2023 Form 5500 filing — James Alexander Corporation Retirement 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 20241009154930NAL0033295024001) for James Alexander Corporation Retirement Plan, reported by James Alexander Corporation under EIN 22-2063771 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009154930NAL0033295024001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- James Alexander Corporation
- EIN
- 22-2063771
- Plan number
- 001
- Location
- Blairstown, NJ
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,460,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,460,767
- Employer contributions
- $70,357
- Participant contributions
- $346,499
- Total income / additions
- $1,684,212
- Benefits paid
- $253,817
- Administrative expenses
- $26,745
- Total expenses
- $292,125
- Net increase / (decrease)
- $1,392,087
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Green Ridge Wealth Planning | INVESTMENT MANAGER | $22,394 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | RECORDKEEPER | $5,401 | not reported in the loaded dataset |
| Transition Finance Strategies | THIRD PARTY ADMIN | $750 | not reported in the loaded dataset |
| Ascensus LLC | RECORDKEEPER | $0 | $1 |