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 Family Dealerships 401(K) Profit Sharing Plan is a benefit plan reported by Blaise Alexander Management, Inc. under EIN 27-1575032 and plan number 001. The latest loaded filing year is 2023. The filing reports 919 participants and $27,176,019 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,176,019
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,176,019
- Net assets (BOY)
- $24,065,678
Income & contributions
- Employer contributions
- $577,944
- Participant contributions
- $2,768,357
- Total contributions
- $3,473,463
- Total income / additions
- $6,958,730
Expenses & distributions
- Benefits paid
- $3,616,573
- Administrative expenses
- $157,001
- Total expenses
- $3,848,389
- Net increase / (decrease)
- $3,110,341