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JEFFREY S. ALEXANDER, MD, PA 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFREY S. ALEXANDER, MD, PA 401K PROFIT SHARING PLAN
Plan identification number 001

JEFFREY S. ALEXANDER, MD, PA 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

JEFFREY S. ALEXANDER, MD, PA has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY S. ALEXANDER, MD, PA
Employer identification number (EIN):522275379
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY S. ALEXANDER, MD, PA 401K PROFIT SHARING 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
0012018-01-01
0012017-01-01
0012016-01-01C. JOYCE DOONAN2017-02-28
0012015-01-01C. JOYCE DOONAN2016-05-06
0012014-01-01C. JOYCE DOONAN2015-05-06
0012013-01-01C. JOYCE DOONAN2014-04-16
0012012-01-01C. JOYCE DOONAN2013-04-02
0012011-01-01LEIGH ALEXANDER2012-12-03 LEIGH ALEXANDER2012-12-03
0012010-01-01MARYANNE KRUER2011-09-30

Plan Statistics for JEFFREY S. ALEXANDER, MD, PA 401K PROFIT SHARING PLAN

401k plan membership statisitcs for JEFFREY S. ALEXANDER, MD, PA 401K PROFIT SHARING PLAN

Measure Date Value
2025: JEFFREY S. ALEXANDER, MD, PA 401K PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-02-184
Total number of particpants at end of year2025-02-184
Number of Participants With Account Balances2025-02-184
2024: JEFFREY S. ALEXANDER, MD, PA 401K PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-064
Total number of particpants at end of year2024-03-064
Number of Participants With Account Balances2024-03-064

Financial Data on JEFFREY S. ALEXANDER, MD, PA 401K PROFIT SHARING PLAN

Measure Date Value
2025 : JEFFREY S. ALEXANDER, MD, PA 401K PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-180
Total liabilities as of the end of the plan year2025-02-180
Total liabilities as of the beginning of the plan year2025-02-180
Total expenses incurred by plan in this plan year2025-02-1817823
Net assets as of the end of the plan year2025-02-182724156
Total assets as of the beginning of the plan year2025-02-182344740
Value of plan covered by a fidelity bond2025-02-18300000
Participant contributions to plan in this plan year2025-02-1866200
Other expenses paid from plan in this plan year2025-02-180
Other contributions to plan in this plan year2025-02-180
Other income to plan in this plan year2025-02-18249395
Plan net income in this plan year2025-02-18379416
Net assets as of the end of the plan year2025-02-182724156
Net assets as of the beginning of the plan year2025-02-182344740
Employer contributions to plan in this plan year2025-02-1881644
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-1817823
2024 : JEFFREY S. ALEXANDER, MD, PA 401K PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-060
Total liabilities as of the end of the plan year2024-03-060
Total liabilities as of the beginning of the plan year2024-03-060
Total expenses incurred by plan in this plan year2024-03-0615508
Net assets as of the end of the plan year2024-03-062344740
Total assets as of the beginning of the plan year2024-03-061928170
Value of plan covered by a fidelity bond2024-03-06225000
Participant contributions to plan in this plan year2024-03-0665200
Other expenses paid from plan in this plan year2024-03-060
Other contributions to plan in this plan year2024-03-060
Other income to plan in this plan year2024-03-06290215
Plan net income in this plan year2024-03-06416570
Net assets as of the end of the plan year2024-03-062344740
Net assets as of the beginning of the plan year2024-03-061928170
Employer contributions to plan in this plan year2024-03-0676663
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-0615508

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