LOWENSTEIN SANDLER LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOWENSTEIN SANDLER RETIREMENT SHARES PLANS - MASTER TRUST
| Measure | Date | Value |
|---|
| 2021 : LOWENSTEIN SANDLER RETIREMENT SHARES PLANS - MASTER TRUST 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $3,085,146 |
| Total transfer of assets from this plan | 2021-12-31 | $68,449,063 |
| 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 | $6,706,237 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
| Value of total assets at end of year | 2021-12-31 | $0 |
| Value of total assets at beginning of year | 2021-12-31 | $58,657,680 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,515,532 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,515,532 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $1,511,692 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $19,631 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $419,814 |
| Value of net income/loss | 2021-12-31 | $6,706,237 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $58,657,680 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $55,453,510 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,253,033 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,253,033 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $5,190,705 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Did the plan have assets held for investment | 2021-12-31 | No |
| 2020 : LOWENSTEIN SANDLER RETIREMENT SHARES PLANS - MASTER TRUST 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 2020-12-31 | $3,151,718 |
| Total transfer of assets from this plan | 2020-12-31 | $661,081 |
| 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 | $1,469,768 |
| Total income from all sources (including contributions) | 2020-12-31 | $7,347,862 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
| Value of total assets at end of year | 2020-12-31 | $58,657,680 |
| Value of total assets at beginning of year | 2020-12-31 | $50,288,949 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,596,696 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,596,696 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $1,511,692 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $1,211,836 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $19,631 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $47,615 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $1,469,768 |
| Total non interest bearing cash at end of year | 2020-12-31 | $419,814 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $416,955 |
| Value of net income/loss | 2020-12-31 | $7,347,862 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $58,657,680 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $48,819,181 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $55,453,510 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $46,585,601 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,253,033 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,026,942 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,026,942 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $5,751,166 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| 2019 : LOWENSTEIN SANDLER RETIREMENT SHARES PLANS - MASTER TRUST 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $6,796,375 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $6,796,375 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $6,796,375 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $6,796,375 |
| Total transfer of assets to this plan | 2019-12-31 | $3,259,623 |
| Total transfer of assets to this plan | 2019-12-31 | $3,259,623 |
| Total transfer of assets from this plan | 2019-12-31 | $297,747 |
| Total transfer of assets from this plan | 2019-12-31 | $297,747 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,469,768 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,469,768 |
| Total liabilities at beginning 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 | $8,174,207 |
| Total income from all sources (including contributions) | 2019-12-31 | $8,174,207 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
| Value of total assets at end of year | 2019-12-31 | $50,288,949 |
| Value of total assets at end of year | 2019-12-31 | $50,288,949 |
| Value of total assets at beginning of year | 2019-12-31 | $37,683,098 |
| Value of total assets at beginning of year | 2019-12-31 | $37,683,098 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,377,832 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,377,832 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,377,832 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,377,832 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,211,836 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,211,836 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $23,837,555 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $23,837,555 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $47,615 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $47,615 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $189,807 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $189,807 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $1,469,768 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $1,469,768 |
| Total non interest bearing cash at end of year | 2019-12-31 | $416,955 |
| Total non interest bearing cash at end of year | 2019-12-31 | $416,955 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $447,053 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $447,053 |
| Value of net income/loss | 2019-12-31 | $8,174,207 |
| Value of net income/loss | 2019-12-31 | $8,174,207 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $48,819,181 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $48,819,181 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $37,683,098 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $37,683,098 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $46,585,601 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $46,585,601 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $12,603,933 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $12,603,933 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,026,942 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,026,942 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $604,750 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $604,750 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $604,750 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $604,750 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| 2018 : LOWENSTEIN SANDLER RETIREMENT SHARES PLANS - MASTER TRUST 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-3,724,041 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-3,724,041 |
| Total transfer of assets to this plan | 2018-12-31 | $3,351,602 |
| Total transfer of assets from this plan | 2018-12-31 | $334,731 |
| 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 | $280,383 |
| Total income from all sources (including contributions) | 2018-12-31 | $-2,533,128 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
| Value of total assets at end of year | 2018-12-31 | $37,683,098 |
| Value of total assets at beginning of year | 2018-12-31 | $37,479,738 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,190,913 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,190,913 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $23,837,555 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $24,478,454 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $189,807 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $45,264 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $280,383 |
| Total non interest bearing cash at end of year | 2018-12-31 | $447,053 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $642,397 |
| Value of net income/loss | 2018-12-31 | $-2,533,128 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $37,683,098 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $37,199,355 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $12,603,933 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $11,286,188 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $604,750 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,027,435 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,027,435 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| 2017 : LOWENSTEIN SANDLER RETIREMENT SHARES PLANS - MASTER TRUST 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 2017-12-31 | $3,201,278 |
| Total transfer of assets from this plan | 2017-12-31 | $1,353,081 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $280,383 |
| 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 | $4,779,605 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
| Value of total assets at end of year | 2017-12-31 | $37,479,738 |
| Value of total assets at beginning of year | 2017-12-31 | $30,571,553 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $969,620 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $969,620 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $24,478,454 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $27,192,518 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $45,264 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $70,443 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $280,383 |
| Total non interest bearing cash at end of year | 2017-12-31 | $642,397 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $104,459 |
| Value of net income/loss | 2017-12-31 | $4,779,605 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $37,199,355 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $30,571,553 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $11,286,188 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,126,436 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,027,435 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,077,697 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,077,697 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,809,985 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
