401k Plan data: ALEXANDER & VANN RETIREMENT PLAN plan

ALEXANDER & VANN RETIREMENT PLAN 401k Plan overview

Plan Name	ALEXANDER & VANN RETIREMENT PLAN
Plan identification number	001

ALEXANDER & VANN RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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

ALEXANDER & VANN LLP has sponsored the creation of one or more 401k plans.

Company Name: ALEXANDER & VANN LLP

Employer identification number (EIN): 580527787

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER & VANN RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 TIMOTHY C. SANDERS 2022-10-04
001 2020-01-01 TIMOTHY C. SANDERS 2021-10-05
001 2019-01-01 TIMOTHY C. SANDERS 2020-07-24
001 2018-01-01 TIMOTHY C. SANDERS 2019-10-04
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JAMES H. SMITH
001 2013-01-01 JAMES H. SMITH
001 2012-01-01 JAMES H. SMITH
001 2011-01-01 JAMES H. SMITH
001 2009-01-01 THOMAS VANN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01	TIMOTHY C. SANDERS	2022-10-04
001	2020-01-01	TIMOTHY C. SANDERS	2021-10-05
001	2019-01-01	TIMOTHY C. SANDERS	2020-07-24
001	2018-01-01	TIMOTHY C. SANDERS	2019-10-04
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JAMES H. SMITH
001	2013-01-01	JAMES H. SMITH
001	2012-01-01	JAMES H. SMITH
001	2011-01-01	JAMES H. SMITH
001	2009-01-01	THOMAS VANN

Plan Statistics for ALEXANDER & VANN RETIREMENT PLAN

401k plan membership statisitcs for ALEXANDER & VANN RETIREMENT PLAN

Measure Date Value
2021: ALEXANDER & VANN RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 22
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 25
Number of participants with account balances 2021-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ALEXANDER & VANN RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 21
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 24
Number of participants with account balances 2020-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ALEXANDER & VANN RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 23
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 24
Number of participants with account balances 2019-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ALEXANDER & VANN RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 23
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 25
Number of participants with account balances 2018-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ALEXANDER & VANN RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 22
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 24
Number of participants with account balances 2017-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ALEXANDER & VANN RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 24
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 25
Number of participants with account balances 2016-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ALEXANDER & VANN RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 22
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 23
Number of participants with account balances 2015-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ALEXANDER & VANN RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 20
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 1
Total of all active and inactive participants 2014-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 21
Number of participants with account balances 2014-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ALEXANDER & VANN RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 18
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 20
Number of participants with account balances 2013-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ALEXANDER & VANN RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 21
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 23
Number of participants with account balances 2012-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ALEXANDER & VANN RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 21
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 23
Number of participants with account balances 2011-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ALEXANDER & VANN RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 28
Total of all active and inactive participants 2009-01-01 28
Total participants 2009-01-01 28
Number of participants with account balances 2009-01-01 28

Measure	Date	Value
2021: ALEXANDER & VANN RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	22
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	25
Number of participants with account balances	2021-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ALEXANDER & VANN RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	21
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	24
Number of participants with account balances	2020-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ALEXANDER & VANN RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	23
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	24
Number of participants with account balances	2019-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ALEXANDER & VANN RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	23
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	25
Number of participants with account balances	2018-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ALEXANDER & VANN RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	22
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	24
Number of participants with account balances	2017-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ALEXANDER & VANN RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	24
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	25
Number of participants with account balances	2016-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ALEXANDER & VANN RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	22
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	23
Number of participants with account balances	2015-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ALEXANDER & VANN RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	20
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	1
Total of all active and inactive participants	2014-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	21
Number of participants with account balances	2014-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ALEXANDER & VANN RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	18
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	20
Number of participants with account balances	2013-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ALEXANDER & VANN RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	21
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	23
Number of participants with account balances	2012-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ALEXANDER & VANN RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	21
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	23
Number of participants with account balances	2011-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ALEXANDER & VANN RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	28
Total of all active and inactive participants	2009-01-01	28
Total participants	2009-01-01	28
Number of participants with account balances	2009-01-01	28

Financial Data on ALEXANDER & VANN RETIREMENT PLAN

Measure	Date	Value
2021 : ALEXANDER & VANN RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,433,817
Expenses. Total of all expenses incurred	2021-12-31	$236,290
Benefits paid (including direct rollovers)	2021-12-31	$236,290
Total plan assets at end of year	2021-12-31	$8,114,794
Total plan assets at beginning of year	2021-12-31	$6,917,267
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$114,074
Other income received	2021-12-31	$1,203,988
Net income (gross income less expenses)	2021-12-31	$1,197,527
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,114,794
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,917,267
Total contributions received or receivable from employer(s)	2021-12-31	$115,755
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : ALEXANDER & VANN RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,113,233
Expenses. Total of all expenses incurred	2020-12-31	$532,785
Benefits paid (including direct rollovers)	2020-12-31	$500,000
Total plan assets at end of year	2020-12-31	$6,917,267
Total plan assets at beginning of year	2020-12-31	$6,336,819
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$133,666
Other income received	2020-12-31	$841,714
Net income (gross income less expenses)	2020-12-31	$580,448
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,917,267
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,336,819
Total contributions received or receivable from employer(s)	2020-12-31	$137,853
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$32,785
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : ALEXANDER & VANN RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,360,082
Expenses. Total of all expenses incurred	2019-12-31	$1,273,775
Benefits paid (including direct rollovers)	2019-12-31	$1,245,343
Total plan assets at end of year	2019-12-31	$6,336,819
Total plan assets at beginning of year	2019-12-31	$6,250,512
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$105,526
Contributions received from other sources (not participants or employers)	2019-12-31	$1,674
Other income received	2019-12-31	$1,108,775
Net income (gross income less expenses)	2019-12-31	$86,307
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,336,819
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,250,512
Total contributions received or receivable from employer(s)	2019-12-31	$144,107
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$28,432
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ALEXANDER & VANN RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-371,829
Expenses. Total of all expenses incurred	2018-12-31	$106,900
Total plan assets at end of year	2018-12-31	$6,250,512
Total plan assets at beginning of year	2018-12-31	$6,729,241
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$78,644
Other income received	2018-12-31	$-567,955
Net income (gross income less expenses)	2018-12-31	$-478,729
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,250,512
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,729,241
Total contributions received or receivable from employer(s)	2018-12-31	$117,482
Value of corrective distributions	2018-12-31	$80,983
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$25,917
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ALEXANDER & VANN RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$895,061
Expenses. Total of all expenses incurred	2017-12-31	$109,614
Benefits paid (including direct rollovers)	2017-12-31	$86,808
Total plan assets at end of year	2017-12-31	$6,729,241
Total plan assets at beginning of year	2017-12-31	$5,943,794
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$72,723
Other income received	2017-12-31	$673,025
Net income (gross income less expenses)	2017-12-31	$785,447
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,729,241
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,943,794
Total contributions received or receivable from employer(s)	2017-12-31	$149,313
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$22,806
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ALEXANDER & VANN RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$595,324
Expenses. Total of all expenses incurred	2016-12-31	$136,842
Benefits paid (including direct rollovers)	2016-12-31	$121,978
Total plan assets at end of year	2016-12-31	$5,943,794
Total plan assets at beginning of year	2016-12-31	$5,485,312
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$58,240
Contributions received from other sources (not participants or employers)	2016-12-31	$7,198
Other income received	2016-12-31	$376,738
Net income (gross income less expenses)	2016-12-31	$458,482
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,943,794
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,485,312
Total contributions received or receivable from employer(s)	2016-12-31	$153,148
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$14,864
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ALEXANDER & VANN RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$186,252
Expenses. Total of all expenses incurred	2015-12-31	$285,172
Benefits paid (including direct rollovers)	2015-12-31	$271,499
Total plan assets at end of year	2015-12-31	$5,485,312
Total plan assets at beginning of year	2015-12-31	$5,584,232
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$63,259
Other income received	2015-12-31	$-27,039
Net income (gross income less expenses)	2015-12-31	$-98,920
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,485,312
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,584,232
Total contributions received or receivable from employer(s)	2015-12-31	$150,032
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$13,673
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ALEXANDER & VANN RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$439,974
Expenses. Total of all expenses incurred	2014-12-31	$235,672
Benefits paid (including direct rollovers)	2014-12-31	$221,583
Total plan assets at end of year	2014-12-31	$5,584,232
Total plan assets at beginning of year	2014-12-31	$5,379,930
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$50,011
Other income received	2014-12-31	$276,629
Net income (gross income less expenses)	2014-12-31	$204,302
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,584,232
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,379,930
Total contributions received or receivable from employer(s)	2014-12-31	$113,334
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$14,089
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ALEXANDER & VANN RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$698,964
Expenses. Total of all expenses incurred	2013-12-31	$158,061
Benefits paid (including direct rollovers)	2013-12-31	$158,061
Total plan assets at end of year	2013-12-31	$5,379,930
Total plan assets at beginning of year	2013-12-31	$4,839,027
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$66,450
Other income received	2013-12-31	$534,623
Net income (gross income less expenses)	2013-12-31	$540,903
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,379,930
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,839,027
Total contributions received or receivable from employer(s)	2013-12-31	$97,891
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ALEXANDER & VANN RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$615,679
Expenses. Total of all expenses incurred	2012-12-31	$501,133
Benefits paid (including direct rollovers)	2012-12-31	$501,133
Total plan assets at end of year	2012-12-31	$4,839,027
Total plan assets at beginning of year	2012-12-31	$4,724,481
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$56,152
Other income received	2012-12-31	$461,342
Net income (gross income less expenses)	2012-12-31	$114,546
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,839,027
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,724,481
Total contributions received or receivable from employer(s)	2012-12-31	$98,185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ALEXANDER & VANN RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$332,114
Expenses. Total of all expenses incurred	2011-12-31	$2,330,654
Benefits paid (including direct rollovers)	2011-12-31	$2,303,057
Total plan assets at end of year	2011-12-31	$4,724,481
Total plan assets at beginning of year	2011-12-31	$6,723,021
Total contributions received or receivable from participants	2011-12-31	$51,738
Expenses. Other expenses not covered elsewhere	2011-12-31	$12
Other income received	2011-12-31	$205,273
Net income (gross income less expenses)	2011-12-31	$-1,998,540
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,724,481
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,723,021
Total contributions received or receivable from employer(s)	2011-12-31	$75,103
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$27,585
2010 : ALEXANDER & VANN RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$701,089
Expenses. Total of all expenses incurred	2010-12-31	$196,395
Benefits paid (including direct rollovers)	2010-12-31	$196,395
Total plan assets at end of year	2010-12-31	$6,723,021
Total plan assets at beginning of year	2010-12-31	$6,218,327
Other income received	2010-12-31	$541,916
Net income (gross income less expenses)	2010-12-31	$504,694
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,723,021
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,218,327
Total contributions received or receivable from employer(s)	2010-12-31	$159,173
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ALEXANDER & VANN RETIREMENT 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

Form 5500 Responses for ALEXANDER & VANN RETIREMENT PLAN

2021: ALEXANDER & VANN RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALEXANDER & VANN RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALEXANDER & VANN RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ALEXANDER & VANN RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ALEXANDER & VANN RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ALEXANDER & VANN RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ALEXANDER & VANN RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALEXANDER & VANN RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
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 & VANN RETIREMENT 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 & VANN RETIREMENT 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ALEXANDER & VANN RETIREMENT PLAN 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
2009: ALEXANDER & VANN RETIREMENT 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ALEXANDER & VANN LLP
Employer identification number (EIN):	580527787
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers