JAMES ALEXANDER & ASSOCIATES L has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2024 : JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Transfers to/from the plan | 2024-01-01 | $0 |
| Total plan liabilities at end of year | 2024-01-01 | $0 |
| Total plan liabilities at beginning of year | 2024-01-01 | $0 |
| Total income from all sources | 2024-01-01 | $152,395 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $1,270,703 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $1,263,395 |
| Total plan assets at end of year | 2024-01-01 | $705,543 |
| Total plan assets at beginning of year | 2024-01-01 | $1,823,851 |
| Value of fidelity bond covering the plan | 2024-01-01 | $300,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $16,095 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $122,086 |
| Net income (gross income less expenses) | 2024-01-01 | $-1,118,308 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $705,543 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $1,823,851 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $14,214 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $7,308 |
| 2023 : JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $209,432 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $129,130 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $121,057 |
| Total plan assets at end of year | 2023-12-31 | $1,823,851 |
| Total plan assets at beginning of year | 2023-12-31 | $1,743,549 |
| Value of fidelity bond covering the plan | 2023-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $44,854 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $149,922 |
| Net income (gross income less expenses) | 2023-12-31 | $80,302 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,823,851 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,743,549 |
| Assets. Value of participant loans | 2023-12-31 | $18,601 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $14,656 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $8,073 |
| 2022 : JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 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 | $-105,832 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $83,953 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $75,228 |
| Total plan assets at end of year | 2022-12-31 | $1,743,549 |
| Total plan assets at beginning of year | 2022-12-31 | $1,933,334 |
| Value of fidelity bond covering the plan | 2022-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $18,815 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-137,714 |
| Net income (gross income less expenses) | 2022-12-31 | $-189,785 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,743,549 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,933,334 |
| Assets. Value of participant loans | 2022-12-31 | $23,678 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $13,067 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $8,725 |
| 2021 : JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 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 | $120,850 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $420,770 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $410,686 |
| Total plan assets at end of year | 2021-12-31 | $1,933,334 |
| Total plan assets at beginning of year | 2021-12-31 | $2,233,254 |
| Value of fidelity bond covering the plan | 2021-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $15,154 |
| 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 | $86,889 |
| Net income (gross income less expenses) | 2021-12-31 | $-299,920 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,933,334 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,233,254 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $18,807 |
| 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 | $10,084 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
| 2020 : JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 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 | $115,221 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $240,909 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $231,211 |
| Total plan assets at end of year | 2020-12-31 | $2,233,254 |
| Total plan assets at beginning of year | 2020-12-31 | $2,358,942 |
| Value of fidelity bond covering the plan | 2020-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $41,870 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $22,641 |
| Net income (gross income less expenses) | 2020-12-31 | $-125,688 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,233,254 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,358,942 |
| Assets. Value of participant loans | 2020-12-31 | $1,982 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $50,710 |
| 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 | $9,698 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
| 2019 : JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 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 | $156,852 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $9,660 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $540 |
| Total plan assets at end of year | 2019-12-31 | $2,358,942 |
| Total plan assets at beginning of year | 2019-12-31 | $2,211,750 |
| Value of fidelity bond covering the plan | 2019-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $71,437 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $36,441 |
| Net income (gross income less expenses) | 2019-12-31 | $147,192 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,358,942 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,211,750 |
| Assets. Value of participant loans | 2019-12-31 | $29,004 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $48,974 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $9,120 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
| 2018 : JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 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 | $145,515 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $8,597 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $159 |
| Total plan assets at end of year | 2018-12-31 | $2,211,750 |
| Total plan assets at beginning of year | 2018-12-31 | $2,074,832 |
| Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $75,054 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $16,794 |
| Net income (gross income less expenses) | 2018-12-31 | $136,918 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,211,750 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,074,832 |
| Assets. Value of participant loans | 2018-12-31 | $49,842 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $53,667 |
| 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 | $8,438 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
| 2017 : JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $180,979 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $476,466 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $464,805 |
| Total plan assets at end of year | 2017-12-31 | $2,074,832 |
| Total plan assets at beginning of year | 2017-12-31 | $2,370,319 |
| Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $87,115 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $41,886 |
| Other income received | 2017-12-31 | $249 |
| Net income (gross income less expenses) | 2017-12-31 | $-295,487 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,074,832 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,370,319 |
| Assets. Value of participant loans | 2017-12-31 | $67,304 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $51,729 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $11,661 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
| 2016 : JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $-18,154 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $16,487 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $2,467 |
| Total plan assets at end of year | 2016-12-31 | $2,370,319 |
| Total plan assets at beginning of year | 2016-12-31 | $2,404,960 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $86,004 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $7,803 |
| Other income received | 2016-12-31 | $-171,379 |
| Net income (gross income less expenses) | 2016-12-31 | $-34,641 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,370,319 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,404,960 |
| Assets. Value of participant loans | 2016-12-31 | $83,503 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $59,418 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $14,020 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
| 2023: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 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: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 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: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 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: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 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: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 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: JAMES ALEXANDER & ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST 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 |
