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ALEXANDER AND SCHMIDT 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameALEXANDER AND SCHMIDT 401(K) PROFIT SHARING PLAN
Plan identification number 001

ALEXANDER AND SCHMIDT 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALEXANDER AND SCHMIDT has sponsored the creation of one or more 401k plans.

Company Name:ALEXANDER AND SCHMIDT
Employer identification number (EIN):010457780
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER AND SCHMIDT 401(K) 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
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JAMES SCHMIDT2013-07-15 JAMES SCHMIDT2013-07-15
0012011-01-01JAMES SCHMIDT2012-03-08 JAMES SCHMIDT2012-03-08
0012010-01-01JAMES SCHMIDT2011-04-12 JAMES SCHMIDT2011-04-12

Financial Data on ALEXANDER AND SCHMIDT 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : ALEXANDER AND SCHMIDT 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-290
Total liabilities as of the end of the plan year2025-08-290
Total liabilities as of the beginning of the plan year2025-08-290
Total expenses incurred by plan in this plan year2025-08-2927086
Net assets as of the end of the plan year2025-08-293273072
Total assets as of the beginning of the plan year2025-08-292718226
Value of plan covered by a fidelity bond2025-08-29350000
Participant contributions to plan in this plan year2025-08-29116874
Value of participant loans at end of plan year2025-08-2942670
Other expenses paid from plan in this plan year2025-08-290
Other contributions to plan in this plan year2025-08-290
Other income to plan in this plan year2025-08-29374119
Plan net income in this plan year2025-08-29554846
Net assets as of the end of the plan year2025-08-293273072
Net assets as of the beginning of the plan year2025-08-292718226
Employer contributions to plan in this plan year2025-08-2990939
Fees paid to broker by Benefit Provider2025-08-291447
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-2926852
2024 : ALEXANDER AND SCHMIDT 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-250
Total liabilities as of the end of the plan year2024-09-250
Total liabilities as of the beginning of the plan year2024-09-250
Total expenses incurred by plan in this plan year2024-09-25205342
Net assets as of the end of the plan year2024-09-252718226
Total assets as of the beginning of the plan year2024-09-252273597
Value of plan covered by a fidelity bond2024-09-25350000
Participant contributions to plan in this plan year2024-09-25120966
Value of participant loans at end of plan year2024-09-2520656
Other expenses paid from plan in this plan year2024-09-250
Other contributions to plan in this plan year2024-09-250
Other income to plan in this plan year2024-09-25388116
Plan net income in this plan year2024-09-25444629
Net assets as of the end of the plan year2024-09-252718226
Net assets as of the beginning of the plan year2024-09-252273597
Employer contributions to plan in this plan year2024-09-25140889
Fees paid to broker by Benefit Provider2024-09-251190
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2522372

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