401k Plan data: ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST plan

ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST 401k Plan overview

Plan Name	ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST
Plan identification number	001

ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan covering Self-Employed individuals.
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 ALMAND AND BANGS LLP has sponsored the creation of one or more 401k plans.

Company Name: ALEXANDER ALMAND AND BANGS LLP

Employer identification number (EIN): 043675372

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOHN ANSAY 2024-10-03
001 2022-01-01 JOHN ANSAY 2023-09-15
001 2021-01-01 JOHN ANSAY 2022-10-04
001 2020-01-01 JOHN ANSAY 2021-09-29
001 2019-01-01 JOHN ANSAY 2020-09-10
001 2018-01-01 JOHN ANSAY 2019-09-27
001 2017-01-01 JOHN ANSAY 2018-10-02
001 2016-01-01 JAMES A BANGS JAMES A BANGS 2017-10-09
001 2015-01-01 JOHN ALEXANDER JOHN ALEXANDER 2016-09-27
001 2014-01-01 JOHN ALEXANDER
001 2013-01-01 JOHN C. ALEXANDER JOHN C. ALEXANDER 2014-10-10
001 2012-01-01 JOHN ALEXANDER 2013-10-06 JOHN ALEXANDER 2013-10-06
001 2011-01-01 WARREN W. ALMAND
001 2009-01-01 WARREN W. ALMAND WARREN W. ALMAND 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JOHN ANSAY	2024-10-03
001	2022-01-01	JOHN ANSAY	2023-09-15
001	2021-01-01	JOHN ANSAY	2022-10-04
001	2020-01-01	JOHN ANSAY	2021-09-29
001	2019-01-01	JOHN ANSAY	2020-09-10
001	2018-01-01	JOHN ANSAY	2019-09-27
001	2017-01-01	JOHN ANSAY	2018-10-02
001	2016-01-01	JAMES A BANGS		JAMES A BANGS	2017-10-09
001	2015-01-01	JOHN ALEXANDER		JOHN ALEXANDER	2016-09-27
001	2014-01-01	JOHN ALEXANDER
001	2013-01-01	JOHN C. ALEXANDER		JOHN C. ALEXANDER	2014-10-10
001	2012-01-01	JOHN ALEXANDER	2013-10-06	JOHN ALEXANDER	2013-10-06
001	2011-01-01	WARREN W. ALMAND
001	2009-01-01	WARREN W. ALMAND		WARREN W. ALMAND	2010-10-13

Financial Data on ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST

Measure	Date	Value
2025 : ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-08-28	35600
Net assets as of the end of the plan year	2025-08-28	2216614
Total assets as of the beginning of the plan year	2025-08-28	1839617
Value of plan covered by a fidelity bond	2025-08-28	200000
Participant contributions to plan in this plan year	2025-08-28	93851
Other income to plan in this plan year	2025-08-28	256936
Plan net income in this plan year	2025-08-28	376997
Net assets as of the end of the plan year	2025-08-28	2216614
Net assets as of the beginning of the plan year	2025-08-28	1839617
Employer contributions to plan in this plan year	2025-08-28	61810
Expensese paid to adminstrative service provicers from plan in this plan year	2025-08-28	750
2024 : ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-10-03	0
Total expenses incurred by plan in this plan year	2024-10-03	50905
Net assets as of the end of the plan year	2024-10-03	1839617
Total assets as of the beginning of the plan year	2024-10-03	1474877
Value of plan covered by a fidelity bond	2024-10-03	147488
Participant contributions to plan in this plan year	2024-10-03	81156
Other income to plan in this plan year	2024-10-03	272586
Plan net income in this plan year	2024-10-03	364740
Net assets as of the end of the plan year	2024-10-03	1839617
Net assets as of the beginning of the plan year	2024-10-03	1474877
Employer contributions to plan in this plan year	2024-10-03	61903
Fees paid to broker by Benefit Provider	2024-10-03	4035
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-03	875
2022 : ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year	2022-10-04	0
Total liabilities as of the end of the plan year	2022-10-04	0
Total liabilities as of the beginning of the plan year	2022-10-04	0
Total expenses incurred by plan in this plan year	2022-10-04	43740
Net assets as of the end of the plan year	2022-10-04	2223575
Total assets as of the beginning of the plan year	2022-10-04	1824298
Value of plan covered by a fidelity bond	2022-10-04	182430
Participant contributions to plan in this plan year	2022-10-04	81393
Value of participant loans at end of plan year	2022-10-04	3236
Other expenses paid from plan in this plan year	2022-10-04	0
Other contributions to plan in this plan year	2022-10-04	0
Other income to plan in this plan year	2022-10-04	308075
Plan net income in this plan year	2022-10-04	399277
Net assets as of the end of the plan year	2022-10-04	2223575
Net assets as of the beginning of the plan year	2022-10-04	1824298
Employer contributions to plan in this plan year	2022-10-04	53549
Fees paid to broker by Benefit Provider	2022-10-04	5028
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-04	750
2016 : ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST 2016 401k financial data
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	$281,239
Expenses. Total of all expenses incurred	2016-12-31	$9,413
Benefits paid (including direct rollovers)	2016-12-31	$9,413
Total plan assets at end of year	2016-12-31	$2,089,454
Total plan assets at beginning of year	2016-12-31	$1,817,628
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$99,071
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$143,228
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$271,826
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,089,454
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,817,628
Total contributions received or receivable from employer(s)	2016-12-31	$38,940
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$121,908
Expenses. Total of all expenses incurred	2015-12-31	$81,818
Benefits paid (including direct rollovers)	2015-12-31	$46,272
Total plan assets at end of year	2015-12-31	$1,804,002
Total plan assets at beginning of year	2015-12-31	$1,763,912
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$82,866
Expenses. Other expenses not covered elsewhere	2015-12-31	$35,546
Contributions received from other sources (not participants or employers)	2015-12-31	$650
Other income received	2015-12-31	$0
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$40,090
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,804,002
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,763,912
Total contributions received or receivable from employer(s)	2015-12-31	$38,392
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$150,453
Expenses. Total of all expenses incurred	2014-12-31	$53,034
Benefits paid (including direct rollovers)	2014-12-31	$53,000
Total plan assets at end of year	2014-12-31	$1,763,912
Total plan assets at beginning of year	2014-12-31	$1,666,493
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$48,683
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$1,756
Other income received	2014-12-31	$75,721
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$97,419
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,763,912
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,666,493
Total contributions received or receivable from employer(s)	2014-12-31	$24,293
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$34
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$309,511
Expenses. Total of all expenses incurred	2013-12-31	$38,884
Benefits paid (including direct rollovers)	2013-12-31	$38,884
Total plan assets at end of year	2013-12-31	$1,666,493
Total plan assets at beginning of year	2013-12-31	$1,395,866
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$46,326
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$1,593
Other income received	2013-12-31	$235,540
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$270,627
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,666,493
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,395,866
Total contributions received or receivable from employer(s)	2013-12-31	$26,052
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$246,095
Expenses. Total of all expenses incurred	2012-12-31	$40,853
Benefits paid (including direct rollovers)	2012-12-31	$40,853
Total plan assets at end of year	2012-12-31	$1,395,866
Total plan assets at beginning of year	2012-12-31	$1,190,624
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$46,132
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$1,545
Other income received	2012-12-31	$170,568
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$205,242
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,395,866
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,190,624
Total contributions received or receivable from employer(s)	2012-12-31	$27,850
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$5,602
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$26,314
Expenses. Total of all expenses incurred	2011-12-31	$40,000
Benefits paid (including direct rollovers)	2011-12-31	$40,000
Total plan assets at end of year	2011-12-31	$1,190,624
Total plan assets at beginning of year	2011-12-31	$1,198,708
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$38,720
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Other income received	2011-12-31	$-36,398
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-13,686
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,190,624
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,198,708
Total contributions received or receivable from employer(s)	2011-12-31	$23,992
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$178,109
Expenses. Total of all expenses incurred	2010-12-31	$15,979
Benefits paid (including direct rollovers)	2010-12-31	$15,779
Total plan assets at end of year	2010-12-31	$1,198,708
Total plan assets at beginning of year	2010-12-31	$1,036,578
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$28,837
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$135,838
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$162,130
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,198,708
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,036,578
Total contributions received or receivable from employer(s)	2010-12-31	$13,434
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST

2016: ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND 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
2015: ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ALEXANDER ALMAND AND BANGS LLP 401K PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	99098
Policy instance	1

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ALEXANDER ALMAND AND BANGS LLP
Employer identification number (EIN):	043675372
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants