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ALEXANDER AND ALEXANDER PROFIT SHARING TRUST 401k Plan overview

Plan NameALEXANDER AND ALEXANDER PROFIT SHARING TRUST
Plan identification number 003

ALEXANDER AND ALEXANDER PROFIT SHARING TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ALEXANDER AND ALEXANDER has sponsored the creation of one or more 401k plans.

Company Name:ALEXANDER AND ALEXANDER
Employer identification number (EIN):363171436
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER AND ALEXANDER PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01JEAN LEWIS2024-09-30
0032022-01-01
0032021-01-01JAMES ALEXANDER2022-06-28
0032020-01-01JAMES ALEXANDER2022-01-10 JAMES ALEXANDER2022-01-10
0032019-01-01JAMES ALEXANDER2020-07-06 JAMES ALEXANDER2020-07-06
0032018-01-01JAMES ALEXANDER2019-07-09
0032017-01-01JAMES L ALEXANDER2018-05-12
0032016-01-01JAMES L ALEXANDER2017-07-11 JAMES L ALEXANDER2017-07-11
0032015-01-01JAMES L ALEXANDER2016-07-13 JAMES L ALEXANDER2016-07-13
0032014-01-01JAMES L ALEXANDER2015-07-12 JAMES L ALEXANDER2015-07-12
0032013-01-01JAMES L ALEXANDER2014-07-10 JAMES L ALEXANDER2014-07-10
0032012-01-01JAMES L ALEXANDER2013-06-21 JAMES L ALEXANDER2013-06-21
0032011-01-01JAMES L ALEXANDER2012-07-25 JAMES L ALEXANDER2012-07-25
0032010-01-01JAMES L ALEXANDER2011-08-02 JAMES L ALEXANDER2011-08-02

Plan Statistics for ALEXANDER AND ALEXANDER PROFIT SHARING TRUST

401k plan membership statisitcs for ALEXANDER AND ALEXANDER PROFIT SHARING TRUST

Measure Date Value
2025: ALEXANDER AND ALEXANDER PROFIT SHARING TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-092
Total number of particpants at end of year2025-07-092
Number of Participants With Account Balances2025-07-092
2024: ALEXANDER AND ALEXANDER PROFIT SHARING TRUST 2024 401k membership
Total number of particpants at beginning of year2024-09-302
Total number of particpants at end of year2024-09-302
Number of Participants With Account Balances2024-09-302
2022: ALEXANDER AND ALEXANDER PROFIT SHARING TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-282
Total number of particpants at end of year2022-06-282
Number of Participants With Account Balances2022-06-282

Financial Data on ALEXANDER AND ALEXANDER PROFIT SHARING TRUST

Measure Date Value
2025 : ALEXANDER AND ALEXANDER PROFIT SHARING TRUST 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-090
Total liabilities as of the beginning of the plan year2025-07-090
Total expenses incurred by plan in this plan year2025-07-0919338
Net assets as of the end of the plan year2025-07-092095922
Total assets as of the beginning of the plan year2025-07-091870205
Value of plan covered by a fidelity bond2025-07-09200000
Other expenses paid from plan in this plan year2025-07-0919338
Other income to plan in this plan year2025-07-09173577
Plan net income in this plan year2025-07-09225717
Net assets as of the end of the plan year2025-07-092095922
Net assets as of the beginning of the plan year2025-07-091870205
Employer contributions to plan in this plan year2025-07-0971478
2024 : ALEXANDER AND ALEXANDER PROFIT SHARING TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-300
Total liabilities as of the beginning of the plan year2024-09-300
Total expenses incurred by plan in this plan year2024-09-3076702
Net assets as of the end of the plan year2024-09-301870205
Total assets as of the beginning of the plan year2024-09-301621709
Participant contributions to plan in this plan year2024-09-300
Other expenses paid from plan in this plan year2024-09-3016202
Other contributions to plan in this plan year2024-09-300
Other income to plan in this plan year2024-09-30257515
Plan net income in this plan year2024-09-30248496
Net assets as of the end of the plan year2024-09-301870205
Net assets as of the beginning of the plan year2024-09-301621709
Employer contributions to plan in this plan year2024-09-3067683
2022 : ALEXANDER AND ALEXANDER PROFIT SHARING TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-289298
Net assets as of the end of the plan year2022-06-281028091
Total assets as of the beginning of the plan year2022-06-28875784
Other expenses paid from plan in this plan year2022-06-289298
Other income to plan in this plan year2022-06-28121941
Plan net income in this plan year2022-06-28152307
Net assets as of the end of the plan year2022-06-281028091
Net assets as of the beginning of the plan year2022-06-28875784
Employer contributions to plan in this plan year2022-06-2839664

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