James Alexander Corporation Employee Stock Ownership Plan And Trust — Form 5500 plan (James Alexander Corporation)
Plain-English plan 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, James Alexander Corporation Employee Stock Ownership Plan And Trust is a benefit plan reported by James Alexander Corporation under EIN 22-2063771 and plan number 002. The latest loaded filing year is 2023. The filing reports 175 participants and $6,351,408 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.4MPlan net assets, end of year$6,351,408
Participants175Covered participants reported
Assets / participant$36.3KComputed: assets ÷ participants$36,294 (computed)
Provider compensation$20.5K1 Schedule C provider row(s)$20,464
- Plan sponsor
- James Alexander Corporation
- EIN
- 22-2063771
- Plan number
- 002
- Plan type
- 2
- Location
- Blairstown, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241014130811NAL0014974387001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.4M total assets
Net assets$6.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,351,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,351,408
- Net assets (BOY)
- $6,519,987
Income & contributions
- Employer contributions
- $129,420
- Total contributions
- $129,420
- Total income / additions
- $171,394
Expenses & distributions
- Benefits paid
- $319,509
- Administrative expenses
- $20,464
- Total expenses
- $339,973
- Net increase / (decrease)
- -$168,579
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income186%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab | N/A | $20,464 | not reported in the loaded dataset | 2023 |