401k Plan data: ALEXANDER FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST plan

ALEXANDER FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	ALEXANDER FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

ALEXANDER FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: ALEXANDER FINANCIAL SERVICES, INC.

Employer identification number (EIN): 542059109

NAIC Classification: 523900

Additional information about ALEXANDER FINANCIAL SERVICES, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2001-11-27

Company Identification Number: 0568008

Legal Registered Office Address: 5402 GLENSIDE DR STE E

RICHMOND
United States of America (USA)
23228

More information about ALEXANDER FINANCIAL SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 DOUGLAS H. ALEXANDER 2012-10-11 DOUGLAS H. ALEXANDER 2012-10-11
001 2011-01-01 DOUGLAS H. ALEXANDER 2012-05-25 DOUGLAS H. ALEXANDER 2012-05-25
001 2010-01-01 DOUGLAS H. ALEXANDER 2011-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	DOUGLAS H. ALEXANDER	2012-10-11	DOUGLAS H. ALEXANDER	2012-10-11
001	2011-01-01	DOUGLAS H. ALEXANDER	2012-05-25	DOUGLAS H. ALEXANDER	2012-05-25
001	2010-01-01	DOUGLAS H. ALEXANDER	2011-07-20

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Company Name:	ALEXANDER FINANCIAL SERVICES, INC.
Employer identification number (EIN):	542059109
NAIC Classification:	523900

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2001-11-27
Company Identification Number:	0568008
Legal Registered Office Address:	5402 GLENSIDE DR STE E RICHMOND United States of America (USA) 23228