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JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 401k Plan overview

Plan NameJOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN
Plan identification number 001

JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOHN L. LOEB, JR. ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN L. LOEB, JR. ASSOCIATES, INC.
Employer identification number (EIN):591606877
NAIC Classification:541600

Additional information about JOHN L. LOEB, JR. ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1975-05-15
Company Identification Number: 476158
Legal Registered Office Address: 115 North Calhoun St.

Tallahassee

32301

More information about JOHN L. LOEB, JR. ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL KEMPNER2024-04-05 JOHN L. LOEB, JR2024-04-09
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01MICHAEL KEMPNER JOHN L. LOEB, JR2019-04-30
0012017-01-01MICHAEL KEMPNER JOHN L. LOEB, JR2018-07-16
0012016-01-01MICHAEL KEMPNER JOHN L. LOEB, JR2017-07-31
0012015-01-01MICHAEL KEMPNER JOHN L. LOEB, JR2016-09-28
0012014-01-01MICHAEL KEMPNER JOHN L. LOEB, JR2015-07-24
0012013-01-01MICHAEL KEMPNER JOHN L. LOEB, JR2014-07-15
0012012-01-01MICHAEL KEMPNER JOHN L. LOEB, JR2013-10-14
0012011-01-01JOHN L. LOEB, JR
0012009-01-01JOHN L. LOEB, JR
0012009-01-01JOHN L. LOEB, JR

Plan Statistics for JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN

401k plan membership statisitcs for JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN

Measure Date Value
2022: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-013
Total of all active and inactive participants2022-01-013
Total participants2022-01-013
Number of participants with account balances2022-01-011
2021: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Total of all active and inactive participants2021-01-013
Total participants2021-01-013
Number of participants with account balances2021-01-011
2020: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-013
Total of all active and inactive participants2020-01-013
Total participants2020-01-013
Number of participants with account balances2020-01-011
2019: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Total of all active and inactive participants2019-01-014
Total participants2019-01-014
Number of participants with account balances2019-01-011
2018: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-014
Total of all active and inactive participants2018-01-014
Total participants2018-01-014
Number of participants with account balances2018-01-011
2017: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-015
Total of all active and inactive participants2017-01-015
Total participants2017-01-015
Number of participants with account balances2017-01-011
2016: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-016
Total of all active and inactive participants2016-01-016
Total participants2016-01-016
Number of participants with account balances2016-01-011
2015: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
Total of all active and inactive participants2015-01-016
Total participants2015-01-016
Number of participants with account balances2015-01-011
2014: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
Total of all active and inactive participants2014-01-016
Total participants2014-01-016
Number of participants with account balances2014-01-011
2013: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-011
2012: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
Number of participants with account balances2012-01-011
2011: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-011
2009: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-011

Financial Data on JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN

Measure Date Value
2022 : JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2022 401k financial data
Total income from all sources2022-12-31$-24,249,826
Total plan assets at end of year2022-12-31$76,364,603
Total plan assets at beginning of year2022-12-31$100,614,429
Other income received2022-12-31$-24,249,826
Net income (gross income less expenses)2022-12-31$-24,249,826
Net plan assets at end of year (total assets less liabilities)2022-12-31$76,364,603
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$100,614,429
2021 : JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2021 401k financial data
Total income from all sources2021-12-31$22,279,346
Total plan assets at end of year2021-12-31$100,614,429
Total plan assets at beginning of year2021-12-31$78,335,083
Other income received2021-12-31$22,279,346
Net income (gross income less expenses)2021-12-31$22,279,346
Net plan assets at end of year (total assets less liabilities)2021-12-31$100,614,429
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$78,335,083
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
2020 : JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2020 401k financial data
Total income from all sources2020-12-31$11,702,844
Total plan assets at end of year2020-12-31$78,335,083
Total plan assets at beginning of year2020-12-31$66,632,239
Other income received2020-12-31$11,702,844
Net income (gross income less expenses)2020-12-31$11,702,844
Net plan assets at end of year (total assets less liabilities)2020-12-31$78,335,083
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$66,632,239
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2019 : JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2019 401k financial data
Total income from all sources2019-12-31$11,616,998
Total plan assets at end of year2019-12-31$66,632,239
Total plan assets at beginning of year2019-12-31$55,015,241
Other income received2019-12-31$11,616,998
Net income (gross income less expenses)2019-12-31$11,616,998
Net plan assets at end of year (total assets less liabilities)2019-12-31$66,632,239
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$55,015,241
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
2018 : JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2018 401k financial data
Total income from all sources2018-12-31$-2,737,469
Total plan assets at end of year2018-12-31$55,015,241
Total plan assets at beginning of year2018-12-31$57,752,710
Other income received2018-12-31$-2,737,469
Net income (gross income less expenses)2018-12-31$-2,737,469
Net plan assets at end of year (total assets less liabilities)2018-12-31$55,015,241
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$57,752,710
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
2017 : JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$9,514,245
Total plan assets at end of year2017-12-31$57,752,710
Total plan assets at beginning of year2017-12-31$48,238,465
Assets. Value of loans (other than to participants)2017-12-31$0
Other income received2017-12-31$9,514,245
Net income (gross income less expenses)2017-12-31$9,514,245
Net plan assets at end of year (total assets less liabilities)2017-12-31$57,752,710
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$48,238,465
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
2016 : JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$13,418,744
Total plan assets at end of year2016-12-31$48,238,465
Total plan assets at beginning of year2016-12-31$34,819,721
Assets. Value of loans (other than to participants)2016-12-31$299,900
Other income received2016-12-31$13,418,744
Net income (gross income less expenses)2016-12-31$13,418,744
Net plan assets at end of year (total assets less liabilities)2016-12-31$48,238,465
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$34,819,721
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
2015 : JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$29,982
Total plan assets at end of year2015-12-31$34,819,721
Total plan assets at beginning of year2015-12-31$34,789,739
Assets. Value of loans (other than to participants)2015-12-31$1,951,024
Other income received2015-12-31$29,982
Net income (gross income less expenses)2015-12-31$29,982
Net plan assets at end of year (total assets less liabilities)2015-12-31$34,819,721
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$34,789,739
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$7,282,677
Total plan assets at end of year2014-12-31$34,789,739
Total plan assets at beginning of year2014-12-31$27,507,062
Assets. Value of loans (other than to participants)2014-12-31$2,369,400
Other income received2014-12-31$7,282,677
Net income (gross income less expenses)2014-12-31$7,282,677
Net plan assets at end of year (total assets less liabilities)2014-12-31$34,789,739
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$27,507,062
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$4,712,526
Total plan assets at end of year2013-12-31$27,507,062
Total plan assets at beginning of year2013-12-31$22,794,536
Assets. Value of loans (other than to participants)2013-12-31$2,903,266
Other income received2013-12-31$4,712,526
Net income (gross income less expenses)2013-12-31$4,712,526
Net plan assets at end of year (total assets less liabilities)2013-12-31$27,507,062
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$22,794,536
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$2,826,295
Total plan assets at end of year2012-12-31$22,794,536
Total plan assets at beginning of year2012-12-31$19,968,241
Assets. Value of loans (other than to participants)2012-12-31$3,056,004
Other income received2012-12-31$2,826,295
Net income (gross income less expenses)2012-12-31$2,826,295
Net plan assets at end of year (total assets less liabilities)2012-12-31$22,794,536
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$19,968,241
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$-601,000
Total plan assets at end of year2011-12-31$19,968,241
Total plan assets at beginning of year2011-12-31$20,569,241
Assets. Value of loans (other than to participants)2011-12-31$2,546,399
Other income received2011-12-31$-601,000
Net income (gross income less expenses)2011-12-31$-601,000
Net plan assets at end of year (total assets less liabilities)2011-12-31$19,968,241
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$20,569,241
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$2,894,434
Total plan assets at end of year2010-12-31$20,569,241
Total plan assets at beginning of year2010-12-31$17,674,807
Assets. Value of loans (other than to participants)2010-12-31$2,710,141
Other income received2010-12-31$2,894,434
Net income (gross income less expenses)2010-12-31$2,894,434
Net plan assets at end of year (total assets less liabilities)2010-12-31$20,569,241
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$17,674,807
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN

2022: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOHN L. LOEB, JR ASSOCIATES, INC. EMPLOYEE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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