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THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 401k Plan overview

Plan NameTHE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN
Plan identification number 002

THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

JACKSON LEWIS P.C. has sponsored the creation of one or more 401k plans.

Company Name:JACKSON LEWIS P.C.
Employer identification number (EIN):463862389
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about JACKSON LEWIS P.C.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2013-11-05
Company Identification Number: 0801878306
Legal Registered Office Address: 1133 WESTCHESTER AVE STE S-125
1701 DIRECTORS BLVD., SUITE 300
WEST HARRISON
United States of America (USA)
10604

More information about JACKSON LEWIS P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01GRETCHEN REISING2023-02-13
0022020-01-01STACY WETHERHOLD2021-10-07 GRETCHEN REISING2021-10-07
0022019-01-01CRYSTAL WILKINSON2020-10-14 CRYSTAL WILKINSON2020-10-14
0022018-01-01CRYSTAL WILKINSON2019-10-08
0022017-01-01LESLIE PENA
0022016-01-01
0022016-01-01LESLIE PENA2017-10-13
0022015-01-01LESLIE PENA
0022014-01-01LESLIE PENA
0022014-01-01LESLIE PENA
0022013-01-01WILLIAM SCHLOSSER

Plan Statistics for THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN

401k plan membership statisitcs for THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN

Measure Date Value
2021: THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3138,369,676
Acturial value of plan assets2021-12-3138,369,676
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3118
Fundng target for terminated vested participants2021-12-311,432,022
Active participant vested funding target2021-12-3134,850,031
Number of active participants2021-12-31272
Total funding liabilities for active participants2021-12-3134,850,031
Total participant count2021-12-31290
Total funding target for all participants2021-12-3136,282,053
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-317,052,624
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-317,413,013
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01290
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3133,109,583
Acturial value of plan assets2020-12-3133,109,583
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3115
Fundng target for terminated vested participants2020-12-311,483,295
Active participant vested funding target2020-12-3125,664,981
Number of active participants2020-12-31280
Total funding liabilities for active participants2020-12-3125,664,981
Total participant count2020-12-31295
Total funding target for all participants2020-12-3127,148,276
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-314,621,873
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-314,861,748
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-318,755,713
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-318,254,190
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-317,162,873
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,201,566
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-311,201,566
Contributions allocatedtoward minimum required contributions for current year2020-12-318,254,190
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01306
Total number of active participants reported on line 7a of the Form 55002020-01-01272
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3125,344,129
Acturial value of plan assets2019-12-3125,344,129
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3115
Fundng target for terminated vested participants2019-12-311,478,189
Active participant vested funding target2019-12-3120,283,310
Number of active participants2019-12-31274
Total funding liabilities for active participants2019-12-3120,283,310
Total participant count2019-12-31289
Total funding target for all participants2019-12-3121,761,499
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-314,445,772
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-314,682,732
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-318,848,031
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-318,168,528
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-317,129,285
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-313,546,655
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-313,546,655
Contributions allocatedtoward minimum required contributions for current year2019-12-318,168,528
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01289
Total number of active participants reported on line 7a of the Form 55002019-01-01263
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3125,919,333
Acturial value of plan assets2018-12-3125,919,333
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3111
Fundng target for terminated vested participants2018-12-311,451,348
Active participant vested funding target2018-12-3120,678,142
Number of active participants2018-12-31262
Total funding liabilities for active participants2018-12-3120,678,142
Total participant count2018-12-31273
Total funding target for all participants2018-12-3122,129,490
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-314,125,128
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-314,352,010
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-315,927,600
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-315,559,211
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-314,903,282
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,113,439
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-311,113,439
Contributions allocatedtoward minimum required contributions for current year2018-12-315,559,211
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01272
Total number of active participants reported on line 7a of the Form 55002018-01-01254
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3121,182,939
Acturial value of plan assets2017-12-3121,182,939
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3114
Fundng target for terminated vested participants2017-12-31875,426
Active participant vested funding target2017-12-3117,005,232
Number of active participants2017-12-31241
Total funding liabilities for active participants2017-12-3117,005,232
Total participant count2017-12-31255
Total funding target for all participants2017-12-3117,880,658
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-313,429,233
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-313,624,356
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-315,790,219
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-315,428,956
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-314,606,109
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,303,828
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-311,303,828
Contributions allocatedtoward minimum required contributions for current year2017-12-315,428,956
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01256
Total number of active participants reported on line 7a of the Form 55002017-01-01234
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3117,620,900
Acturial value of plan assets2016-12-3117,620,900
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-317
Fundng target for terminated vested participants2016-12-31156,722
Active participant vested funding target2016-12-3114,987,065
Number of active participants2016-12-31247
Total funding liabilities for active participants2016-12-3114,987,065
Total participant count2016-12-31254
Total funding target for all participants2016-12-3115,143,787
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-312,863,908
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-313,033,738
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-317,053,411
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-316,580,237
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-315,628,117
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-313,151,004
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-313,151,004
Contributions allocatedtoward minimum required contributions for current year2016-12-316,580,237
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01256
Total number of active participants reported on line 7a of the Form 55002016-01-01232
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01246
Total number of active participants reported on line 7a of the Form 55002015-01-01232
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01226
Total number of active participants reported on line 7a of the Form 55002014-01-01222
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01203
Total number of active participants reported on line 7a of the Form 55002013-01-01211
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN

Measure Date Value
2021 : THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$220,843
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$37,523,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$37,291,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$1,146,824
Value of total assets at beginning of year2021-12-31$38,449,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$231,755
Total interest from all sources2021-12-31$3,307
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$152,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$152,706
Administrative expenses professional fees incurred2021-12-31$213,531
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-37,302,586
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,146,824
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$38,449,410
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
Investment advisory and management fees2021-12-31$18,224
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$940,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,791,231
Value of interest in common/collective trusts at end of year2021-12-31$145,853
Value of interest in common/collective trusts at beginning of year2021-12-31$6,850,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$60,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$51,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$51,834
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,307
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$811,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-92,157
Net investment gain or loss from common/collective trusts2021-12-31$156,987
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
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$8,755,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$36,479,786
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$10,143,111
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,058,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,933,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,755,713
Value of total assets at end of year2020-12-31$38,449,410
Value of total assets at beginning of year2020-12-31$33,365,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$125,689
Total interest from all sources2020-12-31$471
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$717,023
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$717,023
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
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$5,084,271
Value of net assets at end of year (total assets less liabilities)2020-12-31$38,449,410
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,365,139
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
Investment advisory and management fees2020-12-31$125,689
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,791,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,843,406
Value of interest in common/collective trusts at end of year2020-12-31$6,850,632
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$51,834
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$673,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$673,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$148,493
Net investment gain or loss from common/collective trusts2020-12-31$521,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Contributions received in cash from employer2020-12-31$8,755,713
Employer contributions (assets) at end of year2020-12-31$8,755,713
Employer contributions (assets) at beginning of year2020-12-31$8,848,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,933,151
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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 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$12,057,831
Total income from all sources (including contributions)2019-12-31$12,057,831
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,108,904
Total of all expenses incurred2019-12-31$4,108,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,964,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,964,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,848,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,848,031
Value of total assets at end of year2019-12-31$33,365,139
Value of total assets at end of year2019-12-31$33,365,139
Value of total assets at beginning of year2019-12-31$25,416,212
Value of total assets at beginning of year2019-12-31$25,416,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$144,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$144,745
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$791,792
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$791,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$791,792
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$791,792
Administrative expenses professional fees incurred2019-12-31$100
Administrative expenses professional fees incurred2019-12-31$100
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
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
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$7,948,927
Value of net income/loss2019-12-31$7,948,927
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,365,139
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,365,139
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,416,212
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,416,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$144,645
Investment advisory and management fees2019-12-31$144,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,843,406
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,843,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,410,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,410,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$673,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$673,702
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$78,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$78,105
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$78,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$78,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,418,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,418,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,848,031
Contributions received in cash from employer2019-12-31$8,848,031
Employer contributions (assets) at end of year2019-12-31$8,848,031
Employer contributions (assets) at end of year2019-12-31$8,848,031
Employer contributions (assets) at beginning of year2019-12-31$5,927,600
Employer contributions (assets) at beginning of year2019-12-31$5,927,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,964,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,964,159
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
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
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
Accountancy firm EIN2019-12-31221478099
2018 : THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$4,588,582
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,154,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,006,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,927,600
Value of total assets at end of year2018-12-31$25,416,212
Value of total assets at beginning of year2018-12-31$25,982,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$148,036
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,257,419
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$1,257,419
Administrative expenses professional fees incurred2018-12-31$100
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-565,791
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,416,212
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,982,003
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
Investment advisory and management fees2018-12-31$147,936
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,410,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,159,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$78,105
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$31,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$31,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,596,437
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
Contributions received in cash from employer2018-12-31$5,927,600
Employer contributions (assets) at end of year2018-12-31$5,927,600
Employer contributions (assets) at beginning of year2018-12-31$5,790,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,006,337
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
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 name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$7,973,311
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,273,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,152,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,790,219
Value of total assets at end of year2017-12-31$25,982,003
Value of total assets at beginning of year2017-12-31$21,281,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$120,307
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$617,909
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$617,909
Administrative expenses professional fees incurred2017-12-31$50
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
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$4,700,307
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,982,003
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,281,696
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
Investment advisory and management fees2017-12-31$120,257
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,159,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,115,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$31,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$113,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$113,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,565,183
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
Contributions received in cash from employer2017-12-31$5,790,219
Employer contributions (assets) at end of year2017-12-31$5,790,219
Employer contributions (assets) at beginning of year2017-12-31$7,053,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,152,697
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
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 name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$8,214,530
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,673,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,576,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,053,411
Value of total assets at end of year2016-12-31$21,281,696
Value of total assets at beginning of year2016-12-31$17,740,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$96,063
Total interest from all sources2016-12-31$26
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$433,119
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$433,119
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
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$3,541,529
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,281,696
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,740,167
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
Investment advisory and management fees2016-12-31$96,063
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,115,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,796,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$113,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$351,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$351,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$26
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$727,974
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
Contributions received in cash from employer2016-12-31$7,053,411
Employer contributions (assets) at end of year2016-12-31$7,053,411
Employer contributions (assets) at beginning of year2016-12-31$6,592,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,576,938
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
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 name2016-12-31COHNREZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$6,112,890
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,894,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,815,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,592,039
Value of total assets at end of year2015-12-31$17,740,167
Value of total assets at beginning of year2015-12-31$14,522,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$79,643
Total interest from all sources2015-12-31$25
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$618,685
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$618,685
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
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$3,217,898
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,740,167
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,522,269
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
Investment advisory and management fees2015-12-31$79,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,796,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,204,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$351,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$51,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$51,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,097,859
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
Contributions received in cash from employer2015-12-31$6,592,039
Employer contributions (assets) at end of year2015-12-31$6,592,039
Employer contributions (assets) at beginning of year2015-12-31$6,266,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,815,349
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
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 name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$6,622,654
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,378,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,330,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,266,040
Value of total assets at end of year2014-12-31$14,522,269
Value of total assets at beginning of year2014-12-31$9,278,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$47,754
Total interest from all sources2014-12-31$48
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$380,472
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$380,472
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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
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$5,244,102
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,522,269
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,278,167
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
Investment advisory and management fees2014-12-31$47,754
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,204,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,203,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$51,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$35,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$35,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$48
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-23,906
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
Contributions received in cash from employer2014-12-31$6,266,040
Employer contributions (assets) at end of year2014-12-31$6,266,040
Employer contributions (assets) at beginning of year2014-12-31$5,039,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,330,798
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
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 name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$5,056,337
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$261,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$236,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,039,982
Value of total assets at end of year2013-12-31$9,278,167
Value of total assets at beginning of year2013-12-31$4,483,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,027
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$90,907
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$90,907
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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
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$4,794,737
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,278,167
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,483,430
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
Investment advisory and management fees2013-12-31$25,027
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,203,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$35,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-74,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Contributions received in cash from employer2013-12-31$5,039,982
Employer contributions (assets) at end of year2013-12-31$5,039,982
Employer contributions (assets) at beginning of year2013-12-31$4,483,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$236,573
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
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 name2013-12-31PHILLIPS GOLD AND COMPANY, LLP
Accountancy firm EIN2013-12-31131881038

Form 5500 Responses for THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN

2021: THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE JACKSON LEWIS P.C. CASH BALANCE RETIREMENT PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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