| Plan Name | ALEXANDER LEGACY PRIVATE WEALTH MANAGEMENT 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | ALEXANDER LEGACY PRIVATE WEALTH MANAGEMENT |
| Employer identification number (EIN): | 861764490 |
| NAIC Classification: | 523900 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2024 : ALEXANDER LEGACY PRIVATE WEALTH MANAGEMENT 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-04 | 2510 |
| Net assets as of the end of the plan year | 2024-10-04 | 18713 |
| Total assets as of the beginning of the plan year | 2024-10-04 | 7998 |
| Participant contributions to plan in this plan year | 2024-10-04 | 6837 |
| Other income to plan in this plan year | 2024-10-04 | 1687 |
| Plan net income in this plan year | 2024-10-04 | 10715 |
| Net assets as of the end of the plan year | 2024-10-04 | 18713 |
| Net assets as of the beginning of the plan year | 2024-10-04 | 7998 |
| Employer contributions to plan in this plan year | 2024-10-04 | 4701 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-04 | 2510 |