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Plan Name | LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LOWEY DANNENBERG P C |
Employer identification number (EIN): | 132974171 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about LOWEY DANNENBERG P C
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1979-03-12 |
Company Identification Number: | 543859 |
Legal Registered Office Address: |
44 SOUTH BROADWAY, SUITE 1100 Westchester WHITE PLAINS United States of America (USA) 10601 |
More information about LOWEY DANNENBERG P C
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | GEOFFREY HORN | |||
003 | 2017-01-01 | GEOFFREY HORN | |||
003 | 2016-01-01 | GEOFFREY HORN | 2017-07-06 | GEOFFREY HORN | 2017-07-06 |
003 | 2016-01-01 | GEOFFREY HORN | 2018-10-01 | GEOFFREY HORN | 2018-10-01 |
003 | 2015-01-01 | GEOFFREY HORN | 2016-10-03 | GEOFFREY HORN | 2016-10-03 |
003 | 2014-01-01 | GEOFFREY HORN | 2015-09-29 | GEOFFREY HORN | 2015-09-29 |
003 | 2013-01-01 | GEOFFREY HORN | 2014-09-22 | GEOFFREY HORN | 2014-09-22 |
003 | 2012-01-01 | GEOFFREY HORN | 2013-10-15 | GEOFFREY HORN | 2013-10-15 |
003 | 2010-01-01 | GEOFFREY HORN | 2012-08-09 | GEOFFREY HORN | 2012-08-09 |
003 | 2009-01-01 | GEOFFREY HORN | GEOFFREY HORN | 2010-10-11 |
Measure | Date | Value |
---|---|---|
2022: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 8 |
Total of all active and inactive participants | 2022-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 61 |
Number of participants with account balances | 2022-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 64 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 12 |
Total of all active and inactive participants | 2021-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 62 |
Number of participants with account balances | 2021-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 9 |
Total of all active and inactive participants | 2020-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 60 |
Number of participants with account balances | 2020-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 49 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 11 |
Total of all active and inactive participants | 2019-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 60 |
Number of participants with account balances | 2019-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 5 |
Total of all active and inactive participants | 2018-01-01 | 56 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 56 |
Number of participants with account balances | 2018-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 48 |
Number of participants with account balances | 2017-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2009: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 30 |
Number of participants with account balances | 2009-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-1,407,012 |
Expenses. Total of all expenses incurred | 2022-12-31 | $686,433 |
Benefits paid (including direct rollovers) | 2022-12-31 | $647,374 |
Total plan assets at end of year | 2022-12-31 | $6,383,990 |
Total plan assets at beginning of year | 2022-12-31 | $8,477,435 |
Value of fidelity bond covering the plan | 2022-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2022-12-31 | $448,175 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-1,901,972 |
Net income (gross income less expenses) | 2022-12-31 | $-2,093,445 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $6,383,990 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,477,435 |
Assets. Value of participant loans | 2022-12-31 | $81,034 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $46,785 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $39,059 |
2021 : LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $2,047,186 |
Expenses. Total of all expenses incurred | 2021-12-31 | $468,814 |
Benefits paid (including direct rollovers) | 2021-12-31 | $422,499 |
Total plan assets at end of year | 2021-12-31 | $8,477,435 |
Total plan assets at beginning of year | 2021-12-31 | $6,899,063 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $588,027 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $120,690 |
Other income received | 2021-12-31 | $1,278,214 |
Net income (gross income less expenses) | 2021-12-31 | $1,578,372 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $8,477,435 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,899,063 |
Assets. Value of participant loans | 2021-12-31 | $54,530 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $60,255 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $46,315 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
2020 : LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,640,970 |
Expenses. Total of all expenses incurred | 2020-12-31 | $847,157 |
Benefits paid (including direct rollovers) | 2020-12-31 | $811,039 |
Total plan assets at end of year | 2020-12-31 | $6,899,063 |
Total plan assets at beginning of year | 2020-12-31 | $6,105,250 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $531,549 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $5,853 |
Other income received | 2020-12-31 | $1,044,252 |
Net income (gross income less expenses) | 2020-12-31 | $793,813 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,899,063 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,105,250 |
Assets. Value of participant loans | 2020-12-31 | $17,281 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $59,316 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $36,118 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
2019 : LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,776,495 |
Expenses. Total of all expenses incurred | 2019-12-31 | $335,508 |
Benefits paid (including direct rollovers) | 2019-12-31 | $301,590 |
Total plan assets at end of year | 2019-12-31 | $6,105,250 |
Total plan assets at beginning of year | 2019-12-31 | $4,664,263 |
Value of fidelity bond covering the plan | 2019-12-31 | $0 |
Total contributions received or receivable from participants | 2019-12-31 | $449,039 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $1,251,545 |
Net income (gross income less expenses) | 2019-12-31 | $1,440,987 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $6,105,250 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,664,263 |
Assets. Value of participant loans | 2019-12-31 | $7,755 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $75,911 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $33,918 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
2018 : LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $157,235 |
Expenses. Total of all expenses incurred | 2018-12-31 | $44,421 |
Benefits paid (including direct rollovers) | 2018-12-31 | $13,557 |
Total plan assets at end of year | 2018-12-31 | $4,664,263 |
Total plan assets at beginning of year | 2018-12-31 | $4,551,449 |
Value of fidelity bond covering the plan | 2018-12-31 | $0 |
Total contributions received or receivable from participants | 2018-12-31 | $454,380 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-348,940 |
Net income (gross income less expenses) | 2018-12-31 | $112,814 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,664,263 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,551,449 |
Assets. Value of participant loans | 2018-12-31 | $3,850 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $51,795 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $30,864 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
2017 : LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,131,244 |
Expenses. Total of all expenses incurred | 2017-12-31 | $17,748 |
Benefits paid (including direct rollovers) | 2017-12-31 | $4,054 |
Total plan assets at end of year | 2017-12-31 | $4,551,449 |
Total plan assets at beginning of year | 2017-12-31 | $3,437,953 |
Value of fidelity bond covering the plan | 2017-12-31 | $75,000 |
Total contributions received or receivable from participants | 2017-12-31 | $405,248 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $725,996 |
Net income (gross income less expenses) | 2017-12-31 | $1,113,496 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,551,449 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,437,953 |
Assets. Value of participant loans | 2017-12-31 | $5,127 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $13,694 |
2022: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2009: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |