Alexander & Associates Co. Profit Sharing And 401(K) Plan — Form 5500 plan (Alexander & Associates Co.)
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, Alexander & Associates Co. Profit Sharing And 401(K) Plan is a benefit plan reported by Alexander & Associates Co. under EIN 31-0643856 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $29,609,460 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alexander & Associates Co.
- EIN
- 31-0643856
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $29,609,460
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241014072310NAL0026756145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,609,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,609,460
- Net assets (BOY)
- $28,763,821
Income & contributions
- Employer contributions
- $281,090
- Participant contributions
- $935,016
- Total contributions
- $1,216,106
- Total income / additions
- $5,332,764
Expenses & distributions
- Benefits paid
- $4,402,170
- Administrative expenses
- $84,955
- Total expenses
- $4,487,125
- Net increase / (decrease)
- $845,639
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pca Investment Advisory Services | NONE | $57,097 | not reported in the loaded dataset | 2023 |
| Pension Corporation Of America | NONE | $27,857 | $3,257 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $8,419 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alexander & Associates Co.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Pca Investment Advisory Services — Schedule C compensation
- Pension Corporation Of America — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation