James Alexander Corporation Retirement Plan — Form 5500 plan (James Alexander Corporation)
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, James Alexander Corporation Retirement Plan is a benefit plan reported by James Alexander Corporation under EIN 22-2063771 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $8,460,767 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James Alexander Corporation
- EIN
- 22-2063771
- Plan number
- 001
- Plan type
- 2
- Location
- Blairstown, NJ
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $8,460,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241009154930NAL0033295024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,460,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,460,767
- Net assets (BOY)
- $7,068,680
Income & contributions
- Employer contributions
- $70,357
- Participant contributions
- $346,499
- Total contributions
- $446,641
- Total income / additions
- $1,684,212
Expenses & distributions
- Benefits paid
- $253,817
- Administrative expenses
- $26,745
- Total expenses
- $292,125
- Net increase / (decrease)
- $1,392,087
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Green Ridge Wealth Planning | INVESTMENT MANAGER | $22,394 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | RECORDKEEPER | $5,401 | not reported in the loaded dataset | 2023 |
| Transition Finance Strategies | THIRD PARTY ADMIN | $750 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | RECORDKEEPER | $0 | $1 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for James Alexander Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Blairstown, NJ
- Green Ridge Wealth Planning — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Transition Finance Strategies — Schedule C compensation
- Ascensus LLC — Schedule C compensation