2023 Form 5500 filing — Alexander & Associates Co. Profit Sharing And 401(K) 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 20241014072310NAL0026756145001) for Alexander & Associates Co. Profit Sharing And 401(K) Plan, reported by Alexander & Associates Co. under EIN 31-0643856 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014072310NAL0026756145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alexander & Associates Co.
- EIN
- 31-0643856
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,609,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,609,460
- Employer contributions
- $281,090
- Participant contributions
- $935,016
- Total income / additions
- $5,332,764
- Benefits paid
- $4,402,170
- Administrative expenses
- $84,955
- Total expenses
- $4,487,125
- Net increase / (decrease)
- $845,639
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pca Investment Advisory Services | NONE | $57,097 | not reported in the loaded dataset |
| Pension Corporation Of America | NONE | $27,857 | $3,257 |
| Charles Schwab Trust Bank | NONE | $0 | $8,419 |