ALEXANDER & CLEAVER, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALEXANDER & CLEAVER PA EMPLOYEES PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : ALEXANDER & CLEAVER PA EMPLOYEES PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-15 | 1407723 |
| Net assets as of the end of the plan year | 2025-10-15 | 2424801 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 3593269 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 490000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 11134 |
| Other expenses paid from plan in this plan year | 2025-10-15 | 0 |
| Other contributions to plan in this plan year | 2025-10-15 | 0 |
| Other income to plan in this plan year | 2025-10-15 | 228121 |
| Plan net income in this plan year | 2025-10-15 | -1168468 |
| Net assets as of the end of the plan year | 2025-10-15 | 2424801 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 3593269 |
| Employer contributions to plan in this plan year | 2025-10-15 | 0 |
| Fees paid to broker by Benefit Provider | 2025-10-15 | 1239 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 355 |
| 2024 : ALEXANDER & CLEAVER PA EMPLOYEES PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-04-24 | 548885 |
| Net assets as of the end of the plan year | 2024-04-24 | 3593269 |
| Total assets as of the beginning of the plan year | 2024-04-24 | 3827228 |
| Value of plan covered by a fidelity bond | 2024-04-24 | 383000 |
| Participant contributions to plan in this plan year | 2024-04-24 | 9387 |
| Other expenses paid from plan in this plan year | 2024-04-24 | 6344 |
| Other income to plan in this plan year | 2024-04-24 | 305539 |
| Plan net income in this plan year | 2024-04-24 | -233959 |
| Net assets as of the end of the plan year | 2024-04-24 | 3593269 |
| Net assets as of the beginning of the plan year | 2024-04-24 | 3827228 |
| Fees paid to broker by Benefit Provider | 2024-04-24 | 1414 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-24 | 986 |
| 2014 : ALEXANDER & CLEAVER PA EMPLOYEES PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $-1,738,385 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $265,969 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $3,176 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $0 |
| Total plan assets at beginning of year | 2014-12-31 | $1,475,592 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $136,597 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $129,372 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $262,793 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,475,592 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $1,371 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,805 |
| 2013 : ALEXANDER & CLEAVER PA EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $439,683 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $10,307 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $5,271 |
| Total plan assets at end of year | 2013-12-31 | $1,475,592 |
| Total plan assets at beginning of year | 2013-12-31 | $1,046,216 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $119,265 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $320,418 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $429,376 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,475,592 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,046,216 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $4,516 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $520 |
| 2012 : ALEXANDER & CLEAVER PA EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $216,079 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $20,019 |
| Total plan assets at end of year | 2012-12-31 | $1,046,216 |
| Total plan assets at beginning of year | 2012-12-31 | $850,156 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $86,328 |
| Other income received | 2012-12-31 | $129,751 |
| Net income (gross income less expenses) | 2012-12-31 | $196,060 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,046,216 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $850,156 |
| Assets. Value of participant loans | 2012-12-31 | $1,710 |
| Value of corrective distributions | 2012-12-31 | $19,324 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $695 |
| 2011 : ALEXANDER & CLEAVER PA EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $125,288 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $24,364 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $18,467 |
| Total plan assets at end of year | 2011-12-31 | $850,156 |
| Total plan assets at beginning of year | 2011-12-31 | $749,232 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $138,876 |
| Other income received | 2011-12-31 | $-13,588 |
| Net income (gross income less expenses) | 2011-12-31 | $100,924 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $850,156 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $749,232 |
| Value of corrective distributions | 2011-12-31 | $5,327 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $570 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : ALEXANDER & CLEAVER PA EMPLOYEES PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $202,337 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $530 |
| Total plan assets at end of year | 2010-12-31 | $749,232 |
| Total plan assets at beginning of year | 2010-12-31 | $547,425 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $96,331 |
| Other income received | 2010-12-31 | $106,006 |
| Net income (gross income less expenses) | 2010-12-31 | $201,807 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $749,232 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $547,425 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $530 |
| 2009 : ALEXANDER & CLEAVER PA EMPLOYEES PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2014: ALEXANDER & CLEAVER PA EMPLOYEES PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | Yes |
| 2014-01-01 | This submission is the final filing | Yes |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ALEXANDER & CLEAVER PA EMPLOYEES PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ALEXANDER & CLEAVER PA EMPLOYEES PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ALEXANDER & CLEAVER PA EMPLOYEES PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ALEXANDER & CLEAVER PA EMPLOYEES PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
