Alexander'S Contract Services, Inc.401-K Plan — Form 5500 plan (Alexander'S Contract Services, 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, Alexander'S Contract Services, Inc.401-K Plan is a benefit plan reported by Alexander'S Contract Services, Inc. under EIN 74-3138954 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $1,078,459 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.1MPlan net assets, end of year$1,078,459
Participants142Covered participants reported
Assets / participant$7.6KComputed: assets ÷ participants$7,595 (computed)
Provider compensationNone reported
Plan sponsor
Alexander'S Contract Services, Inc.
EIN
74-3138954
Plan number
001
Plan type
2
Location
Atascadero, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142I20240422230627NAL0000592819001
Schedule I · 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)$1.1M total assets
Net assets$1.1MLiabilities
Money in vs. money out
Total income / additions$319.4K
Total expenses$191.3K
Benefits paid / distributions$183.7K
Contributions
Employer$36.6K
Participant$110K
Full reported line items

Net assets

Total assets (EOY)
$1,078,459
Net assets (EOY)
$1,078,459
Net assets (BOY)
$950,390

Income & contributions

Employer contributions
$36,594
Participant contributions
$110,004
Total income / additions
$319,376

Expenses & distributions

Benefits paid
$183,656
Administrative expenses
$7,495
Total expenses
$191,307
Net increase / (decrease)
$128,069
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.

Contribution share (employer vs. participant)
Employer 25%Participant 75%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income58%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages