401k Plan data: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN plan

NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number	001

NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING 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
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.
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

NICOLAS ALEXANDER COMPANY has sponsored the creation of one or more 401k plans.

Company Name: NICOLAS ALEXANDER COMPANY

Employer identification number (EIN): 810617378

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Additional information about NICOLAS ALEXANDER COMPANY

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 2003-05-19

Company Identification Number: C2536859

Legal Registered Office Address: 2020 Main Street, Suite 210

Irvine
United States of America (USA)
92514

More information about NICOLAS ALEXANDER COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 HAMED MOGHAREBI 2022-10-06
001 2020-01-01 HAMED MOGHAREBI 2021-05-06
001 2019-01-01 HAMED MOGHAREBI 2020-05-15
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 HAMED MOGHAREBI 2015-10-09
001 2013-01-01 HAMED MOGHAREBI 2014-10-09
001 2012-01-01 KERRY MOGHAREBI 2013-05-13
001 2011-01-01 KERRY MOGHAREBI 2012-03-16
001 2010-01-01 KERRY MOGHAREBI 2011-09-07
001 2009-01-01 KERRY MOGHAREBI KERRY MOGHAREBI 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01	HAMED MOGHAREBI	2022-10-06
001	2020-01-01	HAMED MOGHAREBI	2021-05-06
001	2019-01-01	HAMED MOGHAREBI	2020-05-15
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	HAMED MOGHAREBI	2015-10-09
001	2013-01-01	HAMED MOGHAREBI	2014-10-09
001	2012-01-01	KERRY MOGHAREBI	2013-05-13
001	2011-01-01	KERRY MOGHAREBI	2012-03-16
001	2010-01-01	KERRY MOGHAREBI	2011-09-07
001	2009-01-01	KERRY MOGHAREBI		KERRY MOGHAREBI	2010-10-14

Plan Statistics for NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
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 8
Total of all active and inactive participants 2022-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 18
Number of participants with account balances 2022-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
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 7
Total of all active and inactive participants 2021-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 17
Number of participants with account balances 2021-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 11
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 14
Number of participants with account balances 2020-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2009: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
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	8
Total of all active and inactive participants	2022-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	18
Number of participants with account balances	2022-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
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	7
Total of all active and inactive participants	2021-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	17
Number of participants with account balances	2021-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	11
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	14
Number of participants with account balances	2020-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2009: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2022 401k financial data
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	$137,536
Expenses. Total of all expenses incurred	2022-12-31	$425,725
Benefits paid (including direct rollovers)	2022-12-31	$408,282
Total plan assets at end of year	2022-12-31	$4,805,377
Total plan assets at beginning of year	2022-12-31	$5,093,566
Value of fidelity bond covering the plan	2022-12-31	$2,890,000
Total contributions received or receivable from participants	2022-12-31	$99,997
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-100,331
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-288,189
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,805,377
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,093,566
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$2,627,922
Total contributions received or receivable from employer(s)	2022-12-31	$137,870
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$17,443
2021 : NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING 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	$875,184
Expenses. Total of all expenses incurred	2021-12-31	$13,506
Benefits paid (including direct rollovers)	2021-12-31	$778
Total plan assets at end of year	2021-12-31	$5,093,566
Total plan assets at beginning of year	2021-12-31	$4,231,888
Value of fidelity bond covering the plan	2021-12-31	$2,780,000
Total contributions received or receivable from participants	2021-12-31	$79,537
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	$650,647
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$861,678
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,093,566
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,231,888
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$2,771,915
Total contributions received or receivable from employer(s)	2021-12-31	$145,000
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	$12,728
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2020 401k financial data
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	$252,728
Expenses. Total of all expenses incurred	2020-12-31	$24,278
Total plan assets at end of year	2020-12-31	$4,231,888
Total plan assets at beginning of year	2020-12-31	$4,003,438
Value of fidelity bond covering the plan	2020-12-31	$2,430,000
Total contributions received or receivable from participants	2020-12-31	$63,513
Other income received	2020-12-31	$62,101
Net income (gross income less expenses)	2020-12-31	$228,450
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,231,888
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,003,438
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$2,365,766
Total contributions received or receivable from employer(s)	2020-12-31	$127,114
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$24,278
2019 : NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2019 401k financial data
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	$734,194
Expenses. Total of all expenses incurred	2019-12-31	$21,772
Total plan assets at end of year	2019-12-31	$4,003,438
Total plan assets at beginning of year	2019-12-31	$3,291,016
Value of fidelity bond covering the plan	2019-12-31	$2,500,000
Total contributions received or receivable from participants	2019-12-31	$56,428
Other income received	2019-12-31	$564,405
Net income (gross income less expenses)	2019-12-31	$712,422
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,003,438
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,291,016
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$2,164,067
Total contributions received or receivable from employer(s)	2019-12-31	$113,361
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$21,772
2018 : NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$1,079,215
Expenses. Total of all expenses incurred	2018-12-31	$1,411,427
Benefits paid (including direct rollovers)	2018-12-31	$1,380,791
Total plan assets at end of year	2018-12-31	$3,291,016
Total plan assets at beginning of year	2018-12-31	$3,623,228
Value of fidelity bond covering the plan	2018-12-31	$1,770,000
Total contributions received or receivable from participants	2018-12-31	$55,053
Other income received	2018-12-31	$921,327
Net income (gross income less expenses)	2018-12-31	$-332,212
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,291,016
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,623,228
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$1,953,628
Total contributions received or receivable from employer(s)	2018-12-31	$102,835
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$30,636
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$564,561
Expenses. Total of all expenses incurred	2017-12-31	$217,282
Benefits paid (including direct rollovers)	2017-12-31	$178,065
Total plan assets at end of year	2017-12-31	$3,623,228
Total plan assets at beginning of year	2017-12-31	$3,275,949
Value of fidelity bond covering the plan	2017-12-31	$1,470,000
Total contributions received or receivable from participants	2017-12-31	$69,925
Contributions received from other sources (not participants or employers)	2017-12-31	$33,300
Other income received	2017-12-31	$361,493
Net income (gross income less expenses)	2017-12-31	$347,279
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,623,228
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,275,949
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$965,000
Total contributions received or receivable from employer(s)	2017-12-31	$99,843
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$39,217
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$358,207
Expenses. Total of all expenses incurred	2016-12-31	$43,516
Total plan assets at end of year	2016-12-31	$3,275,949
Total plan assets at beginning of year	2016-12-31	$2,961,258
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$66,000
Other income received	2016-12-31	$219,565
Net income (gross income less expenses)	2016-12-31	$314,691
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,275,949
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,961,258
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$965,000
Total contributions received or receivable from employer(s)	2016-12-31	$72,642
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$43,516

Form 5500 Responses for NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN

2022: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	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: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING 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: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	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: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2009: NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NICOLAS ALEXANDER COMPANY
Employer identification number (EIN):	810617378
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	2003-05-19
Company Identification Number:	C2536859
Legal Registered Office Address:	2020 Main Street, Suite 210 Irvine United States of America (USA) 92514