2023 Form 5500 filing — Alexander Family Dealerships 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004100837NAL0011292017001) for Alexander Family Dealerships 401(K) Profit Sharing Plan, reported by Blaise Alexander Management, Inc. under EIN 27-1575032 and plan number 001. It reports 919 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004100837NAL0011292017001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Blaise Alexander Management, Inc.
- EIN
- 27-1575032
- Plan number
- 001
- Location
- Muncy, PA
- Participants
- 919
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,176,019
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,176,019
- Employer contributions
- $577,944
- Participant contributions
- $2,768,357
- Total income / additions
- $6,958,730
- Benefits paid
- $3,616,573
- Administrative expenses
- $157,001
- Total expenses
- $3,848,389
- Net increase / (decrease)
- $3,110,341
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Ins Company Usa | RECORDKEEPER | $16,680 | $0 |
| Assetmark | RECORDKEEPER | $12,000 | not reported in the loaded dataset |
| Epic Retirement Plan Services | RECORDKEEPER | $9,035 | not reported in the loaded dataset |