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| Plan Name | ALEX S. JOSEPH ASSOCIATES, INC. PROFIT SHARING PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ALEX S. JOSEPH ASSOCIATES, INC. |
| Employer identification number (EIN): | 161021910 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about ALEX S. JOSEPH ASSOCIATES, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1973-07-19 |
| Company Identification Number: | 266395 |
| Legal Registered Office Address: |
164 STATE STREET Onondaga ALBANY United States of America (USA) 12207 |
More information about ALEX S. JOSEPH ASSOCIATES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | SANDRA WEHNER | 2024-09-18 | SANDRA WEHNER | 2024-09-18 |
| 002 | 2022-01-01 | SANDRA WEHNER | 2023-09-19 | SANDRA WEHNER | 2023-09-19 |
| 002 | 2021-01-01 | SANDRA WEHNER | 2022-10-12 | SANDRA WEHNER | 2022-10-12 |
| 002 | 2020-01-01 | SANDRA WEHNER | 2021-09-14 | SANDRA WEHNER | 2021-09-14 |
| 002 | 2019-01-01 | SANDRA WEHNER | 2020-09-10 | SANDRA WEHNER | 2020-09-10 |
| 002 | 2018-01-01 | SANDRA WEHNER | 2019-01-11 | SANDRA WEHNER | 2019-01-11 |
| 002 | 2017-01-01 | FRANCES JOSEPH | 2018-03-13 | FRANCES JOSEPH | 2018-03-13 |
| 002 | 2016-01-01 | SANDRA WEHNER | 2017-07-24 | SANDRA WEHNER | 2017-07-24 |
| 002 | 2015-01-01 | FRANCES JOSEPH | 2016-10-05 | FRANCES JOSEPH | 2016-10-05 |
| 002 | 2014-01-01 | FRAN JOSEPH | 2015-02-10 | FRAN JOSEPH | 2015-02-10 |
| 002 | 2013-01-01 | FRAN JOSEPH | 2014-05-13 | FRAN JOSEPH | 2014-05-13 |
| 002 | 2012-01-01 | SANDRA WEHNER | 2013-03-28 | SANDRA WEHNER | 2013-03-28 |
| 002 | 2011-01-01 | FRANCES JOSEPH | 2012-03-12 | FRANCES JOSEPH | 2012-03-12 |
| 002 | 2010-01-01 | FRANCES JOSEPH | 2011-08-03 | FRANCES JOSEPH | 2011-08-03 |
| Measure | Date | Value |
|---|---|---|
| 2025 : ALEX S. JOSEPH ASSOCIATES, INC. PROFIT SHARING PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-08-25 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-25 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-25 | 498844 |
| Net assets as of the end of the plan year | 2025-08-25 | 285025 |
| Total assets as of the beginning of the plan year | 2025-08-25 | 835858 |
| Value of plan covered by a fidelity bond | 2025-08-25 | 50000 |
| Participant contributions to plan in this plan year | 2025-08-25 | 0 |
| Other expenses paid from plan in this plan year | 2025-08-25 | 0 |
| Other contributions to plan in this plan year | 2025-08-25 | 0 |
| Other income to plan in this plan year | 2025-08-25 | -51989 |
| Plan net income in this plan year | 2025-08-25 | -550833 |
| Net assets as of the end of the plan year | 2025-08-25 | 285025 |
| Net assets as of the beginning of the plan year | 2025-08-25 | 835858 |
| Employer contributions to plan in this plan year | 2025-08-25 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-25 | 0 |
| 2024 : ALEX S. JOSEPH ASSOCIATES, INC. PROFIT SHARING PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-09-18 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-18 | 0 |
| Net assets as of the end of the plan year | 2024-09-18 | 835858 |
| Total assets as of the beginning of the plan year | 2024-09-18 | 835858 |
| Value of plan covered by a fidelity bond | 2024-09-18 | 50000 |
| Participant contributions to plan in this plan year | 2024-09-18 | 0 |
| Other expenses paid from plan in this plan year | 2024-09-18 | 0 |
| Other contributions to plan in this plan year | 2024-09-18 | 0 |
| Other income to plan in this plan year | 2024-09-18 | 0 |
| Plan net income in this plan year | 2024-09-18 | 0 |
| Net assets as of the end of the plan year | 2024-09-18 | 835858 |
| Net assets as of the beginning of the plan year | 2024-09-18 | 835858 |
| Employer contributions to plan in this plan year | 2024-09-18 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-18 | 0 |
| 2022 : ALEX S. JOSEPH ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-10-12 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-12 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-12 | 32743 |
| Net assets as of the end of the plan year | 2022-10-12 | 835858 |
| Total assets as of the beginning of the plan year | 2022-10-12 | 868601 |
| Value of plan covered by a fidelity bond | 2022-10-12 | 50000 |
| Participant contributions to plan in this plan year | 2022-10-12 | 0 |
| Other expenses paid from plan in this plan year | 2022-10-12 | 0 |
| Other contributions to plan in this plan year | 2022-10-12 | 0 |
| Other income to plan in this plan year | 2022-10-12 | 0 |
| Plan net income in this plan year | 2022-10-12 | -32743 |
| Net assets as of the end of the plan year | 2022-10-12 | 835858 |
| Net assets as of the beginning of the plan year | 2022-10-12 | 868601 |
| Employer contributions to plan in this plan year | 2022-10-12 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-12 | 0 |
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