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PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 401k Plan overview

Plan NamePEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS
Plan identification number 002

PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

PEAPACK-GLADSTONE BANK has sponsored the creation of one or more 401k plans.

Company Name:PEAPACK-GLADSTONE BANK
Employer identification number (EIN):222491488
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01CECELIA LARDIERI CECELIA LARDIERI2019-07-01
0022017-01-01CECELIA LARDIERI CECELIA LARDIERI2018-07-18
0022016-01-01CECELIA T LARDIERI CECELIA T LARDIERI2017-07-18
0022015-01-01MARY M. RUSSELL MARY M. RUSSELL2016-07-22
0022014-01-01MARY M. RUSSELL MARY M. RUSSELL2015-10-15
0022013-01-01MARY M. RUSSELL MARY M. RUSSELL2014-09-23
0022012-01-01KURT TALKE
0022011-01-01KURT TALKE
0022009-01-01CRAIG SPENGEMAN

Plan Statistics for PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS

401k plan membership statisitcs for PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS

Measure Date Value
2022: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2022 401k membership
Total participants, beginning-of-year2022-01-01590
Total number of active participants reported on line 7a of the Form 55002022-01-01486
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01128
Total of all active and inactive participants2022-01-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01614
Number of participants with account balances2022-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2021 401k membership
Total participants, beginning-of-year2021-01-01579
Total number of active participants reported on line 7a of the Form 55002021-01-01474
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01105
Total of all active and inactive participants2021-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01579
Number of participants with account balances2021-01-01575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2020 401k membership
Total participants, beginning-of-year2020-01-01550
Total number of active participants reported on line 7a of the Form 55002020-01-01482
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0195
Total of all active and inactive participants2020-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01577
Number of participants with account balances2020-01-01564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2019 401k membership
Total participants, beginning-of-year2019-01-01494
Total number of active participants reported on line 7a of the Form 55002019-01-01442
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0195
Total of all active and inactive participants2019-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01538
Number of participants with account balances2019-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2018 401k membership
Total participants, beginning-of-year2018-01-01450
Total number of active participants reported on line 7a of the Form 55002018-01-01395
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0194
Total of all active and inactive participants2018-01-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01492
Number of participants with account balances2018-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2017 401k membership
Total participants, beginning-of-year2017-01-01394
Total number of active participants reported on line 7a of the Form 55002017-01-01368
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0181
Total of all active and inactive participants2017-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01450
Number of participants with account balances2017-01-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2016 401k membership
Total participants, beginning-of-year2016-01-01395
Total number of active participants reported on line 7a of the Form 55002016-01-01324
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0168
Total of all active and inactive participants2016-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01394
Number of participants with account balances2016-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2015 401k membership
Total participants, beginning-of-year2015-01-01368
Total number of active participants reported on line 7a of the Form 55002015-01-01305
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0189
Total of all active and inactive participants2015-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01395
Number of participants with account balances2015-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2014 401k membership
Total participants, beginning-of-year2014-01-01353
Total number of active participants reported on line 7a of the Form 55002014-01-01289
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0174
Total of all active and inactive participants2014-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01364
Number of participants with account balances2014-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2013 401k membership
Total participants, beginning-of-year2013-01-01347
Total number of active participants reported on line 7a of the Form 55002013-01-01327
Number of retired or separated participants receiving benefits2013-01-0119
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01346
Number of participants with account balances2013-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2012 401k membership
Total participants, beginning-of-year2012-01-01355
Total number of active participants reported on line 7a of the Form 55002012-01-01302
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01345
Number of participants with account balances2012-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2011 401k membership
Total participants, beginning-of-year2011-01-01327
Total number of active participants reported on line 7a of the Form 55002011-01-01294
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0154
Total of all active and inactive participants2011-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01350
Number of participants with account balances2011-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2009 401k membership
Total participants, beginning-of-year2009-01-01305
Total number of active participants reported on line 7a of the Form 55002009-01-01297
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01320
Number of participants with account balances2009-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS

Measure Date Value
2022 : PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$114,335
Total unrealized appreciation/depreciation of assets2022-12-31$114,335
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,249,342
Total loss/gain on sale of assets2022-12-31$237,890
Total of all expenses incurred2022-12-31$4,148,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,986,182
Expenses. Certain deemed distributions of participant loans2022-12-31$-4,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,866,393
Value of total assets at end of year2022-12-31$76,679,383
Value of total assets at beginning of year2022-12-31$82,077,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$166,540
Total interest from all sources2022-12-31$192,615
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,042,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,000,691
Administrative expenses professional fees incurred2022-12-31$39,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$7,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,801,420
Participant contributions at end of year2022-12-31$591,722
Participant contributions at beginning of year2022-12-31$522,870
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$915,033
Other income not declared elsewhere2022-12-31$181,000
Administrative expenses (other) incurred2022-12-31$446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,398,064
Value of net assets at end of year (total assets less liabilities)2022-12-31$76,679,383
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$82,077,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$109,170
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$58,105,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$64,141,544
Interest on participant loans2022-12-31$26,692
Interest earned on other investments2022-12-31$165,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,454,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,629,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,883,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$7,392,679
Assets. Invements in employer securities at beginning of year2022-12-31$7,593,077
Contributions received in cash from employer2022-12-31$3,149,940
Employer contributions (assets) at end of year2022-12-31$135,040
Employer contributions (assets) at beginning of year2022-12-31$190,822
Income. Dividends from common stock2022-12-31$41,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,986,182
Contract administrator fees2022-12-31$17,924
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$1,067,023
Aggregate carrying amount (costs) on sale of assets2022-12-31$829,133
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,603,447
Total unrealized appreciation/depreciation of assets2021-12-31$2,603,447
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$20,769,143
Total loss/gain on sale of assets2021-12-31$139,123
Total of all expenses incurred2021-12-31$4,920,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,829,793
Expenses. Certain deemed distributions of participant loans2021-12-31$5,263
Value of total corrective distributions2021-12-31$9,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,185,748
Value of total assets at end of year2021-12-31$82,077,447
Value of total assets at beginning of year2021-12-31$66,228,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75,620
Total interest from all sources2021-12-31$136,752
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$703,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$659,265
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$7,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,169,082
Participant contributions at end of year2021-12-31$522,870
Participant contributions at beginning of year2021-12-31$631,384
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$563,389
Other income not declared elsewhere2021-12-31$148,325
Administrative expenses (other) incurred2021-12-31$75,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$15,848,850
Value of net assets at end of year (total assets less liabilities)2021-12-31$82,077,447
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$66,228,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$64,141,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$52,291,603
Interest on participant loans2021-12-31$28,655
Interest earned on other investments2021-12-31$108,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,629,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,263,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,852,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$7,593,077
Assets. Invements in employer securities at beginning of year2021-12-31$4,864,871
Contributions received in cash from employer2021-12-31$2,453,277
Employer contributions (assets) at end of year2021-12-31$190,822
Employer contributions (assets) at beginning of year2021-12-31$177,492
Income. Dividends from common stock2021-12-31$43,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,829,793
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$574,963
Aggregate carrying amount (costs) on sale of assets2021-12-31$435,840
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-1,320,819
Total unrealized appreciation/depreciation of assets2020-12-31$-1,320,819
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$13,423,671
Total loss/gain on sale of assets2020-12-31$-88,880
Total of all expenses incurred2020-12-31$1,753,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,712,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,547,041
Value of total assets at end of year2020-12-31$66,228,597
Value of total assets at beginning of year2020-12-31$54,558,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$41,038
Total interest from all sources2020-12-31$138,611
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$571,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$530,040
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$7,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$59,687
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,841,772
Participant contributions at end of year2020-12-31$631,384
Participant contributions at beginning of year2020-12-31$538,326
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$205,865
Other income not declared elsewhere2020-12-31$47,987
Administrative expenses (other) incurred2020-12-31$41,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,669,801
Value of net assets at end of year (total assets less liabilities)2020-12-31$66,228,597
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$54,558,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$52,291,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$41,250,541
Interest on participant loans2020-12-31$30,585
Interest earned on other investments2020-12-31$108,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,263,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,718,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,528,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$4,864,871
Assets. Invements in employer securities at beginning of year2020-12-31$5,913,681
Contributions received in cash from employer2020-12-31$1,499,404
Employer contributions (assets) at end of year2020-12-31$177,492
Employer contributions (assets) at beginning of year2020-12-31$137,362
Income. Dividends from common stock2020-12-31$40,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,712,832
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$520,450
Aggregate carrying amount (costs) on sale of assets2020-12-31$609,330
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,125,014
Total unrealized appreciation/depreciation of assets2019-12-31$1,125,014
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$15,624,877
Total loss/gain on sale of assets2019-12-31$14,005
Total of all expenses incurred2019-12-31$3,189,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,126,357
Value of total corrective distributions2019-12-31$1,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,014,350
Value of total assets at end of year2019-12-31$54,558,796
Value of total assets at beginning of year2019-12-31$42,122,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,140
Total interest from all sources2019-12-31$130,504
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$610,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$571,420
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$52,327
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,100,296
Participant contributions at end of year2019-12-31$538,326
Participant contributions at beginning of year2019-12-31$550,474
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$613,454
Other income not declared elsewhere2019-12-31$41,915
Administrative expenses (other) incurred2019-12-31$61,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,435,824
Value of net assets at end of year (total assets less liabilities)2019-12-31$54,558,796
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$42,122,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$41,250,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,498,051
Interest on participant loans2019-12-31$27,882
Interest earned on other investments2019-12-31$102,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,718,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,148,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,688,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$5,913,681
Assets. Invements in employer securities at beginning of year2019-12-31$5,004,396
Contributions received in cash from employer2019-12-31$1,300,600
Employer contributions (assets) at end of year2019-12-31$137,362
Employer contributions (assets) at beginning of year2019-12-31$921,507
Income. Dividends from common stock2019-12-31$39,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,126,357
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$741,695
Aggregate carrying amount (costs) on sale of assets2019-12-31$727,690
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,953,857
Total unrealized appreciation/depreciation of assets2018-12-31$-1,953,857
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,579,169
Total loss/gain on sale of assets2018-12-31$152,133
Total of all expenses incurred2018-12-31$3,974,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,970,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,489,910
Value of total assets at end of year2018-12-31$42,122,972
Value of total assets at beginning of year2018-12-31$42,518,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,860
Total interest from all sources2018-12-31$114,186
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$501,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$466,955
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,543,458
Participant contributions at end of year2018-12-31$550,474
Participant contributions at beginning of year2018-12-31$490,871
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,927,174
Other income not declared elsewhere2018-12-31$27,416
Administrative expenses (other) incurred2018-12-31$3,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-395,101
Value of net assets at end of year (total assets less liabilities)2018-12-31$42,122,972
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$42,518,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$29,498,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,605,989
Interest on participant loans2018-12-31$24,264
Interest earned on other investments2018-12-31$89,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,148,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,582,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,752,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$5,004,396
Assets. Invements in employer securities at beginning of year2018-12-31$5,780,011
Contributions received in cash from employer2018-12-31$2,019,278
Employer contributions (assets) at end of year2018-12-31$921,507
Employer contributions (assets) at beginning of year2018-12-31$1,058,630
Income. Dividends from common stock2018-12-31$34,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,970,410
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$758,837
Aggregate carrying amount (costs) on sale of assets2018-12-31$606,704
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$436,278
Total unrealized appreciation/depreciation of assets2017-12-31$436,278
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$10,342,029
Total loss/gain on sale of assets2017-12-31$284,059
Total of all expenses incurred2017-12-31$3,424,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,420,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,981,644
Value of total assets at end of year2017-12-31$42,518,073
Value of total assets at beginning of year2017-12-31$35,600,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,970
Total interest from all sources2017-12-31$104,723
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$377,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$345,968
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$24,388
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,790,993
Participant contributions at end of year2017-12-31$490,871
Participant contributions at beginning of year2017-12-31$300,013
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$341,696
Other income not declared elsewhere2017-12-31$27,368
Administrative expenses (other) incurred2017-12-31$3,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,917,854
Value of net assets at end of year (total assets less liabilities)2017-12-31$42,518,073
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$35,600,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$28,605,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,427,447
Interest on participant loans2017-12-31$20,657
Interest earned on other investments2017-12-31$84,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,582,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,563,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,130,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$5,780,011
Assets. Invements in employer securities at beginning of year2017-12-31$4,453,332
Contributions received in cash from employer2017-12-31$1,848,955
Employer contributions (assets) at end of year2017-12-31$1,058,630
Employer contributions (assets) at beginning of year2017-12-31$855,978
Income. Dividends from common stock2017-12-31$31,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,420,205
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,052,413
Aggregate carrying amount (costs) on sale of assets2017-12-31$768,354
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,420,046
Total unrealized appreciation/depreciation of assets2016-12-31$1,420,046
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,554,860
Total loss/gain on sale of assets2016-12-31$210,749
Total of all expenses incurred2016-12-31$5,843,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,812,518
Value of total corrective distributions2016-12-31$887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,953,661
Value of total assets at end of year2016-12-31$35,600,219
Value of total assets at beginning of year2016-12-31$32,889,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,527
Total interest from all sources2016-12-31$81,625
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$375,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$345,170
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$367,408
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,303,256
Participant contributions at end of year2016-12-31$300,013
Participant contributions at beginning of year2016-12-31$391,241
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,060,907
Other income not declared elsewhere2016-12-31$24,247
Administrative expenses (other) incurred2016-12-31$30,527
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,710,928
Value of net assets at end of year (total assets less liabilities)2016-12-31$35,600,219
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$32,889,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,427,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,605,281
Interest on participant loans2016-12-31$14,319
Interest earned on other investments2016-12-31$67,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,563,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,931,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,489,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$4,453,332
Assets. Invements in employer securities at beginning of year2016-12-31$3,136,168
Contributions received in cash from employer2016-12-31$1,589,498
Employer contributions (assets) at end of year2016-12-31$855,978
Employer contributions (assets) at beginning of year2016-12-31$825,170
Income. Dividends from common stock2016-12-31$30,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,812,518
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,089,131
Aggregate carrying amount (costs) on sale of assets2016-12-31$878,382
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$264,852
Total unrealized appreciation/depreciation of assets2015-12-31$264,852
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,628,125
Total loss/gain on sale of assets2015-12-31$69,070
Total of all expenses incurred2015-12-31$4,662,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,625,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,630,134
Value of total assets at end of year2015-12-31$32,889,291
Value of total assets at beginning of year2015-12-31$33,924,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,431
Total interest from all sources2015-12-31$86,187
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$382,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$351,562
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,085,666
Participant contributions at end of year2015-12-31$391,241
Participant contributions at beginning of year2015-12-31$456,351
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$57,708
Other income not declared elsewhere2015-12-31$25,746
Administrative expenses (other) incurred2015-12-31$37,431
Total non interest bearing cash at end of year2015-12-31$2
Total non interest bearing cash at beginning of year2015-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,034,832
Value of net assets at end of year (total assets less liabilities)2015-12-31$32,889,291
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$33,924,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$23,605,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,392,423
Interest on participant loans2015-12-31$15,931
Interest earned on other investments2015-12-31$70,256
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,931,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,277,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-830,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$3,136,168
Assets. Invements in employer securities at beginning of year2015-12-31$3,042,962
Contributions received in cash from employer2015-12-31$1,486,760
Employer contributions (assets) at end of year2015-12-31$825,170
Employer contributions (assets) at beginning of year2015-12-31$754,450
Income. Dividends from common stock2015-12-31$31,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,625,526
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$546,353
Aggregate carrying amount (costs) on sale of assets2015-12-31$477,283
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-162,821
Total unrealized appreciation/depreciation of assets2014-12-31$-162,821
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,889,870
Total loss/gain on sale of assets2014-12-31$89,928
Total of all expenses incurred2014-12-31$4,610,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,580,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,422,634
Value of total assets at end of year2014-12-31$33,924,123
Value of total assets at beginning of year2014-12-31$33,644,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,208
Total interest from all sources2014-12-31$95,723
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$364,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$329,963
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,812,815
Participant contributions at end of year2014-12-31$456,351
Participant contributions at beginning of year2014-12-31$579,452
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$68,782
Other income not declared elsewhere2014-12-31$-119,418
Administrative expenses (other) incurred2014-12-31$30,208
Total non interest bearing cash at end of year2014-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$279,627
Value of net assets at end of year (total assets less liabilities)2014-12-31$33,924,123
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,644,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,392,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,048,448
Interest on participant loans2014-12-31$20,842
Interest earned on other investments2014-12-31$74,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,277,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,409,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,198,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$3,042,962
Assets. Invements in employer securities at beginning of year2014-12-31$3,455,735
Contributions received in cash from employer2014-12-31$1,541,037
Employer contributions (assets) at end of year2014-12-31$754,450
Employer contributions (assets) at beginning of year2014-12-31$1,151,478
Income. Dividends from common stock2014-12-31$35,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,580,035
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$918,411
Aggregate carrying amount (costs) on sale of assets2014-12-31$828,483
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$871,026
Total unrealized appreciation/depreciation of assets2013-12-31$871,026
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,883,973
Total loss/gain on sale of assets2013-12-31$-12,397
Total of all expenses incurred2013-12-31$1,814,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,804,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,511,627
Value of total assets at end of year2013-12-31$33,644,496
Value of total assets at beginning of year2013-12-31$26,575,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,311
Total interest from all sources2013-12-31$104,095
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$282,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$248,911
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,559,277
Participant contributions at end of year2013-12-31$579,452
Participant contributions at beginning of year2013-12-31$534,003
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$178,130
Other income not declared elsewhere2013-12-31$-196,254
Administrative expenses (other) incurred2013-12-31$10,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,069,349
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,644,496
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,575,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,048,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,343,999
Interest on participant loans2013-12-31$22,710
Interest earned on other investments2013-12-31$81,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,409,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,165,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,323,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$3,455,735
Assets. Invements in employer securities at beginning of year2013-12-31$2,335,419
Contributions received in cash from employer2013-12-31$1,774,220
Employer contributions (assets) at end of year2013-12-31$1,151,478
Employer contributions (assets) at beginning of year2013-12-31$1,194,057
Income. Dividends from common stock2013-12-31$33,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,804,313
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$348,791
Aggregate carrying amount (costs) on sale of assets2013-12-31$361,188
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$520,894
Total unrealized appreciation/depreciation of assets2012-12-31$520,894
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$6,391,008
Total loss/gain on sale of assets2012-12-31$-29,212
Total of all expenses incurred2012-12-31$847,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$843,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,501,898
Value of total assets at end of year2012-12-31$26,575,147
Value of total assets at beginning of year2012-12-31$21,031,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,387
Total interest from all sources2012-12-31$94,821
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$323,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$293,086
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$7,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,408,976
Participant contributions at end of year2012-12-31$534,003
Participant contributions at beginning of year2012-12-31$374,900
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$234,388
Other income not declared elsewhere2012-12-31$-92,572
Administrative expenses (other) incurred2012-12-31$4,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,543,378
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,575,147
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,031,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,343,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,347,389
Interest on participant loans2012-12-31$19,907
Interest earned on other investments2012-12-31$74,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,165,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,472,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,072,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$2,335,419
Assets. Invements in employer securities at beginning of year2012-12-31$1,570,591
Contributions received in cash from employer2012-12-31$1,858,534
Employer contributions (assets) at end of year2012-12-31$1,194,057
Employer contributions (assets) at beginning of year2012-12-31$1,265,156
Income. Dividends from common stock2012-12-31$29,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$843,243
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$133,054
Aggregate carrying amount (costs) on sale of assets2012-12-31$162,266
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-181,188
Total unrealized appreciation/depreciation of assets2011-12-31$-181,188
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$2,628,930
Total loss/gain on sale of assets2011-12-31$-151,808
Total of all expenses incurred2011-12-31$866,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$862,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,371,747
Value of total assets at end of year2011-12-31$21,031,769
Value of total assets at beginning of year2011-12-31$19,269,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,842
Total interest from all sources2011-12-31$175,116
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$220,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$192,245
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$7,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,239,231
Participant contributions at end of year2011-12-31$374,900
Participant contributions at beginning of year2011-12-31$300,839
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$351,601
Administrative expenses (other) incurred2011-12-31$3,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,762,679
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,031,769
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,269,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,347,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,909,109
Interest on participant loans2011-12-31$13,929
Interest earned on other investments2011-12-31$161,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,472,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,902,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-805,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$1,570,591
Assets. Invements in employer securities at beginning of year2011-12-31$1,914,959
Contributions received in cash from employer2011-12-31$1,780,915
Employer contributions (assets) at end of year2011-12-31$1,265,156
Employer contributions (assets) at beginning of year2011-12-31$1,241,595
Income. Dividends from common stock2011-12-31$28,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$862,409
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$304,076
Aggregate carrying amount (costs) on sale of assets2011-12-31$455,884
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$28,709
Total unrealized appreciation/depreciation of assets2010-12-31$28,709
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$5,000,907
Total loss/gain on sale of assets2010-12-31$10,257
Total of all expenses incurred2010-12-31$1,023,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,020,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,279,260
Value of total assets at end of year2010-12-31$19,269,090
Value of total assets at beginning of year2010-12-31$15,291,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,125
Total interest from all sources2010-12-31$162,484
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$185,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$158,176
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$7,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,259,335
Participant contributions at end of year2010-12-31$300,839
Participant contributions at beginning of year2010-12-31$217,895
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$244,385
Administrative expenses (other) incurred2010-12-31$3,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,977,493
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,269,090
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,291,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,909,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,071,389
Interest on participant loans2010-12-31$12,327
Interest earned on other investments2010-12-31$150,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,902,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,160,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,335,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$1,914,959
Assets. Invements in employer securities at beginning of year2010-12-31$1,675,898
Contributions received in cash from employer2010-12-31$1,775,540
Employer contributions (assets) at end of year2010-12-31$1,241,595
Employer contributions (assets) at beginning of year2010-12-31$1,165,569
Income. Dividends from common stock2010-12-31$26,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,020,289
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$10,257
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680
2009 : PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS

2022: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PEAPACK-GLADSTONE BANK EMPLOYEES SAVINGS AND INVESTMENTS 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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039867
Policy instance 1
Insurance contract or identification number039867
Number of Individuals Covered614
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039867
Policy instance 1
Insurance contract or identification number039867
Number of Individuals Covered579
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,131
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8131
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039867
Policy instance 1
Insurance contract or identification number039867
Number of Individuals Covered577
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,038
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees15038
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039867
Policy instance 1
Insurance contract or identification number039867
Number of Individuals Covered538
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,543
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12543
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039867
Policy instance 1
Insurance contract or identification number039867
Number of Individuals Covered490
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,492
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7209
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039867
Policy instance 1
Insurance contract or identification number039867
Number of Individuals Covered450
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,269
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16269
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameCOMPREHENSIVE BROKERAGE SERVCS, INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039867
Policy instance 1
Insurance contract or identification number039867
Number of Individuals Covered395
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,626
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12626
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameCOMPREHENSIVE BROKERAGE SERVCS, INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039867
Policy instance 1
Insurance contract or identification number039867
Number of Individuals Covered364
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,165
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees13165
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameCOMPREHENSIVE BROKERAGE SERVCS, INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039867
Policy instance 1
Insurance contract or identification number039867
Number of Individuals Covered378
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,322
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11322
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameCOMPREHENSIVE BROKERAGE SERVCS, INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039867
Policy instance 1
Insurance contract or identification number039867
Number of Individuals Covered342
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,425
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12425
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameCOMPREHENSIVE BROKERAGE SERVCS, INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039867
Policy instance 1
Insurance contract or identification number039867
Number of Individuals Covered348
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,769
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039867
Policy instance 1
Insurance contract or identification number039867
Number of Individuals Covered316
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,140
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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