Jeffrey L Alexander
Plan context: ALEXANDER FINANCIAL SERVICES PROFIT SHARING PLAN
EIN 37-1152297 • Washington, IL • 21 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$4,140,503
2024 Contributions
$81,361
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $4,140,503 | $81,361 | $27,120iApproximate average salary by contribution assumption: employee only about $678,008 at 4% or $452,006 at 6%; with 50% employer match about $452,006 at 4% or $301,337 at 6%; with 100% employer match about $339,004 at 4% or $226,003 at 6%. |
| ALEXANDER FINANCIAL SERVICES PROFIT SHARING PLAN | - | 3 | $4,140,503 | $81,361 | $27,120iApproximate average salary by contribution assumption: employee only about $678,008 at 4% or $452,006 at 6%; with 50% employer match about $452,006 at 4% or $301,337 at 6%; with 100% employer match about $339,004 at 4% or $226,003 at 6%. |
| 2023 | 1 | 3 | $3,462,048 | $72,287 | $24,096iApproximate average salary by contribution assumption: employee only about $602,392 at 4% or $401,594 at 6%; with 50% employer match about $401,594 at 4% or $267,730 at 6%; with 100% employer match about $301,196 at 4% or $200,797 at 6%. |
| ALEXANDER FINANCIAL SERVICES PROFIT SHARING PLAN | - | 3 | $3,462,048 | $72,287 | $24,096iApproximate average salary by contribution assumption: employee only about $602,392 at 4% or $401,594 at 6%; with 50% employer match about $401,594 at 4% or $267,730 at 6%; with 100% employer match about $301,196 at 4% or $200,797 at 6%. |
| 2022 | 1 | 3 | $3,022,472 | $71,660 | $23,887iApproximate average salary by contribution assumption: employee only about $597,167 at 4% or $398,111 at 6%; with 50% employer match about $398,111 at 4% or $265,407 at 6%; with 100% employer match about $298,583 at 4% or $199,056 at 6%. |
| ALEXANDER FINANCIAL SERVICES PROFIT SHARING PLAN | - | 3 | $3,022,472 | $71,660 | $23,887iApproximate average salary by contribution assumption: employee only about $597,167 at 4% or $398,111 at 6%; with 50% employer match about $398,111 at 4% or $265,407 at 6%; with 100% employer match about $298,583 at 4% or $199,056 at 6%. |
| 2021 | 1 | 3 | $3,507,688 | $68,051 | $22,684iApproximate average salary by contribution assumption: employee only about $567,092 at 4% or $378,061 at 6%; with 50% employer match about $378,061 at 4% or $252,041 at 6%; with 100% employer match about $283,546 at 4% or $189,031 at 6%. |
| ALEXANDER FINANCIAL SERVICES PROFIT SHARING PLAN | - | 3 | $3,507,688 | $68,051 | $22,684iApproximate average salary by contribution assumption: employee only about $567,092 at 4% or $378,061 at 6%; with 50% employer match about $378,061 at 4% or $252,041 at 6%; with 100% employer match about $283,546 at 4% or $189,031 at 6%. |
| 2020 | 2 | 3 | $2,946,270 | $63,990 | $21,330iApproximate average salary by contribution assumption: employee only about $533,250 at 4% or $355,500 at 6%; with 50% employer match about $355,500 at 4% or $237,000 at 6%; with 100% employer match about $266,625 at 4% or $177,750 at 6%. |
| ALEXANDER FINANCIAL SERVICES PROFIT SHARING PLAN | - | 3 | $2,946,270 | $63,990 | $21,330iApproximate average salary by contribution assumption: employee only about $533,250 at 4% or $355,500 at 6%; with 50% employer match about $355,500 at 4% or $237,000 at 6%; with 100% employer match about $266,625 at 4% or $177,750 at 6%. |
| Jeffrey L Alexander Money Purchase Pension Plan | - | 0 | $0 | $0 | - |
| 2019 | 1 | 3 | $2,489,405 | $125,096 | $41,699iApproximate average salary by contribution assumption: employee only about $1,042,467 at 4% or $694,978 at 6%; with 50% employer match about $694,978 at 4% or $463,319 at 6%; with 100% employer match about $521,233 at 4% or $347,489 at 6%. |
| Jeffrey L Alexander Money Purchase Pension Plan | - | 3 | $2,489,405 | $125,096 | $41,699iApproximate average salary by contribution assumption: employee only about $1,042,467 at 4% or $694,978 at 6%; with 50% employer match about $694,978 at 4% or $463,319 at 6%; with 100% employer match about $521,233 at 4% or $347,489 at 6%. |
| 2018 | 1 | 3 | $2,085,123 | $122,616 | $40,872iApproximate average salary by contribution assumption: employee only about $1,021,800 at 4% or $681,200 at 6%; with 50% employer match about $681,200 at 4% or $454,133 at 6%; with 100% employer match about $510,900 at 4% or $340,600 at 6%. |
| Jeffrey L Alexander Money Purchase Pension Plan | - | 3 | $2,085,123 | $122,616 | $40,872iApproximate average salary by contribution assumption: employee only about $1,021,800 at 4% or $681,200 at 6%; with 50% employer match about $681,200 at 4% or $454,133 at 6%; with 100% employer match about $510,900 at 4% or $340,600 at 6%. |
| 2015 | 1 | 2 | $1,605,278 | $117,184 | $58,592iApproximate average salary by contribution assumption: employee only about $1,464,800 at 4% or $976,533 at 6%; with 50% employer match about $976,533 at 4% or $651,022 at 6%; with 100% employer match about $732,400 at 4% or $488,267 at 6%. |
| Jeffrey L Alexander Money Purchase Pension Plan | - | 2 | $1,605,278 | $117,184 | $58,592iApproximate average salary by contribution assumption: employee only about $1,464,800 at 4% or $976,533 at 6%; with 50% employer match about $976,533 at 4% or $651,022 at 6%; with 100% employer match about $732,400 at 4% or $488,267 at 6%. |
| 2014 | 1 | 2 | $1,512,479 | $90,032 | $45,016iApproximate average salary by contribution assumption: employee only about $1,125,400 at 4% or $750,267 at 6%; with 50% employer match about $750,267 at 4% or $500,178 at 6%; with 100% employer match about $562,700 at 4% or $375,133 at 6%. |
| Jeffrey L Alexander Money Purchase Pension Plan | - | 2 | $1,512,479 | $90,032 | $45,016iApproximate average salary by contribution assumption: employee only about $1,125,400 at 4% or $750,267 at 6%; with 50% employer match about $750,267 at 4% or $500,178 at 6%; with 100% employer match about $562,700 at 4% or $375,133 at 6%. |
| 2013 | 1 | 2 | $1,447,600 | $98,584 | $49,292iApproximate average salary by contribution assumption: employee only about $1,232,300 at 4% or $821,533 at 6%; with 50% employer match about $821,533 at 4% or $547,689 at 6%; with 100% employer match about $616,150 at 4% or $410,767 at 6%. |
| Jeffrey L Alexander Money Purchase Pension Plan | - | 2 | $1,447,600 | $98,584 | $49,292iApproximate average salary by contribution assumption: employee only about $1,232,300 at 4% or $821,533 at 6%; with 50% employer match about $821,533 at 4% or $547,689 at 6%; with 100% employer match about $616,150 at 4% or $410,767 at 6%. |
| 2012 | 1 | 2 | $1,124,704 | $50,250 | $25,125iApproximate average salary by contribution assumption: employee only about $628,125 at 4% or $418,750 at 6%; with 50% employer match about $418,750 at 4% or $279,167 at 6%; with 100% employer match about $314,063 at 4% or $209,375 at 6%. |
| Jeffrey L Alexander Money Purchase Pension Plan | - | 2 | $1,124,704 | $50,250 | $25,125iApproximate average salary by contribution assumption: employee only about $628,125 at 4% or $418,750 at 6%; with 50% employer match about $418,750 at 4% or $279,167 at 6%; with 100% employer match about $314,063 at 4% or $209,375 at 6%. |
| 2011 | 1 | 2 | $972,234 | $50,250 | $25,125iApproximate average salary by contribution assumption: employee only about $628,125 at 4% or $418,750 at 6%; with 50% employer match about $418,750 at 4% or $279,167 at 6%; with 100% employer match about $314,063 at 4% or $209,375 at 6%. |
| Jeffrey L Alexander Money Purchase Pension Plan | - | 2 | $972,234 | $50,250 | $25,125iApproximate average salary by contribution assumption: employee only about $628,125 at 4% or $418,750 at 6%; with 50% employer match about $418,750 at 4% or $279,167 at 6%; with 100% employer match about $314,063 at 4% or $209,375 at 6%. |
| 2010 | 1 | 2 | $1,009,880 | $46,742 | $23,371iApproximate average salary by contribution assumption: employee only about $584,275 at 4% or $389,517 at 6%; with 50% employer match about $389,517 at 4% or $259,678 at 6%; with 100% employer match about $292,138 at 4% or $194,758 at 6%. |
| Jeffrey L Alexander Money Purchase Pension Plan | - | 2 | $1,009,880 | $46,742 | $23,371iApproximate average salary by contribution assumption: employee only about $584,275 at 4% or $389,517 at 6%; with 50% employer match about $389,517 at 4% or $259,678 at 6%; with 100% employer match about $292,138 at 4% or $194,758 at 6%. |
| 2009 | 1 | 3 | $855,142 | $48,210 | $16,070iApproximate average salary by contribution assumption: employee only about $401,750 at 4% or $267,833 at 6%; with 50% employer match about $267,833 at 4% or $178,556 at 6%; with 100% employer match about $200,875 at 4% or $133,917 at 6%. |
| Jeffrey L Alexander Money Purchase Pension Plan | - | 3 | $855,142 | $48,210 | $16,070iApproximate average salary by contribution assumption: employee only about $401,750 at 4% or $267,833 at 6%; with 50% employer match about $267,833 at 4% or $178,556 at 6%; with 100% employer match about $200,875 at 4% or $133,917 at 6%. |
| 2008 | 1 | 3 | $747,398 | $54,250 | $18,083iApproximate average salary by contribution assumption: employee only about $452,083 at 4% or $301,389 at 6%; with 50% employer match about $301,389 at 4% or $200,926 at 6%; with 100% employer match about $226,042 at 4% or $150,694 at 6%. |
| Jeffrey L Alexander Money Purchase Pension Plan | - | 3 | $747,398 | $54,250 | $18,083iApproximate average salary by contribution assumption: employee only about $452,083 at 4% or $301,389 at 6%; with 50% employer match about $301,389 at 4% or $200,926 at 6%; with 100% employer match about $226,042 at 4% or $150,694 at 6%. |
| 2007 | 1 | 3 | $1,201,725 | $53,121 | $17,707iApproximate average salary by contribution assumption: employee only about $442,675 at 4% or $295,117 at 6%; with 50% employer match about $295,117 at 4% or $196,744 at 6%; with 100% employer match about $221,338 at 4% or $147,558 at 6%. |
| Jeffrey L Alexander Money Purchase Pension Plan | - | 3 | $1,201,725 | $53,121 | $17,707iApproximate average salary by contribution assumption: employee only about $442,675 at 4% or $295,117 at 6%; with 50% employer match about $295,117 at 4% or $196,744 at 6%; with 100% employer match about $221,338 at 4% or $147,558 at 6%. |
| 2006 | 1 | 3 | $1,090,275 | $51,735 | $17,245iApproximate average salary by contribution assumption: employee only about $431,125 at 4% or $287,417 at 6%; with 50% employer match about $287,417 at 4% or $191,611 at 6%; with 100% employer match about $215,563 at 4% or $143,708 at 6%. |
| Jeffrey L Alexander Money Purchase Pension Plan | - | 3 | $1,090,275 | $51,735 | $17,245iApproximate average salary by contribution assumption: employee only about $431,125 at 4% or $287,417 at 6%; with 50% employer match about $287,417 at 4% or $191,611 at 6%; with 100% employer match about $215,563 at 4% or $143,708 at 6%. |
| 2005 | 1 | 3 | $901,733 | $49,682 | $16,561iApproximate average salary by contribution assumption: employee only about $414,017 at 4% or $276,011 at 6%; with 50% employer match about $276,011 at 4% or $184,007 at 6%; with 100% employer match about $207,008 at 4% or $138,006 at 6%. |
| Jeffrey L Alexander Money Purchase Pension Plan | - | 3 | $901,733 | $49,682 | $16,561iApproximate average salary by contribution assumption: employee only about $414,017 at 4% or $276,011 at 6%; with 50% employer match about $276,011 at 4% or $184,007 at 6%; with 100% employer match about $207,008 at 4% or $138,006 at 6%. |
| 2002 | 1 | 3 | $476,758 | $47,979 | $15,993iApproximate average salary by contribution assumption: employee only about $399,825 at 4% or $266,550 at 6%; with 50% employer match about $266,550 at 4% or $177,700 at 6%; with 100% employer match about $199,913 at 4% or $133,275 at 6%. |
| Jeffrey L Alexander Money Purchase Pension Plan | - | 3 | $476,758 | $47,979 | $15,993iApproximate average salary by contribution assumption: employee only about $399,825 at 4% or $266,550 at 6%; with 50% employer match about $266,550 at 4% or $177,700 at 6%; with 100% employer match about $199,913 at 4% or $133,275 at 6%. |
| 2001 | 1 | 3 | $732,722 | $39,913 | $13,304iApproximate average salary by contribution assumption: employee only about $332,608 at 4% or $221,739 at 6%; with 50% employer match about $221,739 at 4% or $147,826 at 6%; with 100% employer match about $166,304 at 4% or $110,869 at 6%. |
| Jeffrey L Alexander Money Purchase Pension Plan | - | 3 | $732,722 | $39,913 | $13,304iApproximate average salary by contribution assumption: employee only about $332,608 at 4% or $221,739 at 6%; with 50% employer match about $221,739 at 4% or $147,826 at 6%; with 100% employer match about $166,304 at 4% or $110,869 at 6%. |