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ALEX MEDICAL, INC. 401(K) PLAN 401k Plan overview

Plan NameALEX MEDICAL, INC. 401(K) PLAN
Plan identification number 001

ALEX MEDICAL, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ALEX MEDICAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALEX MEDICAL, INC.
Employer identification number (EIN):330566708
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEX MEDICAL, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01SCOTT EVERROAD SCOTT EVERROAD2013-10-07
0012011-01-01SCOTT EVERROAD SCOTT EVERROAD2012-07-19
0012010-01-01SCOTT EVERROAD SCOTT EVERROAD2011-05-23
0012009-01-01SCOTT EVERROAD SCOTT EVERROAD2010-10-15

Financial Data on ALEX MEDICAL, INC. 401(K) PLAN

Measure Date Value
2012 : ALEX MEDICAL, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$11,143
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$241,964
Total plan assets at beginning of year2012-12-31$230,821
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$11,143
Net income (gross income less expenses)2012-12-31$11,143
Net plan assets at end of year (total assets less liabilities)2012-12-31$241,964
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$230,821
Total contributions received or receivable from employer(s)2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : ALEX MEDICAL, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$-20,266
Expenses. Total of all expenses incurred2011-12-31$35,135
Benefits paid (including direct rollovers)2011-12-31$35,135
Total plan assets at end of year2011-12-31$230,821
Total plan assets at beginning of year2011-12-31$286,222
Total contributions received or receivable from participants2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-20,266
Net income (gross income less expenses)2011-12-31$-55,401
Net plan assets at end of year (total assets less liabilities)2011-12-31$230,821
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$286,222
Total contributions received or receivable from employer(s)2011-12-31$0
2010 : ALEX MEDICAL, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$45,159
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$286,222
Total plan assets at beginning of year2010-12-31$241,063
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$45,159
Net income (gross income less expenses)2010-12-31$45,159
Net plan assets at end of year (total assets less liabilities)2010-12-31$286,222
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$241,063
Total contributions received or receivable from employer(s)2010-12-31$0

Form 5500 Responses for ALEX MEDICAL, INC. 401(K) PLAN

2012: ALEX MEDICAL, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALEX MEDICAL, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ALEX MEDICAL, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ALEX MEDICAL, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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