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LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameLIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN
Plan identification number 001

LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

LIBERTY PROPERTY TRUST has sponsored the creation of one or more 401k plans.

Company Name:LIBERTY PROPERTY TRUST
Employer identification number (EIN):237768996
NAIC Classification:531120
NAIC Description:Lessors of Nonresidential Buildings (except Miniwarehouses)

Additional information about LIBERTY PROPERTY TRUST

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 2586350

More information about LIBERTY PROPERTY TRUST

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01HERMAN FALA
0012016-01-01HERMAN FALA HERMAN FALA2017-09-21
0012015-01-01HERMAN FALA
0012014-01-01HERMAN FALA
0012013-01-01HERMAN FALA
0012012-01-01JAMES J. BOWES
0012011-01-01JAMES J. BOWES
0012010-01-01JAMES J. BOWES
0012009-01-01JAMES J. BOWES JAMES J. BOWES2010-09-22

Plan Statistics for LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN

Measure Date Value
2020: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01458
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01474
Total number of active participants reported on line 7a of the Form 55002019-01-01227
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01222
Total of all active and inactive participants2019-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01458
Number of participants with account balances2019-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01507
Total number of active participants reported on line 7a of the Form 55002018-01-01249
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01219
Total of all active and inactive participants2018-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01474
Number of participants with account balances2018-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01514
Total number of active participants reported on line 7a of the Form 55002017-01-01279
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-01220
Total of all active and inactive participants2017-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01507
Number of participants with account balances2017-01-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01552
Total number of active participants reported on line 7a of the Form 55002016-01-01290
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01221
Total of all active and inactive participants2016-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01514
Number of participants with account balances2016-01-01511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0144
2015: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01556
Total number of active participants reported on line 7a of the Form 55002015-01-01385
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01163
Total of all active and inactive participants2015-01-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01552
Number of participants with account balances2015-01-01550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0138
2014: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01563
Total number of active participants reported on line 7a of the Form 55002014-01-01414
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01138
Total of all active and inactive participants2014-01-01555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01556
Number of participants with account balances2014-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01584
Total number of active participants reported on line 7a of the Form 55002013-01-01427
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01134
Total of all active and inactive participants2013-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01563
Number of participants with account balances2013-01-01563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01525
Total number of active participants reported on line 7a of the Form 55002012-01-01475
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01108
Total of all active and inactive participants2012-01-01583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01584
Number of participants with account balances2012-01-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01525
Total number of active participants reported on line 7a of the Form 55002011-01-01416
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01108
Total of all active and inactive participants2011-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01525
Number of participants with account balances2011-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0124
2010: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01543
Total number of active participants reported on line 7a of the Form 55002010-01-01419
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01105
Total of all active and inactive participants2010-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01525
Number of participants with account balances2010-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0121
2009: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01640
Total number of active participants reported on line 7a of the Form 55002009-01-01429
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01113
Total of all active and inactive participants2009-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01543
Number of participants with account balances2009-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0127

Financial Data on LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN

Measure Date Value
2020 : LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-07-02$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-07-02$0
Total unrealized appreciation/depreciation of assets2020-07-02$0
Total unrealized appreciation/depreciation of assets2020-07-02$0
Total transfer of assets from this plan2020-07-02$55,803,888
Total transfer of assets from this plan2020-07-02$55,803,888
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-02$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-02$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-02$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-02$0
Total income from all sources (including contributions)2020-07-02$-677,712
Total income from all sources (including contributions)2020-07-02$-677,712
Total loss/gain on sale of assets2020-07-02$82,070
Total loss/gain on sale of assets2020-07-02$82,070
Total of all expenses incurred2020-07-02$40,188,039
Total of all expenses incurred2020-07-02$40,188,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-07-02$40,164,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-07-02$40,164,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-07-02$1,340,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-07-02$1,340,214
Value of total assets at end of year2020-07-02$0
Value of total assets at end of year2020-07-02$0
Value of total assets at beginning of year2020-07-02$96,669,639
Value of total assets at beginning of year2020-07-02$96,669,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-07-02$23,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-07-02$23,748
Total interest from all sources2020-07-02$3,377
Total interest from all sources2020-07-02$3,377
Total dividends received (eg from common stock, registered investment company shares)2020-07-02$340,199
Total dividends received (eg from common stock, registered investment company shares)2020-07-02$340,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-07-02Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-07-02Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-07-02$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-07-02$0
Total dividends received from registered investment company shares (eg mutual funds)2020-07-02$298,691
Total dividends received from registered investment company shares (eg mutual funds)2020-07-02$298,691
Was this plan covered by a fidelity bond2020-07-02Yes
Was this plan covered by a fidelity bond2020-07-02Yes
Value of fidelity bond cover2020-07-02$3,000,000
Value of fidelity bond cover2020-07-02$3,000,000
If this is an individual account plan, was there a blackout period2020-07-02Yes
If this is an individual account plan, was there a blackout period2020-07-02Yes
Were there any nonexempt tranactions with any party-in-interest2020-07-02No
Were there any nonexempt tranactions with any party-in-interest2020-07-02No
Contributions received from participants2020-07-02$1,085,587
Contributions received from participants2020-07-02$1,085,587
Participant contributions at end of year2020-07-02$0
Participant contributions at end of year2020-07-02$0
Participant contributions at beginning of year2020-07-02$303,556
Participant contributions at beginning of year2020-07-02$303,556
Participant contributions at end of year2020-07-02$0
Participant contributions at end of year2020-07-02$0
Participant contributions at beginning of year2020-07-02$58,832
Participant contributions at beginning of year2020-07-02$58,832
Administrative expenses (other) incurred2020-07-02$23,748
Administrative expenses (other) incurred2020-07-02$23,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-02No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-02No
Value of net income/loss2020-07-02$-40,865,751
Value of net income/loss2020-07-02$-40,865,751
Value of net assets at end of year (total assets less liabilities)2020-07-02$0
Value of net assets at end of year (total assets less liabilities)2020-07-02$0
Value of net assets at beginning of year (total assets less liabilities)2020-07-02$96,669,639
Value of net assets at beginning of year (total assets less liabilities)2020-07-02$96,669,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-07-02No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-07-02No
Were any loans by the plan or fixed income obligations due to the plan in default2020-07-02No
Were any loans by the plan or fixed income obligations due to the plan in default2020-07-02No
Were any leases to which the plan was party in default or uncollectible2020-07-02No
Were any leases to which the plan was party in default or uncollectible2020-07-02No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-07-02$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-07-02$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-07-02$93,306,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-07-02$93,306,993
Interest on participant loans2020-07-02$3,377
Interest on participant loans2020-07-02$3,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-07-02$-2,443,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-07-02$-2,443,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-07-02No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-07-02No
Was there a failure to transmit to the plan any participant contributions2020-07-02No
Was there a failure to transmit to the plan any participant contributions2020-07-02No
Has the plan failed to provide any benefit when due under the plan2020-07-02No
Has the plan failed to provide any benefit when due under the plan2020-07-02No
Assets. Invements in employer securities at end of year2020-07-02$0
Assets. Invements in employer securities at end of year2020-07-02$0
Assets. Invements in employer securities at beginning of year2020-07-02$2,418,962
Assets. Invements in employer securities at beginning of year2020-07-02$2,418,962
Contributions received in cash from employer2020-07-02$254,627
Contributions received in cash from employer2020-07-02$254,627
Employer contributions (assets) at end of year2020-07-02$0
Employer contributions (assets) at end of year2020-07-02$0
Employer contributions (assets) at beginning of year2020-07-02$581,296
Employer contributions (assets) at beginning of year2020-07-02$581,296
Income. Dividends from common stock2020-07-02$41,508
Income. Dividends from common stock2020-07-02$41,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-07-02$40,164,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-07-02$40,164,291
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-07-02Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-07-02Yes
Did the plan have assets held for investment2020-07-02No
Did the plan have assets held for investment2020-07-02No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-02No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-02No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-07-02Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-07-02Yes
Aggregate proceeds on sale of assets2020-07-02$5,013,475
Aggregate proceeds on sale of assets2020-07-02$5,013,475
Aggregate carrying amount (costs) on sale of assets2020-07-02$4,931,405
Aggregate carrying amount (costs) on sale of assets2020-07-02$4,931,405
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-07-02Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-07-02Yes
Opinion of an independent qualified public accountant for this plan2020-07-02Disclaimer
Opinion of an independent qualified public accountant for this plan2020-07-02Disclaimer
Accountancy firm name2020-07-02BDO USA, LLP
Accountancy firm name2020-07-02BDO USA, LLP
Accountancy firm EIN2020-07-02135381590
Accountancy firm EIN2020-07-02135381590
2019 : LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$713,302
Total unrealized appreciation/depreciation of assets2019-12-31$713,302
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$23,856,808
Total loss/gain on sale of assets2019-12-31$56,665
Total of all expenses incurred2019-12-31$8,112,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,044,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,262,423
Value of total assets at end of year2019-12-31$96,669,639
Value of total assets at beginning of year2019-12-31$80,925,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$68,161
Total interest from all sources2019-12-31$18,354
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,677,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,607,621
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,775,041
Participant contributions at end of year2019-12-31$303,556
Participant contributions at beginning of year2019-12-31$357,455
Participant contributions at end of year2019-12-31$58,832
Participant contributions at beginning of year2019-12-31$55,066
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$172,255
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$32,057
Other income not declared elsewhere2019-12-31$32,197
Administrative expenses (other) incurred2019-12-31$68,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$15,743,962
Value of net assets at end of year (total assets less liabilities)2019-12-31$96,669,639
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$80,925,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$93,306,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$77,765,296
Interest on participant loans2019-12-31$18,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,096,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$2,418,962
Assets. Invements in employer securities at beginning of year2019-12-31$1,895,383
Contributions received in cash from employer2019-12-31$1,315,127
Employer contributions (assets) at end of year2019-12-31$581,296
Employer contributions (assets) at beginning of year2019-12-31$852,477
Income. Dividends from common stock2019-12-31$70,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,012,628
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$317,101
Aggregate carrying amount (costs) on sale of assets2019-12-31$260,436
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FEGLEY AND ASSOCIATES P.C.
Accountancy firm EIN2019-12-31231967263
2018 : LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-52,153
Total unrealized appreciation/depreciation of assets2018-12-31$-52,153
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$562,123
Total loss/gain on sale of assets2018-12-31$-2,165
Total of all expenses incurred2018-12-31$5,985,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,926,983
Value of total corrective distributions2018-12-31$661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,613,357
Value of total assets at end of year2018-12-31$80,925,677
Value of total assets at beginning of year2018-12-31$86,348,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$57,532
Total interest from all sources2018-12-31$20,299
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,990,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,914,085
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,823,113
Participant contributions at end of year2018-12-31$357,455
Participant contributions at beginning of year2018-12-31$470,227
Participant contributions at end of year2018-12-31$55,066
Participant contributions at beginning of year2018-12-31$69,990
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$131,053
Other income not declared elsewhere2018-12-31$632
Administrative expenses (other) incurred2018-12-31$57,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,423,053
Value of net assets at end of year (total assets less liabilities)2018-12-31$80,925,677
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$86,348,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$77,765,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$82,825,119
Interest on participant loans2018-12-31$20,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,008,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$1,895,383
Assets. Invements in employer securities at beginning of year2018-12-31$2,154,710
Contributions received in cash from employer2018-12-31$1,659,191
Employer contributions (assets) at end of year2018-12-31$852,477
Employer contributions (assets) at beginning of year2018-12-31$828,684
Income. Dividends from common stock2018-12-31$76,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,926,983
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$-282,526
Aggregate carrying amount (costs) on sale of assets2018-12-31$-280,361
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FEGLEY AND ASSOCIATES P.C.
Accountancy firm EIN2018-12-31231967263
2017 : LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$189,438
Total unrealized appreciation/depreciation of assets2017-12-31$189,438
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$18,669,214
Total loss/gain on sale of assets2017-12-31$11,098
Total of all expenses incurred2017-12-31$7,329,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,278,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,307,811
Value of total assets at end of year2017-12-31$86,348,730
Value of total assets at beginning of year2017-12-31$75,008,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,204
Total interest from all sources2017-12-31$21,094
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,097,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,035,690
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,775,672
Participant contributions at end of year2017-12-31$470,227
Participant contributions at beginning of year2017-12-31$555,847
Participant contributions at end of year2017-12-31$69,990
Participant contributions at beginning of year2017-12-31$62,487
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$909,200
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$43
Other income not declared elsewhere2017-12-31$34
Administrative expenses (other) incurred2017-12-31$50,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$11,340,214
Value of net assets at end of year (total assets less liabilities)2017-12-31$86,348,730
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$75,008,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$82,825,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$71,493,221
Interest on participant loans2017-12-31$21,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,042,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$2,154,710
Assets. Invements in employer securities at beginning of year2017-12-31$2,138,529
Contributions received in cash from employer2017-12-31$1,622,939
Employer contributions (assets) at end of year2017-12-31$828,684
Employer contributions (assets) at beginning of year2017-12-31$758,432
Income. Dividends from common stock2017-12-31$61,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,278,753
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$246,450
Aggregate carrying amount (costs) on sale of assets2017-12-31$235,352
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FEGLEY AND ASSOCIATES P.C.
Accountancy firm EIN2017-12-31231967263
2016 : LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$439,137
Total unrealized appreciation/depreciation of assets2016-12-31$439,137
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$11,125,575
Total loss/gain on sale of assets2016-12-31$40,191
Total of all expenses incurred2016-12-31$8,825,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,777,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,994,162
Value of total assets at end of year2016-12-31$75,008,516
Value of total assets at beginning of year2016-12-31$72,708,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$48,065
Total interest from all sources2016-12-31$24,605
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,382,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,277,235
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,102,775
Participant contributions at end of year2016-12-31$555,847
Participant contributions at beginning of year2016-12-31$658,553
Participant contributions at end of year2016-12-31$62,487
Participant contributions at beginning of year2016-12-31$81,020
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$246,415
Other income not declared elsewhere2016-12-31$164
Administrative expenses (other) incurred2016-12-31$48,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,300,402
Value of net assets at end of year (total assets less liabilities)2016-12-31$75,008,516
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$72,708,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$71,493,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$69,110,286
Interest on participant loans2016-12-31$24,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,244,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$2,138,529
Assets. Invements in employer securities at beginning of year2016-12-31$1,791,845
Contributions received in cash from employer2016-12-31$1,644,972
Employer contributions (assets) at end of year2016-12-31$758,432
Employer contributions (assets) at beginning of year2016-12-31$1,066,410
Income. Dividends from common stock2016-12-31$105,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,777,108
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$239,193
Aggregate carrying amount (costs) on sale of assets2016-12-31$199,002
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FEGLEY AND ASSOCIATES P.C.
Accountancy firm EIN2016-12-31231967263
2015 : LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-364,399
Total unrealized appreciation/depreciation of assets2015-12-31$-364,399
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,484,821
Total loss/gain on sale of assets2015-12-31$-14,462
Total of all expenses incurred2015-12-31$4,850,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,806,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,590,994
Value of total assets at end of year2015-12-31$72,708,114
Value of total assets at beginning of year2015-12-31$72,074,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,063
Total interest from all sources2015-12-31$30,441
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,141,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,032,053
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,237,714
Participant contributions at end of year2015-12-31$658,553
Participant contributions at beginning of year2015-12-31$736,267
Participant contributions at end of year2015-12-31$81,020
Participant contributions at beginning of year2015-12-31$86,030
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$310,618
Administrative expenses (other) incurred2015-12-31$44,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$634,064
Value of net assets at end of year (total assets less liabilities)2015-12-31$72,708,114
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$72,074,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$69,110,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$68,475,514
Interest on participant loans2015-12-31$30,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,898,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$1,791,845
Assets. Invements in employer securities at beginning of year2015-12-31$2,230,972
Contributions received in cash from employer2015-12-31$2,042,662
Employer contributions (assets) at end of year2015-12-31$1,066,410
Employer contributions (assets) at beginning of year2015-12-31$545,267
Income. Dividends from common stock2015-12-31$108,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,806,694
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$169,475
Aggregate carrying amount (costs) on sale of assets2015-12-31$183,937
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FEGLEY AND ASSOCIATES P.C.
Accountancy firm EIN2015-12-31231967263
2014 : LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$217,427
Total unrealized appreciation/depreciation of assets2014-12-31$217,427
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$10,633,297
Total loss/gain on sale of assets2014-12-31$18,681
Total of all expenses incurred2014-12-31$5,936,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,901,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,029,041
Value of total assets at end of year2014-12-31$72,074,050
Value of total assets at beginning of year2014-12-31$67,377,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,914
Total interest from all sources2014-12-31$33,179
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,183,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,070,317
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,174,883
Participant contributions at end of year2014-12-31$736,267
Participant contributions at beginning of year2014-12-31$818,721
Participant contributions at end of year2014-12-31$86,030
Participant contributions at beginning of year2014-12-31$82,116
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$613,035
Administrative expenses (other) incurred2014-12-31$34,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,696,474
Value of net assets at end of year (total assets less liabilities)2014-12-31$72,074,050
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$67,377,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$68,475,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$63,584,510
Interest on participant loans2014-12-31$33,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,151,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$2,230,972
Assets. Invements in employer securities at beginning of year2014-12-31$2,137,760
Contributions received in cash from employer2014-12-31$1,241,123
Employer contributions (assets) at end of year2014-12-31$545,267
Employer contributions (assets) at beginning of year2014-12-31$754,469
Income. Dividends from common stock2014-12-31$112,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,901,909
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$255,859
Aggregate carrying amount (costs) on sale of assets2014-12-31$237,178
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FEGLEY AND ASSOCIATES P.C.
Accountancy firm EIN2014-12-31231967263
2013 : LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$-121,122
Total unrealized appreciation/depreciation of assets2013-12-31$-121,122
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$16,686,213
Total loss/gain on sale of assets2013-12-31$13,340
Total of all expenses incurred2013-12-31$1,945,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,885,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,040,641
Value of total assets at end of year2013-12-31$67,377,576
Value of total assets at beginning of year2013-12-31$52,637,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$59,849
Total interest from all sources2013-12-31$31,634
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,867,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,748,903
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,025,880
Participant contributions at end of year2013-12-31$818,721
Participant contributions at beginning of year2013-12-31$710,877
Participant contributions at end of year2013-12-31$82,116
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$297,350
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$140
Administrative expenses (other) incurred2013-12-31$59,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$14,740,560
Value of net assets at end of year (total assets less liabilities)2013-12-31$67,377,576
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$52,637,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$63,584,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$48,972,031
Interest on participant loans2013-12-31$31,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,854,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$2,137,760
Assets. Invements in employer securities at beginning of year2013-12-31$2,339,981
Contributions received in cash from employer2013-12-31$1,717,411
Employer contributions (assets) at end of year2013-12-31$754,469
Employer contributions (assets) at beginning of year2013-12-31$614,127
Income. Dividends from common stock2013-12-31$118,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,885,664
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$212,620
Aggregate carrying amount (costs) on sale of assets2013-12-31$199,280
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FEGLEY AND ASSOCIATES P.C.
Accountancy firm EIN2013-12-31231967263
2012 : LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$304,220
Total unrealized appreciation/depreciation of assets2012-12-31$304,220
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$10,534,671
Total loss/gain on sale of assets2012-12-31$22,448
Total of all expenses incurred2012-12-31$2,607,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,546,491
Expenses. Certain deemed distributions of participant loans2012-12-31$2,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,580,321
Value of total assets at end of year2012-12-31$52,637,016
Value of total assets at beginning of year2012-12-31$44,710,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$58,423
Total interest from all sources2012-12-31$30,273
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,103,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$980,103
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,743,210
Participant contributions at end of year2012-12-31$710,877
Participant contributions at beginning of year2012-12-31$722,844
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$330,809
Other income not declared elsewhere2012-12-31$268
Administrative expenses (other) incurred2012-12-31$58,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,926,841
Value of net assets at end of year (total assets less liabilities)2012-12-31$52,637,016
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$44,710,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$48,972,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$41,096,860
Interest on participant loans2012-12-31$30,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,494,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$2,339,981
Assets. Invements in employer securities at beginning of year2012-12-31$2,081,925
Contributions received in cash from employer2012-12-31$1,506,302
Employer contributions (assets) at end of year2012-12-31$614,127
Employer contributions (assets) at beginning of year2012-12-31$808,546
Income. Dividends from common stock2012-12-31$123,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,546,491
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$191,617
Aggregate carrying amount (costs) on sale of assets2012-12-31$169,169
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FEGLEY AND ASSOCIATES P.C.
Accountancy firm EIN2012-12-31231967263
2011 : LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-66,376
Total unrealized appreciation/depreciation of assets2011-12-31$-66,376
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,582,901
Total loss/gain on sale of assets2011-12-31$5,673
Total of all expenses incurred2011-12-31$2,124,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,065,920
Value of total corrective distributions2011-12-31$471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,411,357
Value of total assets at end of year2011-12-31$44,710,175
Value of total assets at beginning of year2011-12-31$42,251,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$58,330
Total interest from all sources2011-12-31$32,944
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$837,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$711,529
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,589,480
Participant contributions at end of year2011-12-31$722,844
Participant contributions at beginning of year2011-12-31$655,941
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$179,083
Other income not declared elsewhere2011-12-31$2,409
Administrative expenses (other) incurred2011-12-31$58,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,458,180
Value of net assets at end of year (total assets less liabilities)2011-12-31$44,710,175
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$42,251,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$41,096,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$39,009,308
Interest on participant loans2011-12-31$32,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-640,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$2,081,925
Assets. Invements in employer securities at beginning of year2011-12-31$2,149,986
Contributions received in cash from employer2011-12-31$1,642,794
Employer contributions (assets) at end of year2011-12-31$808,546
Employer contributions (assets) at beginning of year2011-12-31$436,760
Income. Dividends from common stock2011-12-31$125,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,065,920
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$143,274
Aggregate carrying amount (costs) on sale of assets2011-12-31$137,601
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FEGLEY AND ASSOCIATES P.C.
Accountancy firm EIN2011-12-31231967263
2010 : LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-14,210
Total unrealized appreciation/depreciation of assets2010-12-31$-14,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,315,279
Total loss/gain on sale of assets2010-12-31$206
Total of all expenses incurred2010-12-31$1,046,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$989,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,930,319
Value of total assets at end of year2010-12-31$42,251,995
Value of total assets at beginning of year2010-12-31$34,983,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$57,311
Total interest from all sources2010-12-31$34,562
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$758,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$640,669
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,643,477
Participant contributions at end of year2010-12-31$655,941
Participant contributions at beginning of year2010-12-31$534,568
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$93,461
Other income not declared elsewhere2010-12-31$1,062
Administrative expenses (other) incurred2010-12-31$57,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,268,474
Value of net assets at end of year (total assets less liabilities)2010-12-31$42,251,995
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$34,983,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$39,009,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,172,415
Interest on participant loans2010-12-31$34,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,604,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$2,149,986
Assets. Invements in employer securities at beginning of year2010-12-31$1,637,921
Contributions received in cash from employer2010-12-31$1,193,381
Employer contributions (assets) at end of year2010-12-31$436,760
Employer contributions (assets) at beginning of year2010-12-31$638,617
Income. Dividends from common stock2010-12-31$117,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$989,494
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$174,084
Aggregate carrying amount (costs) on sale of assets2010-12-31$173,878
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FEGLEY AND ASSOCIATES P.C.
Accountancy firm EIN2010-12-31231967263

Form 5500 Responses for LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN

2020: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 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: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 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: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 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: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 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: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 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: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 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: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS 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: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS 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: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS 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: LIBERTY PROPERTY TRUST 401K RETIREMENT SAVINGS PLAN 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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