OCEANFIRST BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR OCEANFIRST BANK
Measure | Date | Value |
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2022 : RETIREMENT PLAN FOR OCEANFIRST BANK 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-5,334,573 |
Total of all expenses incurred | 2022-12-31 | $11,119,965 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $10,919,020 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $8,773,874 |
Value of total assets at end of year | 2022-12-31 | $89,331,203 |
Value of total assets at beginning of year | 2022-12-31 | $105,785,741 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $200,945 |
Total interest from all sources | 2022-12-31 | $67,422 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,298,528 |
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 | $1,298,528 |
Administrative expenses professional fees incurred | 2022-12-31 | $34,000 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $5,993,472 |
Participant contributions at end of year | 2022-12-31 | $1,513,890 |
Participant contributions at beginning of year | 2022-12-31 | $1,490,968 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $666,658 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $1,730 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $1,375 |
Other income not declared elsewhere | 2022-12-31 | $-92,512 |
Administrative expenses (other) incurred | 2022-12-31 | $166,945 |
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 | $-16,454,538 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $89,331,203 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $105,785,741 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $71,051,237 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $86,976,445 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $5,487,713 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $5,392,213 |
Interest on participant loans | 2022-12-31 | $67,422 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,811,135 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,926,909 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-15,320,460 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $128,191 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-189,616 |
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 |
Assets. Invements in employer securities at end of year | 2022-12-31 | $7,392,564 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $7,997,831 |
Contributions received in cash from employer | 2022-12-31 | $2,113,744 |
Employer contributions (assets) at end of year | 2022-12-31 | $72,934 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $10,919,020 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MAZARS USA LLP |
Accountancy firm EIN | 2022-12-31 | 131459550 |
2021 : RETIREMENT PLAN FOR OCEANFIRST BANK 2021 401k financial data |
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Total transfer of assets to this plan | 2021-12-31 | $7,354,467 |
Total income from all sources (including contributions) | 2021-12-31 | $23,747,477 |
Total of all expenses incurred | 2021-12-31 | $10,052,031 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $9,823,863 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $14,391 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $10,053,910 |
Value of total assets at end of year | 2021-12-31 | $105,785,741 |
Value of total assets at beginning of year | 2021-12-31 | $84,735,828 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $213,777 |
Total interest from all sources | 2021-12-31 | $73,548 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,095,415 |
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 | $1,095,415 |
Administrative expenses professional fees incurred | 2021-12-31 | $32,000 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $20,000,000 |
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 | $5,698,759 |
Participant contributions at end of year | 2021-12-31 | $1,490,968 |
Participant contributions at beginning of year | 2021-12-31 | $1,423,751 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $2,320,906 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $1,375 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $843 |
Other income not declared elsewhere | 2021-12-31 | $1,471,078 |
Administrative expenses (other) incurred | 2021-12-31 | $181,777 |
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 | $13,695,446 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $105,785,741 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $84,735,828 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $86,976,445 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $69,223,031 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $5,392,213 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $4,396,175 |
Interest on participant loans | 2021-12-31 | $73,386 |
Interest earned on other investments | 2021-12-31 | $162 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,926,909 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $3,135,085 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $10,134,147 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $90,673 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $828,706 |
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 |
Assets. Invements in employer securities at end of year | 2021-12-31 | $7,997,831 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $6,556,943 |
Contributions received in cash from employer | 2021-12-31 | $2,034,245 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $9,823,863 |
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 | MAZARS USA LLP |
Accountancy firm EIN | 2021-12-31 | 131459550 |
2020 : RETIREMENT PLAN FOR OCEANFIRST BANK 2020 401k financial data |
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Total transfer of assets to this plan | 2020-12-31 | $10,277,434 |
Total income from all sources (including contributions) | 2020-12-31 | $15,467,376 |
Total of all expenses incurred | 2020-12-31 | $10,590,940 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $10,463,265 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $7,058,018 |
Value of total assets at end of year | 2020-12-31 | $84,735,828 |
Value of total assets at beginning of year | 2020-12-31 | $69,581,958 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $127,675 |
Total interest from all sources | 2020-12-31 | $84,454 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,012,750 |
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 | $1,012,750 |
Administrative expenses professional fees incurred | 2020-12-31 | $29,500 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $20,000,000 |
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 | $4,920,782 |
Participant contributions at end of year | 2020-12-31 | $1,423,751 |
Participant contributions at beginning of year | 2020-12-31 | $1,331,864 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $349,908 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $843 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $778 |
Other income not declared elsewhere | 2020-12-31 | $-1,972,786 |
Administrative expenses (other) incurred | 2020-12-31 | $98,175 |
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 | $4,876,436 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $84,735,828 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $69,581,958 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $69,223,031 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $49,381,907 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $4,396,175 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $8,270,294 |
Interest on participant loans | 2020-12-31 | $72,907 |
Interest earned on other investments | 2020-12-31 | $11,547 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $3,135,085 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,587,284 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $8,777,339 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $76,466 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $431,135 |
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 |
Assets. Invements in employer securities at end of year | 2020-12-31 | $6,556,943 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $9,009,831 |
Contributions received in cash from employer | 2020-12-31 | $1,787,328 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $10,463,265 |
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 | MAZARS USA LLP |
Accountancy firm EIN | 2020-12-31 | 131459550 |
2019 : RETIREMENT PLAN FOR OCEANFIRST BANK 2019 401k financial data |
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Total transfer of assets to this plan | 2019-12-31 | $17,098,406 |
Total income from all sources (including contributions) | 2019-12-31 | $17,208,040 |
Total of all expenses incurred | 2019-12-31 | $7,457,578 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $7,279,006 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,014,739 |
Value of total assets at end of year | 2019-12-31 | $69,581,958 |
Value of total assets at beginning of year | 2019-12-31 | $42,733,090 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $178,572 |
Total interest from all sources | 2019-12-31 | $104,497 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $557,123 |
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 | $557,123 |
Administrative expenses professional fees incurred | 2019-12-31 | $31,079 |
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 | $4,062,490 |
Participant contributions at end of year | 2019-12-31 | $1,331,864 |
Participant contributions at beginning of year | 2019-12-31 | $1,055,785 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $426,141 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $778 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $392 |
Other income not declared elsewhere | 2019-12-31 | $1,400,313 |
Administrative expenses (other) incurred | 2019-12-31 | $60,679 |
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 | $9,750,462 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $69,581,958 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $42,733,090 |
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 | $86,814 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $49,381,907 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $27,265,861 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $8,270,294 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $6,501,178 |
Interest on participant loans | 2019-12-31 | $70,916 |
Interest earned on other investments | 2019-12-31 | $33,581 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,587,284 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,650,840 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $8,369,283 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $762,085 |
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 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $9,009,831 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $6,259,034 |
Contributions received in cash from employer | 2019-12-31 | $1,526,108 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $7,279,006 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | MAZARS USA LLP |
Accountancy firm EIN | 2019-12-31 | 131459550 |
2018 : RETIREMENT PLAN FOR OCEANFIRST BANK 2018 401k financial data |
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Total transfer of assets to this plan | 2018-12-31 | $9,629,447 |
Total income from all sources (including contributions) | 2018-12-31 | $1,451,871 |
Total of all expenses incurred | 2018-12-31 | $6,962,749 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,807,829 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,388,211 |
Value of total assets at end of year | 2018-12-31 | $42,733,090 |
Value of total assets at beginning of year | 2018-12-31 | $38,614,521 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $154,920 |
Total interest from all sources | 2018-12-31 | $69,367 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $350,580 |
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 | $350,580 |
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 | $3,051,931 |
Participant contributions at end of year | 2018-12-31 | $1,055,785 |
Participant contributions at beginning of year | 2018-12-31 | $621,828 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $220,089 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $392 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $194 |
Other income not declared elsewhere | 2018-12-31 | $-809,855 |
Administrative expenses (other) incurred | 2018-12-31 | $88,464 |
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 | $-5,510,878 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $42,733,090 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $38,614,521 |
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 |
Investment advisory and management fees | 2018-12-31 | $66,456 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $27,265,861 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $22,780,099 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $6,501,178 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $6,820,963 |
Interest on participant loans | 2018-12-31 | $40,519 |
Interest earned on other investments | 2018-12-31 | $28,848 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,650,840 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $2,215,744 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,229,810 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-316,622 |
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 |
Assets. Invements in employer securities at end of year | 2018-12-31 | $6,259,034 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $6,175,693 |
Contributions received in cash from employer | 2018-12-31 | $1,116,191 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,807,829 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | MAZARS USA LLP |
Accountancy firm EIN | 2018-12-31 | 131459550 |
2017 : RETIREMENT PLAN FOR OCEANFIRST BANK 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $5,807,084 |
Total of all expenses incurred | 2017-12-31 | $5,286,588 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $5,203,872 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $1,586 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,532,882 |
Value of total assets at end of year | 2017-12-31 | $38,614,521 |
Value of total assets at beginning of year | 2017-12-31 | $38,094,025 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $81,130 |
Total interest from all sources | 2017-12-31 | $52,601 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $277,163 |
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 | $277,163 |
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 | $2,464,310 |
Participant contributions at end of year | 2017-12-31 | $621,828 |
Participant contributions at beginning of year | 2017-12-31 | $462,229 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $145,184 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $194 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $8,731,871 |
Other income not declared elsewhere | 2017-12-31 | $224,333 |
Administrative expenses (other) incurred | 2017-12-31 | $28,913 |
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 | $520,496 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $38,614,521 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $38,094,025 |
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 |
Investment advisory and management fees | 2017-12-31 | $52,217 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $22,780,099 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $11,586,718 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $6,820,963 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $6,411,798 |
Interest on participant loans | 2017-12-31 | $25,175 |
Interest earned on other investments | 2017-12-31 | $27,426 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,746,314 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $2,215,744 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,952,821 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,098,197 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $621,908 |
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 |
Assets. Invements in employer securities at end of year | 2017-12-31 | $6,175,693 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $6,202,274 |
Contributions received in cash from employer | 2017-12-31 | $923,388 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,203,872 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | MAZARS USA LLP |
Accountancy firm EIN | 2017-12-31 | 131459550 |
2016 : RETIREMENT PLAN FOR OCEANFIRST BANK 2016 401k financial data |
---|
Total transfer of assets to this plan | 2016-12-31 | $9,320,604 |
Total income from all sources (including contributions) | 2016-12-31 | $6,114,896 |
Total of all expenses incurred | 2016-12-31 | $4,013,564 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $4,002,231 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $2,550 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,435,735 |
Value of total assets at end of year | 2016-12-31 | $38,094,025 |
Value of total assets at beginning of year | 2016-12-31 | $26,672,089 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $8,783 |
Total interest from all sources | 2016-12-31 | $41,609 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $136,007 |
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 | $136,007 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
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 | $1,769,691 |
Participant contributions at end of year | 2016-12-31 | $462,229 |
Participant contributions at beginning of year | 2016-12-31 | $604,615 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $43,518 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $8,731,871 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $254 |
Other income not declared elsewhere | 2016-12-31 | $1,997,190 |
Administrative expenses (other) incurred | 2016-12-31 | $8,783 |
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 | $2,101,332 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $38,094,025 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $26,672,089 |
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 | $11,586,718 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,984,326 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $6,411,798 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $6,104,891 |
Interest on participant loans | 2016-12-31 | $21,283 |
Interest earned on other investments | 2016-12-31 | $20,326 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,746,314 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,739,774 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,952,821 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,634,414 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,257,655 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $-847,454 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $94,154 |
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 |
Assets. Invements in employer securities at end of year | 2016-12-31 | $6,202,274 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $6,603,815 |
Contributions received in cash from employer | 2016-12-31 | $622,526 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,002,231 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | MAZARS USA LLP |
Accountancy firm EIN | 2016-12-31 | 131459550 |
2015 : RETIREMENT PLAN FOR OCEANFIRST BANK 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $2,938,075 |
Total of all expenses incurred | 2015-12-31 | $2,950,326 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,945,543 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,133,177 |
Value of total assets at end of year | 2015-12-31 | $26,672,089 |
Value of total assets at beginning of year | 2015-12-31 | $26,684,340 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $4,783 |
Total interest from all sources | 2015-12-31 | $53,598 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $128,755 |
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 | $128,755 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
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 | $1,521,029 |
Participant contributions at end of year | 2015-12-31 | $604,615 |
Participant contributions at beginning of year | 2015-12-31 | $585,239 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $28,449 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $254 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $391 |
Other income not declared elsewhere | 2015-12-31 | $1,081,881 |
Administrative expenses (other) incurred | 2015-12-31 | $4,783 |
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 | $-12,251 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $26,672,089 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $26,684,340 |
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 | $9,984,326 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $11,445,539 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $6,104,891 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $5,460,779 |
Interest on participant loans | 2015-12-31 | $22,479 |
Interest earned on other investments | 2015-12-31 | $31,119 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,739,774 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,513,479 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,634,414 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,833,665 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-359,788 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-47,965 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-51,583 |
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 |
Assets. Invements in employer securities at end of year | 2015-12-31 | $6,603,815 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $5,845,248 |
Contributions received in cash from employer | 2015-12-31 | $583,699 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,945,543 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | WEISERMAZARS LLP |
Accountancy firm EIN | 2015-12-31 | 131459550 |
2014 : RETIREMENT PLAN FOR OCEANFIRST BANK 2014 401k financial data |
---|
Total transfer of assets to this plan | 2014-12-31 | $94,744 |
Total income from all sources (including contributions) | 2014-12-31 | $3,235,334 |
Total of all expenses incurred | 2014-12-31 | $1,745,522 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,740,903 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,097,463 |
Value of total assets at end of year | 2014-12-31 | $26,684,340 |
Value of total assets at beginning of year | 2014-12-31 | $25,099,784 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,619 |
Total interest from all sources | 2014-12-31 | $40,937 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $164,284 |
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 | $164,284 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
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 | $1,463,616 |
Participant contributions at end of year | 2014-12-31 | $585,239 |
Participant contributions at beginning of year | 2014-12-31 | $573,544 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $116,518 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $391 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $292 |
Other income not declared elsewhere | 2014-12-31 | $166,520 |
Administrative expenses (other) incurred | 2014-12-31 | $4,619 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,489,812 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $26,684,340 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $25,099,784 |
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 | $11,445,539 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $10,686,847 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $5,460,779 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $5,507,529 |
Interest on participant loans | 2014-12-31 | $23,104 |
Interest earned on other investments | 2014-12-31 | $17,833 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,513,479 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,222,103 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,833,665 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,782,383 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $543,274 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $167,978 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $54,878 |
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 |
Assets. Invements in employer securities at end of year | 2014-12-31 | $5,845,248 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $5,327,086 |
Contributions received in cash from employer | 2014-12-31 | $517,329 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,740,903 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | KPMG LLP |
Accountancy firm EIN | 2014-12-31 | 135565207 |
2013 : RETIREMENT PLAN FOR OCEANFIRST BANK 2013 401k financial data |
---|
Total transfer of assets to this plan | 2013-12-31 | $444,712 |
Total income from all sources (including contributions) | 2013-12-31 | $5,724,978 |
Total of all expenses incurred | 2013-12-31 | $607,159 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $592,848 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,992,418 |
Value of total assets at end of year | 2013-12-31 | $25,099,784 |
Value of total assets at beginning of year | 2013-12-31 | $19,537,253 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $14,311 |
Total interest from all sources | 2013-12-31 | $42,738 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $121,502 |
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 | $121,502 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
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 | $1,369,169 |
Participant contributions at end of year | 2013-12-31 | $573,544 |
Participant contributions at beginning of year | 2013-12-31 | $434,868 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $97,086 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $292 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $269 |
Other income not declared elsewhere | 2013-12-31 | $1,104,898 |
Administrative expenses (other) incurred | 2013-12-31 | $14,311 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $15,735 |
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 | $5,117,819 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $25,099,784 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $19,537,253 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $10,686,847 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,565,488 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $5,507,529 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $4,654,762 |
Interest on participant loans | 2013-12-31 | $20,409 |
Interest earned on other investments | 2013-12-31 | $22,329 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,222,103 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $669,053 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,782,383 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $2,102,716 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,977,055 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $409,781 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $76,586 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $5,327,086 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $4,094,362 |
Contributions received in cash from employer | 2013-12-31 | $526,163 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $592,848 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | KPMG LLP |
Accountancy firm EIN | 2013-12-31 | 135565207 |
2012 : RETIREMENT PLAN FOR OCEANFIRST BANK 2012 401k financial data |
---|
Total transfer of assets to this plan | 2012-12-31 | $145,217 |
Total income from all sources (including contributions) | 2012-12-31 | $3,537,399 |
Total of all expenses incurred | 2012-12-31 | $944,677 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $932,135 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,881,017 |
Value of total assets at end of year | 2012-12-31 | $19,537,253 |
Value of total assets at beginning of year | 2012-12-31 | $16,799,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $12,542 |
Total interest from all sources | 2012-12-31 | $52,059 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $152,740 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $152,740 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,344,057 |
Participant contributions at end of year | 2012-12-31 | $434,868 |
Participant contributions at beginning of year | 2012-12-31 | $440,219 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $8,103 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $269 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $185 |
Other income not declared elsewhere | 2012-12-31 | $306,852 |
Administrative expenses (other) incurred | 2012-12-31 | $12,542 |
Total non interest bearing cash at end of year | 2012-12-31 | $15,735 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,592,722 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $19,537,253 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $16,799,314 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $7,565,488 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,572,123 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $4,654,762 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $4,211,708 |
Interest on participant loans | 2012-12-31 | $19,699 |
Interest earned on other investments | 2012-12-31 | $32,360 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $669,053 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $579,905 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $2,102,716 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,379,976 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $753,538 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $340,016 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $51,177 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $4,094,362 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $3,615,198 |
Contributions received in cash from employer | 2012-12-31 | $528,857 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $932,135 |
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 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | KPMG LLP |
Accountancy firm EIN | 2012-12-31 | 135565207 |
2011 : RETIREMENT PLAN FOR OCEANFIRST BANK 2011 401k financial data |
---|
Total transfer of assets to this plan | 2011-12-31 | $122,192 |
Total income from all sources (including contributions) | 2011-12-31 | $2,050,908 |
Total of all expenses incurred | 2011-12-31 | $857,612 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $840,393 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $1,654 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,860,295 |
Value of total assets at end of year | 2011-12-31 | $16,799,314 |
Value of total assets at beginning of year | 2011-12-31 | $15,483,826 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $15,565 |
Total interest from all sources | 2011-12-31 | $56,762 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $92,713 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $92,713 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,312,068 |
Participant contributions at end of year | 2011-12-31 | $440,219 |
Participant contributions at beginning of year | 2011-12-31 | $444,946 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $29,680 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $185 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $257 |
Other income not declared elsewhere | 2011-12-31 | $185,896 |
Administrative expenses (other) incurred | 2011-12-31 | $15,565 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,193,296 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $16,799,314 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $15,483,826 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,572,123 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,481,121 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $4,211,708 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $3,563,643 |
Interest on participant loans | 2011-12-31 | $19,687 |
Interest earned on other investments | 2011-12-31 | $37,075 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $579,905 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $472,452 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,379,976 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $1,158,504 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-209,271 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $58,155 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $6,358 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $3,615,198 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $3,362,903 |
Contributions received in cash from employer | 2011-12-31 | $518,547 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $840,393 |
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 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | KPMG LLP |
Accountancy firm EIN | 2011-12-31 | 135565207 |
2010 : RETIREMENT PLAN FOR OCEANFIRST BANK 2010 401k financial data |
---|
Total transfer of assets to this plan | 2010-12-31 | $115,502 |
Total income from all sources (including contributions) | 2010-12-31 | $3,531,967 |
Total of all expenses incurred | 2010-12-31 | $1,463,147 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,460,072 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,871,656 |
Value of total assets at end of year | 2010-12-31 | $15,483,826 |
Value of total assets at beginning of year | 2010-12-31 | $13,299,504 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,075 |
Total interest from all sources | 2010-12-31 | $49,874 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $106,485 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $106,485 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,298,956 |
Participant contributions at end of year | 2010-12-31 | $444,946 |
Participant contributions at beginning of year | 2010-12-31 | $266,747 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $32,124 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $257 |
Other income not declared elsewhere | 2010-12-31 | $570,530 |
Administrative expenses (other) incurred | 2010-12-31 | $3,075 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,068,820 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $15,483,826 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $13,299,504 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $6,481,121 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $5,450,842 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $3,563,643 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $2,887,955 |
Interest on participant loans | 2010-12-31 | $15,651 |
Interest earned on other investments | 2010-12-31 | $34,223 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $472,452 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $259,297 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $1,158,504 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $1,391,269 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $630,000 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $265,537 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $37,885 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $3,362,903 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $3,043,394 |
Contributions received in cash from employer | 2010-12-31 | $540,576 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,460,072 |
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 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | KPMG LLP |
Accountancy firm EIN | 2010-12-31 | 135565207 |
2009 : RETIREMENT PLAN FOR OCEANFIRST BANK 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |