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THE JACKSON LEWIS LLP CASH BALANCE RETIREMENT PLAN FOR EQUITY PARTNERS 401k Plan overview

Plan NameTHE JACKSON LEWIS LLP CASH BALANCE RETIREMENT PLAN FOR EQUITY PARTNERS
Plan identification number 002

THE JACKSON LEWIS LLP CASH BALANCE RETIREMENT PLAN FOR EQUITY PARTNERS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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 CASH BALANCE RETIREMENT PLAN FOR EQUITY PARTNERS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01LESLIE PENA

Plan Statistics for THE JACKSON LEWIS LLP CASH BALANCE RETIREMENT PLAN FOR EQUITY PARTNERS

401k plan membership statisitcs for THE JACKSON LEWIS LLP CASH BALANCE RETIREMENT PLAN FOR EQUITY PARTNERS

Measure Date Value
2012: THE JACKSON LEWIS LLP CASH BALANCE RETIREMENT PLAN FOR EQUITY PARTNERS 2012 401k membership
Total participants, beginning-of-year2012-01-01203
Total number of active participants reported on line 7a of the Form 55002012-01-01203
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on THE JACKSON LEWIS LLP CASH BALANCE RETIREMENT PLAN FOR EQUITY PARTNERS

Measure Date Value
2012 : THE JACKSON LEWIS LLP CASH BALANCE RETIREMENT PLAN FOR EQUITY PARTNERS 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,483,430
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,483,430
Value of total assets at end of year2012-12-31$4,483,430
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
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
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$4,483,430
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,483,430
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
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
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,483,430
Employer contributions (assets) at end of year2012-12-31$4,483,430
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PHILLIPS GOLD AND COMPANY, LLP
Accountancy firm EIN2012-12-31131881038

Form 5500 Responses for THE JACKSON LEWIS LLP CASH BALANCE RETIREMENT PLAN FOR EQUITY PARTNERS

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

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