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ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number 001

ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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 provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 & COMPANY has sponsored the creation of one or more 401k plans.

Company Name:ALEXANDER & COMPANY
Employer identification number (EIN):581027379
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about ALEXANDER & COMPANY

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 2002-01-10
Company Identification Number: 122458
Legal Registered Office Address: 88 DEERFIELD RD

LUDLOW
United States of America (USA)
05149

More information about ALEXANDER & COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DONNY COLE
0012017-01-01JAMES COLE2018-10-08
0012016-01-01DONNY COLE2017-08-14
0012015-01-01DONNY COLE2016-09-22
0012014-01-01DONNY COLE2015-10-09
0012013-01-01DONNY COLE2014-09-23
0012012-01-01DALE ALEXANDER2013-06-10
0012011-01-01DALE ALEXANDER2012-06-04
0012010-01-01DALE ALEXANDER2011-06-14

Plan Statistics for ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0150
Total number of active participants reported on line 7a of the Form 55002022-01-0115
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0117
Total of all active and inactive participants2022-01-0133
Total participants2022-01-0133
Number of participants with account balances2022-01-0133
2021: ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0147
Total number of active participants reported on line 7a of the Form 55002021-01-0135
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0114
Total of all active and inactive participants2021-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0150
Number of participants with account balances2021-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0142
Total number of active participants reported on line 7a of the Form 55002020-01-0134
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0147
Number of participants with account balances2020-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0141
Total number of active participants reported on line 7a of the Form 55002019-01-0132
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0142
Number of participants with account balances2019-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0141
Total number of active participants reported on line 7a of the Form 55002018-01-0134
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0141
Number of participants with account balances2018-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011

Financial Data on ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-283,350
Expenses. Total of all expenses incurred2022-12-31$1,628,118
Benefits paid (including direct rollovers)2022-12-31$1,602,868
Total plan assets at end of year2022-12-31$1,701,641
Total plan assets at beginning of year2022-12-31$3,613,109
Value of fidelity bond covering the plan2022-12-31$350,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$157,338
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$55,549
Other income received2022-12-31$-561,436
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,911,468
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,701,641
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,613,109
Assets. Value of participant loans2022-12-31$3,971
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$65,199
Value of certain deemed distributions of participant loans2022-12-31$3,253
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$21,997
2021 : ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$674,596
Expenses. Total of all expenses incurred2021-12-31$415,635
Benefits paid (including direct rollovers)2021-12-31$390,658
Total plan assets at end of year2021-12-31$3,613,109
Total plan assets at beginning of year2021-12-31$3,354,148
Value of fidelity bond covering the plan2021-12-31$350,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$176,205
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$404,918
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$258,961
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,613,109
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,354,148
Assets. Value of participant loans2021-12-31$16,696
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$93,473
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$24,977
2020 : ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$569,226
Expenses. Total of all expenses incurred2020-12-31$120,712
Benefits paid (including direct rollovers)2020-12-31$99,804
Total plan assets at end of year2020-12-31$3,354,148
Total plan assets at beginning of year2020-12-31$2,905,634
Value of fidelity bond covering the plan2020-12-31$350,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$158,367
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$18,803
Other income received2020-12-31$307,204
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$448,514
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,354,148
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,905,634
Assets. Value of participant loans2020-12-31$50,376
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$84,852
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$20,908
2019 : ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$975,097
Expenses. Total of all expenses incurred2019-12-31$375,188
Benefits paid (including direct rollovers)2019-12-31$357,791
Total plan assets at end of year2019-12-31$2,905,634
Total plan assets at beginning of year2019-12-31$2,305,725
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$154,589
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$225,110
Other income received2019-12-31$513,666
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$599,909
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,905,634
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,305,725
Assets. Value of participant loans2019-12-31$33,407
Total contributions received or receivable from employer(s)2019-12-31$81,732
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$939
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$16,458
2018 : ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$144,231
Expenses. Total of all expenses incurred2018-12-31$236,797
Benefits paid (including direct rollovers)2018-12-31$223,346
Total plan assets at end of year2018-12-31$2,305,725
Total plan assets at beginning of year2018-12-31$2,398,291
Value of fidelity bond covering the plan2018-12-31$250,000
Total contributions received or receivable from participants2018-12-31$147,835
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$63,333
Other income received2018-12-31$-152,577
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-92,566
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,305,725
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,398,291
Assets. Value of participant loans2018-12-31$20,455
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$85,640
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$13,451

Form 5500 Responses for ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN

2022: ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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