Logo

THE JACKSON LEWIS LLP RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTHE JACKSON LEWIS LLP RETIREMENT SAVINGS PLAN
Plan identification number 001

THE JACKSON LEWIS LLP RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

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

Company Name:JACKSON LEWIS LLP
Employer identification number (EIN):131863997
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JACKSON LEWIS LLP RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01WILLIAM SCHLOSSER
0012011-01-01WILLIAM SCHLOSSER
0012010-01-01WILLIAM SCHLOSSER
0012009-01-01
0012009-01-01WILLIAM SCHLOSSER

Plan Statistics for THE JACKSON LEWIS LLP RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for THE JACKSON LEWIS LLP RETIREMENT SAVINGS PLAN

Measure Date Value
2012: THE JACKSON LEWIS LLP RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,596
Total number of active participants reported on line 7a of the Form 55002012-01-011,452
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01247
Total of all active and inactive participants2012-01-011,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,699
Number of participants with account balances2012-01-011,401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: THE JACKSON LEWIS LLP RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,526
Total number of active participants reported on line 7a of the Form 55002011-01-011,324
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01236
Total of all active and inactive participants2011-01-011,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,561
Number of participants with account balances2011-01-011,304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: THE JACKSON LEWIS LLP RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,377
Total number of active participants reported on line 7a of the Form 55002010-01-011,276
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01249
Total of all active and inactive participants2010-01-011,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,526
Number of participants with account balances2010-01-011,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0125
2009: THE JACKSON LEWIS LLP RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,285
Total number of active participants reported on line 7a of the Form 55002009-01-011,153
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01224
Total of all active and inactive participants2009-01-011,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,377
Number of participants with account balances2009-01-011,123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on THE JACKSON LEWIS LLP RETIREMENT SAVINGS PLAN

Measure Date Value
2012 : THE JACKSON LEWIS LLP RETIREMENT SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$86,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$66,534
Total income from all sources (including contributions)2012-12-31$46,243,425
Total of all expenses incurred2012-12-31$6,575,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,154,055
Expenses. Certain deemed distributions of participant loans2012-12-31$16,452
Value of total corrective distributions2012-12-31$4,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$19,860,657
Value of total assets at end of year2012-12-31$246,789,160
Value of total assets at beginning of year2012-12-31$207,102,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$401,132
Total interest from all sources2012-12-31$168,146
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,036,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,036,213
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$10,567,774
Participant contributions at end of year2012-12-31$3,441,746
Participant contributions at beginning of year2012-12-31$3,463,622
Participant contributions at end of year2012-12-31$2,649,114
Participant contributions at beginning of year2012-12-31$2,264,604
Assets. Other investments not covered elsewhere at end of year2012-12-31$102,382,217
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$89,042,265
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$858,086
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$86,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$66,534
Other income not declared elsewhere2012-12-31$11,056,660
Administrative expenses (other) incurred2012-12-31$14,811
Total non interest bearing cash at end of year2012-12-31$86,663
Total non interest bearing cash at beginning of year2012-12-31$66,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$39,667,520
Value of net assets at end of year (total assets less liabilities)2012-12-31$246,703,083
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$207,035,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$386,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$103,338,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$82,022,210
Interest on participant loans2012-12-31$168,144
Value of interest in common/collective trusts at end of year2012-12-31$24,295,225
Value of interest in common/collective trusts at beginning of year2012-12-31$21,369,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,161,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,038,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,038,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,621,947
Net investment gain or loss from common/collective trusts2012-12-31$499,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$8,434,797
Employer contributions (assets) at end of year2012-12-31$8,434,797
Employer contributions (assets) at beginning of year2012-12-31$7,834,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,154,055
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PHILLIPS GOLD AND COMPANY, LLP
Accountancy firm EIN2012-12-31131881038
2011 : THE JACKSON LEWIS LLP RETIREMENT SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$66,534
Total income from all sources (including contributions)2011-12-31$13,711,590
Total of all expenses incurred2011-12-31$9,435,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,087,881
Expenses. Certain deemed distributions of participant loans2011-12-31$1,079
Value of total corrective distributions2011-12-31$791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$18,596,397
Value of total assets at end of year2011-12-31$207,102,097
Value of total assets at beginning of year2011-12-31$202,759,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$345,847
Total interest from all sources2011-12-31$171,952
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,699,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,699,281
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$9,253,220
Participant contributions at end of year2011-12-31$3,463,622
Participant contributions at beginning of year2011-12-31$3,215,097
Participant contributions at end of year2011-12-31$2,264,604
Participant contributions at beginning of year2011-12-31$2,313,380
Assets. Other investments not covered elsewhere at end of year2011-12-31$89,042,265
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$83,922,844
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,508,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$66,534
Other income not declared elsewhere2011-12-31$-2,807,953
Administrative expenses (other) incurred2011-12-31$11,281
Total non interest bearing cash at end of year2011-12-31$66,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$4,275,992
Value of net assets at end of year (total assets less liabilities)2011-12-31$207,035,563
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$202,759,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$334,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$82,022,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$85,881,006
Interest on participant loans2011-12-31$171,949
Value of interest in common/collective trusts at end of year2011-12-31$21,369,322
Value of interest in common/collective trusts at beginning of year2011-12-31$19,963,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,038,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$341,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$341,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,438,638
Net investment gain or loss from common/collective trusts2011-12-31$490,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,834,797
Employer contributions (assets) at end of year2011-12-31$7,834,797
Employer contributions (assets) at beginning of year2011-12-31$7,121,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,087,881
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PHILLIPS GOLD AND COMPANY, LLP
Accountancy firm EIN2011-12-31131881038
2010 : THE JACKSON LEWIS LLP RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$36,752,514
Total of all expenses incurred2010-12-31$5,144,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,871,784
Expenses. Certain deemed distributions of participant loans2010-12-31$67
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$17,397,413
Value of total assets at end of year2010-12-31$202,759,571
Value of total assets at beginning of year2010-12-31$171,151,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$273,079
Total interest from all sources2010-12-31$182,353
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,521,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,521,898
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$8,773,830
Participant contributions at end of year2010-12-31$3,215,097
Participant contributions at beginning of year2010-12-31$2,856,266
Participant contributions at end of year2010-12-31$2,313,380
Participant contributions at beginning of year2010-12-31$2,320,254
Assets. Other investments not covered elsewhere at end of year2010-12-31$83,922,844
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$73,890,681
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,501,732
Other income not declared elsewhere2010-12-31$8,295,466
Administrative expenses (other) incurred2010-12-31$9,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$31,607,584
Value of net assets at end of year (total assets less liabilities)2010-12-31$202,759,571
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$171,151,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$263,653
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$85,881,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$70,934,658
Interest on participant loans2010-12-31$182,349
Value of interest in common/collective trusts at end of year2010-12-31$19,963,587
Value of interest in common/collective trusts at beginning of year2010-12-31$14,062,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$341,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$394,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$394,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$9,046,173
Net investment gain or loss from common/collective trusts2010-12-31$309,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,121,851
Employer contributions (assets) at end of year2010-12-31$7,121,851
Employer contributions (assets) at beginning of year2010-12-31$6,692,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,871,784
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PHILLIPS GOLD AND COMPANY, LLP
Accountancy firm EIN2010-12-31131881038
2009 : THE JACKSON LEWIS LLP RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE JACKSON LEWIS LLP RETIREMENT SAVINGS PLAN

2012: THE JACKSON LEWIS LLP RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE JACKSON LEWIS LLP RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE JACKSON LEWIS LLP RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE JACKSON LEWIS LLP RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1