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RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameRAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST
Plan identification number 001

RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

RAYMOND ALEXANDER ASSOCIATES INC has sponsored the creation of one or more 401k plans.

Company Name:RAYMOND ALEXANDER ASSOCIATES INC
Employer identification number (EIN):222235795
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01RICHARD J. SHEELER CPA
0012016-01-01RICHARD J. SHEELER CPA
0012015-01-01RICHARD J. SHEELER CPA
0012014-01-01RICHARD J. SHEELER CPA
0012013-01-01RICHARD J. SHEELER CPA
0012012-01-01RICHARD J. SHEELER CPA
0012011-01-01RICHARD J. SHEELER CPA
0012010-01-01RICHARD J. SHEELER CPA
0012009-01-01RICHARD J. SHEELER CPA

Plan Statistics for RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST

Measure Date Value
2018: RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
Number of participants with account balances2018-01-011
2017: RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
2011: RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
2009: RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST

Measure Date Value
2018 : RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-25,441
Expenses. Total of all expenses incurred2018-12-31$540
Total plan assets at end of year2018-12-31$430,304
Total plan assets at beginning of year2018-12-31$456,285
Expenses. Other expenses not covered elsewhere2018-12-31$540
Other income received2018-12-31$-25,441
Net income (gross income less expenses)2018-12-31$-25,981
Net plan assets at end of year (total assets less liabilities)2018-12-31$430,304
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$456,285
Assets. Value of participant loans2018-12-31$26,688
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$30,473
Expenses. Total of all expenses incurred2017-12-31$200
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$456,285
Total plan assets at beginning of year2017-12-31$426,012
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$200
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$30,473
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$30,273
Net plan assets at end of year (total assets less liabilities)2017-12-31$456,285
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$426,012
Assets. Value of participant loans2017-12-31$26,688
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total income from all sources2016-12-31$62,276
Expenses. Total of all expenses incurred2016-12-31$200
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$426,012
Total plan assets at beginning of year2016-12-31$363,936
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$200
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$62,276
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$62,076
Net plan assets at end of year (total assets less liabilities)2016-12-31$426,012
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$363,936
Assets. Value of participant loans2016-12-31$41,688
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$18,552
Expenses. Total of all expenses incurred2015-12-31$260
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$363,936
Total plan assets at beginning of year2015-12-31$345,644
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$260
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$18,552
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$18,292
Net plan assets at end of year (total assets less liabilities)2015-12-31$363,936
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$345,644
Assets. Value of participant loans2015-12-31$41,688
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$38,001
Expenses. Total of all expenses incurred2014-12-31$260
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$345,644
Total plan assets at beginning of year2014-12-31$307,903
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$260
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$38,001
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$37,741
Net plan assets at end of year (total assets less liabilities)2014-12-31$345,644
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$307,903
Assets. Value of participant loans2014-12-31$41,688
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$27,247
Expenses. Total of all expenses incurred2013-12-31$230
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$307,903
Total plan assets at beginning of year2013-12-31$280,886
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$230
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$27,247
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$27,017
Net plan assets at end of year (total assets less liabilities)2013-12-31$307,903
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$280,886
Assets. Value of participant loans2013-12-31$41,688
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$21,142
Expenses. Total of all expenses incurred2012-12-31$200
Total plan assets at end of year2012-12-31$280,886
Total plan assets at beginning of year2012-12-31$259,944
Expenses. Other expenses not covered elsewhere2012-12-31$200
Other income received2012-12-31$21,142
Net income (gross income less expenses)2012-12-31$20,942
Net plan assets at end of year (total assets less liabilities)2012-12-31$280,886
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$259,944
Assets. Value of participant loans2012-12-31$36,688
2011 : RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$18,825
Expenses. Total of all expenses incurred2011-12-31$95,773
Benefits paid (including direct rollovers)2011-12-31$95,543
Total plan assets at end of year2011-12-31$259,944
Total plan assets at beginning of year2011-12-31$336,892
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$230
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$18,825
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-76,948
Net plan assets at end of year (total assets less liabilities)2011-12-31$259,944
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$336,892
Assets. Value of participant loans2011-12-31$35,006
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$5,549
Expenses. Total of all expenses incurred2010-12-31$5,230
Benefits paid (including direct rollovers)2010-12-31$5,000
Total plan assets at end of year2010-12-31$336,892
Total plan assets at beginning of year2010-12-31$336,573
Expenses. Other expenses not covered elsewhere2010-12-31$230
Other income received2010-12-31$5,549
Net income (gross income less expenses)2010-12-31$319
Net plan assets at end of year (total assets less liabilities)2010-12-31$336,892
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$336,573

Form 5500 Responses for RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST

2018: RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RAYMOND ALEXANDER ASSOCIATES INC PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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