V. Alexander & Co., Inc. Savings Plan — Form 5500 plan (V Alexander & Co., Inc.)

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, V. Alexander & Co., Inc. Savings Plan is a benefit plan reported by V Alexander & Co., Inc. under EIN 62-0672816 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $33,108,469 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
V Alexander & Co., Inc.
EIN
62-0672816
Plan number
001
Plan type
2
Location
Cordova, TN
Latest filing year
2023
Participants
268
End-of-year plan assets
$33,108,469

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023268H, C20241015083739NAL0047056416001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,108,469
Total liabilities (EOY)
$0
Net assets (EOY)
$33,108,469
Net assets (BOY)
$28,941,180

Income & contributions

Employer contributions
$849,809
Participant contributions
$1,341,834
Total contributions
$2,223,197
Total income / additions
$7,059,884

Expenses & distributions

Benefits paid
$2,760,459
Administrative expenses
$132,136
Total expenses
$2,892,595
Net increase / (decrease)
$4,167,289

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$132,136$02023
Regions BankINVESTMENT ADVISORY$0$69,2082023

Related Form 5500 pages