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| Plan Name | ALEXANDER INVESTMENT SERVICES CBS BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | ALEXANDER INVESTMENT SERVICES |
| Employer identification number (EIN): | 610652524 |
| NAIC Classification: | 525100 |
| NAIC Description: | Insurance and Employee Benefit Funds |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2023-06-01 | JOSEPH HSU | 2024-12-30 | ||
| 501 | 2022-06-01 | SHAWNA BURTON | 2023-12-27 | ||
| 501 | 2021-08-01 | SHAWNA BURTON | 2022-12-29 |
| Measure | Date | Value |
|---|---|---|
| 2024 : ALEXANDER INVESTMENT SERVICES CBS BENEFIT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-12-30 | 3871 |
| Total liabilities as of the beginning of the plan year | 2024-12-30 | 1799 |
| Total expenses incurred by plan in this plan year | 2024-12-30 | 58874 |
| Net assets as of the end of the plan year | 2024-12-30 | 5158 |
| Total assets as of the beginning of the plan year | 2024-12-30 | 2290 |
| Value of plan covered by a fidelity bond | 2024-12-30 | 1000000 |
| Participant contributions to plan in this plan year | 2024-12-30 | 29611 |
| Other expenses paid from plan in this plan year | 2024-12-30 | 0 |
| Other contributions to plan in this plan year | 2024-12-30 | 0 |
| Other income to plan in this plan year | 2024-12-30 | 448 |
| Plan net income in this plan year | 2024-12-30 | 796 |
| Net assets as of the end of the plan year | 2024-12-30 | 1287 |
| Net assets as of the beginning of the plan year | 2024-12-30 | 491 |
| Employer contributions to plan in this plan year | 2024-12-30 | 29611 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-30 | 3747 |
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