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 PENSION PLAN
401k plan membership statisitcs for ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PENSION PLAN
Measure | Date | Value |
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2014: ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 0 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 25 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 11 |
Total of all active and inactive participants | 2013-01-01 | 36 |
Total participants | 2013-01-01 | 36 |
Number of participants with account balances | 2013-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 25 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 13 |
Total of all active and inactive participants | 2012-01-01 | 38 |
Total participants | 2012-01-01 | 38 |
Number of participants with account balances | 2012-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 28 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8 |
Total of all active and inactive participants | 2011-01-01 | 36 |
Total participants | 2011-01-01 | 36 |
Number of participants with account balances | 2011-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PENSION PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 27 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 12 |
Total of all active and inactive participants | 2010-01-01 | 39 |
Total participants | 2010-01-01 | 39 |
Number of participants with account balances | 2010-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 27 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 11 |
Total of all active and inactive participants | 2009-01-01 | 38 |
Total participants | 2009-01-01 | 38 |
Number of participants with account balances | 2009-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2014 : ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PENSION PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $-1,482,467 |
Total income from all sources | 2014-12-31 | $-56,423 |
Expenses. Total of all expenses incurred | 2014-12-31 | $77,551 |
Benefits paid (including direct rollovers) | 2014-12-31 | $62,244 |
Total plan assets at beginning of year | 2014-12-31 | $1,616,441 |
Value of fidelity bond covering the plan | 2014-12-31 | $600,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $15,307 |
Other income received | 2014-12-31 | $-56,423 |
Net income (gross income less expenses) | 2014-12-31 | $-133,974 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,616,441 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
2013 : ALEXANDER & CLEAVER, P.A. EMPLOYEE'S PENSION PLAN 2013 401k financial data |
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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 PENSION PLAN 2012 401k financial data |
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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 PENSION PLAN 2011 401k financial data |
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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 PENSION PLAN 2010 401k financial data |
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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 PENSION PLAN 2014 form 5500 responses |
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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 PENSION PLAN 2013 form 5500 responses |
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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 PENSION PLAN 2012 form 5500 responses |
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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 PENSION PLAN 2011 form 5500 responses |
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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 PENSION PLAN 2010 form 5500 responses |
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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 PENSION PLAN 2009 form 5500 responses |
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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 |