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Plan Name | THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | JOSEPH ALEXANDER FOUNDATION, INC. |
Employer identification number (EIN): | 510175951 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about JOSEPH ALEXANDER FOUNDATION, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1960-04-25 |
Company Identification Number: | 128314 |
Legal Registered Office Address: |
FOUNDATION, INC. 400 MADISON AVE. NEW YORK United States of America (USA) 10017 |
More information about JOSEPH ALEXANDER FOUNDATION, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-11-01 | HARVEY A. MACKLER | 2023-06-12 | ||
001 | 2020-11-01 | HARVEY A. MACKLER | 2022-02-04 | ||
001 | 2019-11-01 | HARVEY A. MACKLER | 2021-08-09 | ||
001 | 2018-11-01 | HARVEY A. MACKLER | 2020-04-08 | ||
001 | 2017-11-01 | ||||
001 | 2016-11-01 | ||||
001 | 2015-11-01 | ||||
001 | 2014-11-01 | DAVID BLITZ | |||
001 | 2013-11-01 | DAVID BLITZ | |||
001 | 2012-11-01 | DAVID BLITZ | |||
001 | 2011-11-01 | DAVID BLITZ | |||
001 | 2010-11-01 | DAVID BLITZ |
Measure | Date | Value |
---|---|---|
2021: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 2 |
Total of all active and inactive participants | 2021-11-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-11-01 | 1 |
Total participants | 2021-11-01 | 3 |
Number of participants with account balances | 2021-11-01 | 3 |
2020: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 2 |
Total of all active and inactive participants | 2020-11-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-11-01 | 1 |
Total participants | 2020-11-01 | 3 |
Number of participants with account balances | 2020-11-01 | 3 |
2019: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 2 |
Total of all active and inactive participants | 2019-11-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-11-01 | 1 |
Total participants | 2019-11-01 | 3 |
Number of participants with account balances | 2019-11-01 | 3 |
2018: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 2 |
Total of all active and inactive participants | 2018-11-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-11-01 | 1 |
Total participants | 2018-11-01 | 3 |
2017: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 2 |
Total of all active and inactive participants | 2017-11-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-11-01 | 1 |
Total participants | 2017-11-01 | 3 |
2016: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 3 |
Total of all active and inactive participants | 2016-11-01 | 3 |
Total participants | 2016-11-01 | 3 |
2015: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 3 |
Total of all active and inactive participants | 2015-11-01 | 3 |
Total participants | 2015-11-01 | 3 |
2014: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 3 |
Total of all active and inactive participants | 2014-11-01 | 3 |
Total participants | 2014-11-01 | 3 |
2013: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 2 |
Total of all active and inactive participants | 2013-11-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 1 |
Total participants | 2013-11-01 | 3 |
2012: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 2 |
Total of all active and inactive participants | 2012-11-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-11-01 | 1 |
Total participants | 2012-11-01 | 3 |
2011: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 3 |
Total of all active and inactive participants | 2011-11-01 | 3 |
Total participants | 2011-11-01 | 3 |
2010: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 3 |
Total of all active and inactive participants | 2010-11-01 | 3 |
Total participants | 2010-11-01 | 3 |
Measure | Date | Value |
---|---|---|
2022 : THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2022 401k financial data | ||
Total income from all sources | 2022-10-31 | $-21,095 |
Expenses. Total of all expenses incurred | 2022-10-31 | $16,803 |
Total plan assets at end of year | 2022-10-31 | $1,229,172 |
Total plan assets at beginning of year | 2022-10-31 | $1,267,070 |
Value of fidelity bond covering the plan | 2022-10-31 | $150,000 |
Expenses. Other expenses not covered elsewhere | 2022-10-31 | $164 |
Other income received | 2022-10-31 | $-33,595 |
Net income (gross income less expenses) | 2022-10-31 | $-37,898 |
Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $1,229,172 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $1,267,070 |
Total contributions received or receivable from employer(s) | 2022-10-31 | $12,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-10-31 | $16,639 |
2021 : THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2021 401k financial data | ||
Total income from all sources | 2021-10-31 | $327,826 |
Expenses. Total of all expenses incurred | 2021-10-31 | $61,465 |
Benefits paid (including direct rollovers) | 2021-10-31 | $45,000 |
Total plan assets at end of year | 2021-10-31 | $1,267,070 |
Total plan assets at beginning of year | 2021-10-31 | $1,000,709 |
Value of fidelity bond covering the plan | 2021-10-31 | $150,000 |
Expenses. Other expenses not covered elsewhere | 2021-10-31 | $101 |
Other income received | 2021-10-31 | $315,326 |
Net income (gross income less expenses) | 2021-10-31 | $266,361 |
Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $1,267,070 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $1,000,709 |
Total contributions received or receivable from employer(s) | 2021-10-31 | $12,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-10-31 | $16,364 |
2020 : THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2020 401k financial data | ||
Total income from all sources | 2020-10-31 | $-26,127 |
Expenses. Total of all expenses incurred | 2020-10-31 | $53,492 |
Benefits paid (including direct rollovers) | 2020-10-31 | $38,000 |
Total plan assets at end of year | 2020-10-31 | $1,000,709 |
Total plan assets at beginning of year | 2020-10-31 | $1,080,328 |
Value of fidelity bond covering the plan | 2020-10-31 | $150,000 |
Expenses. Other expenses not covered elsewhere | 2020-10-31 | $103 |
Other income received | 2020-10-31 | $-38,627 |
Net income (gross income less expenses) | 2020-10-31 | $-79,619 |
Net plan assets at end of year (total assets less liabilities) | 2020-10-31 | $1,000,709 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-10-31 | $1,080,328 |
Total contributions received or receivable from employer(s) | 2020-10-31 | $12,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-10-31 | $15,389 |
2019 : THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2019 401k financial data | ||
Total income from all sources | 2019-10-31 | $117,729 |
Expenses. Total of all expenses incurred | 2019-10-31 | $54,033 |
Benefits paid (including direct rollovers) | 2019-10-31 | $38,000 |
Total plan assets at end of year | 2019-10-31 | $1,080,328 |
Total plan assets at beginning of year | 2019-10-31 | $1,016,632 |
Expenses. Other expenses not covered elsewhere | 2019-10-31 | $104 |
Other income received | 2019-10-31 | $105,229 |
Net income (gross income less expenses) | 2019-10-31 | $63,696 |
Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $1,080,328 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $1,016,632 |
Total contributions received or receivable from employer(s) | 2019-10-31 | $12,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-10-31 | $15,929 |
2018 : THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2018 401k financial data | ||
Total income from all sources | 2018-10-31 | $44,949 |
Expenses. Total of all expenses incurred | 2018-10-31 | $48,257 |
Benefits paid (including direct rollovers) | 2018-10-31 | $32,000 |
Total plan assets at end of year | 2018-10-31 | $1,016,632 |
Total plan assets at beginning of year | 2018-10-31 | $1,019,940 |
Expenses. Other expenses not covered elsewhere | 2018-10-31 | $104 |
Other income received | 2018-10-31 | $32,449 |
Net income (gross income less expenses) | 2018-10-31 | $-3,308 |
Net plan assets at end of year (total assets less liabilities) | 2018-10-31 | $1,016,632 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-10-31 | $1,019,940 |
Total contributions received or receivable from employer(s) | 2018-10-31 | $12,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-10-31 | $16,153 |
2017 : THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2017 401k financial data | ||
Total income from all sources | 2017-10-31 | $200,566 |
Expenses. Total of all expenses incurred | 2017-10-31 | $46,970 |
Benefits paid (including direct rollovers) | 2017-10-31 | $32,000 |
Total plan assets at end of year | 2017-10-31 | $1,019,940 |
Total plan assets at beginning of year | 2017-10-31 | $866,344 |
Expenses. Other expenses not covered elsewhere | 2017-10-31 | $99 |
Other income received | 2017-10-31 | $188,066 |
Net income (gross income less expenses) | 2017-10-31 | $153,596 |
Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $1,019,940 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $866,344 |
Total contributions received or receivable from employer(s) | 2017-10-31 | $12,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-10-31 | $14,871 |
2016 : THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2016 401k financial data | ||
Total income from all sources | 2016-10-31 | $26,312 |
Expenses. Total of all expenses incurred | 2016-10-31 | $48,699 |
Benefits paid (including direct rollovers) | 2016-10-31 | $35,200 |
Total plan assets at end of year | 2016-10-31 | $866,344 |
Total plan assets at beginning of year | 2016-10-31 | $888,731 |
Expenses. Other expenses not covered elsewhere | 2016-10-31 | $119 |
Other income received | 2016-10-31 | $13,812 |
Net income (gross income less expenses) | 2016-10-31 | $-22,387 |
Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $866,344 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $888,731 |
Total contributions received or receivable from employer(s) | 2016-10-31 | $12,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-10-31 | $13,380 |
2015 : THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2015 401k financial data | ||
Total income from all sources | 2015-10-31 | $-5,940 |
Expenses. Total of all expenses incurred | 2015-10-31 | $46,264 |
Benefits paid (including direct rollovers) | 2015-10-31 | $32,000 |
Total plan assets at end of year | 2015-10-31 | $888,731 |
Total plan assets at beginning of year | 2015-10-31 | $940,935 |
Other income received | 2015-10-31 | $-18,440 |
Net income (gross income less expenses) | 2015-10-31 | $-52,204 |
Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $888,731 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $940,935 |
Total contributions received or receivable from employer(s) | 2015-10-31 | $12,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-10-31 | $14,264 |
2014 : THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2014 401k financial data | ||
Total plan liabilities at end of year | 2014-10-31 | $0 |
Total plan liabilities at beginning of year | 2014-10-31 | $0 |
Total income from all sources | 2014-10-31 | $105,817 |
Expenses. Total of all expenses incurred | 2014-10-31 | $38,757 |
Benefits paid (including direct rollovers) | 2014-10-31 | $23,500 |
Total plan assets at end of year | 2014-10-31 | $940,935 |
Total plan assets at beginning of year | 2014-10-31 | $873,875 |
Other income received | 2014-10-31 | $93,317 |
Net income (gross income less expenses) | 2014-10-31 | $67,060 |
Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $940,935 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $873,875 |
Total contributions received or receivable from employer(s) | 2014-10-31 | $12,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-10-31 | $15,257 |
2013 : THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2013 401k financial data | ||
Total income from all sources | 2013-10-31 | $241,306 |
Expenses. Total of all expenses incurred | 2013-10-31 | $824,542 |
Benefits paid (including direct rollovers) | 2013-10-31 | $811,375 |
Total plan assets at end of year | 2013-10-31 | $873,875 |
Total plan assets at beginning of year | 2013-10-31 | $1,457,111 |
Other income received | 2013-10-31 | $228,806 |
Net income (gross income less expenses) | 2013-10-31 | $-583,236 |
Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $873,875 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $1,457,111 |
Total contributions received or receivable from employer(s) | 2013-10-31 | $12,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-10-31 | $13,167 |
2012 : THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2012 401k financial data | ||
Total income from all sources | 2012-10-31 | $173,602 |
Total plan assets at end of year | 2012-10-31 | $1,457,111 |
Total plan assets at beginning of year | 2012-10-31 | $1,283,509 |
Other income received | 2012-10-31 | $159,352 |
Net income (gross income less expenses) | 2012-10-31 | $173,602 |
Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $1,457,111 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $1,283,509 |
Total contributions received or receivable from employer(s) | 2012-10-31 | $14,250 |
2011 : THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2011 401k financial data | ||
Total income from all sources | 2011-10-31 | $82,409 |
Total plan assets at end of year | 2011-10-31 | $1,283,509 |
Total plan assets at beginning of year | 2011-10-31 | $1,201,100 |
Other income received | 2011-10-31 | $68,159 |
Net income (gross income less expenses) | 2011-10-31 | $82,409 |
Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $1,283,509 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $1,201,100 |
Total contributions received or receivable from employer(s) | 2011-10-31 | $14,250 |
2021: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2021 form 5500 responses | ||
---|---|---|
2021-11-01 | Type of plan entity | Single employer plan |
2021-11-01 | Plan funding arrangement – Trust | Yes |
2021-11-01 | Plan benefit arrangement - Trust | Yes |
2020: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2020 form 5500 responses | ||
2020-11-01 | Type of plan entity | Single employer plan |
2020-11-01 | Plan funding arrangement – Trust | Yes |
2020-11-01 | Plan benefit arrangement - Trust | Yes |
2019: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2019 form 5500 responses | ||
2019-11-01 | Type of plan entity | Single employer plan |
2019-11-01 | Plan funding arrangement – Trust | Yes |
2019-11-01 | Plan benefit arrangement - Trust | Yes |
2018: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2018 form 5500 responses | ||
2018-11-01 | Type of plan entity | Single employer plan |
2018-11-01 | Plan funding arrangement – Trust | Yes |
2018-11-01 | Plan benefit arrangement - Trust | Yes |
2017: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2017 form 5500 responses | ||
2017-11-01 | Type of plan entity | Single employer plan |
2017-11-01 | Plan funding arrangement – Trust | Yes |
2017-11-01 | Plan benefit arrangement - Trust | Yes |
2016: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2016 form 5500 responses | ||
2016-11-01 | Type of plan entity | Single employer plan |
2016-11-01 | Plan funding arrangement – Trust | Yes |
2016-11-01 | Plan benefit arrangement - Trust | Yes |
2015: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2015 form 5500 responses | ||
2015-11-01 | Type of plan entity | Single employer plan |
2015-11-01 | Plan funding arrangement – Trust | Yes |
2015-11-01 | Plan benefit arrangement - Trust | Yes |
2014: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2014 form 5500 responses | ||
2014-11-01 | Type of plan entity | Single employer plan |
2014-11-01 | Submission has been amended | No |
2014-11-01 | This submission is the final filing | No |
2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-11-01 | Plan is a collectively bargained plan | No |
2014-11-01 | Plan funding arrangement – Trust | Yes |
2014-11-01 | Plan benefit arrangement - Trust | Yes |
2013: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2013 form 5500 responses | ||
2013-11-01 | Type of plan entity | Single employer plan |
2013-11-01 | Submission has been amended | No |
2013-11-01 | This submission is the final filing | No |
2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-11-01 | Plan is a collectively bargained plan | No |
2013-11-01 | Plan funding arrangement – Trust | Yes |
2013-11-01 | Plan benefit arrangement - Trust | Yes |
2012: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2012 form 5500 responses | ||
2012-11-01 | Type of plan entity | Single employer plan |
2012-11-01 | Submission has been amended | No |
2012-11-01 | This submission is the final filing | No |
2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-11-01 | Plan is a collectively bargained plan | No |
2012-11-01 | Plan funding arrangement – Trust | Yes |
2012-11-01 | Plan benefit arrangement - Trust | Yes |
2011: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2011 form 5500 responses | ||
2011-11-01 | Type of plan entity | Single employer plan |
2011-11-01 | Submission has been amended | No |
2011-11-01 | This submission is the final filing | No |
2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-11-01 | Plan is a collectively bargained plan | No |
2011-11-01 | Plan funding arrangement – Trust | Yes |
2011-11-01 | Plan benefit arrangement - Trust | Yes |
2010: THE JOSEPH ALEXANDER FOUNDATION PENSION TRUST 2010 form 5500 responses | ||
2010-11-01 | Type of plan entity | Single employer plan |
2010-11-01 | Plan funding arrangement – Trust | Yes |
2010-11-01 | Plan benefit arrangement - Trust | Yes |