Peter Alexander & Company, INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Peter Alexander & Company, INC.
  • Sponsor EIN: 232664437
  • Sponsor Address: 15 UNION HILL ROAD, SUITE 150, CONSHOHOCKEN, PA, 19428
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $461,325

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231$461,325$3,750$30,000
20221$343,633$0$0

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