Plan5500

T Monte Mcalexander, Dds — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, T Monte Mcalexander, Dds (EIN 62-1172544) is a plan sponsor located in Jackson, TN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
62-1172544
Location
Jackson, TN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for T Monte Mcalexander, Dds

  • 2 loaded plans hold $3M in reported assets.
  • The largest, T Monte Mcalexander Self Employed Retirement Plan, holds 56% of this company's reported plan assets.
  • Plans cover 2 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3MSummed across loaded plans$3,024,928
Total reported assets$3M$3,024,928
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3M total assets
Net assets$3MLiabilities—
Contributions & income
Total income / additions$319.8K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expensesNot reported
Net increase / (decrease)$319.8K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets56%T Monte Mcalexander Self Employed Retirement Plan
Participants per plan1Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    T Monte Mcalexander Self Employed Retirement Plan$1.7M
    Plan #002 · 1 participants · 2023
  2. 2
    T Monte Mcalexander Self Employed Retirement Plan$1.3M
    Plan #001 · 1 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for T Monte Mcalexander, Dds. Open one for its full reported snapshot.

  1. 2023
    T Monte Mcalexander Self Employed Retirement Plan1 participants · 2Sch I
    View filing →
  2. 2023
    T Monte Mcalexander Self Employed Retirement Plan1 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does T Monte Mcalexander, Dds report on Form 5500?
T Monte Mcalexander, Dds (EIN 62-1172544) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for T Monte Mcalexander, Dds?
The Employer Identification Number (EIN) reported for T Monte Mcalexander, Dds is 62-1172544.
What is the latest Form 5500 filing year for T Monte Mcalexander, Dds?
The latest loaded Form 5500 filing year for T Monte Mcalexander, Dds is 2023.

Related Form 5500 pages