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ALEXANDER INSURANCE, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameALEXANDER INSURANCE, INC. PROFIT SHARING PLAN
Plan identification number 001

ALEXANDER INSURANCE, INC. PROFIT SHARING 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.
  • 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

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

Company Name:ALEXANDER INSURANCE, INC.
Employer identification number (EIN):510262212
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER INSURANCE, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALEX V GONZALES SR2024-09-30
0012022-01-01ALEX V GONZALES SR2023-04-14 ALEX V GONZALES, SR.2023-04-14
0012021-01-01
0012020-01-01ALEX V GONZALES2021-10-13 ALEX V GONZALES, SR.2021-10-13
0012019-01-01ALEX V GONZALES2020-03-25 ALEX V GONZALES, SR.2020-03-25
0012018-01-01ALEX V. GONZALES, SR.2019-04-13 ALEX V GONZALES, SR.2019-04-13
0012017-01-01ALEX V. GONZALES, SR.2018-03-22 ALEX V GONZALES, SR.2018-03-22
0012016-01-01ALEX V. GONZALES, SR.2017-05-11 ALEX V GONZALES, SR.2017-05-11
0012015-01-01ALEX V. GONZALES, SR.2016-05-05 ALEX V GONZALES, SR.2016-05-05
0012014-01-01ALEX V. GONZALES, SR.2015-06-26
0012013-01-01ALEX V. GONZALES, SR.2014-07-22
0012012-01-01ALEX V. GONZALES, SR.2013-05-04
0012011-01-01ALEX V. GONZALES, SR.2012-06-25
0012010-01-01ALEX V. GONZALES, SR.2011-07-05 ALEX V GONZALES SR2011-07-05

Financial Data on ALEXANDER INSURANCE, INC. PROFIT SHARING PLAN

Measure Date Value
2025 : ALEXANDER INSURANCE, INC. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-130
Total liabilities as of the end of the plan year2025-10-130
Total liabilities as of the beginning of the plan year2025-10-130
Total expenses incurred by plan in this plan year2025-10-131022830
Net assets as of the end of the plan year2025-10-130
Total assets as of the beginning of the plan year2025-10-131011760
Value of plan covered by a fidelity bond2025-10-13200000
Participant contributions to plan in this plan year2025-10-130
Other expenses paid from plan in this plan year2025-10-130
Other contributions to plan in this plan year2025-10-130
Other income to plan in this plan year2025-10-1311070
Plan net income in this plan year2025-10-13-1011760
Net assets as of the end of the plan year2025-10-130
Net assets as of the beginning of the plan year2025-10-131011760
Employer contributions to plan in this plan year2025-10-130
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-13780
2024 : ALEXANDER INSURANCE, INC. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-30151719
Net assets as of the end of the plan year2024-09-301144764
Total assets as of the beginning of the plan year2024-09-301268337
Value of plan covered by a fidelity bond2024-09-30200000
Other income to plan in this plan year2024-09-3028146
Plan net income in this plan year2024-09-30-123573
Net assets as of the end of the plan year2024-09-301144764
Net assets as of the beginning of the plan year2024-09-301268337
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-301341

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