?>
Plan Name | JACKSON LEWIS P.C. PROFIT SHARING PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | LESLIE PENA | |||
003 | 2017-01-01 | LESLIE PENA | |||
003 | 2016-01-01 | LESLIE PENA | |||
003 | 2015-01-01 | LESLIE PENA | |||
003 | 2015-01-01 | LESLIE PENA | |||
003 | 2014-01-01 | LESLIE PENA | |||
003 | 2013-12-01 | WILLIAM SCHLOSSER |
Measure | Date | Value |
---|---|---|
2022: JACKSON LEWIS P.C. PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 739 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 283 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 436 |
Total of all active and inactive participants | 2022-01-01 | 720 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 4 |
Total participants | 2022-01-01 | 724 |
Number of participants with account balances | 2022-01-01 | 724 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 8 |
2021: JACKSON LEWIS P.C. PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 699 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 611 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 121 |
Total of all active and inactive participants | 2021-01-01 | 734 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 5 |
Total participants | 2021-01-01 | 739 |
Number of participants with account balances | 2021-01-01 | 739 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 11 |
2020: JACKSON LEWIS P.C. PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 490 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 613 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 82 |
Total of all active and inactive participants | 2020-01-01 | 696 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 699 |
Number of participants with account balances | 2020-01-01 | 699 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: JACKSON LEWIS P.C. PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 465 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 410 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 77 |
Total of all active and inactive participants | 2019-01-01 | 488 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 490 |
Number of participants with account balances | 2019-01-01 | 490 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: JACKSON LEWIS P.C. PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 456 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 385 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 78 |
Total of all active and inactive participants | 2018-01-01 | 465 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 465 |
Number of participants with account balances | 2018-01-01 | 465 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: JACKSON LEWIS P.C. PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 433 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 383 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 72 |
Total of all active and inactive participants | 2017-01-01 | 456 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 456 |
Number of participants with account balances | 2017-01-01 | 456 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 7 |
2016: JACKSON LEWIS P.C. PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 418 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 383 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 48 |
Total of all active and inactive participants | 2016-01-01 | 431 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 433 |
Number of participants with account balances | 2016-01-01 | 433 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 9 |
2015: JACKSON LEWIS P.C. PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 391 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 398 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 20 |
Total of all active and inactive participants | 2015-01-01 | 418 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 418 |
Number of participants with account balances | 2015-01-01 | 418 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: JACKSON LEWIS P.C. PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 414 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 378 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 13 |
Total of all active and inactive participants | 2014-01-01 | 391 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 391 |
Number of participants with account balances | 2014-01-01 | 391 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: JACKSON LEWIS P.C. PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-12-01 | 414 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-12-01 | 0 |
Total of all active and inactive participants | 2013-12-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-12-01 | 0 |
Total participants | 2013-12-01 | 0 |
Number of participants with account balances | 2013-12-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-12-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : JACKSON LEWIS P.C. PROFIT SHARING PLAN 2022 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $673,192 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,277,529 |
Total income from all sources (including contributions) | 2022-12-31 | $-636,469 |
Total of all expenses incurred | 2022-12-31 | $927,852 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $914,146 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,940,613 |
Value of total assets at end of year | 2022-12-31 | $15,644,033 |
Value of total assets at beginning of year | 2022-12-31 | $17,812,691 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $13,706 |
Total interest from all sources | 2022-12-31 | $11,488 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $195,896 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $195,896 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Participant contributions at end of year | 2022-12-31 | $280,662 |
Participant contributions at beginning of year | 2022-12-31 | $226,811 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $124,371 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $151,949 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $169 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $673,192 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $1,277,529 |
Other income not declared elsewhere | 2022-12-31 | $-39,757 |
Administrative expenses (other) incurred | 2022-12-31 | $12,325 |
Total non interest bearing cash at end of year | 2022-12-31 | $23,655 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $1,830 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,564,321 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $14,970,841 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $16,535,162 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $1,381 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $11,976,746 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $14,149,123 |
Interest on participant loans | 2022-12-31 | $11,430 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,298,097 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,349,228 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $16,978 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $16,978 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $58 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,767,381 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $22,672 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,940,613 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,940,502 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,916,603 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $914,146 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BDO USA, P.C. |
Accountancy firm EIN | 2022-12-31 | 135381590 |
2021 : JACKSON LEWIS P.C. PROFIT SHARING PLAN 2021 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,277,529 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $604,337 |
Total income from all sources (including contributions) | 2021-12-31 | $3,941,710 |
Total of all expenses incurred | 2021-12-31 | $1,302,046 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,222,969 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $10,970 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,916,603 |
Value of total assets at end of year | 2021-12-31 | $17,812,691 |
Value of total assets at beginning of year | 2021-12-31 | $14,499,835 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $68,107 |
Total interest from all sources | 2021-12-31 | $10,391 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $270,922 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $270,922 |
Administrative expenses professional fees incurred | 2021-12-31 | $17,200 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Participant contributions at end of year | 2021-12-31 | $226,811 |
Participant contributions at beginning of year | 2021-12-31 | $192,236 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $151,949 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $117,627 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $169 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $691 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $1,277,529 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $604,337 |
Other income not declared elsewhere | 2021-12-31 | $7,472 |
Administrative expenses (other) incurred | 2021-12-31 | $50,907 |
Total non interest bearing cash at end of year | 2021-12-31 | $1,830 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $41,494 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,639,664 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $16,535,162 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $13,895,498 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
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 end of year | 2021-12-31 | $14,149,123 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $11,108,999 |
Interest on participant loans | 2021-12-31 | $10,391 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,349,228 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,301,767 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $16,978 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $17,610 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $17,610 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,714,414 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $21,908 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,916,603 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,916,603 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,719,411 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,222,969 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2021-12-31 | 135381590 |
2020 : JACKSON LEWIS P.C. PROFIT SHARING PLAN 2020 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $604,337 |
Total income from all sources (including contributions) | 2020-12-31 | $3,517,279 |
Total of all expenses incurred | 2020-12-31 | $881,087 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $869,647 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,719,411 |
Value of total assets at end of year | 2020-12-31 | $14,499,835 |
Value of total assets at beginning of year | 2020-12-31 | $11,259,306 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $11,440 |
Total interest from all sources | 2020-12-31 | $9,404 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $138,234 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $138,234 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Participant contributions at end of year | 2020-12-31 | $192,236 |
Participant contributions at beginning of year | 2020-12-31 | $168,080 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $117,627 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $91,130 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $691 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $604,337 |
Other income not declared elsewhere | 2020-12-31 | $20,161 |
Administrative expenses (other) incurred | 2020-12-31 | $11,440 |
Total non interest bearing cash at end of year | 2020-12-31 | $41,494 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $24,108 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,636,192 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $13,895,498 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,259,306 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
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 | $11,108,999 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,950,196 |
Interest on participant loans | 2020-12-31 | $9,387 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,301,767 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,166,716 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $17,610 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $17,593 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $17,593 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $17 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,607,432 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $22,637 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,719,411 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,719,411 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,841,483 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $869,647 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2020-12-31 | 221478099 |
2019 : JACKSON LEWIS P.C. PROFIT SHARING PLAN 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $3,358,530 |
Total income from all sources (including contributions) | 2019-12-31 | $3,358,530 |
Total of all expenses incurred | 2019-12-31 | $719,722 |
Total of all expenses incurred | 2019-12-31 | $719,722 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $703,091 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $703,091 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,837,046 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,837,046 |
Value of total assets at end of year | 2019-12-31 | $11,259,306 |
Value of total assets at end of year | 2019-12-31 | $11,259,306 |
Value of total assets at beginning of year | 2019-12-31 | $8,620,498 |
Value of total assets at beginning of year | 2019-12-31 | $8,620,498 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $16,631 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $16,631 |
Total interest from all sources | 2019-12-31 | $7,844 |
Total interest from all sources | 2019-12-31 | $7,844 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $124,979 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $124,979 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $124,979 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $124,979 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $20,000,000 |
Value of fidelity bond cover | 2019-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
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 |
Participant contributions at end of year | 2019-12-31 | $168,080 |
Participant contributions at end of year | 2019-12-31 | $168,080 |
Participant contributions at beginning of year | 2019-12-31 | $110,127 |
Participant contributions at beginning of year | 2019-12-31 | $110,127 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $91,130 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $91,130 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $67,626 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $67,626 |
Other income not declared elsewhere | 2019-12-31 | $17,416 |
Other income not declared elsewhere | 2019-12-31 | $17,416 |
Administrative expenses (other) incurred | 2019-12-31 | $16,631 |
Administrative expenses (other) incurred | 2019-12-31 | $16,631 |
Total non interest bearing cash at end of year | 2019-12-31 | $24,108 |
Total non interest bearing cash at end of year | 2019-12-31 | $24,108 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $13,391 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $13,391 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,638,808 |
Value of net income/loss | 2019-12-31 | $2,638,808 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,259,306 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,259,306 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,620,498 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,620,498 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 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 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 | $7,950,196 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,950,196 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,624,314 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,624,314 |
Interest on participant loans | 2019-12-31 | $7,749 |
Interest on participant loans | 2019-12-31 | $7,749 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,166,716 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,166,716 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,126,355 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,126,355 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $17,593 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $17,593 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $15,563 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $15,563 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $15,563 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $15,563 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $95 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $95 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,343,980 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,343,980 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $27,265 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $27,265 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,837,046 |
Contributions received in cash from employer | 2019-12-31 | $1,837,046 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,841,483 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,841,483 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,663,122 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,663,122 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $703,091 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $703,091 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | COHNREZNICK LLP |
Accountancy firm name | 2019-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2019-12-31 | 221478099 |
Accountancy firm EIN | 2019-12-31 | 221478099 |
2018 : JACKSON LEWIS P.C. PROFIT SHARING PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $1,324,796 |
Total of all expenses incurred | 2018-12-31 | $559,526 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $532,268 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $10,623 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,663,122 |
Value of total assets at end of year | 2018-12-31 | $8,620,498 |
Value of total assets at beginning of year | 2018-12-31 | $7,855,228 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $16,635 |
Total interest from all sources | 2018-12-31 | $5,498 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $111,661 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $111,661 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Participant contributions at end of year | 2018-12-31 | $110,127 |
Participant contributions at beginning of year | 2018-12-31 | $89,465 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $67,626 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $59,616 |
Other income not declared elsewhere | 2018-12-31 | $-4,102 |
Administrative expenses (other) incurred | 2018-12-31 | $16,635 |
Total non interest bearing cash at end of year | 2018-12-31 | $13,391 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $6,354 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $765,270 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,620,498 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,855,228 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
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 | $5,624,314 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $5,154,892 |
Interest on participant loans | 2018-12-31 | $5,498 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,126,355 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $973,965 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $15,563 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $8,671 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $8,671 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-476,015 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $24,632 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,663,122 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,663,122 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,562,265 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $532,268 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2018-12-31 | 221478099 |
2017 : JACKSON LEWIS P.C. PROFIT SHARING PLAN 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $2,337,721 |
Total of all expenses incurred | 2017-12-31 | $384,936 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $368,722 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,562,265 |
Value of total assets at end of year | 2017-12-31 | $7,855,228 |
Value of total assets at beginning of year | 2017-12-31 | $5,902,443 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $16,214 |
Total interest from all sources | 2017-12-31 | $3,614 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $74,851 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $74,851 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Participant contributions at end of year | 2017-12-31 | $89,465 |
Participant contributions at beginning of year | 2017-12-31 | $50,998 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $59,616 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $40,165 |
Other income not declared elsewhere | 2017-12-31 | $6,276 |
Administrative expenses (other) incurred | 2017-12-31 | $16,214 |
Total non interest bearing cash at end of year | 2017-12-31 | $6,354 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $3,381 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,952,785 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,855,228 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,902,443 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
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 | $5,154,892 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,421,801 |
Interest on participant loans | 2017-12-31 | $3,612 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $973,965 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $825,092 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $8,671 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $11,108 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $11,108 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $674,146 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $16,569 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,562,265 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,562,265 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,549,898 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $368,722 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2017-12-31 | 221478099 |
2016 : JACKSON LEWIS P.C. PROFIT SHARING PLAN 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $1,881,678 |
Total of all expenses incurred | 2016-12-31 | $332,988 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $321,511 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,549,898 |
Value of total assets at end of year | 2016-12-31 | $5,902,443 |
Value of total assets at beginning of year | 2016-12-31 | $4,353,753 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $11,477 |
Total interest from all sources | 2016-12-31 | $1,624 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $45,068 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $45,068 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Participant contributions at end of year | 2016-12-31 | $50,998 |
Participant contributions at beginning of year | 2016-12-31 | $19,624 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $40,165 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $12,711 |
Other income not declared elsewhere | 2016-12-31 | $-3,409 |
Administrative expenses (other) incurred | 2016-12-31 | $11,477 |
Total non interest bearing cash at end of year | 2016-12-31 | $3,381 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $1,256 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,548,690 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,902,443 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,353,753 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,421,801 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,069,888 |
Interest on participant loans | 2016-12-31 | $1,624 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $825,092 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $618,174 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $11,108 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $7,692 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $7,692 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $275,894 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $12,603 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,549,898 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,549,898 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,624,408 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $321,511 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2016-12-31 | 221478099 |
2015 : JACKSON LEWIS P.C. PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources (including contributions) | 2015-12-31 | $1,615,577 |
Total of all expenses incurred | 2015-12-31 | $202,036 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $194,152 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,624,408 |
Value of total assets at end of year | 2015-12-31 | $4,353,753 |
Value of total assets at beginning of year | 2015-12-31 | $2,940,212 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $7,884 |
Total interest from all sources | 2015-12-31 | $493 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $31,478 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $31,478 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Participant contributions at end of year | 2015-12-31 | $19,624 |
Participant contributions at beginning of year | 2015-12-31 | $7,865 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $12,711 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $6,149 |
Administrative expenses (other) incurred | 2015-12-31 | $7,884 |
Total non interest bearing cash at end of year | 2015-12-31 | $1,256 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $566 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,413,541 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,353,753 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,940,212 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,069,888 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,100,733 |
Interest on participant loans | 2015-12-31 | $493 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $618,174 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $356,425 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $7,692 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-49,178 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $8,376 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,624,408 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,624,408 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,468,474 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $194,152 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2015-12-31 | 221478099 |
2014 : JACKSON LEWIS P.C. PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources (including contributions) | 2014-12-31 | $1,548,306 |
Total of all expenses incurred | 2014-12-31 | $100,784 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $96,597 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,468,474 |
Value of total assets at end of year | 2014-12-31 | $2,940,212 |
Value of total assets at beginning of year | 2014-12-31 | $1,492,690 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,187 |
Total interest from all sources | 2014-12-31 | $285 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $23,140 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $23,140 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Participant contributions at end of year | 2014-12-31 | $7,865 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $6,149 |
Other income not declared elsewhere | 2014-12-31 | $362 |
Administrative expenses (other) incurred | 2014-12-31 | $4,187 |
Total non interest bearing cash at end of year | 2014-12-31 | $566 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,447,522 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,940,212 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,492,690 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,100,733 |
Interest on participant loans | 2014-12-31 | $285 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $356,425 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $53,396 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $2,649 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,468,474 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,468,474 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,492,690 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $96,597 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2014-12-31 | 221478099 |
2013 : JACKSON LEWIS P.C. PROFIT SHARING PLAN 2013 401k financial data | ||
Total income from all sources (including contributions) | 2013-12-31 | $1,492,690 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,492,690 |
Value of total assets at end of year | 2013-12-31 | $1,492,690 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,492,690 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,492,690 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,492,690 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,492,690 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | PHILLIPS GOLD AND COMPANY, LLP |
Accountancy firm EIN | 2013-12-31 | 131881038 |
2022: JACKSON LEWIS P.C. PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: JACKSON LEWIS P.C. PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: JACKSON LEWIS P.C. PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: JACKSON LEWIS P.C. PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: JACKSON LEWIS P.C. PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: JACKSON LEWIS P.C. PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: JACKSON LEWIS P.C. PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: JACKSON LEWIS P.C. PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JACKSON LEWIS P.C. PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: JACKSON LEWIS P.C. PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-12-01 | Type of plan entity | Single employer plan |
2013-12-01 | First time form 5500 has been submitted | Yes |
2013-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2013-12-01 | Plan funding arrangement – Trust | Yes |
2013-12-01 | Plan benefit arrangement - Trust | Yes |