LOWELL ASSOCIATES, L. P. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOWELL ASSOCIATES, L. P. 401(K) SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2025 : LOWELL ASSOCIATES, L. P. 401(K) SAVINGS PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-04-21 | 18260 |
| Net assets as of the end of the plan year | 2025-04-21 | 4532631 |
| Total assets as of the beginning of the plan year | 2025-04-21 | 3405182 |
| Value of plan covered by a fidelity bond | 2025-04-21 | 1000000 |
| Participant contributions to plan in this plan year | 2025-04-21 | 190872 |
| Value of participant loans at end of plan year | 2025-04-21 | 13676 |
| Other contributions to plan in this plan year | 2025-04-21 | 358541 |
| Other income to plan in this plan year | 2025-04-21 | 575248 |
| Plan net income in this plan year | 2025-04-21 | 1127449 |
| Net assets as of the end of the plan year | 2025-04-21 | 4532631 |
| Net assets as of the beginning of the plan year | 2025-04-21 | 3405182 |
| Employer contributions to plan in this plan year | 2025-04-21 | 21048 |
| Fees paid to broker by Benefit Provider | 2025-04-21 | 19569 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-21 | 260 |
| 2024 : LOWELL ASSOCIATES, L. P. 401(K) SAVINGS PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-04-12 | 18270 |
| Net assets as of the end of the plan year | 2024-04-12 | 3405182 |
| Total assets as of the beginning of the plan year | 2024-04-12 | 2648906 |
| Value of plan covered by a fidelity bond | 2024-04-12 | 1000000 |
| Participant contributions to plan in this plan year | 2024-04-12 | 143189 |
| Value of participant loans at end of plan year | 2024-04-12 | 13408 |
| Other income to plan in this plan year | 2024-04-12 | 615404 |
| Plan net income in this plan year | 2024-04-12 | 756276 |
| Net assets as of the end of the plan year | 2024-04-12 | 3405182 |
| Net assets as of the beginning of the plan year | 2024-04-12 | 2648906 |
| Employer contributions to plan in this plan year | 2024-04-12 | 15953 |
| Fees paid to broker by Benefit Provider | 2024-04-12 | 14820 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-12 | 270 |
| 2016 : LOWELL ASSOCIATES, L. P. 401(K) SAVINGS PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $163,364 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $13,273 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $1,392,914 |
| Total plan assets at beginning of year | 2016-12-31 | $1,242,823 |
| Total contributions received or receivable from participants | 2016-12-31 | $102,650 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $49,591 |
| Net income (gross income less expenses) | 2016-12-31 | $150,091 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,392,914 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,242,823 |
| Assets. Value of participant loans | 2016-12-31 | $38,718 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $11,123 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $13,273 |
| 2015 : LOWELL ASSOCIATES, L. P. 401(K) SAVINGS PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $138,816 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $96,656 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $83,783 |
| Total plan assets at end of year | 2015-12-31 | $1,242,823 |
| Total plan assets at beginning of year | 2015-12-31 | $1,200,663 |
| Total contributions received or receivable from participants | 2015-12-31 | $92,058 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $37,323 |
| Net income (gross income less expenses) | 2015-12-31 | $42,160 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,242,823 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,200,663 |
| Assets. Value of participant loans | 2015-12-31 | $7,461 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $9,435 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $12,873 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2009 : LOWELL ASSOCIATES, L. P. 401(K) SAVINGS PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2016: LOWELL ASSOCIATES, L. P. 401(K) SAVINGS 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: LOWELL ASSOCIATES, L. P. 401(K) SAVINGS 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LOWELL ASSOCIATES, L. P. 401(K) SAVINGS PLAN 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 |
