401k Plan data: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST plan

JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan Name	JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number	002

JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Stock bonus
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

JAMES ALEXANDER CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: JAMES ALEXANDER CORPORATION

Employer identification number (EIN): 222063771

NAIC Classification: 325410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DAVID ROBINSON
002 2016-01-01 DAVID ROBINSON
002 2015-01-01 DAVID ROBINSON
002 2014-01-01 DAVID ROBINSON
002 2013-01-01 DAVID ROBINSON
002 2012-01-01 DAVID ROBINSON
002 2011-01-01 DAVID ROBINSON
002 2010-01-01 DAVID ROBINSON

Plan Statistics for JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2023: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 115
Number of retired or separated participants receiving benefits 2023-01-01 15
Number of other retired or separated participants entitled to future benefits 2023-01-01 29
Total of all active and inactive participants 2023-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 4
Total participants 2023-01-01 163
Number of participants with account balances 2023-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 11
2022: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 113
Number of retired or separated participants receiving benefits 2022-01-01 15
Number of other retired or separated participants entitled to future benefits 2022-01-01 28
Total of all active and inactive participants 2022-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 4
Total participants 2022-01-01 160
Number of participants with account balances 2022-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 11
2021: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 118
Number of retired or separated participants receiving benefits 2021-01-01 14
Number of other retired or separated participants entitled to future benefits 2021-01-01 25
Total of all active and inactive participants 2021-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 6
Total participants 2021-01-01 163
Number of participants with account balances 2021-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 118
Number of retired or separated participants receiving benefits 2020-01-01 13
Number of other retired or separated participants entitled to future benefits 2020-01-01 20
Total of all active and inactive participants 2020-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 153
Number of participants with account balances 2020-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 107
Number of retired or separated participants receiving benefits 2019-01-01 9
Number of other retired or separated participants entitled to future benefits 2019-01-01 24
Total of all active and inactive participants 2019-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 140
Number of participants with account balances 2019-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 96
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 23
Total of all active and inactive participants 2018-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 123
Number of participants with account balances 2018-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 91
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 21
Total of all active and inactive participants 2017-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 114
Number of participants with account balances 2017-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 91
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 17
Total of all active and inactive participants 2016-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 108
Number of participants with account balances 2016-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 87
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 15
Total of all active and inactive participants 2015-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 102
Number of participants with account balances 2015-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 91
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 99
Number of participants with account balances 2014-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 91
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 100
Number of participants with account balances 2013-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 9
2012: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 93
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 95
Number of participants with account balances 2012-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 77
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 79
Number of participants with account balances 2011-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 63
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 63
Number of participants with account balances 2010-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2023: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	115
Number of retired or separated participants receiving benefits	2023-01-01	15
Number of other retired or separated participants entitled to future benefits	2023-01-01	29
Total of all active and inactive participants	2023-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	4
Total participants	2023-01-01	163
Number of participants with account balances	2023-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	11
2022: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	113
Number of retired or separated participants receiving benefits	2022-01-01	15
Number of other retired or separated participants entitled to future benefits	2022-01-01	28
Total of all active and inactive participants	2022-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	4
Total participants	2022-01-01	160
Number of participants with account balances	2022-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	11
2021: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	118
Number of retired or separated participants receiving benefits	2021-01-01	14
Number of other retired or separated participants entitled to future benefits	2021-01-01	25
Total of all active and inactive participants	2021-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	6
Total participants	2021-01-01	163
Number of participants with account balances	2021-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	118
Number of retired or separated participants receiving benefits	2020-01-01	13
Number of other retired or separated participants entitled to future benefits	2020-01-01	20
Total of all active and inactive participants	2020-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	153
Number of participants with account balances	2020-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	107
Number of retired or separated participants receiving benefits	2019-01-01	9
Number of other retired or separated participants entitled to future benefits	2019-01-01	24
Total of all active and inactive participants	2019-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	140
Number of participants with account balances	2019-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	96
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	23
Total of all active and inactive participants	2018-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	123
Number of participants with account balances	2018-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	91
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	21
Total of all active and inactive participants	2017-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	114
Number of participants with account balances	2017-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	91
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	17
Total of all active and inactive participants	2016-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	108
Number of participants with account balances	2016-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	87
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	15
Total of all active and inactive participants	2015-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	102
Number of participants with account balances	2015-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	91
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	99
Number of participants with account balances	2014-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	91
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	100
Number of participants with account balances	2013-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	9
2012: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	93
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	95
Number of participants with account balances	2012-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	77
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	79
Number of participants with account balances	2011-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	63
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	63
Number of participants with account balances	2010-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure	Date	Value
2023 : JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$-510,435
Total unrealized appreciation/depreciation of assets	2023-12-31	$-510,435
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$171,394
Total loss/gain on sale of assets	2023-12-31	$22,267
Total of all expenses incurred	2023-12-31	$339,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$319,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$129,420
Value of total assets at end of year	2023-12-31	$6,351,408
Value of total assets at beginning of year	2023-12-31	$6,519,987
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$20,464
Total interest from all sources	2023-12-31	$33,439
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$422,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$83,313
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$650,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$1,114,636
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$914,311
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$-168,579
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$6,351,408
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$6,519,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$20,464
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$767,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$991,007
Income. Interest from US Government securities	2023-12-31	$32,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$26,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$590,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$590,249
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$742
Asset value of US Government securities at end of year	2023-12-31	$1,803,965
Asset value of US Government securities at beginning of year	2023-12-31	$880,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$74,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$2,508,997
Assets. Invements in employer securities at beginning of year	2023-12-31	$3,019,432
Contributions received in cash from employer	2023-12-31	$129,420
Employer contributions (assets) at end of year	2023-12-31	$129,420
Employer contributions (assets) at beginning of year	2023-12-31	$123,990
Income. Dividends from common stock	2023-12-31	$338,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$319,509
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$3,968,040
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$3,945,773
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	TROUT CPA
Accountancy firm EIN	2023-12-31	231551315
2022 : JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-154,430
Total unrealized appreciation/depreciation of assets	2022-12-31	$-154,430
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$356,971
Total loss/gain on sale of assets	2022-12-31	$-49,474
Total of all expenses incurred	2022-12-31	$276,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$257,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$123,990
Value of total assets at end of year	2022-12-31	$6,519,987
Value of total assets at beginning of year	2022-12-31	$6,439,323
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$18,712
Total interest from all sources	2022-12-31	$7,043
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$619,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$65,407
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$650,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$914,311
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$592,571
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$151
Administrative expenses (other) incurred	2022-12-31	$18,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$80,664
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,519,987
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,439,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$991,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,889,649
Income. Interest from US Government securities	2022-12-31	$6,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$590,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$648,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$648,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$481
Asset value of US Government securities at end of year	2022-12-31	$880,998
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-189,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$3,019,432
Assets. Invements in employer securities at beginning of year	2022-12-31	$3,173,862
Contributions received in cash from employer	2022-12-31	$123,990
Employer contributions (assets) at end of year	2022-12-31	$123,990
Employer contributions (assets) at beginning of year	2022-12-31	$135,000
Income. Dividends from common stock	2022-12-31	$554,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$257,595
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$2,995,842
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$3,045,316
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2022-12-31	271728945
2021 : JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$-655,393
Total unrealized appreciation/depreciation of assets	2021-12-31	$-655,393
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$-13,651
Total loss/gain on sale of assets	2021-12-31	$39,692
Total of all expenses incurred	2021-12-31	$337,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$319,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$135,000
Value of total assets at end of year	2021-12-31	$6,439,323
Value of total assets at beginning of year	2021-12-31	$6,790,508
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$18,529
Total interest from all sources	2021-12-31	$61
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$422,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$53,836
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$650,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$592,571
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$249,150
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$3,649
Administrative expenses (other) incurred	2021-12-31	$18,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-351,185
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,439,323
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,790,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,889,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,806,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$648,241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$765,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$765,991
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$61
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$40,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$3,173,862
Assets. Invements in employer securities at beginning of year	2021-12-31	$3,829,255
Contributions received in cash from employer	2021-12-31	$135,000
Employer contributions (assets) at end of year	2021-12-31	$135,000
Employer contributions (assets) at beginning of year	2021-12-31	$140,000
Income. Dividends from common stock	2021-12-31	$368,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$319,005
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$790,204
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$750,512
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2021-12-31	271728945
2020 : JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$485,982
Total unrealized appreciation/depreciation of assets	2020-12-31	$485,982
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,199,463
Total loss/gain on sale of assets	2020-12-31	$25,949
Total of all expenses incurred	2020-12-31	$267,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$259,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$140,000
Value of total assets at end of year	2020-12-31	$6,790,508
Value of total assets at beginning of year	2020-12-31	$5,858,415
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,210
Total interest from all sources	2020-12-31	$110
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$481,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$21,741
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$650,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$249,150
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$61
Other income not declared elsewhere	2020-12-31	$13,131
Administrative expenses (other) incurred	2020-12-31	$8,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$932,093
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,790,508
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,858,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,806,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$765,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$2,515,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$2,515,081
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$110
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$52,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$3,829,255
Assets. Invements in employer securities at beginning of year	2020-12-31	$3,343,273
Contributions received in cash from employer	2020-12-31	$140,000
Employer contributions (assets) at end of year	2020-12-31	$140,000
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$459,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$259,160
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$227,592
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$201,643
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2020-12-31	271728945
2019 : JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$-770,389
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$-770,389
Total unrealized appreciation/depreciation of assets	2019-12-31	$-770,389
Total unrealized appreciation/depreciation of assets	2019-12-31	$-770,389
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$-184,473
Total income from all sources (including contributions)	2019-12-31	$-184,473
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$100,901
Total of all expenses incurred	2019-12-31	$100,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$100,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$100,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$0
Value of total assets at end of year	2019-12-31	$5,858,415
Value of total assets at end of year	2019-12-31	$5,858,415
Value of total assets at beginning of year	2019-12-31	$6,143,789
Value of total assets at beginning of year	2019-12-31	$6,143,789
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$691
Total interest from all sources	2019-12-31	$691
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$585,225
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$585,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$650,000
Value of fidelity bond cover	2019-12-31	$650,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$61
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$61
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$51
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$51
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-285,374
Value of net income/loss	2019-12-31	$-285,374
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,858,415
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,858,415
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,143,789
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,143,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$2,515,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$2,515,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,030,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,030,076
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,030,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,030,076
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$691
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$3,343,273
Assets. Invements in employer securities at end of year	2019-12-31	$3,343,273
Assets. Invements in employer securities at beginning of year	2019-12-31	$4,113,662
Assets. Invements in employer securities at beginning of year	2019-12-31	$4,113,662
Income. Dividends from common stock	2019-12-31	$585,225
Income. Dividends from common stock	2019-12-31	$585,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$100,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$100,901
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm name	2019-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2019-12-31	271728945
Accountancy firm EIN	2019-12-31	271728945
2018 : JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$2,429,851
Expenses. Total of all expenses incurred	2018-12-31	$49,377
Benefits paid (including direct rollovers)	2018-12-31	$49,377
Total plan assets at end of year	2018-12-31	$6,143,789
Total plan assets at beginning of year	2018-12-31	$3,763,315
Value of fidelity bond covering the plan	2018-12-31	$650,000
Other income received	2018-12-31	$2,429,851
Net income (gross income less expenses)	2018-12-31	$2,380,474
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,143,789
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,763,315
Assets. Value of employer securities	2018-12-31	$4,113,662
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$277
Total income from all sources	2017-12-31	$645,643
Expenses. Total of all expenses incurred	2017-12-31	$16,373
Benefits paid (including direct rollovers)	2017-12-31	$16,358
Total plan assets at end of year	2017-12-31	$3,763,315
Total plan assets at beginning of year	2017-12-31	$3,134,322
Value of fidelity bond covering the plan	2017-12-31	$400,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$15
Other income received	2017-12-31	$645,643
Net income (gross income less expenses)	2017-12-31	$629,270
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,763,315
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,134,045
Assets. Value of employer securities	2017-12-31	$2,115,541
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$277
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$523,751
Expenses. Total of all expenses incurred	2016-12-31	$4,231
Benefits paid (including direct rollovers)	2016-12-31	$4,231
Total plan assets at end of year	2016-12-31	$3,134,322
Total plan assets at beginning of year	2016-12-31	$2,614,525
Value of fidelity bond covering the plan	2016-12-31	$300,000
Other income received	2016-12-31	$423,751
Net income (gross income less expenses)	2016-12-31	$519,520
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,134,045
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,614,525
Assets. Value of employer securities	2016-12-31	$1,784,881
Total contributions received or receivable from employer(s)	2016-12-31	$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$363,245
Expenses. Total of all expenses incurred	2015-12-31	$4,098
Benefits paid (including direct rollovers)	2015-12-31	$4,098
Total plan assets at end of year	2015-12-31	$2,614,525
Total plan assets at beginning of year	2015-12-31	$2,255,378
Value of fidelity bond covering the plan	2015-12-31	$300,000
Other income received	2015-12-31	$363,245
Net income (gross income less expenses)	2015-12-31	$359,147
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,614,525
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,255,378
Assets. Value of employer securities	2015-12-31	$1,769,033
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$147,842
Expenses. Total of all expenses incurred	2014-12-31	$4,715
Benefits paid (including direct rollovers)	2014-12-31	$4,715
Total plan assets at end of year	2014-12-31	$2,255,378
Total plan assets at beginning of year	2014-12-31	$2,112,251
Value of fidelity bond covering the plan	2014-12-31	$300,000
Other income received	2014-12-31	$139,886
Net income (gross income less expenses)	2014-12-31	$143,127
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,255,378
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,112,251
Assets. Value of employer securities	2014-12-31	$1,691,180
Total contributions received or receivable from employer(s)	2014-12-31	$7,956
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$729,707
Expenses. Total of all expenses incurred	2013-12-31	$1,556
Benefits paid (including direct rollovers)	2013-12-31	$1,556
Total plan assets at end of year	2013-12-31	$2,112,251
Total plan assets at beginning of year	2013-12-31	$1,384,100
Value of fidelity bond covering the plan	2013-12-31	$150,000
Other income received	2013-12-31	$329,707
Net income (gross income less expenses)	2013-12-31	$728,151
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,112,251
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,384,100
Assets. Value of employer securities	2013-12-31	$1,487,009
Total contributions received or receivable from employer(s)	2013-12-31	$400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$427,246
Expenses. Total of all expenses incurred	2012-12-31	$4,315
Benefits paid (including direct rollovers)	2012-12-31	$4,315
Total plan assets at end of year	2012-12-31	$1,384,100
Total plan assets at beginning of year	2012-12-31	$961,169
Value of fidelity bond covering the plan	2012-12-31	$150,000
Other income received	2012-12-31	$-72,754
Net income (gross income less expenses)	2012-12-31	$422,931
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,384,100
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$961,169
Assets. Value of employer securities	2012-12-31	$815,855
Total contributions received or receivable from employer(s)	2012-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$554,641
Expenses. Total of all expenses incurred	2011-12-31	$22
Total plan assets at end of year	2011-12-31	$961,169
Total plan assets at beginning of year	2011-12-31	$406,550
Value of fidelity bond covering the plan	2011-12-31	$50,000
Other income received	2011-12-31	$84,641
Net income (gross income less expenses)	2011-12-31	$554,619
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$961,169
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$406,550
Assets. Value of employer securities	2011-12-31	$480,950
Total contributions received or receivable from employer(s)	2011-12-31	$470,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$22
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$406,550
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$406,550
Total plan assets at beginning of year	2010-12-31	$0
Value of fidelity bond covering the plan	2010-12-31	$50,000
Other income received	2010-12-31	$850
Net income (gross income less expenses)	2010-12-31	$406,550
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$406,550
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$406,550
Total contributions received or receivable from employer(s)	2010-12-31	$405,700
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2023: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JAMES ALEXANDER CORPORATION
Employer identification number (EIN):	222063771
NAIC Classification:	325410