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ALEXANDER, VAN LOON, SLOAN, LEVENS & FAVRE, PLLC 401(K) PLAN 401k Plan overview

Plan NameALEXANDER, VAN LOON, SLOAN, LEVENS & FAVRE, PLLC 401(K) PLAN
Plan identification number 001

ALEXANDER, VAN LOON, SLOAN, LEVENS & FAVRE, PLLC 401(K) 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.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALEXANDER, VAN LOON, SLOAN, LEVENS & FAVRE, PLLC has sponsored the creation of one or more 401k plans.

Company Name:ALEXANDER, VAN LOON, SLOAN, LEVENS & FAVRE, PLLC
Employer identification number (EIN):640654714
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER, VAN LOON, SLOAN, LEVENS & FAVRE, PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JERRY FAVRE2024-07-23 JERRY FAVRE2024-07-23
0012022-01-01JERRY W FAVRE2023-07-11 JERRY FAVRE2023-07-11
0012021-01-01JERRY W FAVRE2022-09-02 JJERRY W FAVRE2022-09-02
0012020-01-01JERRY W FAVRE2021-07-26 JERRY FAVRE2021-07-26
0012019-01-01JERRY W FAVRE2020-10-10 JERRY FAVRE2020-10-10
0012018-01-01JERRY W FAVRE2019-09-23 JERRY FAVRE2019-09-23
0012017-01-01JERRY W FAVRE2018-06-22
0012016-01-01JERRY W FAVRE2017-09-22 JERRY W FAVRE2017-09-22
0012015-01-01JERY W FAVRE2016-07-18 JERRY W FAVRE2016-07-18
0012014-01-01JERRY W. FAVRE2015-10-06 JERRY W. FAVRE2015-10-06
0012013-01-01JERRY W. FAVRE2014-09-15 JERRY W. FAVRE2014-09-15
0012012-01-01JERRY W. FAVRE2013-10-11 JERRY W. FAVRE2013-10-11
0012011-01-01JERRY W. FAVRE2012-10-12 JERRY W. FAVRE2012-10-12
0012010-01-01JERRY W. FAVRE2011-10-14 JERRY W. FAVRE2011-10-14

Financial Data on ALEXANDER, VAN LOON, SLOAN, LEVENS & FAVRE, PLLC 401(K) PLAN

Measure Date Value
2025 : ALEXANDER, VAN LOON, SLOAN, LEVENS & FAVRE, PLLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-142436552
Net assets as of the end of the plan year2025-07-1412286079
Total assets as of the beginning of the plan year2025-07-1413066480
Value of plan covered by a fidelity bond2025-07-14500000
Participant contributions to plan in this plan year2025-07-14293715
Value of participant loans at end of plan year2025-07-1468923
Other contributions to plan in this plan year2025-07-1429000
Other income to plan in this plan year2025-07-141264048
Plan net income in this plan year2025-07-14-780401
Net assets as of the end of the plan year2025-07-1412286079
Net assets as of the beginning of the plan year2025-07-1413066480
Employer contributions to plan in this plan year2025-07-1469388
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-141679
2024 : ALEXANDER, VAN LOON, SLOAN, LEVENS & FAVRE, PLLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2348436
Net assets as of the end of the plan year2024-07-2313066480
Total assets as of the beginning of the plan year2024-07-2311152041
Value of plan covered by a fidelity bond2024-07-23500000
Participant contributions to plan in this plan year2024-07-23305352
Value of participant loans at end of plan year2024-07-2340764
Other income to plan in this plan year2024-07-231566674
Plan net income in this plan year2024-07-231914439
Net assets as of the end of the plan year2024-07-2313066480
Net assets as of the beginning of the plan year2024-07-2311152041
Employer contributions to plan in this plan year2024-07-2390849
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-23577
2022 : ALEXANDER, VAN LOON, SLOAN, LEVENS & FAVRE, PLLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-021387152
Net assets as of the end of the plan year2022-09-0212295844
Total assets as of the beginning of the plan year2022-09-0211397400
Value of plan covered by a fidelity bond2022-09-02500000
Participant contributions to plan in this plan year2022-09-02339393
Value of participant loans at end of plan year2022-09-0292409
Other income to plan in this plan year2022-09-021855286
Plan net income in this plan year2022-09-02898444
Net assets as of the end of the plan year2022-09-0212295844
Net assets as of the beginning of the plan year2022-09-0211397400
Employer contributions to plan in this plan year2022-09-0290917
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-022743

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