 401k Plan overview

Plan NameTHE ALEXANDER FINANCIAL GROUP 401K PLAN
Plan identification number 001

THE ALEXANDER FINANCIAL GROUP 401K 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.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

THE B T ALEXANDER FINANCIAL GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:THE B T ALEXANDER FINANCIAL GROUP LLC
Employer identification number (EIN):451475109
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ALEXANDER FINANCIAL GROUP 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01B TODD ALEXANDER2016-09-28
0012014-01-01B TODD ALEXANDER2015-10-13
0012013-01-01B TODD ALEXANDER2014-10-14
0012012-01-01B TODD ALEXANDER2013-09-26
0012011-01-01B TODD ALEXANDER2012-10-15

Financial Data on THE ALEXANDER FINANCIAL GROUP 401K PLAN

Measure Date Value
2025 : THE ALEXANDER FINANCIAL GROUP 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-140
Net assets as of the end of the plan year2025-10-141528545
Total assets as of the beginning of the plan year2025-10-141038193
Value of plan covered by a fidelity bond2025-10-1476000
Participant contributions to plan in this plan year2025-10-1451500
Other income to plan in this plan year2025-10-14356121
Plan net income in this plan year2025-10-14490352
Net assets as of the end of the plan year2025-10-141528545
Net assets as of the beginning of the plan year2025-10-141038193
Employer contributions to plan in this plan year2025-10-1482731
2024 : THE ALEXANDER FINANCIAL GROUP 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-150
Net assets as of the end of the plan year2024-10-151038193
Total assets as of the beginning of the plan year2024-10-15655278
Value of plan covered by a fidelity bond2024-10-1576000
Participant contributions to plan in this plan year2024-10-1541136
Other income to plan in this plan year2024-10-15268134
Plan net income in this plan year2024-10-15382915
Net assets as of the end of the plan year2024-10-151038193
Net assets as of the beginning of the plan year2024-10-15655278
Employer contributions to plan in this plan year2024-10-1573645
2022 : THE ALEXANDER FINANCIAL GROUP 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2561025
Net assets as of the end of the plan year2022-07-25738646
Total assets as of the beginning of the plan year2022-07-25554506
Value of plan covered by a fidelity bond2022-07-2558000
Participant contributions to plan in this plan year2022-07-2534992
Other income to plan in this plan year2022-07-25153100
Plan net income in this plan year2022-07-25184140
Net assets as of the end of the plan year2022-07-25738646
Net assets as of the beginning of the plan year2022-07-25554506
Employer contributions to plan in this plan year2022-07-2557073

Potentially related plans

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