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Plan Name | ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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
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 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | DONNY COLE | |||
001 | 2017-01-01 | JAMES COLE | 2018-10-08 | ||
001 | 2016-01-01 | DONNY COLE | 2017-08-14 | ||
001 | 2015-01-01 | DONNY COLE | 2016-09-22 | ||
001 | 2014-01-01 | DONNY COLE | 2015-10-09 | ||
001 | 2013-01-01 | DONNY COLE | 2014-09-23 | ||
001 | 2012-01-01 | DALE ALEXANDER | 2013-06-10 | ||
001 | 2011-01-01 | DALE ALEXANDER | 2012-06-04 | ||
001 | 2010-01-01 | DALE ALEXANDER | 2011-06-14 |
Measure | Date | Value |
---|---|---|
2022: ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 17 |
Total of all active and inactive participants | 2022-01-01 | 33 |
Total participants | 2022-01-01 | 33 |
Number of participants with account balances | 2022-01-01 | 33 |
2021: ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 35 |
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 | 14 |
Total of all active and inactive participants | 2021-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 50 |
Number of participants with account balances | 2021-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 12 |
Total of all active and inactive participants | 2020-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 47 |
Number of participants with account balances | 2020-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
Total of all active and inactive participants | 2019-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 42 |
Number of participants with account balances | 2019-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 34 |
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 | 7 |
Total of all active and inactive participants | 2018-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 41 |
Number of participants with account balances | 2018-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2022 : ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-283,350 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,628,118 |
Benefits paid (including direct rollovers) | 2022-12-31 | $1,602,868 |
Total plan assets at end of year | 2022-12-31 | $1,701,641 |
Total plan assets at beginning of year | 2022-12-31 | $3,613,109 |
Value of fidelity bond covering the plan | 2022-12-31 | $350,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $157,338 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $55,549 |
Other income received | 2022-12-31 | $-561,436 |
Noncash contributions received | 2022-12-31 | $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 loans | 2022-12-31 | $3,971 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $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 2510.3-102 | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $65,199 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $3,253 |
Value of corrective distributions | 2022-12-31 | $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 plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $674,596 |
Expenses. Total of all expenses incurred | 2021-12-31 | $415,635 |
Benefits paid (including direct rollovers) | 2021-12-31 | $390,658 |
Total plan assets at end of year | 2021-12-31 | $3,613,109 |
Total plan assets at beginning of year | 2021-12-31 | $3,354,148 |
Value of fidelity bond covering the plan | 2021-12-31 | $350,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $176,205 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $404,918 |
Noncash contributions received | 2021-12-31 | $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 loans | 2021-12-31 | $16,696 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $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 2510.3-102 | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $93,473 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $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 plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $569,226 |
Expenses. Total of all expenses incurred | 2020-12-31 | $120,712 |
Benefits paid (including direct rollovers) | 2020-12-31 | $99,804 |
Total plan assets at end of year | 2020-12-31 | $3,354,148 |
Total plan assets at beginning of year | 2020-12-31 | $2,905,634 |
Value of fidelity bond covering the plan | 2020-12-31 | $350,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $158,367 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $18,803 |
Other income received | 2020-12-31 | $307,204 |
Noncash contributions received | 2020-12-31 | $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 loans | 2020-12-31 | $50,376 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $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 2510.3-102 | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $84,852 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $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 plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $975,097 |
Expenses. Total of all expenses incurred | 2019-12-31 | $375,188 |
Benefits paid (including direct rollovers) | 2019-12-31 | $357,791 |
Total plan assets at end of year | 2019-12-31 | $2,905,634 |
Total plan assets at beginning of year | 2019-12-31 | $2,305,725 |
Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
Total contributions received or receivable from participants | 2019-12-31 | $154,589 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $225,110 |
Other income received | 2019-12-31 | $513,666 |
Noncash contributions received | 2019-12-31 | $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 loans | 2019-12-31 | $33,407 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $81,732 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $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 plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $144,231 |
Expenses. Total of all expenses incurred | 2018-12-31 | $236,797 |
Benefits paid (including direct rollovers) | 2018-12-31 | $223,346 |
Total plan assets at end of year | 2018-12-31 | $2,305,725 |
Total plan assets at beginning of year | 2018-12-31 | $2,398,291 |
Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
Total contributions received or receivable from participants | 2018-12-31 | $147,835 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $63,333 |
Other income received | 2018-12-31 | $-152,577 |
Noncash contributions received | 2018-12-31 | $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 loans | 2018-12-31 | $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 2510.3-102 | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $85,640 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $13,451 |
2022: ALEXANDER & COMPANY 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ALEXANDER & COMPANY 401(K) PROFIT SHARING 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 & COMPANY 401(K) PROFIT SHARING 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 & COMPANY 401(K) PROFIT SHARING 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 & COMPANY 401(K) PROFIT SHARING 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 |