James Alexander Corporation Employee Stock Ownership Plan And Trust — 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 Employee Stock Ownership Plan And Trust is a benefit plan reported by James Alexander Corporation under EIN 22-2063771 and plan number 002. The latest loaded filing year is 2023. The filing reports 175 participants and $6,351,408 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
- 002
- Plan type
- 2
- Location
- Blairstown, NJ
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $6,351,408
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241014130811NAL0014974387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,351,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,351,408
- Net assets (BOY)
- $6,519,987
Income & contributions
- Employer contributions
- $129,420
- Total contributions
- $129,420
- Total income / additions
- $171,394
Expenses & distributions
- Benefits paid
- $319,509
- Administrative expenses
- $20,464
- Total expenses
- $339,973
- Net increase / (decrease)
- -$168,579
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab | N/A | $20,464 | not reported in the loaded dataset | 2023 |