401k Plan data: LONGBOW CAPITAL PARTNERS L.P. 401K PLAN plan

LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 401k Plan overview

Plan Name	LONGBOW CAPITAL PARTNERS L.P. 401K PLAN
Plan identification number	001

LONGBOW CAPITAL PARTNERS L.P. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

LONGBOW CAPITAL PARTNERS LP has sponsored the creation of one or more 401k plans.

Company Name: LONGBOW CAPITAL PARTNERS LP

Employer identification number (EIN): 320092096

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Additional information about LONGBOW CAPITAL PARTNERS LP

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3704610

More information about LONGBOW CAPITAL PARTNERS LP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONGBOW CAPITAL PARTNERS L.P. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ADRIANE CERNERO 2023-07-26 ADRIANE CERNERO 2023-07-26
001 2021-01-01 ADRIANE CERNERO 2022-10-12 ADRIANE CERNERO 2022-10-12
001 2020-01-01 ADRIANE CERNERO 2021-10-06
001 2019-01-01 ADRIANE CERNERO 2020-07-22 ADRIANE CERNERO 2020-07-22
001 2018-01-01 ADRIANE CERNERO 2019-07-11
001 2017-01-01 ADRIANE CERNERO 2018-07-31
001 2016-01-01 ADRIANE CERNERO 2017-07-06
001 2015-01-01 ADRIANE CERNERO ADRIANE CERNERO 2016-06-28
001 2014-01-01 ADRIANE CERNERO ADRIANE CERNERO 2015-07-20
001 2013-01-01 JOHN ZHANG JOHN ZHANG 2014-06-18
001 2012-01-01 XINXIAO ZHANG XINXIAO ZHANG 2013-09-16
001 2011-01-01 KIMBERLY CHRISTINA
001 2009-01-01 DOUGLAS SNYDER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ADRIANE CERNERO	2023-07-26	ADRIANE CERNERO	2023-07-26
001	2021-01-01	ADRIANE CERNERO	2022-10-12	ADRIANE CERNERO	2022-10-12
001	2020-01-01	ADRIANE CERNERO	2021-10-06
001	2019-01-01	ADRIANE CERNERO	2020-07-22	ADRIANE CERNERO	2020-07-22
001	2018-01-01	ADRIANE CERNERO	2019-07-11
001	2017-01-01	ADRIANE CERNERO	2018-07-31
001	2016-01-01	ADRIANE CERNERO	2017-07-06
001	2015-01-01	ADRIANE CERNERO		ADRIANE CERNERO	2016-06-28
001	2014-01-01	ADRIANE CERNERO		ADRIANE CERNERO	2015-07-20
001	2013-01-01	JOHN ZHANG		JOHN ZHANG	2014-06-18
001	2012-01-01	XINXIAO ZHANG		XINXIAO ZHANG	2013-09-16
001	2011-01-01	KIMBERLY CHRISTINA
001	2009-01-01	DOUGLAS SNYDER

Plan Statistics for LONGBOW CAPITAL PARTNERS L.P. 401K PLAN

401k plan membership statisitcs for LONGBOW CAPITAL PARTNERS L.P. 401K PLAN

Measure Date Value
2015: LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 17
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	17
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LONGBOW CAPITAL PARTNERS L.P. 401K PLAN

Measure	Date	Value
2015 : LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$68,790
Expenses. Total of all expenses incurred	2015-12-31	$88,222
Benefits paid (including direct rollovers)	2015-12-31	$88,222
Total plan assets at end of year	2015-12-31	$1,142,818
Total plan assets at beginning of year	2015-12-31	$1,162,250
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$81,750
Other income received	2015-12-31	$-12,960
Net income (gross income less expenses)	2015-12-31	$-19,432
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,142,818
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,162,250
2014 : LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$205,828
Expenses. Total of all expenses incurred	2014-12-31	$2,995
Benefits paid (including direct rollovers)	2014-12-31	$2,970
Total plan assets at end of year	2014-12-31	$1,162,250
Total plan assets at beginning of year	2014-12-31	$959,417
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$147,124
Other income received	2014-12-31	$58,704
Net income (gross income less expenses)	2014-12-31	$202,833
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,162,250
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$959,417
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$25
2013 : LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$301,433
Expenses. Total of all expenses incurred	2013-12-31	$257,431
Benefits paid (including direct rollovers)	2013-12-31	$257,431
Total plan assets at end of year	2013-12-31	$959,417
Total plan assets at beginning of year	2013-12-31	$915,415
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$130,838
Other income received	2013-12-31	$170,595
Net income (gross income less expenses)	2013-12-31	$44,002
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$959,417
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$915,415
2012 : LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$238,149
Expenses. Total of all expenses incurred	2012-12-31	$78,404
Benefits paid (including direct rollovers)	2012-12-31	$78,404
Total plan assets at end of year	2012-12-31	$915,415
Total plan assets at beginning of year	2012-12-31	$755,671
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$128,863
Other income received	2012-12-31	$109,286
Net income (gross income less expenses)	2012-12-31	$159,745
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$915,415
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$755,671
2011 : LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$123,899
Expenses. Total of all expenses incurred	2011-12-31	$423,045
Benefits paid (including direct rollovers)	2011-12-31	$423,045
Total plan assets at end of year	2011-12-31	$755,671
Total plan assets at beginning of year	2011-12-31	$1,054,817
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$182,500
Other income received	2011-12-31	$-58,601
Net income (gross income less expenses)	2011-12-31	$-299,146
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$755,671
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,054,817
2010 : LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$360,566
Expenses. Total of all expenses incurred	2010-12-31	$188,971
Benefits paid (including direct rollovers)	2010-12-31	$188,971
Total plan assets at end of year	2010-12-31	$1,054,817
Total plan assets at beginning of year	2010-12-31	$883,222
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$216,912
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$143,654
Net income (gross income less expenses)	2010-12-31	$171,595
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,054,817
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$883,222
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for LONGBOW CAPITAL PARTNERS L.P. 401K PLAN

2015: LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LONGBOW CAPITAL PARTNERS L.P. 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

940784

Policy instance

Insurance contract or identification number	940784
Number of Individuals Covered	13
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $3,093
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $3,093
Insurance broker organization code?	4
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

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Company Name:	LONGBOW CAPITAL PARTNERS LP
Employer identification number (EIN):	320092096
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3704610