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THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameTHE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN
Plan identification number 001

THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE ALEXANDER GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ALEXANDER GROUP, INC.
Employer identification number (EIN):133248641
NAIC Classification:541600

Additional information about THE ALEXANDER GROUP, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1985-08-13
Company Identification Number: 600592780
Legal Registered Office Address: 2208 NW MARKET SUITE 503

SEATTLE
United States of America (USA)
98107

More information about THE ALEXANDER GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-03-01
0012021-03-01
0012020-03-01
0012019-03-01
0012019-03-01
0012018-03-01YINI LUI2019-12-16
0012017-03-01DEBORAH S STANISH
0012016-03-01
0012016-03-01DEBORAH STANISH2018-01-31
0012015-03-01
0012014-03-01
0012013-03-01DEBORAH S. STANISH
0012012-03-01DEBORAH S. GREASON
0012012-03-01DEBORAH S. GREASON
0012011-03-01DEBORAH S. GREASON
0012010-03-01DEBORAH S. GREASON
0012009-03-01DEBORAH S. GREASON
0012009-03-01DEBORAH S. GREASON

Plan Statistics for THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2022: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-03-01221
Total number of active participants reported on line 7a of the Form 55002022-03-01191
Number of retired or separated participants receiving benefits2022-03-011
Number of other retired or separated participants entitled to future benefits2022-03-0141
Total of all active and inactive participants2022-03-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-03-010
Total participants2022-03-01233
Number of participants with account balances2022-03-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-03-0120
2021: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-03-01180
Total number of active participants reported on line 7a of the Form 55002021-03-01186
Number of retired or separated participants receiving benefits2021-03-010
Number of other retired or separated participants entitled to future benefits2021-03-0135
Total of all active and inactive participants2021-03-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-03-010
Total participants2021-03-01221
Number of participants with account balances2021-03-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-03-0123
2020: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-03-01174
Total number of active participants reported on line 7a of the Form 55002020-03-01148
Number of retired or separated participants receiving benefits2020-03-012
Number of other retired or separated participants entitled to future benefits2020-03-0130
Total of all active and inactive participants2020-03-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-03-010
Total participants2020-03-01180
Number of participants with account balances2020-03-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-03-017
2019: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-03-01149
Total number of active participants reported on line 7a of the Form 55002019-03-01139
Number of retired or separated participants receiving benefits2019-03-011
Number of other retired or separated participants entitled to future benefits2019-03-0134
Total of all active and inactive participants2019-03-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-03-010
Total participants2019-03-01174
Number of participants with account balances2019-03-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-03-018
2018: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-01119
Total number of active participants reported on line 7a of the Form 55002018-03-01118
Number of retired or separated participants receiving benefits2018-03-010
Number of other retired or separated participants entitled to future benefits2018-03-0131
Total of all active and inactive participants2018-03-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-03-010
Total participants2018-03-01149
Number of participants with account balances2018-03-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-03-016
2017: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-01138
Total number of active participants reported on line 7a of the Form 55002017-03-0190
Number of retired or separated participants receiving benefits2017-03-010
Number of other retired or separated participants entitled to future benefits2017-03-0129
Total of all active and inactive participants2017-03-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-03-010
Total participants2017-03-01119
Number of participants with account balances2017-03-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-03-018
2016: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-01147
Total number of active participants reported on line 7a of the Form 55002016-03-01110
Number of retired or separated participants receiving benefits2016-03-0128
Number of other retired or separated participants entitled to future benefits2016-03-010
Total of all active and inactive participants2016-03-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-03-010
Total participants2016-03-01138
Number of participants with account balances2016-03-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-03-015
2015: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-01127
Total number of active participants reported on line 7a of the Form 55002015-03-01114
Number of retired or separated participants receiving benefits2015-03-010
Number of other retired or separated participants entitled to future benefits2015-03-0133
Total of all active and inactive participants2015-03-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-03-010
Total participants2015-03-01147
Number of participants with account balances2015-03-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-03-012
2014: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-01117
Total number of active participants reported on line 7a of the Form 55002014-03-0192
Number of retired or separated participants receiving benefits2014-03-010
Number of other retired or separated participants entitled to future benefits2014-03-0135
Total of all active and inactive participants2014-03-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-010
Total participants2014-03-01127
Number of participants with account balances2014-03-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-03-012
2013: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-01108
Total number of active participants reported on line 7a of the Form 55002013-03-0188
Number of retired or separated participants receiving benefits2013-03-010
Number of other retired or separated participants entitled to future benefits2013-03-0129
Total of all active and inactive participants2013-03-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-010
Total participants2013-03-01117
Number of participants with account balances2013-03-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-016
2012: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-01137
Total number of active participants reported on line 7a of the Form 55002012-03-0180
Number of retired or separated participants receiving benefits2012-03-010
Number of other retired or separated participants entitled to future benefits2012-03-0128
Total of all active and inactive participants2012-03-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-010
Total participants2012-03-01108
Number of participants with account balances2012-03-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-019
2011: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-01145
Total number of active participants reported on line 7a of the Form 55002011-03-0182
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-0155
Total of all active and inactive participants2011-03-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-010
Total participants2011-03-01137
Number of participants with account balances2011-03-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-0110
2010: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-01136
Total number of active participants reported on line 7a of the Form 55002010-03-0184
Number of retired or separated participants receiving benefits2010-03-010
Number of other retired or separated participants entitled to future benefits2010-03-0160
Total of all active and inactive participants2010-03-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-03-010
Total participants2010-03-01144
Number of participants with account balances2010-03-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-03-0112
2009: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-01135
Total number of active participants reported on line 7a of the Form 55002009-03-0174
Number of retired or separated participants receiving benefits2009-03-010
Number of other retired or separated participants entitled to future benefits2009-03-0159
Total of all active and inactive participants2009-03-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-010
Total participants2009-03-01133
Number of participants with account balances2009-03-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-015

Financial Data on THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2023 : THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$0
Total income from all sources (including contributions)2023-02-28$3,834
Total loss/gain on sale of assets2023-02-28$0
Total of all expenses incurred2023-02-28$656,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-02-28$654,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-02-28$2,195,526
Value of total assets at end of year2023-02-28$26,352,204
Value of total assets at beginning of year2023-02-28$27,005,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-02-28$2,088
Total interest from all sources2023-02-28$5,770
Total dividends received (eg from common stock, registered investment company shares)2023-02-28$606,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2023-02-28$606,555
Was this plan covered by a fidelity bond2023-02-28Yes
Value of fidelity bond cover2023-02-28$500,000
If this is an individual account plan, was there a blackout period2023-02-28No
Were there any nonexempt tranactions with any party-in-interest2023-02-28No
Contributions received from participants2023-02-28$1,943,785
Participant contributions at end of year2023-02-28$114,178
Participant contributions at beginning of year2023-02-28$72,238
Income. Received or receivable in cash from other sources (including rollovers)2023-02-28$147,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Value of net income/loss2023-02-28$-653,022
Value of net assets at end of year (total assets less liabilities)2023-02-28$26,352,204
Value of net assets at beginning of year (total assets less liabilities)2023-02-28$27,005,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2023-02-28No
Were any leases to which the plan was party in default or uncollectible2023-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-02-28$25,713,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-02-28$26,446,943
Interest on participant loans2023-02-28$5,770
Value of interest in common/collective trusts at end of year2023-02-28$524,321
Value of interest in common/collective trusts at beginning of year2023-02-28$486,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-02-28$-2,791,048
Net investment gain or loss from common/collective trusts2023-02-28$-12,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-02-28No
Was there a failure to transmit to the plan any participant contributions2023-02-28No
Has the plan failed to provide any benefit when due under the plan2023-02-28No
Contributions received in cash from employer2023-02-28$104,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-02-28$654,768
Contract administrator fees2023-02-28$2,088
Did the plan have assets held for investment2023-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-02-28No
Opinion of an independent qualified public accountant for this plan2023-02-28Unqualified
Accountancy firm name2023-02-28VASQUEZ & COMPANY LLP
Accountancy firm EIN2023-02-28330700332
2022 : THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$0
Total income from all sources (including contributions)2022-02-28$3,580,465
Total loss/gain on sale of assets2022-02-28$0
Total of all expenses incurred2022-02-28$889,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-28$887,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-28$2,391,535
Value of total assets at end of year2022-02-28$27,005,226
Value of total assets at beginning of year2022-02-28$24,313,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-28$2,044
Total interest from all sources2022-02-28$4,898
Total dividends received (eg from common stock, registered investment company shares)2022-02-28$824,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2022-02-28$824,567
Was this plan covered by a fidelity bond2022-02-28Yes
Value of fidelity bond cover2022-02-28$2,000,000
If this is an individual account plan, was there a blackout period2022-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-02-28$0
Were there any nonexempt tranactions with any party-in-interest2022-02-28No
Contributions received from participants2022-02-28$2,011,253
Participant contributions at end of year2022-02-28$72,238
Participant contributions at beginning of year2022-02-28$75,168
Income. Received or receivable in cash from other sources (including rollovers)2022-02-28$280,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Value of net income/loss2022-02-28$2,691,319
Value of net assets at end of year (total assets less liabilities)2022-02-28$27,005,226
Value of net assets at beginning of year (total assets less liabilities)2022-02-28$24,313,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2022-02-28No
Were any leases to which the plan was party in default or uncollectible2022-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-02-28$26,446,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-02-28$24,238,739
Interest on participant loans2022-02-28$4,898
Value of interest in common/collective trusts at end of year2022-02-28$486,045
Value of interest in common/collective trusts at beginning of year2022-02-28$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-02-28$354,053
Net investment gain or loss from common/collective trusts2022-02-28$5,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-02-28No
Was there a failure to transmit to the plan any participant contributions2022-02-28No
Has the plan failed to provide any benefit when due under the plan2022-02-28No
Contributions received in cash from employer2022-02-28$99,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-02-28$887,102
Contract administrator fees2022-02-28$2,044
Did the plan have assets held for investment2022-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-02-28No
Opinion of an independent qualified public accountant for this plan2022-02-28Unqualified
Accountancy firm name2022-02-28VASQUEZ & COMPANY LLP
Accountancy firm EIN2022-02-28330700332
2021 : THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$0
Total income from all sources (including contributions)2021-02-28$7,005,416
Total loss/gain on sale of assets2021-02-28$0
Total of all expenses incurred2021-02-28$436,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-28$434,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-02-28$2,378,676
Value of total assets at end of year2021-02-28$24,313,907
Value of total assets at beginning of year2021-02-28$17,744,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-28$1,400
Total interest from all sources2021-02-28$3,966
Total dividends received (eg from common stock, registered investment company shares)2021-02-28$562,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2021-02-28$562,486
Was this plan covered by a fidelity bond2021-02-28Yes
Value of fidelity bond cover2021-02-28$500,000
If this is an individual account plan, was there a blackout period2021-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-02-28$0
Were there any nonexempt tranactions with any party-in-interest2021-02-28No
Contributions received from participants2021-02-28$1,996,843
Participant contributions at end of year2021-02-28$75,168
Participant contributions at beginning of year2021-02-28$70,741
Income. Received or receivable in cash from other sources (including rollovers)2021-02-28$313,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Value of net income/loss2021-02-28$6,569,391
Value of net assets at end of year (total assets less liabilities)2021-02-28$24,313,907
Value of net assets at beginning of year (total assets less liabilities)2021-02-28$17,744,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2021-02-28No
Were any leases to which the plan was party in default or uncollectible2021-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-02-28$24,238,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-02-28$17,673,775
Interest on participant loans2021-02-28$3,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-02-28$4,060,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-02-28No
Was there a failure to transmit to the plan any participant contributions2021-02-28Yes
Has the plan failed to provide any benefit when due under the plan2021-02-28No
Contributions received in cash from employer2021-02-28$67,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-02-28$434,625
Contract administrator fees2021-02-28$1,400
Did the plan have assets held for investment2021-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-02-28No
Opinion of an independent qualified public accountant for this plan2021-02-28Disclaimer
Accountancy firm name2021-02-28RSM US LLP
Accountancy firm EIN2021-02-28420714325
2020 : THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$0
Total income from all sources (including contributions)2020-02-29$2,416,122
Total loss/gain on sale of assets2020-02-29$0
Total of all expenses incurred2020-02-29$1,716,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-29$1,710,085
Value of total corrective distributions2020-02-29$4,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-02-29$1,348,031
Value of total assets at end of year2020-02-29$17,744,516
Value of total assets at beginning of year2020-02-29$17,045,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$2,016
Total interest from all sources2020-02-29$5,679
Total dividends received (eg from common stock, registered investment company shares)2020-02-29$449,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2020-02-29$449,607
Was this plan covered by a fidelity bond2020-02-29Yes
Value of fidelity bond cover2020-02-29$500,000
If this is an individual account plan, was there a blackout period2020-02-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-02-29$0
Were there any nonexempt tranactions with any party-in-interest2020-02-29No
Contributions received from participants2020-02-29$1,294,736
Participant contributions at end of year2020-02-29$70,741
Participant contributions at beginning of year2020-02-29$95,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Value of net income/loss2020-02-29$699,455
Value of net assets at end of year (total assets less liabilities)2020-02-29$17,744,516
Value of net assets at beginning of year (total assets less liabilities)2020-02-29$17,045,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-02-29No
Were any leases to which the plan was party in default or uncollectible2020-02-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-02-29$17,673,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-02-29$16,949,549
Interest on participant loans2020-02-29$5,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-02-29$612,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-02-29No
Was there a failure to transmit to the plan any participant contributions2020-02-29Yes
Has the plan failed to provide any benefit when due under the plan2020-02-29No
Contributions received in cash from employer2020-02-29$53,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-02-29$1,710,085
Contract administrator fees2020-02-29$2,016
Did the plan have assets held for investment2020-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-02-29Yes
Opinion of an independent qualified public accountant for this plan2020-02-29Disclaimer
Accountancy firm name2020-02-29RSM US LLP
Accountancy firm EIN2020-02-29420714325
2019 : THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-02-28$0
2018 : THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total income from all sources (including contributions)2018-02-28$3,695,130
Total loss/gain on sale of assets2018-02-28$0
Total of all expenses incurred2018-02-28$362,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$360,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$1,713,140
Value of total assets at end of year2018-02-28$17,090,990
Value of total assets at beginning of year2018-02-28$13,758,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$1,921
Total interest from all sources2018-02-28$3,777
Total dividends received (eg from common stock, registered investment company shares)2018-02-28$376,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2018-02-28$376,646
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$500,000
If this is an individual account plan, was there a blackout period2018-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-02-28$0
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Contributions received from participants2018-02-28$1,200,752
Participant contributions at end of year2018-02-28$103,304
Participant contributions at beginning of year2018-02-28$37,697
Participant contributions at end of year2018-02-28$0
Participant contributions at beginning of year2018-02-28$42,733
Income. Received or receivable in cash from other sources (including rollovers)2018-02-28$454,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$3,332,460
Value of net assets at end of year (total assets less liabilities)2018-02-28$17,090,990
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$13,758,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-02-28$16,987,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-02-28$13,677,726
Interest on participant loans2018-02-28$3,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-02-28$1,601,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28No
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Contributions received in cash from employer2018-02-28$57,648
Employer contributions (assets) at end of year2018-02-28$0
Employer contributions (assets) at beginning of year2018-02-28$374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-02-28$360,749
Contract administrator fees2018-02-28$1,921
Did the plan have assets held for investment2018-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28Yes
Opinion of an independent qualified public accountant for this plan2018-02-28Disclaimer
Accountancy firm name2018-02-28RSM US LLP
Accountancy firm EIN2018-02-28420714325
2017 : THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total income from all sources (including contributions)2017-02-28$3,069,213
Total loss/gain on sale of assets2017-02-28$0
Total of all expenses incurred2017-02-28$961,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$860,305
Value of total corrective distributions2017-02-28$100,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$1,045,705
Value of total assets at end of year2017-02-28$13,758,530
Value of total assets at beginning of year2017-02-28$11,650,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$808
Total interest from all sources2017-02-28$1,636
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$29,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2017-02-28$29,691
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$500,000
If this is an individual account plan, was there a blackout period2017-02-28Yes
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Contributions received from participants2017-02-28$963,181
Participant contributions at end of year2017-02-28$37,697
Participant contributions at beginning of year2017-02-28$41,872
Participant contributions at end of year2017-02-28$42,733
Participant contributions at beginning of year2017-02-28$32,113
Income. Received or receivable in cash from other sources (including rollovers)2017-02-28$34,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Value of net income/loss2017-02-28$2,108,070
Value of net assets at end of year (total assets less liabilities)2017-02-28$13,758,530
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$11,650,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-02-28$13,677,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-02-28$2,436,935
Interest on participant loans2017-02-28$1,636
Value of interest in common/collective trusts at end of year2017-02-28$0
Value of interest in common/collective trusts at beginning of year2017-02-28$9,096,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-02-28$43,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-02-28$1,992,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28No
Was there a failure to transmit to the plan any participant contributions2017-02-28Yes
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Contributions received in cash from employer2017-02-28$48,463
Employer contributions (assets) at end of year2017-02-28$374
Employer contributions (assets) at beginning of year2017-02-28$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-02-28$860,305
Contract administrator fees2017-02-28$808
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-02-28Yes
Did the plan have assets held for investment2017-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28Yes
Opinion of an independent qualified public accountant for this plan2017-02-28Disclaimer
Accountancy firm name2017-02-28RSM US LLP
Accountancy firm EIN2017-02-28420714325
2016 : THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-02-29$244,141
Total of all expenses incurred2016-02-29$462,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-29$461,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-29$1,173,285
Value of total assets at end of year2016-02-29$11,650,460
Value of total assets at beginning of year2016-02-29$11,868,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$626
Total interest from all sources2016-02-29$3,817
Total dividends received (eg from common stock, registered investment company shares)2016-02-29$25,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2016-02-29$25,364
Was this plan covered by a fidelity bond2016-02-29Yes
Value of fidelity bond cover2016-02-29$500,000
If this is an individual account plan, was there a blackout period2016-02-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-02-29$0
Were there any nonexempt tranactions with any party-in-interest2016-02-29No
Contributions received from participants2016-02-29$1,100,065
Participant contributions at end of year2016-02-29$41,872
Participant contributions at beginning of year2016-02-29$72,703
Participant contributions at end of year2016-02-29$32,113
Participant contributions at beginning of year2016-02-29$26,436
Assets. Other investments not covered elsewhere at beginning of year2016-02-29$0
Income. Received or receivable in cash from other sources (including rollovers)2016-02-29$44,322
Other income not declared elsewhere2016-02-29$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Value of net income/loss2016-02-29$-218,156
Value of net assets at end of year (total assets less liabilities)2016-02-29$11,650,460
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$11,868,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-29No
Were any leases to which the plan was party in default or uncollectible2016-02-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-02-29$2,436,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-02-29$2,533,845
Interest on participant loans2016-02-29$3,122
Interest earned on other investments2016-02-29$695
Value of interest in common/collective trusts at end of year2016-02-29$9,096,074
Value of interest in common/collective trusts at beginning of year2016-02-29$9,195,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-02-29$43,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-02-29$39,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-02-29$-249,848
Net investment gain or loss from common/collective trusts2016-02-29$-708,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-29No
Was there a failure to transmit to the plan any participant contributions2016-02-29No
Has the plan failed to provide any benefit when due under the plan2016-02-29No
Contributions received in cash from employer2016-02-29$28,898
Employer contributions (assets) at end of year2016-02-29$0
Employer contributions (assets) at beginning of year2016-02-29$316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-02-29$461,671
Contract administrator fees2016-02-29$626
Did the plan have assets held for investment2016-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-29Yes
Opinion of an independent qualified public accountant for this plan2016-02-29Disclaimer
Accountancy firm name2016-02-29MUKAI, GREENLEE & COMPANY, P.C.
Accountancy firm EIN2016-02-29860695371
2015 : THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-02-28$1,863,268
Total of all expenses incurred2015-02-28$648,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-02-28$646,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-02-28$1,022,845
Value of total assets at end of year2015-02-28$11,868,616
Value of total assets at beginning of year2015-02-28$10,653,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$1,442
Total interest from all sources2015-02-28$4,432
Total dividends received (eg from common stock, registered investment company shares)2015-02-28$21,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2015-02-28$21,467
Was this plan covered by a fidelity bond2015-02-28Yes
Value of fidelity bond cover2015-02-28$500,000
If this is an individual account plan, was there a blackout period2015-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-02-28$0
Were there any nonexempt tranactions with any party-in-interest2015-02-28No
Contributions received from participants2015-02-28$889,377
Participant contributions at end of year2015-02-28$72,703
Participant contributions at beginning of year2015-02-28$66,873
Participant contributions at end of year2015-02-28$26,436
Participant contributions at beginning of year2015-02-28$62,160
Assets. Other investments not covered elsewhere at end of year2015-02-28$0
Assets. Other investments not covered elsewhere at beginning of year2015-02-28$170,486
Income. Received or receivable in cash from other sources (including rollovers)2015-02-28$93,245
Other income not declared elsewhere2015-02-28$24
Administrative expenses (other) incurred2015-02-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Value of net income/loss2015-02-28$1,215,010
Value of net assets at end of year (total assets less liabilities)2015-02-28$11,868,616
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$10,653,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2015-02-28No
Were any leases to which the plan was party in default or uncollectible2015-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-02-28$2,533,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-02-28$1,938,711
Interest on participant loans2015-02-28$3,806
Interest earned on other investments2015-02-28$626
Value of interest in common/collective trusts at end of year2015-02-28$9,195,807
Value of interest in common/collective trusts at beginning of year2015-02-28$8,414,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-02-28$39,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-02-28$164,152
Net investment gain or loss from common/collective trusts2015-02-28$650,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-02-28No
Was there a failure to transmit to the plan any participant contributions2015-02-28No
Has the plan failed to provide any benefit when due under the plan2015-02-28No
Contributions received in cash from employer2015-02-28$40,223
Employer contributions (assets) at end of year2015-02-28$316
Employer contributions (assets) at beginning of year2015-02-28$589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-02-28$646,816
Contract administrator fees2015-02-28$1,442
Did the plan have assets held for investment2015-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-02-28Yes
Opinion of an independent qualified public accountant for this plan2015-02-28Disclaimer
Accountancy firm name2015-02-28MUKAI, GREENLEE & COMPANY, P.C.
Accountancy firm EIN2015-02-28860695371
2014 : THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$0
Total income from all sources (including contributions)2014-02-28$2,456,734
Total loss/gain on sale of assets2014-02-28$0
Total of all expenses incurred2014-02-28$856,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-02-28$856,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-02-28$965,867
Value of total assets at end of year2014-02-28$10,653,606
Value of total assets at beginning of year2014-02-28$9,053,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$232
Total interest from all sources2014-02-28$3,360
Total dividends received (eg from common stock, registered investment company shares)2014-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-02-28No
Administrative expenses professional fees incurred2014-02-28$232
Was this plan covered by a fidelity bond2014-02-28Yes
Value of fidelity bond cover2014-02-28$500,000
If this is an individual account plan, was there a blackout period2014-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-02-28$0
Were there any nonexempt tranactions with any party-in-interest2014-02-28No
Contributions received from participants2014-02-28$773,308
Participant contributions at end of year2014-02-28$66,873
Participant contributions at beginning of year2014-02-28$69,902
Participant contributions at end of year2014-02-28$62,160
Participant contributions at beginning of year2014-02-28$48,265
Assets. Other investments not covered elsewhere at end of year2014-02-28$170,486
Income. Received or receivable in cash from other sources (including rollovers)2014-02-28$167,746
Other income not declared elsewhere2014-02-28$17,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Value of net income/loss2014-02-28$1,599,845
Value of net assets at end of year (total assets less liabilities)2014-02-28$10,653,606
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$9,053,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2014-02-28No
Were any leases to which the plan was party in default or uncollectible2014-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-02-28$1,938,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-02-28$8,931,540
Interest on participant loans2014-02-28$3,360
Value of interest in common/collective trusts at end of year2014-02-28$8,414,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-02-28$1,470,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-02-28No
Was there a failure to transmit to the plan any participant contributions2014-02-28No
Has the plan failed to provide any benefit when due under the plan2014-02-28No
Contributions received in cash from employer2014-02-28$24,813
Employer contributions (assets) at end of year2014-02-28$589
Employer contributions (assets) at beginning of year2014-02-28$4,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-02-28$856,657
Did the plan have assets held for investment2014-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-02-28Yes
Opinion of an independent qualified public accountant for this plan2014-02-28Disclaimer
Accountancy firm name2014-02-28MUKAI, GREENLEE & COMPANY, P.C.
Accountancy firm EIN2014-02-28860695371
2013 : THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$0
Total income from all sources (including contributions)2013-02-28$1,439,316
Total loss/gain on sale of assets2013-02-28$0
Total of all expenses incurred2013-02-28$228,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-02-28$228,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-02-28$995,389
Value of total assets at end of year2013-02-28$9,053,761
Value of total assets at beginning of year2013-02-28$7,842,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$96
Total interest from all sources2013-02-28$718
Total dividends received (eg from common stock, registered investment company shares)2013-02-28$10,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2013-02-28$10,426
Administrative expenses professional fees incurred2013-02-28$96
Was this plan covered by a fidelity bond2013-02-28Yes
Value of fidelity bond cover2013-02-28$500,000
If this is an individual account plan, was there a blackout period2013-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-02-28$0
Were there any nonexempt tranactions with any party-in-interest2013-02-28No
Contributions received from participants2013-02-28$943,503
Participant contributions at end of year2013-02-28$69,902
Participant contributions at beginning of year2013-02-28$24,733
Participant contributions at end of year2013-02-28$48,265
Participant contributions at beginning of year2013-02-28$7,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Value of net income/loss2013-02-28$1,210,829
Value of net assets at end of year (total assets less liabilities)2013-02-28$9,053,761
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$7,842,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2013-02-28No
Were any leases to which the plan was party in default or uncollectible2013-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-02-28$8,931,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-02-28$7,805,855
Interest on participant loans2013-02-28$583
Interest earned on other investments2013-02-28$135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-02-28$432,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-02-28No
Was there a failure to transmit to the plan any participant contributions2013-02-28No
Has the plan failed to provide any benefit when due under the plan2013-02-28No
Contributions received in cash from employer2013-02-28$51,886
Employer contributions (assets) at end of year2013-02-28$4,054
Employer contributions (assets) at beginning of year2013-02-28$5,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-02-28$228,391
Did the plan have assets held for investment2013-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-02-28No
Opinion of an independent qualified public accountant for this plan2013-02-28Unqualified
Accountancy firm name2013-02-28ADAMS, BROWN, BERNAN & BALL CHTD.
Accountancy firm EIN2013-02-28481040139
2012 : THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$0
Total income from all sources (including contributions)2012-02-29$1,041,256
Total loss/gain on sale of assets2012-02-29$-14,645
Total of all expenses incurred2012-02-29$683,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-02-29$682,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-02-29$920,060
Value of total assets at end of year2012-02-29$7,842,932
Value of total assets at beginning of year2012-02-29$7,485,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-02-29$1,155
Total interest from all sources2012-02-29$1,523
Total dividends received (eg from common stock, registered investment company shares)2012-02-29$113,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2012-02-29$113,893
Assets. Real estate other than employer real property at end of year2012-02-29$0
Assets. Real estate other than employer real property at beginning of year2012-02-29$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-02-29$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-02-29$0
Was this plan covered by a fidelity bond2012-02-29Yes
Value of fidelity bond cover2012-02-29$500,000
If this is an individual account plan, was there a blackout period2012-02-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-02-29$0
Were there any nonexempt tranactions with any party-in-interest2012-02-29No
Contributions received from participants2012-02-29$795,516
Participant contributions at end of year2012-02-29$24,733
Participant contributions at beginning of year2012-02-29$35,703
Participant contributions at end of year2012-02-29$7,020
Participant contributions at beginning of year2012-02-29$25,216
Assets. Other investments not covered elsewhere at end of year2012-02-29$0
Assets. Other investments not covered elsewhere at beginning of year2012-02-29$0
Income. Received or receivable in cash from other sources (including rollovers)2012-02-29$78,360
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-02-29$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-02-29$0
Assets. Loans (other than to participants) at end of year2012-02-29$0
Assets. Loans (other than to participants) at beginning of year2012-02-29$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-02-29$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-02-29$0
Liabilities. Value of operating payables at end of year2012-02-29$0
Liabilities. Value of operating payables at beginning of year2012-02-29$0
Total non interest bearing cash at end of year2012-02-29$0
Total non interest bearing cash at beginning of year2012-02-29$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Value of net income/loss2012-02-29$357,611
Value of net assets at end of year (total assets less liabilities)2012-02-29$7,842,932
Value of net assets at beginning of year (total assets less liabilities)2012-02-29$7,485,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-02-29No
Were any leases to which the plan was party in default or uncollectible2012-02-29No
Assets. partnership/joint venture interests at end of year2012-02-29$0
Assets. partnership/joint venture interests at beginning of year2012-02-29$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-02-29$7,805,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-02-29$7,419,421
Interest on participant loans2012-02-29$1,523
Value of interest in master investment trust accounts at end of year2012-02-29$0
Value of interest in master investment trust accounts at beginning of year2012-02-29$0
Value of interest in common/collective trusts at end of year2012-02-29$0
Value of interest in common/collective trusts at beginning of year2012-02-29$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-02-29$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-02-29$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-02-29$0
Assets. Value of investments in 103.12 investment entities at end of year2012-02-29$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-02-29$0
Asset value of US Government securities at end of year2012-02-29$0
Asset value of US Government securities at beginning of year2012-02-29$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-02-29$20,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-02-29No
Was there a failure to transmit to the plan any participant contributions2012-02-29No
Has the plan failed to provide any benefit when due under the plan2012-02-29No
Assets. Invements in employer securities at end of year2012-02-29$0
Assets. Invements in employer securities at beginning of year2012-02-29$0
Assets. Value of employer real property at end of year2012-02-29$0
Assets. Value of employer real property at beginning of year2012-02-29$0
Contributions received in cash from employer2012-02-29$46,184
Employer contributions (assets) at end of year2012-02-29$5,324
Employer contributions (assets) at beginning of year2012-02-29$4,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-02-29$682,490
Asset. Corporate debt instrument preferred debt at end of year2012-02-29$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-02-29$0
Asset. Corporate debt instrument debt (other) at end of year2012-02-29$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-02-29$0
Contract administrator fees2012-02-29$1,155
Assets. Corporate common stocks other than exployer securities at end of year2012-02-29$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-02-29$0
Liabilities. Value of benefit claims payable at end of year2012-02-29$0
Liabilities. Value of benefit claims payable at beginning of year2012-02-29$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-02-29$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-02-29$0
Did the plan have assets held for investment2012-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-02-29No
Aggregate proceeds on sale of assets2012-02-29$882,365
Aggregate carrying amount (costs) on sale of assets2012-02-29$897,010
Liabilities. Value of acquisition indebtedness at end of year2012-02-29$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-02-29$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-02-29No
Opinion of an independent qualified public accountant for this plan2012-02-29Unqualified
Accountancy firm name2012-02-29ADAMS, BROWN, BERAN & BALL CHTD.
Accountancy firm EIN2012-02-29481040139
2011 : THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total income from all sources (including contributions)2011-02-28$1,725,209
Total loss/gain on sale of assets2011-02-28$8,903
Total of all expenses incurred2011-02-28$287,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$287,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$776,515
Value of total assets at end of year2011-02-28$7,485,321
Value of total assets at beginning of year2011-02-28$6,047,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$0
Total interest from all sources2011-02-28$1,086
Total dividends received (eg from common stock, registered investment company shares)2011-02-28$107,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2011-02-28$107,129
Assets. Real estate other than employer real property at end of year2011-02-28$0
Assets. Real estate other than employer real property at beginning of year2011-02-28$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-02-28$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-02-28$0
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$500,000
If this is an individual account plan, was there a blackout period2011-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-02-28$0
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Contributions received from participants2011-02-28$680,292
Participant contributions at end of year2011-02-28$35,703
Participant contributions at beginning of year2011-02-28$8,880
Participant contributions at end of year2011-02-28$25,216
Participant contributions at beginning of year2011-02-28$22,042
Assets. Other investments not covered elsewhere at end of year2011-02-28$0
Assets. Other investments not covered elsewhere at beginning of year2011-02-28$0
Income. Received or receivable in cash from other sources (including rollovers)2011-02-28$56,190
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-02-28$0
Assets. Loans (other than to participants) at end of year2011-02-28$0
Assets. Loans (other than to participants) at beginning of year2011-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-02-28$0
Liabilities. Value of operating payables at end of year2011-02-28$0
Liabilities. Value of operating payables at beginning of year2011-02-28$0
Total non interest bearing cash at end of year2011-02-28$0
Total non interest bearing cash at beginning of year2011-02-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$1,437,826
Value of net assets at end of year (total assets less liabilities)2011-02-28$7,485,321
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$6,047,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Assets. partnership/joint venture interests at end of year2011-02-28$0
Assets. partnership/joint venture interests at beginning of year2011-02-28$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-02-28$7,419,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-02-28$6,016,379
Interest on participant loans2011-02-28$1,086
Value of interest in master investment trust accounts at end of year2011-02-28$0
Value of interest in master investment trust accounts at beginning of year2011-02-28$0
Value of interest in common/collective trusts at end of year2011-02-28$0
Value of interest in common/collective trusts at beginning of year2011-02-28$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-02-28$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-02-28$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-02-28$0
Assets. Value of investments in 103.12 investment entities at end of year2011-02-28$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-02-28$0
Asset value of US Government securities at end of year2011-02-28$0
Asset value of US Government securities at beginning of year2011-02-28$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-02-28$831,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28No
Was there a failure to transmit to the plan any participant contributions2011-02-28No
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Assets. Invements in employer securities at end of year2011-02-28$0
Assets. Invements in employer securities at beginning of year2011-02-28$0
Assets. Value of employer real property at end of year2011-02-28$0
Assets. Value of employer real property at beginning of year2011-02-28$0
Contributions received in cash from employer2011-02-28$40,033
Employer contributions (assets) at end of year2011-02-28$4,981
Employer contributions (assets) at beginning of year2011-02-28$194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$287,383
Asset. Corporate debt instrument preferred debt at end of year2011-02-28$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-02-28$0
Asset. Corporate debt instrument debt (other) at end of year2011-02-28$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-02-28$0
Assets. Corporate common stocks other than exployer securities at end of year2011-02-28$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-02-28$0
Liabilities. Value of benefit claims payable at end of year2011-02-28$0
Liabilities. Value of benefit claims payable at beginning of year2011-02-28$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-02-28$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-02-28$0
Did the plan have assets held for investment2011-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28No
Aggregate proceeds on sale of assets2011-02-28$1,153,247
Aggregate carrying amount (costs) on sale of assets2011-02-28$1,144,344
Liabilities. Value of acquisition indebtedness at end of year2011-02-28$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-02-28$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28No
Opinion of an independent qualified public accountant for this plan2011-02-28Unqualified
Accountancy firm name2011-02-28ADAMS, BROWN, BERAN & BALL CHTD.
Accountancy firm EIN2011-02-28481040139
2010 : THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-02-28$0

Form 5500 Responses for THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN

2022: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Submission has been amendedNo
2022-03-01This submission is the final filingNo
2022-03-01This return/report is a short plan year return/report (less than 12 months)No
2022-03-01Plan is a collectively bargained planNo
2022-03-01Plan funding arrangement – TrustYes
2022-03-01Plan benefit arrangement - TrustYes
2021: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Submission has been amendedNo
2021-03-01This submission is the final filingNo
2021-03-01This return/report is a short plan year return/report (less than 12 months)No
2021-03-01Plan is a collectively bargained planNo
2021-03-01Plan funding arrangement – TrustYes
2021-03-01Plan benefit arrangement - TrustYes
2020: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Submission has been amendedNo
2020-03-01This submission is the final filingNo
2020-03-01This return/report is a short plan year return/report (less than 12 months)No
2020-03-01Plan is a collectively bargained planNo
2020-03-01Plan funding arrangement – TrustYes
2020-03-01Plan benefit arrangement - TrustYes
2019: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Submission has been amendedNo
2019-03-01This submission is the final filingNo
2019-03-01This return/report is a short plan year return/report (less than 12 months)No
2019-03-01Plan is a collectively bargained planNo
2019-03-01Plan funding arrangement – TrustYes
2019-03-01Plan benefit arrangement - TrustYes
2018: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Submission has been amendedNo
2018-03-01This submission is the final filingNo
2018-03-01This return/report is a short plan year return/report (less than 12 months)No
2018-03-01Plan is a collectively bargained planNo
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement - TrustYes
2017: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-03-01Type of plan entityMulitple employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement - TrustYes
2016: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Submission has been amendedYes
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement – InsuranceYes
2016-03-01Plan benefit arrangement - TrustYes
2015: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement – InsuranceYes
2015-03-01Plan benefit arrangement - TrustYes
2014: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement – InsuranceYes
2014-03-01Plan benefit arrangement - TrustYes
2013: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement - TrustYes
2012: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedYes
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement - TrustYes
2011: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement - TrustYes
2010: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Submission has been amendedNo
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planNo
2010-03-01Plan funding arrangement – TrustYes
2010-03-01Plan benefit arrangement - TrustYes
2009: THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered143
Insurance policy start date2015-03-01
Insurance policy end date2016-02-28
Total amount of commissions paid to insurance brokerUSD $110
Total amount of fees paid to insurance companyUSD $53
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $86
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameNEWPORT GROUP
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered124
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $147
Total amount of fees paid to insurance companyUSD $42
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $124
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameVERISIGHT INC.

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