LOWENSTEIN SANDLER, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOWENSTEIN SANDLER 1992 401(K) PLAN
Measure | Date | Value |
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2012 : LOWENSTEIN SANDLER 1992 401(K) PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $267,956 |
Total transfer of assets from this plan | 2012-12-31 | $277,003 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $6,473,911 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,359,643 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,356,767 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $1,926 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,958,615 |
Value of total assets at end of year | 2012-12-31 | $33,440,248 |
Value of total assets at beginning of year | 2012-12-31 | $28,335,027 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $950 |
Total interest from all sources | 2012-12-31 | $27,990 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $955,496 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $955,496 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,318,247 |
Participant contributions at end of year | 2012-12-31 | $638,141 |
Participant contributions at beginning of year | 2012-12-31 | $643,258 |
Participant contributions at beginning of year | 2012-12-31 | $51 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $640,368 |
Administrative expenses (other) incurred | 2012-12-31 | $950 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $5,114,268 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $33,440,248 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $28,335,027 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $32,802,107 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $27,691,718 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $27,990 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,531,810 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,356,767 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ANCHIN BLOCK & ANCHIN LLP |
Accountancy firm EIN | 2012-12-31 | 130436940 |
2011 : LOWENSTEIN SANDLER 1992 401(K) PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $182,199 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $2,105,452 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,244,533 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,243,367 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $732 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,219,546 |
Value of total assets at end of year | 2011-12-31 | $28,335,027 |
Value of total assets at beginning of year | 2011-12-31 | $27,291,909 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $434 |
Total interest from all sources | 2011-12-31 | $30,438 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $872,203 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $872,203 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,219,546 |
Participant contributions at end of year | 2011-12-31 | $643,258 |
Participant contributions at beginning of year | 2011-12-31 | $601,216 |
Participant contributions at end of year | 2011-12-31 | $51 |
Administrative expenses (other) incurred | 2011-12-31 | $434 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $860,919 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $28,335,027 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $27,291,909 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $27,691,718 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $25,219,776 |
Interest on participant loans | 2011-12-31 | $30,438 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,470,917 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,470,917 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,016,735 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,243,367 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ANCHIN BLOCK & ANCHIN LLP |
Accountancy firm EIN | 2011-12-31 | 130436940 |
2010 : LOWENSTEIN SANDLER 1992 401(K) PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $349,759 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $5,777,355 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,271,195 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,269,240 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,946,851 |
Value of total assets at end of year | 2010-12-31 | $27,291,909 |
Value of total assets at beginning of year | 2010-12-31 | $22,435,990 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,955 |
Total interest from all sources | 2010-12-31 | $34,041 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $540,330 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $540,330 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,154,444 |
Participant contributions at end of year | 2010-12-31 | $601,216 |
Participant contributions at beginning of year | 2010-12-31 | $540,091 |
Participant contributions at beginning of year | 2010-12-31 | $4,372 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $792,407 |
Administrative expenses (other) incurred | 2010-12-31 | $1,955 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,506,160 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $27,291,909 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $22,435,990 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $25,219,776 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $20,684,926 |
Interest on participant loans | 2010-12-31 | $34,041 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,470,917 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,206,601 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,206,601 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,256,133 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,269,240 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ANCHIN BLOCK & ANCHIN, LLP |
Accountancy firm EIN | 2010-12-31 | 130436940 |
2009 : LOWENSTEIN SANDLER 1992 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |