LOWENSTEIN SANDLER LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOWENSTEIN SANDLER EMPLOYEES' PENSION PLAN
| Measure | Date | Value |
|---|
| 2023 : LOWENSTEIN SANDLER EMPLOYEES' PENSION PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $2,896,559 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $2,896,559 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $335 |
| Total income from all sources (including contributions) | 2023-12-31 | $7,700,223 |
| Total loss/gain on sale of assets | 2023-12-31 | $-1,336,814 |
| Total of all expenses incurred | 2023-12-31 | $3,314,210 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $3,314,210 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $0 |
| Value of total assets at end of year | 2023-12-31 | $72,664,189 |
| Value of total assets at beginning of year | 2023-12-31 | $68,278,511 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $0 |
| Total interest from all sources | 2023-12-31 | $1,427,996 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $66,494 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $66,818 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $517,570 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $261,480 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $335 |
| Other income not declared elsewhere | 2023-12-31 | $4,350 |
| Total non interest bearing cash at end of year | 2023-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $1,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $4,386,013 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $72,664,189 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $68,278,176 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2023-12-31 | $123,106 |
| Assets. partnership/joint venture interests at beginning of year | 2023-12-31 | $155,514 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $1,083,015 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $970,177 |
| Interest earned on other investments | 2023-12-31 | $4,015 |
| Income. Interest from US Government securities | 2023-12-31 | $148,617 |
| Income. Interest from corporate debt instruments | 2023-12-31 | $1,213,875 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $19,922,672 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $35,773,540 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $61,489 |
| Asset value of US Government securities at end of year | 2023-12-31 | $7,715,210 |
| Asset value of US Government securities at beginning of year | 2023-12-31 | $3,653,869 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $4,708,132 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Employer contributions (assets) at end of year | 2023-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $6,700,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $3,314,210 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-12-31 | $43,236,122 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-12-31 | $20,696,113 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Aggregate proceeds on sale of assets | 2023-12-31 | $65,887,001 |
| Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $67,223,815 |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | EISNERAMPER, LLP |
| Accountancy firm EIN | 2023-12-31 | 871363769 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $2,896,559 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $2,896,559 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $335 |
| Total income from all sources (including contributions) | 2023-01-01 | $7,700,223 |
| Total loss/gain on sale of assets | 2023-01-01 | $-1,336,814 |
| Total of all expenses incurred | 2023-01-01 | $3,314,210 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $3,314,210 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $0 |
| Value of total assets at end of year | 2023-01-01 | $72,664,189 |
| Value of total assets at beginning of year | 2023-01-01 | $68,278,511 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $0 |
| Total interest from all sources | 2023-01-01 | $1,427,996 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Assets. Other investments not covered elsewhere at end of year | 2023-01-01 | $66,494 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-01-01 | $66,818 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-01-01 | $517,570 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $261,480 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $335 |
| Other income not declared elsewhere | 2023-01-01 | $4,350 |
| Total non interest bearing cash at end of year | 2023-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $1,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $4,386,013 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $72,664,189 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $68,278,176 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Assets. partnership/joint venture interests at end of year | 2023-01-01 | $123,106 |
| Assets. partnership/joint venture interests at beginning of year | 2023-01-01 | $155,514 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $1,083,015 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $970,177 |
| Interest earned on other investments | 2023-01-01 | $4,015 |
| Income. Interest from US Government securities | 2023-01-01 | $148,617 |
| Income. Interest from corporate debt instruments | 2023-01-01 | $1,213,875 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $19,922,672 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $35,773,540 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $61,489 |
| Asset value of US Government securities at end of year | 2023-01-01 | $7,715,210 |
| Asset value of US Government securities at beginning of year | 2023-01-01 | $3,653,869 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $4,708,132 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Employer contributions (assets) at end of year | 2023-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $6,700,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $3,314,210 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-01-01 | $43,236,122 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-01-01 | $20,696,113 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Aggregate proceeds on sale of assets | 2023-01-01 | $65,887,001 |
| Aggregate carrying amount (costs) on sale of assets | 2023-01-01 | $67,223,815 |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | EISNERAMPER, LLP |
| Accountancy firm EIN | 2023-01-01 | 871363769 |
