ALEXANDER INVESTMENT SERVICES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALEXANDER INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : ALEXANDER INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-12-31 | 0 |
| Total liabilities as of the end of the plan year | 2024-12-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-12-31 | 0 |
| Total expenses incurred by plan in this plan year | 2024-12-31 | 0 |
| Net assets as of the end of the plan year | 2024-12-31 | 2338349 |
| Total assets as of the beginning of the plan year | 2024-12-31 | 1947395 |
| Value of plan covered by a fidelity bond | 2024-12-31 | 234000 |
| Participant contributions to plan in this plan year | 2024-12-31 | 43080 |
| Value of participant loans at end of plan year | 2024-12-31 | 49759 |
| Other expenses paid from plan in this plan year | 2024-12-31 | 0 |
| Other contributions to plan in this plan year | 2024-12-31 | 0 |
| Other income to plan in this plan year | 2024-12-31 | 282874 |
| Plan net income in this plan year | 2024-12-31 | 390954 |
| Net assets as of the end of the plan year | 2024-12-31 | 2338349 |
| Net assets as of the beginning of the plan year | 2024-12-31 | 1947395 |
| Employer contributions to plan in this plan year | 2024-12-31 | 65000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-31 | 0 |
| 2023 : ALEXANDER INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2023-03-30 | 0 |
| Total liabilities as of the end of the plan year | 2023-03-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2023-03-30 | 0 |
| Total expenses incurred by plan in this plan year | 2023-03-30 | 0 |
| Net assets as of the end of the plan year | 2023-03-30 | 1647817 |
| Total assets as of the beginning of the plan year | 2023-03-30 | 1825021 |
| Value of plan covered by a fidelity bond | 2023-03-30 | 183000 |
| Participant contributions to plan in this plan year | 2023-03-30 | 42197 |
| Value of participant loans at end of plan year | 2023-03-30 | 26158 |
| Other expenses paid from plan in this plan year | 2023-03-30 | 0 |
| Other contributions to plan in this plan year | 2023-03-30 | 0 |
| Other income to plan in this plan year | 2023-03-30 | -279401 |
| Plan net income in this plan year | 2023-03-30 | -177204 |
| Net assets as of the end of the plan year | 2023-03-30 | 1647817 |
| Net assets as of the beginning of the plan year | 2023-03-30 | 1825021 |
| Employer contributions to plan in this plan year | 2023-03-30 | 60000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-03-30 | 0 |
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