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JEFFREY L ALEXANDER MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameJEFFREY L ALEXANDER MONEY PURCHASE PENSION PLAN
Plan identification number 001

JEFFREY L ALEXANDER MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JEFFREY L ALEXANDER has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY L ALEXANDER
Employer identification number (EIN):371152297
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY L ALEXANDER MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01JEFFREY ALEXANDER2021-01-05 JEFFREY ALEXANDER2021-01-05
0012019-01-01JEFFREY ALEXANDER2020-07-08 JEFFREY ALEXANDER2020-07-08
0012018-01-01JEFFREY ALEXANDER2019-07-15 JEFFREY ALEXANDER2019-07-15
0012015-01-01JEFFREY ALEXANDER2016-07-05 JEFFREY ALEXANDER2016-07-05
0012014-01-01JEFFREY ALEXANDER2015-06-15 JEFFREY ALEXANDER2015-06-15
0012013-01-01JEFFREY ALEXANDER2014-06-30 JEFFREY ALEXANDER2014-06-30
0012012-01-01JEFFREY ALEXANDER JEFFREY ALEXANDER2013-06-17
0012011-01-01JEFFREY ALEXANDER
0012010-01-01JEFFREY ALEXANDER
0012009-01-01JEFFREY ALEXANDER
0012009-01-01 JEFFREY ALEXANDER2010-06-09

Plan Statistics for JEFFREY L ALEXANDER MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for JEFFREY L ALEXANDER MONEY PURCHASE PENSION PLAN

Measure Date Value
2012: JEFFREY L ALEXANDER MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JEFFREY L ALEXANDER MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
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 participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JEFFREY L ALEXANDER MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JEFFREY L ALEXANDER MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
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 participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JEFFREY L ALEXANDER MONEY PURCHASE PENSION PLAN

Measure Date Value
2012 : JEFFREY L ALEXANDER MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$50,250
Total plan assets at end of year2012-12-31$1,124,704
Total plan assets at beginning of year2012-12-31$972,234
Net income (gross income less expenses)2012-12-31$50,250
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,124,704
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$972,234
Total contributions received or receivable from employer(s)2012-12-31$50,250
2011 : JEFFREY L ALEXANDER MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$50,250
Total plan assets at end of year2011-12-31$972,234
Total plan assets at beginning of year2011-12-31$1,009,880
Net income (gross income less expenses)2011-12-31$50,250
Net plan assets at end of year (total assets less liabilities)2011-12-31$972,234
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,009,880
Total contributions received or receivable from employer(s)2011-12-31$50,250
2010 : JEFFREY L ALEXANDER MONEY PURCHASE PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$46,742
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,009,880
Total plan assets at beginning of year2010-12-31$855,142
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$0
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$46,742
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,009,880
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$855,142
Total contributions received or receivable from employer(s)2010-12-31$46,742
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for JEFFREY L ALEXANDER MONEY PURCHASE PENSION PLAN

2012: JEFFREY L ALEXANDER MONEY PURCHASE PENSION PLAN 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: JEFFREY L ALEXANDER MONEY PURCHASE PENSION PLAN 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: JEFFREY L ALEXANDER MONEY PURCHASE PENSION PLAN 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: JEFFREY L ALEXANDER MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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