401k Plan data: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN plan

LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 401k Plan overview

Plan Name	LOEB PARTNERS CORPORATION PROFIT SHARING PLAN
Plan identification number	001

LOEB PARTNERS CORPORATION PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LOEB PARTNERS CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: LOEB PARTNERS CORPORATION

Employer identification number (EIN): 133114801

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Additional information about LOEB PARTNERS CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 0932796

More information about LOEB PARTNERS CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOEB PARTNERS CORPORATION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TONI LOCASTO
001 2016-01-01 TONI LOCASTO
001 2015-01-01 TONI LOCASTO
001 2014-01-01 TONI LOCASTO
001 2013-01-01 TONI LOCASTO TONI LOCASTI 2014-09-02
001 2012-01-01 TONI LOCASTO
001 2011-01-01 EDWARD CAMPBELL 2012-10-01
001 2010-01-01 EDWARD CAMPBELL 2011-09-30

Plan Statistics for LOEB PARTNERS CORPORATION PROFIT SHARING PLAN

401k plan membership statisitcs for LOEB PARTNERS CORPORATION PROFIT SHARING PLAN

Measure Date Value
2022: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6
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 28
Total of all active and inactive participants 2022-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 34
Number of participants with account balances 2022-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
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 26
Total of all active and inactive participants 2021-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 33
Number of participants with account balances 2021-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 12
Number of retired or separated participants receiving benefits 2020-01-01 26
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 39
Number of participants with account balances 2020-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 12
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 30
Total of all active and inactive participants 2019-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 42
Number of participants with account balances 2019-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 21
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 32
Total of all active and inactive participants 2018-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 53
Number of participants with account balances 2018-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 26
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 25
Total of all active and inactive participants 2017-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 52
Number of participants with account balances 2017-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 36
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 33
Total of all active and inactive participants 2016-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 70
Number of participants with account balances 2016-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 43
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 32
Total of all active and inactive participants 2015-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 76
Number of participants with account balances 2015-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 55
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 24
Total of all active and inactive participants 2014-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 80
Number of participants with account balances 2014-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 59
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 22
Total of all active and inactive participants 2013-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 82
Number of participants with account balances 2013-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 60
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 16
Total of all active and inactive participants 2012-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 77
Number of participants with account balances 2012-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6
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	28
Total of all active and inactive participants	2022-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	34
Number of participants with account balances	2022-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
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	26
Total of all active and inactive participants	2021-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	33
Number of participants with account balances	2021-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	12
Number of retired or separated participants receiving benefits	2020-01-01	26
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	39
Number of participants with account balances	2020-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	12
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	30
Total of all active and inactive participants	2019-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	42
Number of participants with account balances	2019-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	21
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	32
Total of all active and inactive participants	2018-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	53
Number of participants with account balances	2018-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	26
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	25
Total of all active and inactive participants	2017-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	52
Number of participants with account balances	2017-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	36
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	33
Total of all active and inactive participants	2016-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	70
Number of participants with account balances	2016-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	43
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	32
Total of all active and inactive participants	2015-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	76
Number of participants with account balances	2015-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	55
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	24
Total of all active and inactive participants	2014-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	80
Number of participants with account balances	2014-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	59
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	22
Total of all active and inactive participants	2013-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	82
Number of participants with account balances	2013-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	60
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	16
Total of all active and inactive participants	2012-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	77
Number of participants with account balances	2012-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on LOEB PARTNERS CORPORATION PROFIT SHARING PLAN

Measure	Date	Value
2022 : LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-1,117,818
Expenses. Total of all expenses incurred	2022-12-31	$129,630
Benefits paid (including direct rollovers)	2022-12-31	$129,080
Total plan assets at end of year	2022-12-31	$5,478,335
Total plan assets at beginning of year	2022-12-31	$6,725,783
Total contributions received or receivable from participants	2022-12-31	$86,752
Other income received	2022-12-31	$-1,216,556
Net income (gross income less expenses)	2022-12-31	$-1,247,448
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,478,335
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,725,783
Assets. Value of participant loans	2022-12-31	$47,759
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$4,824
Total contributions received or receivable from employer(s)	2022-12-31	$11,986
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$550
2021 : LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$998,091
Expenses. Total of all expenses incurred	2021-12-31	$621,090
Benefits paid (including direct rollovers)	2021-12-31	$620,691
Total plan assets at end of year	2021-12-31	$6,725,783
Total plan assets at beginning of year	2021-12-31	$6,348,782
Total contributions received or receivable from participants	2021-12-31	$89,741
Other income received	2021-12-31	$904,311
Net income (gross income less expenses)	2021-12-31	$377,001
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,725,783
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,348,782
Assets. Value of participant loans	2021-12-31	$2,864
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$5,490
Total contributions received or receivable from employer(s)	2021-12-31	$4,039
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$399
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,151,228
Expenses. Total of all expenses incurred	2020-12-31	$1,492,451
Benefits paid (including direct rollovers)	2020-12-31	$1,492,151
Total plan assets at end of year	2020-12-31	$6,348,782
Total plan assets at beginning of year	2020-12-31	$6,690,005
Total contributions received or receivable from participants	2020-12-31	$78,684
Other income received	2020-12-31	$1,061,054
Net income (gross income less expenses)	2020-12-31	$-341,223
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,348,782
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,690,005
Assets. Value of participant loans	2020-12-31	$5,329
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$5,877
Total contributions received or receivable from employer(s)	2020-12-31	$11,490
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$2,455,728
Expenses. Total of all expenses incurred	2019-12-31	$11,421,039
Benefits paid (including direct rollovers)	2019-12-31	$11,394,755
Total plan assets at end of year	2019-12-31	$6,690,005
Total plan assets at beginning of year	2019-12-31	$15,655,316
Total contributions received or receivable from participants	2019-12-31	$87,996
Other income received	2019-12-31	$2,264,147
Net income (gross income less expenses)	2019-12-31	$-8,965,311
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,690,005
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$15,655,316
Assets. Value of participant loans	2019-12-31	$55,457
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$14,080
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$3,452
Total contributions received or receivable from employer(s)	2019-12-31	$103,585
Value of corrective distributions	2019-12-31	$25,559
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$725
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-1,123,618
Expenses. Total of all expenses incurred	2018-12-31	$773,033
Benefits paid (including direct rollovers)	2018-12-31	$772,227
Total plan assets at end of year	2018-12-31	$15,655,316
Total plan assets at beginning of year	2018-12-31	$17,551,967
Total contributions received or receivable from participants	2018-12-31	$208,065
Other income received	2018-12-31	$-1,398,408
Net income (gross income less expenses)	2018-12-31	$-1,896,651
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$15,655,316
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$17,551,967
Assets. Value of participant loans	2018-12-31	$74,782
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$66,725
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$806
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,810,933
Expenses. Total of all expenses incurred	2017-12-31	$607,846
Benefits paid (including direct rollovers)	2017-12-31	$605,459
Total plan assets at end of year	2017-12-31	$17,551,967
Total plan assets at beginning of year	2017-12-31	$16,348,880
Total contributions received or receivable from participants	2017-12-31	$229,042
Contributions received from other sources (not participants or employers)	2017-12-31	$62,545
Other income received	2017-12-31	$1,519,346
Net income (gross income less expenses)	2017-12-31	$1,203,087
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$17,551,967
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$16,348,880
Assets. Value of participant loans	2017-12-31	$81,643
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$6,974
Value of corrective distributions	2017-12-31	$1,535
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$852
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$2,155,545
Expenses. Total of all expenses incurred	2016-12-31	$616,371
Benefits paid (including direct rollovers)	2016-12-31	$615,921
Total plan assets at end of year	2016-12-31	$16,348,880
Total plan assets at beginning of year	2016-12-31	$14,809,706
Total contributions received or receivable from participants	2016-12-31	$284,270
Contributions received from other sources (not participants or employers)	2016-12-31	$55,444
Other income received	2016-12-31	$1,815,831
Net income (gross income less expenses)	2016-12-31	$1,539,174
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$16,348,880
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$14,809,706
Assets. Value of participant loans	2016-12-31	$95,155
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$49,264
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$8,859
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-459,107
Expenses. Total of all expenses incurred	2015-12-31	$1,403,449
Benefits paid (including direct rollovers)	2015-12-31	$1,377,664
Total plan assets at end of year	2015-12-31	$14,809,706
Total plan assets at beginning of year	2015-12-31	$16,672,262
Total contributions received or receivable from participants	2015-12-31	$298,046
Contributions received from other sources (not participants or employers)	2015-12-31	$51,792
Other income received	2015-12-31	$-808,945
Net income (gross income less expenses)	2015-12-31	$-1,862,556
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$14,809,706
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$16,672,262
Assets. Value of participant loans	2015-12-31	$128,694
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$53,930
Value of certain deemed distributions of participant loans	2015-12-31	$24,758
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,027
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$2,151,644
Expenses. Total of all expenses incurred	2014-12-31	$1,522,959
Benefits paid (including direct rollovers)	2014-12-31	$1,521,778
Total plan assets at end of year	2014-12-31	$16,672,262
Total plan assets at beginning of year	2014-12-31	$16,043,577
Total contributions received or receivable from participants	2014-12-31	$456,687
Contributions received from other sources (not participants or employers)	2014-12-31	$61,758
Other income received	2014-12-31	$1,633,199
Net income (gross income less expenses)	2014-12-31	$628,685
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$16,672,262
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$16,043,577
Assets. Value of participant loans	2014-12-31	$219,166
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$78,230
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,181
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,670,659
Expenses. Total of all expenses incurred	2013-12-31	$2,179,989
Benefits paid (including direct rollovers)	2013-12-31	$2,179,164
Total plan assets at end of year	2013-12-31	$16,043,577
Total plan assets at beginning of year	2013-12-31	$15,552,907
Total contributions received or receivable from participants	2013-12-31	$497,638
Contributions received from other sources (not participants or employers)	2013-12-31	$34,293
Other income received	2013-12-31	$2,138,728
Net income (gross income less expenses)	2013-12-31	$490,670
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$16,043,577
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$15,552,907
Assets. Value of participant loans	2013-12-31	$149,486
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$167,608
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$825
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$2,266,478
Expenses. Total of all expenses incurred	2012-12-31	$486,127
Benefits paid (including direct rollovers)	2012-12-31	$481,982
Total plan assets at end of year	2012-12-31	$15,552,907
Total plan assets at beginning of year	2012-12-31	$13,772,556
Total contributions received or receivable from participants	2012-12-31	$347,340
Other income received	2012-12-31	$1,919,138
Net income (gross income less expenses)	2012-12-31	$1,780,351
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$15,552,907
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$13,772,556
Assets. Value of participant loans	2012-12-31	$138,842
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$128,983
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,145
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for LOEB PARTNERS CORPORATION PROFIT SHARING PLAN

2022: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 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: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 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: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 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: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 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: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 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: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 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
2016: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LOEB PARTNERS CORPORATION PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

LOEB PARTNERS REALTY LLC 401(K) PLAN [EIN = 134190058]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	LOEB PARTNERS CORPORATION
Employer identification number (EIN):	133114801
NAIC Classification:	523120
NAIC Description:	Securities Brokerage

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	0932796