Plan Name | JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN |
Plan identification number | 001 |
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 |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | LESLIE PENA | |||
001 | 2016-01-01 | LESLIE PENA | |||
001 | 2015-01-01 | LESLIE PENA | |||
001 | 2015-01-01 | LESLIE PENA | |||
001 | 2014-01-01 | LESLIE PENA | |||
001 | 2013-01-01 | WILLIAM SCHLOSSER |
Measure | Date | Value |
---|---|---|
2023: JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 2,050 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 2,100 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 523 |
Total of all active and inactive participants | 2023-01-01 | 2,631 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 4 |
Total participants | 2023-01-01 | 2,635 |
Number of participants with account balances | 2023-01-01 | 2,007 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 4 |
2022: JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,958 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,436 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 599 |
Total of all active and inactive participants | 2022-01-01 | 2,043 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 7 |
Total participants | 2022-01-01 | 2,050 |
Number of participants with account balances | 2022-01-01 | 2,050 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
2021: JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,863 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,408 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 530 |
Total of all active and inactive participants | 2021-01-01 | 1,949 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 9 |
Total participants | 2021-01-01 | 1,958 |
Number of participants with account balances | 2021-01-01 | 1,958 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,823 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,385 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 465 |
Total of all active and inactive participants | 2020-01-01 | 1,853 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 10 |
Total participants | 2020-01-01 | 1,863 |
Number of participants with account balances | 2020-01-01 | 1,863 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,696 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,369 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 439 |
Total of all active and inactive participants | 2019-01-01 | 1,816 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 7 |
Total participants | 2019-01-01 | 1,823 |
Number of participants with account balances | 2019-01-01 | 1,823 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
2018: JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,619 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,273 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 409 |
Total of all active and inactive participants | 2018-01-01 | 1,691 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 5 |
Total participants | 2018-01-01 | 1,696 |
Number of participants with account balances | 2018-01-01 | 1,696 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 10 |
2017: JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1,590 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,236 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 373 |
Total of all active and inactive participants | 2017-01-01 | 1,613 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 6 |
Total participants | 2017-01-01 | 1,619 |
Number of participants with account balances | 2017-01-01 | 1,619 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 6 |
2016: JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,553 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,225 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 361 |
Total of all active and inactive participants | 2016-01-01 | 1,588 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 1,590 |
Number of participants with account balances | 2016-01-01 | 1,590 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 8 |
2015: JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,521 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,238 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 312 |
Total of all active and inactive participants | 2015-01-01 | 1,552 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 1,553 |
Number of participants with account balances | 2015-01-01 | 1,553 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 8 |
2014: JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,476 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,227 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 292 |
Total of all active and inactive participants | 2014-01-01 | 1,521 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 1,521 |
Number of participants with account balances | 2014-01-01 | 1,521 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 9 |
2013: JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,699 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,219 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 257 |
Total of all active and inactive participants | 2013-01-01 | 1,476 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 1,476 |
Number of participants with account balances | 2013-01-01 | 1,476 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 10 |
Measure | Date | Value |
---|---|---|
2023 : JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN 2023 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2023-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $2,172,024 |
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $2,172,024 |
Total transfer of assets to this plan | 2023-12-31 | $0 |
Total transfer of assets from this plan | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Expenses. Interest paid | 2023-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $100,151,747 |
Total loss/gain on sale of assets | 2023-12-31 | $948,462 |
Total of all expenses incurred | 2023-12-31 | $47,723,569 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $47,497,171 |
Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $2,824 |
Value of total corrective distributions | 2023-12-31 | $9,661 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $37,467,501 |
Value of total assets at end of year | 2023-12-31 | $524,351,214 |
Value of total assets at beginning of year | 2023-12-31 | $471,923,036 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $213,913 |
Total income from rents | 2023-12-31 | $0 |
Total interest from all sources | 2023-12-31 | $818,760 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $7,245,757 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $7,088,338 |
Assets. Real estate other than employer real property at end of year | 2023-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2023-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2023-12-31 | $26,474 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2023-12-31 | $0 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $20,545,061 |
Participant contributions at end of year | 2023-12-31 | $3,681,253 |
Participant contributions at beginning of year | 2023-12-31 | $3,366,225 |
Participant contributions at end of year | 2023-12-31 | $0 |
Participant contributions at beginning of year | 2023-12-31 | $337,846 |
Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $86,745,390 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $3,674,106 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $673,195 |
Assets. Loans (other than to participants) at end of year | 2023-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2023-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $0 |
Other income not declared elsewhere | 2023-12-31 | $0 |
Administrative expenses (other) incurred | 2023-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2023-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $0 |
Total non interest bearing cash at end of year | 2023-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2023-12-31 | $217,739 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Income. Non cash contributions | 2023-12-31 | $0 |
Value of net income/loss | 2023-12-31 | $52,428,178 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $524,351,214 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $471,923,036 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2023-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2023-12-31 | $0 |
Investment advisory and management fees | 2023-12-31 | $139,555 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $330,710,982 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $341,217,375 |
Value of interest in pooled separate accounts at end of year | 2023-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $0 |
Interest on participant loans | 2023-12-31 | $175,484 |
Income. Interest from loans (other than to participants) | 2023-12-31 | $0 |
Interest earned on other investments | 2023-12-31 | $0 |
Income. Interest from US Government securities | 2023-12-31 | $756 |
Income. Interest from corporate debt instruments | 2023-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2023-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2023-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $150,051,204 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $27,106,041 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $13,986,475 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $642,520 |
Assets. Value of investments in 103.12 investment entities at end of year | 2023-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $0 |
Asset value of US Government securities at end of year | 2023-12-31 | $96,961 |
Asset value of US Government securities at beginning of year | 2023-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $44,278,432 |
Net investment gain/loss from pooled separate accounts | 2023-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $7,220,811 |
Net gain/loss from 103.12 investment entities | 2023-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | Yes |
Assets. Invements in employer securities at end of year | 2023-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2023-12-31 | $0 |
Assets. Value of employer real property at end of year | 2023-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2023-12-31 | $0 |
Contributions received in cash from employer | 2023-12-31 | $13,248,334 |
Employer contributions (assets) at end of year | 2023-12-31 | $13,321,457 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $12,259,225 |
Income. Dividends from preferred stock | 2023-12-31 | $2,250 |
Income. Dividends from common stock | 2023-12-31 | $155,169 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $47,497,171 |
Asset. Corporate debt instrument preferred debt at end of year | 2023-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2023-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2023-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2023-12-31 | $0 |
Contract administrator fees | 2023-12-31 | $0 |
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 | 2023-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2023-12-31 | $12,476,408 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2023-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2023-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2023-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2023-12-31 | $0 |
Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Aggregate proceeds on sale of assets | 2023-12-31 | $10,336,799 |
Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $9,388,337 |
Liabilities. Value of acquisition indebtedness at end of year | 2023-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2023-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | BDO USA, P.C. |
Accountancy firm EIN | 2023-12-31 | 135381590 |
2022 : JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Total income from all sources (including contributions) | 2022-12-31 | $-75,661,393 |
Total of all expenses incurred | 2022-12-31 | $74,811,765 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $74,381,313 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $61,916 |
Value of total corrective distributions | 2022-12-31 | $3,355 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $41,596,796 |
Value of total assets at end of year | 2022-12-31 | $471,923,036 |
Value of total assets at beginning of year | 2022-12-31 | $622,396,194 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $365,181 |
Total interest from all sources | 2022-12-31 | $158,442 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $5,237,618 |
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 | $5,237,618 |
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 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $18,845,875 |
Participant contributions at end of year | 2022-12-31 | $3,366,225 |
Participant contributions at beginning of year | 2022-12-31 | $3,343,916 |
Participant contributions at end of year | 2022-12-31 | $337,846 |
Participant contributions at beginning of year | 2022-12-31 | $374 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $86,745,390 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $180,243,395 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $10,491,696 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $673,195 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $1,280,046 |
Other income not declared elsewhere | 2022-12-31 | $-43,130,118 |
Administrative expenses (other) incurred | 2022-12-31 | $227,287 |
Total non interest bearing cash at end of year | 2022-12-31 | $217,739 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $118,542 |
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 | $-150,473,158 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $471,923,036 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $622,396,194 |
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 | $137,894 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $341,217,375 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $395,931,637 |
Interest on participant loans | 2022-12-31 | $158,259 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $27,106,041 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $30,185,407 |
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 | $109,364 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $109,364 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $183 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-79,990,999 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $466,868 |
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 | $12,259,225 |
Employer contributions (assets) at end of year | 2022-12-31 | $12,259,225 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $11,183,513 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $74,381,313 |
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 | Yes |
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. RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Total income from all sources (including contributions) | 2021-12-31 | $126,912,042 |
Total of all expenses incurred | 2021-12-31 | $41,257,936 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $40,622,176 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $82,538 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $49,709,521 |
Value of total assets at end of year | 2021-12-31 | $622,396,194 |
Value of total assets at beginning of year | 2021-12-31 | $536,742,088 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $553,222 |
Total interest from all sources | 2021-12-31 | $192,498 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $7,457,735 |
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 | $7,457,735 |
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 |
Contributions received from participants | 2021-12-31 | $17,729,041 |
Participant contributions at end of year | 2021-12-31 | $3,343,916 |
Participant contributions at beginning of year | 2021-12-31 | $3,823,576 |
Participant contributions at end of year | 2021-12-31 | $374 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $180,243,395 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $150,631,264 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $20,796,967 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $1,280,046 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $604,337 |
Other income not declared elsewhere | 2021-12-31 | $21,265,072 |
Administrative expenses (other) incurred | 2021-12-31 | $282,799 |
Total non interest bearing cash at end of year | 2021-12-31 | $118,542 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $352,503 |
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 | $85,654,106 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $622,396,194 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $536,742,088 |
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 |
Investment advisory and management fees | 2021-12-31 | $270,423 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $395,931,637 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $339,719,111 |
Interest on participant loans | 2021-12-31 | $192,498 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $30,185,407 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $31,020,662 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $109,364 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $72,243 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $72,243 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $47,842,488 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $444,728 |
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 | $11,183,513 |
Employer contributions (assets) at end of year | 2021-12-31 | $11,183,513 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $10,518,392 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $40,622,176 |
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. RETIREMENT SAVINGS PLAN 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $105,825,405 |
Total of all expenses incurred | 2020-12-31 | $35,984,678 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $35,443,590 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $74,283 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $30,172,045 |
Value of total assets at end of year | 2020-12-31 | $536,742,088 |
Value of total assets at beginning of year | 2020-12-31 | $466,901,361 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $466,805 |
Total interest from all sources | 2020-12-31 | $191,097 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $4,075,870 |
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 | $4,075,870 |
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 |
Contributions received from participants | 2020-12-31 | $15,975,058 |
Participant contributions at end of year | 2020-12-31 | $3,823,576 |
Participant contributions at beginning of year | 2020-12-31 | $3,787,960 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $150,631,264 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $135,252,744 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,678,595 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $604,337 |
Other income not declared elsewhere | 2020-12-31 | $15,768,660 |
Administrative expenses (other) incurred | 2020-12-31 | $300,305 |
Total non interest bearing cash at end of year | 2020-12-31 | $352,503 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $230,188 |
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 | $69,840,727 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $536,742,088 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $466,901,361 |
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 |
Investment advisory and management fees | 2020-12-31 | $166,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $339,719,111 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $286,068,675 |
Interest on participant loans | 2020-12-31 | $191,029 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $31,020,662 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $31,463,487 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $72,243 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $65,247 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $65,247 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $68 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $55,617,733 |
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 | $10,518,392 |
Employer contributions (assets) at end of year | 2020-12-31 | $10,518,392 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $10,033,060 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $35,443,590 |
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. RETIREMENT SAVINGS PLAN 2019 401k financial data | ||
Total transfer of assets to this plan | 2019-12-31 | $214,374 |
Total income from all sources (including contributions) | 2019-12-31 | $108,300,668 |
Total of all expenses incurred | 2019-12-31 | $26,329,762 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $25,724,753 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $12,898 |
Value of total corrective distributions | 2019-12-31 | $1,468 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $30,077,903 |
Value of total assets at end of year | 2019-12-31 | $466,901,361 |
Value of total assets at beginning of year | 2019-12-31 | $384,716,081 |
Value of total assets at beginning of year | 2019-12-31 | $384,716,081 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $590,643 |
Total interest from all sources | 2019-12-31 | $200,683 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $4,246,790 |
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 | $4,246,790 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
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 |
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 |
Contributions received from participants | 2019-12-31 | $15,209,954 |
Participant contributions at end of year | 2019-12-31 | $3,787,960 |
Participant contributions at beginning of year | 2019-12-31 | $3,706,939 |
Participant contributions at beginning of year | 2019-12-31 | $3,706,939 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $135,252,744 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $118,160,615 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $118,160,615 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $4,808,097 |
Other income not declared elsewhere | 2019-12-31 | $20,035,795 |
Administrative expenses (other) incurred | 2019-12-31 | $473,476 |
Total non interest bearing cash at end of year | 2019-12-31 | $230,188 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $52,546 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $52,546 |
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 | $81,970,906 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $466,901,361 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $384,716,081 |
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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $117,167 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $286,068,675 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $222,645,969 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $222,645,969 |
Interest on participant loans | 2019-12-31 | $200,312 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $31,463,487 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $30,527,913 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $65,247 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $60,577 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $60,577 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $60,577 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $60,577 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $371 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $53,039,433 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $700,064 |
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 |
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 | $10,059,852 |
Employer contributions (assets) at end of year | 2019-12-31 | $10,033,060 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $9,561,522 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $9,561,522 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $25,724,753 |
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 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 |
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 |
Accountancy firm name | 2019-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2019-12-31 | 221478099 |
2018 : JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $7,153,412 |
Total of all expenses incurred | 2018-12-31 | $28,592,800 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $28,051,959 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $46,150 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $28,931,188 |
Value of total assets at end of year | 2018-12-31 | $384,716,081 |
Value of total assets at beginning of year | 2018-12-31 | $406,155,469 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $494,691 |
Total interest from all sources | 2018-12-31 | $186,574 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $4,332,230 |
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 | $4,332,230 |
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 |
Contributions received from participants | 2018-12-31 | $13,673,069 |
Participant contributions at end of year | 2018-12-31 | $3,706,939 |
Participant contributions at beginning of year | 2018-12-31 | $3,700,537 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $118,160,615 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $131,431,748 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $5,594,442 |
Other income not declared elsewhere | 2018-12-31 | $-9,617,533 |
Administrative expenses (other) incurred | 2018-12-31 | $494,691 |
Total non interest bearing cash at end of year | 2018-12-31 | $52,546 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $168,493 |
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 | $-21,439,388 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $384,716,081 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $406,155,469 |
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 | $222,645,969 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $231,853,639 |
Interest on participant loans | 2018-12-31 | $186,426 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $30,527,913 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $30,167,761 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $60,577 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $25,762 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $25,762 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $148 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-17,418,109 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $739,062 |
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 | $9,663,677 |
Employer contributions (assets) at end of year | 2018-12-31 | $9,561,522 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $8,807,529 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $28,051,959 |
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. RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $77,236,131 |
Total of all expenses incurred | 2017-12-31 | $24,400,159 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $23,879,153 |
Value of total corrective distributions | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $25,685,948 |
Value of total assets at end of year | 2017-12-31 | $406,155,469 |
Value of total assets at beginning of year | 2017-12-31 | $353,319,497 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $521,006 |
Total interest from all sources | 2017-12-31 | $170,831 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $3,280,799 |
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 | $3,280,799 |
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 |
Contributions received from participants | 2017-12-31 | $12,865,309 |
Participant contributions at end of year | 2017-12-31 | $3,700,537 |
Participant contributions at beginning of year | 2017-12-31 | $3,724,175 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $131,431,748 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $120,147,938 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $4,013,110 |
Other income not declared elsewhere | 2017-12-31 | $13,855,439 |
Administrative expenses (other) incurred | 2017-12-31 | $521,006 |
Total non interest bearing cash at end of year | 2017-12-31 | $168,493 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $64,008 |
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 | $52,835,972 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $406,155,469 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $353,319,497 |
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 | $231,853,639 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $188,584,690 |
Interest on participant loans | 2017-12-31 | $170,816 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $30,167,761 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $32,155,305 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $25,762 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $30,511 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $30,511 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $15 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $33,714,015 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $529,099 |
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 | $8,807,529 |
Employer contributions (assets) at end of year | 2017-12-31 | $8,807,529 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $8,612,870 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $23,879,153 |
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. RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $47,825,917 |
Total of all expenses incurred | 2016-12-31 | $37,362,972 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $36,842,602 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $12 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $24,869,001 |
Value of total assets at end of year | 2016-12-31 | $353,319,497 |
Value of total assets at beginning of year | 2016-12-31 | $342,856,552 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $520,358 |
Total interest from all sources | 2016-12-31 | $166,635 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,138,745 |
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 | $2,138,745 |
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 |
Contributions received from participants | 2016-12-31 | $12,840,210 |
Participant contributions at end of year | 2016-12-31 | $3,724,175 |
Participant contributions at beginning of year | 2016-12-31 | $3,633,988 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $120,147,938 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $135,684,681 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $3,418,461 |
Other income not declared elsewhere | 2016-12-31 | $7,498,455 |
Administrative expenses (other) incurred | 2016-12-31 | $504,193 |
Total non interest bearing cash at end of year | 2016-12-31 | $64,008 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $12,707 |
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 | $10,462,945 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $353,319,497 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $342,856,552 |
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 | $188,584,690 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $165,853,172 |
Interest on participant loans | 2016-12-31 | $166,635 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $32,155,305 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $29,255,311 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $30,511 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $36,017 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $36,017 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $12,676,311 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $476,770 |
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 | $8,610,330 |
Employer contributions (assets) at end of year | 2016-12-31 | $8,612,870 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $8,380,676 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $36,842,602 |
Contract administrator fees | 2016-12-31 | $16,165 |
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. RETIREMENT SAVINGS PLAN 2015 401k financial data | ||
Total income from all sources (including contributions) | 2015-12-31 | $25,417,836 |
Total of all expenses incurred | 2015-12-31 | $11,387,559 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $10,746,700 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $35,411 |
Value of total corrective distributions | 2015-12-31 | $16,660 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $29,701,529 |
Value of total assets at end of year | 2015-12-31 | $342,856,552 |
Value of total assets at beginning of year | 2015-12-31 | $328,826,275 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $588,788 |
Total interest from all sources | 2015-12-31 | $174,302 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,284,583 |
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 | $2,284,583 |
Administrative expenses professional fees incurred | 2015-12-31 | $67,222 |
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 |
Contributions received from participants | 2015-12-31 | $12,577,850 |
Participant contributions at end of year | 2015-12-31 | $3,633,988 |
Participant contributions at beginning of year | 2015-12-31 | $3,829,840 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $135,684,681 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $131,364,313 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $8,870,934 |
Other income not declared elsewhere | 2015-12-31 | $-5,705,848 |
Administrative expenses (other) incurred | 2015-12-31 | $518,766 |
Total non interest bearing cash at end of year | 2015-12-31 | $12,707 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $263,940 |
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 | $14,030,277 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $342,856,552 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $328,826,275 |
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 | $165,853,172 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $159,467,564 |
Interest on participant loans | 2015-12-31 | $174,298 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $29,255,311 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $25,843,706 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $36,017 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $81,653 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $81,653 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $4 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,433,200 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $396,470 |
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 | $8,252,745 |
Employer contributions (assets) at end of year | 2015-12-31 | $8,380,676 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $7,975,259 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $10,746,700 |
Contract administrator fees | 2015-12-31 | $2,800 |
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 | Yes |
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. RETIREMENT SAVINGS PLAN 2014 401k financial data | ||
Total income from all sources (including contributions) | 2014-12-31 | $41,185,705 |
Total of all expenses incurred | 2014-12-31 | $10,215,652 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $9,737,238 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $2,524 |
Value of total corrective distributions | 2014-12-31 | $1,280 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $23,785,639 |
Value of total assets at end of year | 2014-12-31 | $328,826,275 |
Value of total assets at beginning of year | 2014-12-31 | $297,856,222 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $474,610 |
Total interest from all sources | 2014-12-31 | $160,561 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,850,613 |
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 | $2,850,613 |
Administrative expenses professional fees incurred | 2014-12-31 | $5,257 |
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 |
Contributions received from participants | 2014-12-31 | $11,850,694 |
Participant contributions at end of year | 2014-12-31 | $3,829,840 |
Participant contributions at beginning of year | 2014-12-31 | $3,556,084 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $131,364,313 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $120,200,825 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $3,959,687 |
Other income not declared elsewhere | 2014-12-31 | $5,570,216 |
Administrative expenses (other) incurred | 2014-12-31 | $469,353 |
Total non interest bearing cash at end of year | 2014-12-31 | $263,940 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $139,831 |
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 | $30,970,053 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $328,826,275 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $297,856,222 |
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 | $159,467,564 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $138,122,860 |
Interest on participant loans | 2014-12-31 | $160,554 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $25,843,706 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $26,123,222 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $81,653 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,377,164 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,377,164 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $7 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $8,715,008 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $103,668 |
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 | $7,975,258 |
Employer contributions (assets) at end of year | 2014-12-31 | $7,975,259 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $7,336,236 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $9,737,238 |
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 | Yes |
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. RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $86,077 |
Total income from all sources (including contributions) | 2013-12-31 | $64,287,746 |
Total of all expenses incurred | 2013-12-31 | $13,134,607 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $12,543,534 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $7,201 |
Value of total corrective distributions | 2013-12-31 | $1,942 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $21,132,172 |
Value of total assets at end of year | 2013-12-31 | $297,856,222 |
Value of total assets at beginning of year | 2013-12-31 | $246,789,160 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $581,930 |
Total interest from all sources | 2013-12-31 | $170,925 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,254,135 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,254,135 |
Administrative expenses professional fees incurred | 2013-12-31 | $63,675 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $11,350,064 |
Participant contributions at end of year | 2013-12-31 | $3,556,084 |
Participant contributions at beginning of year | 2013-12-31 | $3,441,746 |
Participant contributions at beginning of year | 2013-12-31 | $2,649,114 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $120,200,825 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $102,382,217 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $2,436,265 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $86,077 |
Other income not declared elsewhere | 2013-12-31 | $16,232,637 |
Total non interest bearing cash at end of year | 2013-12-31 | $139,831 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $86,663 |
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 | $51,153,139 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $297,856,222 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $246,703,083 |
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 |
Investment advisory and management fees | 2013-12-31 | $474,376 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $138,122,860 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $103,338,020 |
Interest on participant loans | 2013-12-31 | $170,919 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $26,123,222 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $24,295,225 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,377,164 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $2,161,378 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $2,161,378 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $6 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $24,663,312 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-165,435 |
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 | Yes |
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 | $7,345,843 |
Employer contributions (assets) at end of year | 2013-12-31 | $7,336,236 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $8,434,797 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $12,543,534 |
Contract administrator fees | 2013-12-31 | $43,879 |
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 | 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 | 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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PHILLIPS GOLD AND COMPANY, LLP |
Accountancy firm EIN | 2013-12-31 | 131881038 |
2023: JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: JACKSON LEWIS P.C. RETIREMENT SAVINGS 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. RETIREMENT SAVINGS 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. RETIREMENT SAVINGS 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. RETIREMENT SAVINGS 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. RETIREMENT SAVINGS 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. RETIREMENT SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: JACKSON LEWIS P.C. RETIREMENT SAVINGS 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. RETIREMENT SAVINGS 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. RETIREMENT SAVINGS 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. RETIREMENT SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |