2023 Form 5500 filing — James Alexander Corporation Employee Stock Ownership Plan And Trust
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 20241014130811NAL0014974387001) for James Alexander Corporation Employee Stock Ownership Plan And Trust, reported by James Alexander Corporation under EIN 22-2063771 and plan number 002. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130811NAL0014974387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- James Alexander Corporation
- EIN
- 22-2063771
- Plan number
- 002
- Location
- Blairstown, NJ
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,351,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,351,408
- Employer contributions
- $129,420
- Total income / additions
- $171,394
- Benefits paid
- $319,509
- Administrative expenses
- $20,464
- Total expenses
- $339,973
- Net increase / (decrease)
- -$168,579
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab | N/A | $20,464 | not reported in the loaded dataset |