ALEXANDER & CLEAVER, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PROFIT SHARIN
| Measure | Date | Value |
|---|
| 2014 : ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PROFIT SHARIN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $-3,615,891 |
| Total income from all sources | 2014-12-31 | $167,610 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $490,947 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $485,863 |
| Total plan assets at beginning of year | 2014-12-31 | $3,939,228 |
| Value of fidelity bond covering the plan | 2014-12-31 | $600,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $5,084 |
| Other income received | 2014-12-31 | $17,610 |
| Net income (gross income less expenses) | 2014-12-31 | $-323,337 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,939,228 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $150,000 |
| 2013 : ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PROFIT SHARIN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $7,659 |
| Total income from all sources | 2013-12-31 | $384,018 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $117,395 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $86,234 |
| Total plan assets at end of year | 2013-12-31 | $5,555,669 |
| Total plan assets at beginning of year | 2013-12-31 | $5,296,705 |
| Value of fidelity bond covering the plan | 2013-12-31 | $600,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $18,973 |
| Other income received | 2013-12-31 | $184,018 |
| Net income (gross income less expenses) | 2013-12-31 | $266,623 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,555,669 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,289,046 |
| Assets. Value of participant loans | 2013-12-31 | $81,338 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $12,188 |
| 2012 : ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PROFIT SHARIN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $7,659 |
| Total income from all sources | 2012-12-31 | $324,090 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $191,155 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $161,448 |
| Total plan assets at end of year | 2012-12-31 | $5,296,705 |
| Total plan assets at beginning of year | 2012-12-31 | $5,156,111 |
| Value of fidelity bond covering the plan | 2012-12-31 | $550,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $18,170 |
| Other income received | 2012-12-31 | $124,090 |
| Net income (gross income less expenses) | 2012-12-31 | $132,935 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,289,046 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,156,111 |
| Assets. Value of participant loans | 2012-12-31 | $61,973 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $11,537 |
| 2011 : ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PROFIT SHARIN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $312,782 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $42,299 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $13,074 |
| Total plan assets at end of year | 2011-12-31 | $5,156,111 |
| Total plan assets at beginning of year | 2011-12-31 | $4,885,628 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $112,782 |
| Net income (gross income less expenses) | 2011-12-31 | $270,483 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,156,111 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,885,628 |
| Assets. Value of participant loans | 2011-12-31 | $44,631 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $29,225 |
| 2010 : ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PROFIT SHARIN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $289,815 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $28,610 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $5,083 |
| Total plan assets at end of year | 2010-12-31 | $4,885,628 |
| Total plan assets at beginning of year | 2010-12-31 | $4,624,423 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Other income received | 2010-12-31 | $139,815 |
| Net income (gross income less expenses) | 2010-12-31 | $261,205 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,885,628 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,624,423 |
| Assets. Value of participant loans | 2010-12-31 | $46,533 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $150,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $23,527 |
| 2014: ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PROFIT SHARIN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | This submission is the final filing | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PROFIT SHARIN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PROFIT SHARIN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PROFIT SHARIN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PROFIT SHARIN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PROFIT SHARIN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
