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ALEXANDER SCHEFLO AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameALEXANDER SCHEFLO AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ALEXANDER SCHEFLO AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.

401k Sponsoring company profile

ALEXANDER SCHEFLO AND ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALEXANDER SCHEFLO AND ASSOCIATES, INC.
Employer identification number (EIN):942552553
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER SCHEFLO AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MITCH SCHEFLO2024-07-31
0012022-01-01MITCH SCHEFLO2023-06-30
0012021-01-01MITCH SCHEFLO2022-10-03
0012020-01-01MITCH SCHEFLO2021-07-22
0012019-01-01MITCH SCHEFLO2020-09-24
0012018-01-01MITCH SCHEFLO2019-07-10
0012017-01-01MITCH SCHEFLO2018-06-21
0012016-01-01MITCH SCHEFLO2017-05-04
0012015-01-01MITCH SCHEFLO2016-05-06
0012014-01-01MITCH SCHEFLO2015-05-19
0012013-01-01MITCH SCHEFLO2014-07-29
0012012-01-01MITCH SCHEFLO2013-04-19
0012011-01-01MITCH SCHEFLO2012-04-09
0012010-01-01MITCH SCHEFLO2011-07-27

Financial Data on ALEXANDER SCHEFLO AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : ALEXANDER SCHEFLO AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-03-060
Total liabilities as of the beginning of the plan year2025-03-060
Total expenses incurred by plan in this plan year2025-03-068401
Net assets as of the end of the plan year2025-03-061078247
Total assets as of the beginning of the plan year2025-03-06939769
Value of plan covered by a fidelity bond2025-03-06195000
Participant contributions to plan in this plan year2025-03-0645355
Other expenses paid from plan in this plan year2025-03-060
Other contributions to plan in this plan year2025-03-060
Other income to plan in this plan year2025-03-0684081
Plan net income in this plan year2025-03-06138478
Net assets as of the end of the plan year2025-03-061078247
Net assets as of the beginning of the plan year2025-03-06939769
Employer contributions to plan in this plan year2025-03-0617443
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-068401
2024 : ALEXANDER SCHEFLO AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-310
Net assets as of the end of the plan year2024-07-31939769
Total assets as of the beginning of the plan year2024-07-31728275
Value of plan covered by a fidelity bond2024-07-31195000
Participant contributions to plan in this plan year2024-07-3145190
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-3197009
Plan net income in this plan year2024-07-31211494
Net assets as of the end of the plan year2024-07-31939769
Net assets as of the beginning of the plan year2024-07-31728275
Employer contributions to plan in this plan year2024-07-3169295
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-310
2022 : ALEXANDER SCHEFLO AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-0367369
Net assets as of the end of the plan year2022-10-03825331
Total assets as of the beginning of the plan year2022-10-03716904
Value of plan covered by a fidelity bond2022-10-03195000
Participant contributions to plan in this plan year2022-10-0340870
Other income to plan in this plan year2022-10-0375173
Plan net income in this plan year2022-10-03108427
Net assets as of the end of the plan year2022-10-03825331
Net assets as of the beginning of the plan year2022-10-03716904
Employer contributions to plan in this plan year2022-10-0359753
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-036169

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