Original filing (PDF)20250318131203NAL0003331473001

Jeffrey L. Alexander DBA Alexander Financial Services

Name: Jeffrey L. Alexander DBA Alexander Financial Services — Form 5500 Plan 002 (2024)
Creator: Jeffrey L. Alexander DBA Alexander Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alexander Financial Services Profit Sharing Plan

Defined-contribution retirement plan · Jeffrey L. Alexander DBA Alexander Financial Services' Alexander Financial Services Profit Sharing Plan held $4.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Jeffrey L Alexander signed Jeffrey L. Alexander DBA Alexander Financial Services' 2024 Form 5500 as plan administrator.

Jeffrey L Alexander — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jeffrey L. Alexander DBA Alexander Financial Services' EIN is 37-1152297.

EIN 37-1152297

Plan number 002

Plan year 2024

ACK ID 20250318131203NAL0003331473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey L. Alexander DBA Alexander Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey L. Alexander DBA Alexander Financial Services' plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY L. ALEXANDER DBA ALEXANDER FINANCIAL SERVICES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score