| Plan Name | ALEXANDER WOLF & COMPANY, INC. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | ALEXANDER WOLF & COMPANY, INC. |
| Employer identification number (EIN): | 132771623 |
| NAIC Classification: | 531310 |
Additional information about ALEXANDER WOLF & COMPANY, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1973-12-07 |
| Company Identification Number: | 240202 |
| Legal Registered Office Address: |
ONE DUPONT ST. SUITE 200 PLAINVIEW United States of America (USA) 11803 |
More information about ALEXANDER WOLF & COMPANY, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | DAVID WOLLMAN | 2024-02-27 | DAVID WOLLMAN | 2024-02-27 |
| 001 | 2022-01-01 | DAVID WOLLMAN | 2023-05-02 | DAVID WOLLMAN | 2023-05-02 |
| 001 | 2021-01-01 | DAVID WOLLMAN | 2022-03-23 | DAVID WOLLMAN | 2022-03-23 |
| 001 | 2020-01-01 | DAVID WOLLMAN | 2021-03-23 | DAVID WOLLMAN | 2021-03-23 |
| 001 | 2019-01-01 | DAVID WOLLMAN | 2020-03-03 | DAVID WOLLMAN | 2020-03-03 |
| 001 | 2018-01-01 | DAVID WOLLMAN | 2019-06-11 | DAVID WOLLMAN | 2019-06-11 |
| 001 | 2017-01-01 | DAVID WOLLMAN | 2018-05-30 | DAVID WOLLMAN | 2018-05-30 |
| 001 | 2016-01-01 | DAVID WOLLMAN | 2017-07-10 | DAVID WOLLMAN | 2017-07-10 |
| 001 | 2015-01-01 | DAVID WOLLMAN | 2016-04-27 | DAVID WOLLMAN | 2016-04-27 |
| 001 | 2014-01-01 | DAVID WOLLMAN | 2015-06-04 | DAVID WOLLMAN | 2015-06-04 |
| 001 | 2013-01-01 | DAVID WOLLMAN | 2014-03-28 | DAVID WOLLMAN | 2014-03-28 |
| 001 | 2012-01-01 | DAVID WOLLMAN | 2013-04-04 | DAVID WOLLMAN | 2013-04-04 |
| 001 | 2011-01-01 | DAVID WOLLMAN | 2012-05-10 | DAVID WOLLMAN | 2012-05-10 |
| 001 | 2010-01-01 | DAVID WOLLMAN | 2011-09-19 | DAVID WOLLMAN | 2011-09-19 |
| Measure | Date | Value |
|---|---|---|
| 2025 : ALEXANDER WOLF & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-06-02 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-02 | 123418 |
| Net assets as of the end of the plan year | 2025-06-02 | 3861153 |
| Total assets as of the beginning of the plan year | 2025-06-02 | 3474810 |
| Participant contributions to plan in this plan year | 2025-06-02 | 140470 |
| Value of participant loans at end of plan year | 2025-06-02 | 13834 |
| Other expenses paid from plan in this plan year | 2025-06-02 | 0 |
| Other contributions to plan in this plan year | 2025-06-02 | 0 |
| Other income to plan in this plan year | 2025-06-02 | 369291 |
| Plan net income in this plan year | 2025-06-02 | 386343 |
| Net assets as of the end of the plan year | 2025-06-02 | 3861153 |
| Net assets as of the beginning of the plan year | 2025-06-02 | 3474810 |
| Employer contributions to plan in this plan year | 2025-06-02 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-02 | 322 |
| 2024 : ALEXANDER WOLF & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-02-27 | 0 |
| Total liabilities as of the end of the plan year | 2024-02-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-02-27 | 0 |
| Total expenses incurred by plan in this plan year | 2024-02-27 | 74069 |
| Net assets as of the end of the plan year | 2024-02-27 | 3474810 |
| Total assets as of the beginning of the plan year | 2024-02-27 | 2968157 |
| Participant contributions to plan in this plan year | 2024-02-27 | 135226 |
| Value of participant loans at end of plan year | 2024-02-27 | 17641 |
| Other expenses paid from plan in this plan year | 2024-02-27 | 0 |
| Other contributions to plan in this plan year | 2024-02-27 | 0 |
| Other income to plan in this plan year | 2024-02-27 | 445496 |
| Plan net income in this plan year | 2024-02-27 | 506653 |
| Net assets as of the end of the plan year | 2024-02-27 | 3474810 |
| Net assets as of the beginning of the plan year | 2024-02-27 | 2968157 |
| Employer contributions to plan in this plan year | 2024-02-27 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-02-27 | 0 |
| 2022 : ALEXANDER WOLF & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-03-23 | 0 |
| Total liabilities as of the end of the plan year | 2022-03-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-03-23 | 0 |
| Total expenses incurred by plan in this plan year | 2022-03-23 | 170470 |
| Net assets as of the end of the plan year | 2022-03-23 | 3510931 |
| Total assets as of the beginning of the plan year | 2022-03-23 | 3148070 |
| Participant contributions to plan in this plan year | 2022-03-23 | 149519 |
| Value of participant loans at end of plan year | 2022-03-23 | 2538 |
| Other expenses paid from plan in this plan year | 2022-03-23 | 0 |
| Other contributions to plan in this plan year | 2022-03-23 | 0 |
| Other income to plan in this plan year | 2022-03-23 | 383812 |
| Plan net income in this plan year | 2022-03-23 | 362861 |
| Net assets as of the end of the plan year | 2022-03-23 | 3510931 |
| Net assets as of the beginning of the plan year | 2022-03-23 | 3148070 |
| Employer contributions to plan in this plan year | 2022-03-23 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-03-23 | 173 |