401k Plan data: ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN plan

ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan Name	ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN
Plan identification number	003

ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 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.
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.
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/LALIZAS, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: ALEXANDER/LALIZAS, L.L.C.

Employer identification number (EIN): 760379330

NAIC Classification: 423990
NAIC Description: Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2023-01-01 LATRELL GUESS-MOORE
003 2022-01-01
003 2022-01-01 LATRELL GUESS-MOORE
003 2021-01-01
003 2021-01-01 LATRELL GUESS-MOORE
003 2020-01-01
003 2019-03-15

Plan Statistics for ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN

Measure Date Value
2023: ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 49
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 12
Total of all active and inactive participants 2023-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 61
Number of participants with account balances 2023-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 48
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 18
Total of all active and inactive participants 2022-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 66
Number of participants with account balances 2022-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 44
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 17
Total of all active and inactive participants 2021-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 62
Number of participants with account balances 2021-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 41
Number of other retired or separated participants entitled to future benefits 2020-01-01 14
Total of all active and inactive participants 2020-01-01 55
Total participants 2020-01-01 55
Number of participants with account balances 2020-01-01 49
2019: ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-03-15 40
Total number of active participants reported on line 7a of the Form 5500 2019-03-15 44
Number of retired or separated participants receiving benefits 2019-03-15 1
Number of other retired or separated participants entitled to future benefits 2019-03-15 12
Total of all active and inactive participants 2019-03-15 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-03-15 0
Total participants 2019-03-15 57
Number of participants with account balances 2019-03-15 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-03-15 7

Measure	Date	Value
2023: ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	49
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	12
Total of all active and inactive participants	2023-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	61
Number of participants with account balances	2023-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	48
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	18
Total of all active and inactive participants	2022-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	66
Number of participants with account balances	2022-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	44
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	17
Total of all active and inactive participants	2021-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	62
Number of participants with account balances	2021-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	41
Number of other retired or separated participants entitled to future benefits	2020-01-01	14
Total of all active and inactive participants	2020-01-01	55
Total participants	2020-01-01	55
Number of participants with account balances	2020-01-01	49
2019: ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-03-15	40
Total number of active participants reported on line 7a of the Form 5500	2019-03-15	44
Number of retired or separated participants receiving benefits	2019-03-15	1
Number of other retired or separated participants entitled to future benefits	2019-03-15	12
Total of all active and inactive participants	2019-03-15	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-03-15	0
Total participants	2019-03-15	57
Number of participants with account balances	2019-03-15	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-03-15	7

Financial Data on ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN

Measure	Date	Value
2023 : ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$569,588
Expenses. Total of all expenses incurred	2023-12-31	$110,182
Benefits paid (including direct rollovers)	2023-12-31	$99,617
Total plan assets at end of year	2023-12-31	$2,282,004
Total plan assets at beginning of year	2023-12-31	$1,822,598
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$102,124
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$1,896
Other income received	2023-12-31	$433,352
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$459,406
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,282,004
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,822,598
Assets. Value of participant loans	2023-12-31	$28,993
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$32,216
Value of certain deemed distributions of participant loans	2023-12-31	$-1,225
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$11,790
2022 : ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-359,015
Expenses. Total of all expenses incurred	2022-12-31	$295,957
Benefits paid (including direct rollovers)	2022-12-31	$279,872
Total plan assets at end of year	2022-12-31	$1,822,598
Total plan assets at beginning of year	2022-12-31	$2,477,570
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$110,564
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$7,423
Other income received	2022-12-31	$-511,165
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-654,972
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,822,598
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,477,570
Assets. Value of participant loans	2022-12-31	$1,000
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$34,163
Value of certain deemed distributions of participant loans	2022-12-31	$4,432
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$11,653
2021 : ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$396,996
Expenses. Total of all expenses incurred	2021-12-31	$1,027,527
Benefits paid (including direct rollovers)	2021-12-31	$1,012,457
Total plan assets at end of year	2021-12-31	$2,477,570
Total plan assets at beginning of year	2021-12-31	$3,108,101
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$89,965
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$281,756
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-630,531
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,477,570
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,108,101
Assets. Value of participant loans	2021-12-31	$3,161
Total contributions received or receivable from employer(s)	2021-12-31	$25,275
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$15,070
2020 : ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$618,802
Expenses. Total of all expenses incurred	2020-12-31	$274,332
Benefits paid (including direct rollovers)	2020-12-31	$242,996
Total plan assets at end of year	2020-12-31	$3,108,101
Total plan assets at beginning of year	2020-12-31	$2,763,631
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$142,307
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$429,959
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$344,470
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,108,101
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,763,631
Assets. Value of participant loans	2020-12-31	$42,511
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$46,536
Value of certain deemed distributions of participant loans	2020-12-31	$16,127
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$15,209
2019 : ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$3,055,965
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$418,734
Expenses. Total of all expenses incurred	2019-12-31	$711,068
Benefits paid (including direct rollovers)	2019-12-31	$692,175
Total plan assets at end of year	2019-12-31	$2,763,631
Total plan assets at beginning of year	2019-12-31	$0
Total contributions received or receivable from participants	2019-12-31	$144,332
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$225,228
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-292,334
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,763,631
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Assets. Value of participant loans	2019-12-31	$116,011
Total contributions received or receivable from employer(s)	2019-12-31	$49,174
Value of certain deemed distributions of participant loans	2019-12-31	$8,689
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$10,204

Form 5500 Responses for ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN

2023: ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALEXANDER/RYAN EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-03-15	Type of plan entity	Single employer plan
2019-03-15	First time form 5500 has been submitted	Yes
2019-03-15	Submission has been amended	No
2019-03-15	This submission is the final filing	No
2019-03-15	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-03-15	Plan is a collectively bargained plan	No
2019-03-15	Plan funding arrangement – Trust	Yes
2019-03-15	Plan benefit arrangement - Trust	Yes

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Company Name:	ALEXANDER/LALIZAS, L.L.C.
Employer identification number (EIN):	760379330
NAIC Classification:	423990
NAIC Description:	Other Miscellaneous Durable Goods Merchant Wholesalers

Plan id#	Filing Submission Date	Name of Administrator
003	2023-01-01
003	2023-01-01	LATRELL GUESS-MOORE
003	2022-01-01
003	2022-01-01	LATRELL GUESS-MOORE
003	2021-01-01
003	2021-01-01	LATRELL GUESS-MOORE
003	2020-01-01
003	2019-03-15