Stanley G. Alexander, Inc. 401(K) Plan — Form 5500 plan (Stanley G. Alexander, Inc.)

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, Stanley G. Alexander, Inc. 401(K) Plan is a benefit plan reported by Stanley G. Alexander, Inc. under EIN 95-3254661 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $16,849,662 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stanley G. Alexander, Inc.
EIN
95-3254661
Plan number
001
Plan type
3
Location
Tustin, CA
Latest filing year
2023
Participants
317
End-of-year plan assets
$16,849,662

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023317H, C20240723085953NAL0010974433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,849,662
Total liabilities (EOY)
$0
Net assets (EOY)
$16,849,662
Net assets (BOY)
$15,561,487

Income & contributions

Employer contributions
$248,183
Participant contributions
$1,019,584
Total contributions
$1,267,767
Total income / additions
$3,426,677

Expenses & distributions

Benefits paid
$2,111,652
Administrative expenses
$11,262
Total expenses
$2,138,502
Net increase / (decrease)
$1,288,175

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Paragon Alliance Group, LLCCONTRACT ADMIN$7,670$12,7322023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$3,717$02023

Related Form 5500 pages