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ALEXANDER, SCOTT & ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameALEXANDER, SCOTT & ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number 002

ALEXANDER, SCOTT & ASSOCIATES, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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, SCOTT & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALEXANDER, SCOTT & ASSOCIATES, INC.
Employer identification number (EIN):581379547
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER, SCOTT & ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01ANGELA LEWIS
0022015-07-01ANGELA LEWIS
0022014-07-01
0022013-07-01WILTS ALEXANDER2015-03-17
0022012-07-01WILTS ALEXANDER2014-03-14
0022011-07-01WILTS ALEXANDER2012-12-17
0022009-07-01WILTS ALEXANDER
0022009-07-01WILTS ALEXANDER

Financial Data on ALEXANDER, SCOTT & ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2020 : ALEXANDER, SCOTT & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-06-30$39,317
Total plan assets at end of year2020-06-30$928,415
Total plan assets at beginning of year2020-06-30$889,098
Other income received2020-06-30$39,317
Net income (gross income less expenses)2020-06-30$39,317
Net plan assets at end of year (total assets less liabilities)2020-06-30$928,415
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$889,098
Assets. Value of employer real property2020-06-30$272,750
2019 : ALEXANDER, SCOTT & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-06-30$11,796
Expenses. Total of all expenses incurred2019-06-30$4,717
Total plan assets at end of year2019-06-30$889,098
Total plan assets at beginning of year2019-06-30$882,019
Value of fidelity bond covering the plan2019-06-30$89,000
Other income received2019-06-30$11,796
Net income (gross income less expenses)2019-06-30$7,079
Net plan assets at end of year (total assets less liabilities)2019-06-30$889,098
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$882,019
Assets. Value of real-estate (other than employer real property)2019-06-30$236,406
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$4,717
2017 : ALEXANDER, SCOTT & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-06-30$85,375
Expenses. Total of all expenses incurred2017-06-30$3,974
Total plan assets at end of year2017-06-30$855,688
Total plan assets at beginning of year2017-06-30$774,287
Value of fidelity bond covering the plan2017-06-30$85,600
Other income received2017-06-30$85,375
Net income (gross income less expenses)2017-06-30$81,401
Net plan assets at end of year (total assets less liabilities)2017-06-30$855,688
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$774,287
Assets. Value of real-estate (other than employer real property)2017-06-30$255,030
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$3,974
2016 : ALEXANDER, SCOTT & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-06-30$-21,554
Expenses. Total of all expenses incurred2016-06-30$30,376
Benefits paid (including direct rollovers)2016-06-30$27,387
Total plan assets at end of year2016-06-30$774,287
Total plan assets at beginning of year2016-06-30$826,217
Value of fidelity bond covering the plan2016-06-30$77,500
Other income received2016-06-30$-21,554
Net income (gross income less expenses)2016-06-30$-51,930
Net plan assets at end of year (total assets less liabilities)2016-06-30$774,287
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$826,217
Assets. Value of real-estate (other than employer real property)2016-06-30$246,389
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$2,989
2011 : ALEXANDER, SCOTT & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$114,860
Expenses. Total of all expenses incurred2011-06-30$4,432
Total plan assets at end of year2011-06-30$641,141
Total plan assets at beginning of year2011-06-30$530,713
Other income received2011-06-30$114,860
Net income (gross income less expenses)2011-06-30$110,428
Net plan assets at end of year (total assets less liabilities)2011-06-30$641,141
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$530,713
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$4,432

Form 5500 Responses for ALEXANDER, SCOTT & ASSOCIATES, INC. PROFIT SHARING PLAN

2019: ALEXANDER, SCOTT & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: ALEXANDER, SCOTT & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: ALEXANDER, SCOTT & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: ALEXANDER, SCOTT & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: ALEXANDER, SCOTT & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2009: ALEXANDER, SCOTT & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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