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ALEXIS MANAGEMENT INC 401(K) PLAN 401k Plan overview

Plan NameALEXIS MANAGEMENT INC 401(K) PLAN
Plan identification number 001

ALEXIS MANAGEMENT INC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

ALEXIS MANAGEMENT INC has sponsored the creation of one or more 401k plans.

Company Name:ALEXIS MANAGEMENT INC
Employer identification number (EIN):201919931
NAIC Classification:541600

Additional information about ALEXIS MANAGEMENT INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 316752

More information about ALEXIS MANAGEMENT INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXIS MANAGEMENT INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LISA M. NEWTON2024-11-25
0012022-01-01LISA M. NEWTON2023-10-16
0012021-01-01LISA M. NEWTON2022-10-17
0012020-01-01LISA M. NEWTON2021-10-15
0012019-01-01LISA M. NEWTON2020-10-15
0012018-01-01LISA M. NEWTON2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01KEITH NEWTON
0012011-01-01LISA M NEWTON
0012009-01-01LISA M NEWTON

Financial Data on ALEXIS MANAGEMENT INC 401(K) PLAN

Measure Date Value
2023 : ALEXIS MANAGEMENT INC 401(K) PLAN 2023 401k financial data
Total income from all sources2023-12-31$295,943
Total plan assets at end of year2023-12-31$1,163,532
Total plan assets at beginning of year2023-12-31$867,589
Total contributions received or receivable from participants2023-12-31$79,398
Other income received2023-12-31$191,594
Net income (gross income less expenses)2023-12-31$295,943
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,163,532
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$867,589
Total contributions received or receivable from employer(s)2023-12-31$24,951
2022 : ALEXIS MANAGEMENT INC 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-113,851
Total plan assets at end of year2022-12-31$867,589
Total plan assets at beginning of year2022-12-31$981,440
Total contributions received or receivable from participants2022-12-31$61,163
Other income received2022-12-31$-197,427
Net income (gross income less expenses)2022-12-31$-113,851
Net plan assets at end of year (total assets less liabilities)2022-12-31$867,589
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$981,440
Total contributions received or receivable from employer(s)2022-12-31$22,413
2021 : ALEXIS MANAGEMENT INC 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$207,329
Total plan assets at end of year2021-12-31$981,440
Total plan assets at beginning of year2021-12-31$774,111
Total contributions received or receivable from participants2021-12-31$54,395
Other income received2021-12-31$135,864
Net income (gross income less expenses)2021-12-31$207,329
Net plan assets at end of year (total assets less liabilities)2021-12-31$981,440
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$774,111
Total contributions received or receivable from employer(s)2021-12-31$17,070
2020 : ALEXIS MANAGEMENT INC 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$162,316
Total plan assets at end of year2020-12-31$774,111
Total plan assets at beginning of year2020-12-31$611,795
Total contributions received or receivable from participants2020-12-31$54,030
Other income received2020-12-31$95,856
Net income (gross income less expenses)2020-12-31$162,316
Net plan assets at end of year (total assets less liabilities)2020-12-31$774,111
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$611,795
Total contributions received or receivable from employer(s)2020-12-31$12,430
2019 : ALEXIS MANAGEMENT INC 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$113,423
Total plan assets at end of year2019-12-31$611,795
Total plan assets at beginning of year2019-12-31$498,372
Total contributions received or receivable from participants2019-12-31$3,010
Other income received2019-12-31$106,250
Net income (gross income less expenses)2019-12-31$113,423
Net plan assets at end of year (total assets less liabilities)2019-12-31$611,795
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$498,372
Total contributions received or receivable from employer(s)2019-12-31$4,163
2018 : ALEXIS MANAGEMENT INC 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-14,098
Expenses. Total of all expenses incurred2018-12-31$6,533
Benefits paid (including direct rollovers)2018-12-31$6,508
Total plan assets at end of year2018-12-31$498,372
Total plan assets at beginning of year2018-12-31$519,003
Value of fidelity bond covering the plan2018-12-31$25,000
Total contributions received or receivable from participants2018-12-31$5,652
Other income received2018-12-31$-29,814
Net income (gross income less expenses)2018-12-31$-20,631
Net plan assets at end of year (total assets less liabilities)2018-12-31$498,372
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$519,003
Total contributions received or receivable from employer(s)2018-12-31$10,064
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$25
2017 : ALEXIS MANAGEMENT INC 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$95,272
Total plan assets at end of year2017-12-31$519,003
Total plan assets at beginning of year2017-12-31$423,731
Value of fidelity bond covering the plan2017-12-31$25,000
Total contributions received or receivable from participants2017-12-31$7,067
Other income received2017-12-31$83,104
Net income (gross income less expenses)2017-12-31$95,272
Net plan assets at end of year (total assets less liabilities)2017-12-31$519,003
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$423,731
Total contributions received or receivable from employer(s)2017-12-31$5,101
2016 : ALEXIS MANAGEMENT INC 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$35,682
Total plan assets at end of year2016-12-31$423,731
Total plan assets at beginning of year2016-12-31$388,049
Value of fidelity bond covering the plan2016-12-31$25,000
Total contributions received or receivable from participants2016-12-31$7,117
Other income received2016-12-31$22,739
Net income (gross income less expenses)2016-12-31$35,682
Net plan assets at end of year (total assets less liabilities)2016-12-31$423,731
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$388,049
Total contributions received or receivable from employer(s)2016-12-31$5,826
2015 : ALEXIS MANAGEMENT INC 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$6,194
Total plan assets at end of year2015-12-31$388,049
Total plan assets at beginning of year2015-12-31$381,855
Value of fidelity bond covering the plan2015-12-31$25,000
Total contributions received or receivable from participants2015-12-31$4,635
Other income received2015-12-31$-2,183
Net income (gross income less expenses)2015-12-31$6,194
Net plan assets at end of year (total assets less liabilities)2015-12-31$388,049
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$381,855
Total contributions received or receivable from employer(s)2015-12-31$3,742
2014 : ALEXIS MANAGEMENT INC 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$32,862
Total plan assets at end of year2014-12-31$381,855
Total plan assets at beginning of year2014-12-31$348,993
Value of fidelity bond covering the plan2014-12-31$25,000
Total contributions received or receivable from participants2014-12-31$3,503
Other income received2014-12-31$26,766
Net income (gross income less expenses)2014-12-31$32,862
Net plan assets at end of year (total assets less liabilities)2014-12-31$381,855
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$348,993
Total contributions received or receivable from employer(s)2014-12-31$2,593
2013 : ALEXIS MANAGEMENT INC 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$81,564
Total plan assets at end of year2013-12-31$348,993
Total plan assets at beginning of year2013-12-31$267,429
Value of fidelity bond covering the plan2013-12-31$25,000
Total contributions received or receivable from participants2013-12-31$4,470
Other income received2013-12-31$74,513
Net income (gross income less expenses)2013-12-31$81,564
Net plan assets at end of year (total assets less liabilities)2013-12-31$348,993
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$267,429
Total contributions received or receivable from employer(s)2013-12-31$2,581
2012 : ALEXIS MANAGEMENT INC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$41,152
Total plan assets at end of year2012-12-31$267,429
Total plan assets at beginning of year2012-12-31$226,277
Value of fidelity bond covering the plan2012-12-31$25,000
Total contributions received or receivable from participants2012-12-31$3,656
Other income received2012-12-31$35,480
Net income (gross income less expenses)2012-12-31$41,152
Net plan assets at end of year (total assets less liabilities)2012-12-31$267,429
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$226,277
Total contributions received or receivable from employer(s)2012-12-31$2,016
2011 : ALEXIS MANAGEMENT INC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$-2,803
Expenses. Total of all expenses incurred2011-12-31$14,243
Benefits paid (including direct rollovers)2011-12-31$14,243
Total plan assets at end of year2011-12-31$226,277
Total plan assets at beginning of year2011-12-31$243,323
Total contributions received or receivable from participants2011-12-31$2,681
Other income received2011-12-31$-6,802
Net income (gross income less expenses)2011-12-31$-17,046
Net plan assets at end of year (total assets less liabilities)2011-12-31$226,277
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$243,323
Total contributions received or receivable from employer(s)2011-12-31$1,318
2010 : ALEXIS MANAGEMENT INC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$57,013
Expenses. Total of all expenses incurred2010-12-31$2,750
Benefits paid (including direct rollovers)2010-12-31$2,750
Total plan assets at end of year2010-12-31$243,323
Total plan assets at beginning of year2010-12-31$189,060
Total contributions received or receivable from participants2010-12-31$5,118
Other income received2010-12-31$22,705
Net income (gross income less expenses)2010-12-31$54,263
Net plan assets at end of year (total assets less liabilities)2010-12-31$243,323
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$189,060
Total contributions received or receivable from employer(s)2010-12-31$29,190

Form 5500 Responses for ALEXIS MANAGEMENT INC 401(K) PLAN

2023: ALEXIS MANAGEMENT INC 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ALEXIS MANAGEMENT INC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALEXIS MANAGEMENT INC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALEXIS MANAGEMENT INC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALEXIS MANAGEMENT INC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALEXIS MANAGEMENT INC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALEXIS MANAGEMENT INC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALEXIS MANAGEMENT INC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALEXIS MANAGEMENT INC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALEXIS MANAGEMENT INC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALEXIS MANAGEMENT INC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALEXIS MANAGEMENT INC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALEXIS MANAGEMENT INC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ALEXIS MANAGEMENT INC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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