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LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameLOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST
Plan identification number 003

LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

LOWEY DANNENBERG P C has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01GEOFFREY HORN
0032017-01-01GEOFFREY HORN
0032016-01-01GEOFFREY HORN2017-07-06 GEOFFREY HORN2017-07-06
0032016-01-01GEOFFREY HORN2018-10-01 GEOFFREY HORN2018-10-01
0032015-01-01GEOFFREY HORN2016-10-03 GEOFFREY HORN2016-10-03
0032014-01-01GEOFFREY HORN2015-09-29 GEOFFREY HORN2015-09-29
0032013-01-01GEOFFREY HORN2014-09-22 GEOFFREY HORN2014-09-22
0032012-01-01GEOFFREY HORN2013-10-15 GEOFFREY HORN2013-10-15
0032010-01-01GEOFFREY HORN2012-08-09 GEOFFREY HORN2012-08-09
0032009-01-01GEOFFREY HORN GEOFFREY HORN2010-10-11

Plan Statistics for LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0163
Total number of active participants reported on line 7a of the Form 55002022-01-0153
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0161
Number of participants with account balances2022-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0164
Total number of active participants reported on line 7a of the Form 55002021-01-0150
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0162
Number of participants with account balances2021-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0163
Total number of active participants reported on line 7a of the Form 55002020-01-0151
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0160
Number of participants with account balances2020-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0161
Total number of active participants reported on line 7a of the Form 55002019-01-0149
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0160
Number of participants with account balances2019-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0151
Total number of active participants reported on line 7a of the Form 55002018-01-0151
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0156
Number of participants with account balances2018-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-0147
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0148
Number of participants with account balances2017-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2009: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0132
Total number of active participants reported on line 7a of the Form 55002009-01-0126
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0130
Number of participants with account balances2009-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST

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 plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,407,012
Expenses. Total of all expenses incurred2022-12-31$686,433
Benefits paid (including direct rollovers)2022-12-31$647,374
Total plan assets at end of year2022-12-31$6,383,990
Total plan assets at beginning of year2022-12-31$8,477,435
Value of fidelity bond covering the plan2022-12-31$3,000,000
Total contributions received or receivable from participants2022-12-31$448,175
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-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 loans2022-12-31$81,034
Total contributions received or receivable from employer(s)2022-12-31$46,785
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$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 plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,047,186
Expenses. Total of all expenses incurred2021-12-31$468,814
Benefits paid (including direct rollovers)2021-12-31$422,499
Total plan assets at end of year2021-12-31$8,477,435
Total plan assets at beginning of year2021-12-31$6,899,063
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$588,027
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$120,690
Other income received2021-12-31$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 loans2021-12-31$54,530
Total contributions received or receivable from employer(s)2021-12-31$60,255
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$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 securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
2020 : LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,640,970
Expenses. Total of all expenses incurred2020-12-31$847,157
Benefits paid (including direct rollovers)2020-12-31$811,039
Total plan assets at end of year2020-12-31$6,899,063
Total plan assets at beginning of year2020-12-31$6,105,250
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$531,549
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$5,853
Other income received2020-12-31$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 loans2020-12-31$17,281
Total contributions received or receivable from employer(s)2020-12-31$59,316
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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 securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2019 : LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,776,495
Expenses. Total of all expenses incurred2019-12-31$335,508
Benefits paid (including direct rollovers)2019-12-31$301,590
Total plan assets at end of year2019-12-31$6,105,250
Total plan assets at beginning of year2019-12-31$4,664,263
Value of fidelity bond covering the plan2019-12-31$0
Total contributions received or receivable from participants2019-12-31$449,039
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$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 loans2019-12-31$7,755
Total contributions received or receivable from employer(s)2019-12-31$75,911
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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 securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
2018 : LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$157,235
Expenses. Total of all expenses incurred2018-12-31$44,421
Benefits paid (including direct rollovers)2018-12-31$13,557
Total plan assets at end of year2018-12-31$4,664,263
Total plan assets at beginning of year2018-12-31$4,551,449
Value of fidelity bond covering the plan2018-12-31$0
Total contributions received or receivable from participants2018-12-31$454,380
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-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 loans2018-12-31$3,850
Total contributions received or receivable from employer(s)2018-12-31$51,795
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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 securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
2017 : LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,131,244
Expenses. Total of all expenses incurred2017-12-31$17,748
Benefits paid (including direct rollovers)2017-12-31$4,054
Total plan assets at end of year2017-12-31$4,551,449
Total plan assets at beginning of year2017-12-31$3,437,953
Value of fidelity bond covering the plan2017-12-31$75,000
Total contributions received or receivable from participants2017-12-31$405,248
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$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 loans2017-12-31$5,127
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$13,694

Form 5500 Responses for LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST

2022: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 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 filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 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: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 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: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 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
2009: LOWEY DANNENBERG COHEN & HART, P.C. 401(K)PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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