401k Plan data: ALEXANDER ALVAREZ & COMPANY RETIREMENT PLAN plan

ALEXANDER ALVAREZ & COMPANY RETIREMENT PLAN 401k Plan overview

Plan Name	ALEXANDER ALVAREZ & COMPANY RETIREMENT PLAN
Plan identification number	002

ALEXANDER ALVAREZ & COMPANY RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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

JAMES WANTZ ACCOUNTANCY CORP. has sponsored the creation of one or more 401k plans.

Company Name: JAMES WANTZ ACCOUNTANCY CORP.

Employer identification number (EIN): 953282589

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 ALEXANDER T ALVAREZ 2021-08-16
002 2019-01-01 ALEXANDER ALVAREZ 2020-07-29
002 2018-01-01 ALEXANDER ALVAREZ 2019-08-26
002 2017-01-01 ALEXANDER ALVAREZ 2018-07-10
002 2016-01-01 ALEXANDER ALVAREZ 2017-09-01
002 2015-01-01 ALEXANDER ALVAREZ 2017-02-25
002 2015-01-01 ALEXANDER ALVAREZ 2016-08-09
002 2015-01-01 ALEXANDER ALVAREZ 2017-01-04
002 2015-01-01 ALEXANDER ALVAREZ 2016-10-12
002 2014-01-01 ALEXANDER T. ALVAREZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2020-01-01	ALEXANDER T ALVAREZ	2021-08-16
002	2019-01-01	ALEXANDER ALVAREZ	2020-07-29
002	2018-01-01	ALEXANDER ALVAREZ	2019-08-26
002	2017-01-01	ALEXANDER ALVAREZ	2018-07-10
002	2016-01-01	ALEXANDER ALVAREZ	2017-09-01
002	2015-01-01	ALEXANDER ALVAREZ	2017-02-25
002	2015-01-01	ALEXANDER ALVAREZ	2016-08-09
002	2015-01-01	ALEXANDER ALVAREZ	2017-01-04
002	2015-01-01	ALEXANDER ALVAREZ	2016-10-12
002	2014-01-01	ALEXANDER T. ALVAREZ

Financial Data on ALEXANDER ALVAREZ & COMPANY RETIREMENT PLAN

Measure	Date	Value
2014 : ALEXANDER ALVAREZ & COMPANY RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$16,070
Expenses. Total of all expenses incurred	2014-12-31	$100
Total plan assets at end of year	2014-12-31	$387,637
Total plan assets at beginning of year	2014-12-31	$371,667
Expenses. Other expenses not covered elsewhere	2014-12-31	$100
Other income received	2014-12-31	$16,070
Net income (gross income less expenses)	2014-12-31	$15,970
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$387,637
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$371,667
Assets. Value of participant loans	2014-12-31	$0

Form 5500 Responses for ALEXANDER ALVAREZ & COMPANY RETIREMENT PLAN

2014: ALEXANDER ALVAREZ & COMPANY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JAMES WANTZ ACCOUNTANCY CORP.
Employer identification number (EIN):	953282589
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants