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RETIREMENT PLAN FOR OCEANFIRST BANK 401k Plan overview

Plan NameRETIREMENT PLAN FOR OCEANFIRST BANK
Plan identification number 002

RETIREMENT PLAN FOR OCEANFIRST BANK Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

OCEANFIRST BANK has sponsored the creation of one or more 401k plans.

Company Name:OCEANFIRST BANK
Employer identification number (EIN):210607451
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR OCEANFIRST BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JENNIFER INGENITO
0022016-01-01JENNIFER INGENITO
0022015-01-01JENNIFER INGENITO
0022014-01-01JENNIFER INGENITO
0022013-01-01JENNIFER INGENITO
0022012-01-01JENNIFER INGENITO
0022011-01-01JENNIFER INGENITO
0022009-01-01JENNIFER INGENITO

Plan Statistics for RETIREMENT PLAN FOR OCEANFIRST BANK

401k plan membership statisitcs for RETIREMENT PLAN FOR OCEANFIRST BANK

Measure Date Value
2022: RETIREMENT PLAN FOR OCEANFIRST BANK 2022 401k membership
Total participants, beginning-of-year2022-01-011,344
Total number of active participants reported on line 7a of the Form 55002022-01-01919
Number of retired or separated participants receiving benefits2022-01-0127
Number of other retired or separated participants entitled to future benefits2022-01-01367
Total of all active and inactive participants2022-01-011,313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0113
Total participants2022-01-011,326
Number of participants with account balances2022-01-011,319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: RETIREMENT PLAN FOR OCEANFIRST BANK 2021 401k membership
Total participants, beginning-of-year2021-01-011,319
Total number of active participants reported on line 7a of the Form 55002021-01-01890
Number of retired or separated participants receiving benefits2021-01-0125
Number of other retired or separated participants entitled to future benefits2021-01-01416
Total of all active and inactive participants2021-01-011,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0113
Total participants2021-01-011,344
Number of participants with account balances2021-01-011,333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: RETIREMENT PLAN FOR OCEANFIRST BANK 2020 401k membership
Total participants, beginning-of-year2020-01-011,326
Total number of active participants reported on line 7a of the Form 55002020-01-01926
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01355
Total of all active and inactive participants2020-01-011,289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0112
Total participants2020-01-011,301
Number of participants with account balances2020-01-011,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: RETIREMENT PLAN FOR OCEANFIRST BANK 2019 401k membership
Total participants, beginning-of-year2019-01-011,061
Total number of active participants reported on line 7a of the Form 55002019-01-01854
Number of retired or separated participants receiving benefits2019-01-0122
Number of other retired or separated participants entitled to future benefits2019-01-01424
Total of all active and inactive participants2019-01-011,300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-011,309
Number of participants with account balances2019-01-011,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: RETIREMENT PLAN FOR OCEANFIRST BANK 2018 401k membership
Total participants, beginning-of-year2018-01-011,163
Total number of active participants reported on line 7a of the Form 55002018-01-01846
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-01187
Total of all active and inactive participants2018-01-011,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,045
Number of participants with account balances2018-01-01860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: RETIREMENT PLAN FOR OCEANFIRST BANK 2017 401k membership
Total participants, beginning-of-year2017-01-01704
Total number of active participants reported on line 7a of the Form 55002017-01-01549
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-01155
Total of all active and inactive participants2017-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01712
Number of participants with account balances2017-01-01790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: RETIREMENT PLAN FOR OCEANFIRST BANK 2016 401k membership
Total participants, beginning-of-year2016-01-01470
Total number of active participants reported on line 7a of the Form 55002016-01-01594
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0198
Total of all active and inactive participants2016-01-01695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01696
Number of participants with account balances2016-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: RETIREMENT PLAN FOR OCEANFIRST BANK 2015 401k membership
Total participants, beginning-of-year2015-01-01458
Total number of active participants reported on line 7a of the Form 55002015-01-01366
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0190
Total of all active and inactive participants2015-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01461
Number of participants with account balances2015-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: RETIREMENT PLAN FOR OCEANFIRST BANK 2014 401k membership
Total participants, beginning-of-year2014-01-01458
Total number of active participants reported on line 7a of the Form 55002014-01-01356
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0191
Total of all active and inactive participants2014-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01455
Number of participants with account balances2014-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: RETIREMENT PLAN FOR OCEANFIRST BANK 2013 401k membership
Total participants, beginning-of-year2013-01-01463
Total number of active participants reported on line 7a of the Form 55002013-01-01380
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0168
Total of all active and inactive participants2013-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01454
Number of participants with account balances2013-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: RETIREMENT PLAN FOR OCEANFIRST BANK 2012 401k membership
Total participants, beginning-of-year2012-01-01471
Total number of active participants reported on line 7a of the Form 55002012-01-01387
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0173
Total of all active and inactive participants2012-01-01463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01463
Number of participants with account balances2012-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: RETIREMENT PLAN FOR OCEANFIRST BANK 2011 401k membership
Total participants, beginning-of-year2011-01-01470
Total number of active participants reported on line 7a of the Form 55002011-01-01392
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0178
Total of all active and inactive participants2011-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01471
Number of participants with account balances2011-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: RETIREMENT PLAN FOR OCEANFIRST BANK 2009 401k membership
Total participants, beginning-of-year2009-01-01467
Total number of active participants reported on line 7a of the Form 55002009-01-01361
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0186
Total of all active and inactive participants2009-01-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01448
Number of participants with account balances2009-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on RETIREMENT PLAN FOR OCEANFIRST BANK

Measure Date Value
2022 : RETIREMENT PLAN FOR OCEANFIRST BANK 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-5,334,573
Total of all expenses incurred2022-12-31$11,119,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$89,331,203
Value of total assets at beginning of year2022-12-31$105,785,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$200,945
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,298,528
Administrative expenses professional fees incurred2022-12-31$34,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,993,472
Participant contributions at end of year2022-12-31$1,513,890
Participant contributions at beginning of year2022-12-31$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 year2022-12-31$1,730
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,375
Other income not declared elsewhere2022-12-31$-92,512
Administrative expenses (other) incurred2022-12-31$166,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$71,051,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$86,976,445
Value of interest in pooled separate accounts at end of year2022-12-31$5,487,713
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,392,213
Interest on participant loans2022-12-31$67,422
Value of interest in common/collective trusts at end of year2022-12-31$3,811,135
Value of interest in common/collective trusts at beginning of year2022-12-31$3,926,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,320,460
Net investment gain/loss from pooled separate accounts2022-12-31$128,191
Net investment gain or loss from common/collective trusts2022-12-31$-189,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$7,392,564
Assets. Invements in employer securities at beginning of year2022-12-31$7,997,831
Contributions received in cash from employer2022-12-31$2,113,744
Employer contributions (assets) at end of year2022-12-31$72,934
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$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 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAZARS USA LLP
Accountancy firm EIN2022-12-31131459550
2021 : RETIREMENT PLAN FOR OCEANFIRST BANK 2021 401k financial data
Total transfer of assets to this plan2021-12-31$7,354,467
Total income from all sources (including contributions)2021-12-31$23,747,477
Total of all expenses incurred2021-12-31$10,052,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,823,863
Expenses. Certain deemed distributions of participant loans2021-12-31$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 year2021-12-31$105,785,741
Value of total assets at beginning of year2021-12-31$84,735,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$213,777
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,095,415
Administrative expenses professional fees incurred2021-12-31$32,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,698,759
Participant contributions at end of year2021-12-31$1,490,968
Participant contributions at beginning of year2021-12-31$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 year2021-12-31$1,375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$843
Other income not declared elsewhere2021-12-31$1,471,078
Administrative expenses (other) incurred2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$86,976,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$69,223,031
Value of interest in pooled separate accounts at end of year2021-12-31$5,392,213
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,396,175
Interest on participant loans2021-12-31$73,386
Interest earned on other investments2021-12-31$162
Value of interest in common/collective trusts at end of year2021-12-31$3,926,909
Value of interest in common/collective trusts at beginning of year2021-12-31$3,135,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$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 accounts2021-12-31$90,673
Net investment gain or loss from common/collective trusts2021-12-31$828,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$7,997,831
Assets. Invements in employer securities at beginning of year2021-12-31$6,556,943
Contributions received in cash from employer2021-12-31$2,034,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$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 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAZARS USA LLP
Accountancy firm EIN2021-12-31131459550
2020 : RETIREMENT PLAN FOR OCEANFIRST BANK 2020 401k financial data
Total transfer of assets to this plan2020-12-31$10,277,434
Total income from all sources (including contributions)2020-12-31$15,467,376
Total of all expenses incurred2020-12-31$10,590,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$84,735,828
Value of total assets at beginning of year2020-12-31$69,581,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$127,675
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,012,750
Administrative expenses professional fees incurred2020-12-31$29,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,920,782
Participant contributions at end of year2020-12-31$1,423,751
Participant contributions at beginning of year2020-12-31$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 year2020-12-31$843
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$778
Other income not declared elsewhere2020-12-31$-1,972,786
Administrative expenses (other) incurred2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$69,223,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$49,381,907
Value of interest in pooled separate accounts at end of year2020-12-31$4,396,175
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,270,294
Interest on participant loans2020-12-31$72,907
Interest earned on other investments2020-12-31$11,547
Value of interest in common/collective trusts at end of year2020-12-31$3,135,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$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 accounts2020-12-31$76,466
Net investment gain or loss from common/collective trusts2020-12-31$431,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$6,556,943
Assets. Invements in employer securities at beginning of year2020-12-31$9,009,831
Contributions received in cash from employer2020-12-31$1,787,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$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 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAZARS USA LLP
Accountancy firm EIN2020-12-31131459550
2019 : RETIREMENT PLAN FOR OCEANFIRST BANK 2019 401k financial data
Total transfer of assets to this plan2019-12-31$17,098,406
Total income from all sources (including contributions)2019-12-31$17,208,040
Total of all expenses incurred2019-12-31$7,457,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$69,581,958
Value of total assets at beginning of year2019-12-31$42,733,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$178,572
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$557,123
Administrative expenses professional fees incurred2019-12-31$31,079
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,062,490
Participant contributions at end of year2019-12-31$1,331,864
Participant contributions at beginning of year2019-12-31$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 year2019-12-31$778
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$392
Other income not declared elsewhere2019-12-31$1,400,313
Administrative expenses (other) incurred2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$86,814
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$49,381,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,265,861
Value of interest in pooled separate accounts at end of year2019-12-31$8,270,294
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,501,178
Interest on participant loans2019-12-31$70,916
Interest earned on other investments2019-12-31$33,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,587,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$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 accounts2019-12-31$762,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$9,009,831
Assets. Invements in employer securities at beginning of year2019-12-31$6,259,034
Contributions received in cash from employer2019-12-31$1,526,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$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 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MAZARS USA LLP
Accountancy firm EIN2019-12-31131459550
2018 : RETIREMENT PLAN FOR OCEANFIRST BANK 2018 401k financial data
Total transfer of assets to this plan2018-12-31$9,629,447
Total income from all sources (including contributions)2018-12-31$1,451,871
Total of all expenses incurred2018-12-31$6,962,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$42,733,090
Value of total assets at beginning of year2018-12-31$38,614,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$154,920
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$350,580
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,051,931
Participant contributions at end of year2018-12-31$1,055,785
Participant contributions at beginning of year2018-12-31$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 year2018-12-31$392
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$194
Other income not declared elsewhere2018-12-31$-809,855
Administrative expenses (other) incurred2018-12-31$88,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$66,456
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$27,265,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,780,099
Value of interest in pooled separate accounts at end of year2018-12-31$6,501,178
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,820,963
Interest on participant loans2018-12-31$40,519
Interest earned on other investments2018-12-31$28,848
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,650,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,215,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,229,810
Net investment gain/loss from pooled separate accounts2018-12-31$-316,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$6,259,034
Assets. Invements in employer securities at beginning of year2018-12-31$6,175,693
Contributions received in cash from employer2018-12-31$1,116,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$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 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MAZARS USA LLP
Accountancy firm EIN2018-12-31131459550
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 incurred2017-12-31$5,286,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,203,872
Expenses. Certain deemed distributions of participant loans2017-12-31$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 year2017-12-31$38,614,521
Value of total assets at beginning of year2017-12-31$38,094,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$81,130
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$277,163
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,464,310
Participant contributions at end of year2017-12-31$621,828
Participant contributions at beginning of year2017-12-31$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 year2017-12-31$194
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$8,731,871
Other income not declared elsewhere2017-12-31$224,333
Administrative expenses (other) incurred2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$52,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,780,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,586,718
Value of interest in pooled separate accounts at end of year2017-12-31$6,820,963
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,411,798
Interest on participant loans2017-12-31$25,175
Interest earned on other investments2017-12-31$27,426
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$2,746,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,215,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$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 accounts2017-12-31$621,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$6,175,693
Assets. Invements in employer securities at beginning of year2017-12-31$6,202,274
Contributions received in cash from employer2017-12-31$923,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$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 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MAZARS USA LLP
Accountancy firm EIN2017-12-31131459550
2016 : RETIREMENT PLAN FOR OCEANFIRST BANK 2016 401k financial data
Total transfer of assets to this plan2016-12-31$9,320,604
Total income from all sources (including contributions)2016-12-31$6,114,896
Total of all expenses incurred2016-12-31$4,013,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,002,231
Expenses. Certain deemed distributions of participant loans2016-12-31$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 year2016-12-31$38,094,025
Value of total assets at beginning of year2016-12-31$26,672,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,783
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$136,007
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,769,691
Participant contributions at end of year2016-12-31$462,229
Participant contributions at beginning of year2016-12-31$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 year2016-12-31$8,731,871
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$254
Other income not declared elsewhere2016-12-31$1,997,190
Administrative expenses (other) incurred2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,586,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,984,326
Value of interest in pooled separate accounts at end of year2016-12-31$6,411,798
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,104,891
Interest on participant loans2016-12-31$21,283
Interest earned on other investments2016-12-31$20,326
Value of interest in common/collective trusts at end of year2016-12-31$2,746,314
Value of interest in common/collective trusts at beginning of year2016-12-31$1,739,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,952,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,634,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,257,655
Net investment gain/loss from pooled separate accounts2016-12-31$-847,454
Net investment gain or loss from common/collective trusts2016-12-31$94,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$6,202,274
Assets. Invements in employer securities at beginning of year2016-12-31$6,603,815
Contributions received in cash from employer2016-12-31$622,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$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 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MAZARS USA LLP
Accountancy firm EIN2016-12-31131459550
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 incurred2015-12-31$2,950,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$26,672,089
Value of total assets at beginning of year2015-12-31$26,684,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,783
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$128,755
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,521,029
Participant contributions at end of year2015-12-31$604,615
Participant contributions at beginning of year2015-12-31$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 year2015-12-31$254
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$391
Other income not declared elsewhere2015-12-31$1,081,881
Administrative expenses (other) incurred2015-12-31$4,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,984,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,445,539
Value of interest in pooled separate accounts at end of year2015-12-31$6,104,891
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,460,779
Interest on participant loans2015-12-31$22,479
Interest earned on other investments2015-12-31$31,119
Value of interest in common/collective trusts at end of year2015-12-31$1,739,774
Value of interest in common/collective trusts at beginning of year2015-12-31$1,513,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,634,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,833,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-359,788
Net investment gain/loss from pooled separate accounts2015-12-31$-47,965
Net investment gain or loss from common/collective trusts2015-12-31$-51,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$6,603,815
Assets. Invements in employer securities at beginning of year2015-12-31$5,845,248
Contributions received in cash from employer2015-12-31$583,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$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 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WEISERMAZARS LLP
Accountancy firm EIN2015-12-31131459550
2014 : RETIREMENT PLAN FOR OCEANFIRST BANK 2014 401k financial data
Total transfer of assets to this plan2014-12-31$94,744
Total income from all sources (including contributions)2014-12-31$3,235,334
Total of all expenses incurred2014-12-31$1,745,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$26,684,340
Value of total assets at beginning of year2014-12-31$25,099,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,619
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$164,284
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,463,616
Participant contributions at end of year2014-12-31$585,239
Participant contributions at beginning of year2014-12-31$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 year2014-12-31$391
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$292
Other income not declared elsewhere2014-12-31$166,520
Administrative expenses (other) incurred2014-12-31$4,619
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,445,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,686,847
Value of interest in pooled separate accounts at end of year2014-12-31$5,460,779
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,507,529
Interest on participant loans2014-12-31$23,104
Interest earned on other investments2014-12-31$17,833
Value of interest in common/collective trusts at end of year2014-12-31$1,513,479
Value of interest in common/collective trusts at beginning of year2014-12-31$1,222,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,833,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$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 accounts2014-12-31$167,978
Net investment gain or loss from common/collective trusts2014-12-31$54,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$5,845,248
Assets. Invements in employer securities at beginning of year2014-12-31$5,327,086
Contributions received in cash from employer2014-12-31$517,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$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 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : RETIREMENT PLAN FOR OCEANFIRST BANK 2013 401k financial data
Total transfer of assets to this plan2013-12-31$444,712
Total income from all sources (including contributions)2013-12-31$5,724,978
Total of all expenses incurred2013-12-31$607,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$25,099,784
Value of total assets at beginning of year2013-12-31$19,537,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,311
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$121,502
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,369,169
Participant contributions at end of year2013-12-31$573,544
Participant contributions at beginning of year2013-12-31$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 year2013-12-31$292
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$269
Other income not declared elsewhere2013-12-31$1,104,898
Administrative expenses (other) incurred2013-12-31$14,311
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,686,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,565,488
Value of interest in pooled separate accounts at end of year2013-12-31$5,507,529
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,654,762
Interest on participant loans2013-12-31$20,409
Interest earned on other investments2013-12-31$22,329
Value of interest in common/collective trusts at end of year2013-12-31$1,222,103
Value of interest in common/collective trusts at beginning of year2013-12-31$669,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,782,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$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 accounts2013-12-31$409,781
Net investment gain or loss from common/collective trusts2013-12-31$76,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$5,327,086
Assets. Invements in employer securities at beginning of year2013-12-31$4,094,362
Contributions received in cash from employer2013-12-31$526,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$592,848
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : RETIREMENT PLAN FOR OCEANFIRST BANK 2012 401k financial data
Total transfer of assets to this plan2012-12-31$145,217
Total income from all sources (including contributions)2012-12-31$3,537,399
Total of all expenses incurred2012-12-31$944,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$19,537,253
Value of total assets at beginning of year2012-12-31$16,799,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,542
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$152,740
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,344,057
Participant contributions at end of year2012-12-31$434,868
Participant contributions at beginning of year2012-12-31$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 year2012-12-31$269
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$185
Other income not declared elsewhere2012-12-31$306,852
Administrative expenses (other) incurred2012-12-31$12,542
Total non interest bearing cash at end of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,565,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,572,123
Value of interest in pooled separate accounts at end of year2012-12-31$4,654,762
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,211,708
Interest on participant loans2012-12-31$19,699
Interest earned on other investments2012-12-31$32,360
Value of interest in common/collective trusts at end of year2012-12-31$669,053
Value of interest in common/collective trusts at beginning of year2012-12-31$579,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,102,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$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 accounts2012-12-31$340,016
Net investment gain or loss from common/collective trusts2012-12-31$51,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$4,094,362
Assets. Invements in employer securities at beginning of year2012-12-31$3,615,198
Contributions received in cash from employer2012-12-31$528,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$932,135
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : RETIREMENT PLAN FOR OCEANFIRST BANK 2011 401k financial data
Total transfer of assets to this plan2011-12-31$122,192
Total income from all sources (including contributions)2011-12-31$2,050,908
Total of all expenses incurred2011-12-31$857,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$840,393
Expenses. Certain deemed distributions of participant loans2011-12-31$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 year2011-12-31$16,799,314
Value of total assets at beginning of year2011-12-31$15,483,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,565
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$92,713
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,312,068
Participant contributions at end of year2011-12-31$440,219
Participant contributions at beginning of year2011-12-31$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 year2011-12-31$185
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$257
Other income not declared elsewhere2011-12-31$185,896
Administrative expenses (other) incurred2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,572,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,481,121
Value of interest in pooled separate accounts at end of year2011-12-31$4,211,708
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,563,643
Interest on participant loans2011-12-31$19,687
Interest earned on other investments2011-12-31$37,075
Value of interest in common/collective trusts at end of year2011-12-31$579,905
Value of interest in common/collective trusts at beginning of year2011-12-31$472,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,379,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,158,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-209,271
Net investment gain/loss from pooled separate accounts2011-12-31$58,155
Net investment gain or loss from common/collective trusts2011-12-31$6,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$3,615,198
Assets. Invements in employer securities at beginning of year2011-12-31$3,362,903
Contributions received in cash from employer2011-12-31$518,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$840,393
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : RETIREMENT PLAN FOR OCEANFIRST BANK 2010 401k financial data
Total transfer of assets to this plan2010-12-31$115,502
Total income from all sources (including contributions)2010-12-31$3,531,967
Total of all expenses incurred2010-12-31$1,463,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$15,483,826
Value of total assets at beginning of year2010-12-31$13,299,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,075
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$106,485
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,298,956
Participant contributions at end of year2010-12-31$444,946
Participant contributions at beginning of year2010-12-31$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 year2010-12-31$257
Other income not declared elsewhere2010-12-31$570,530
Administrative expenses (other) incurred2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,481,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,450,842
Value of interest in pooled separate accounts at end of year2010-12-31$3,563,643
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,887,955
Interest on participant loans2010-12-31$15,651
Interest earned on other investments2010-12-31$34,223
Value of interest in common/collective trusts at end of year2010-12-31$472,452
Value of interest in common/collective trusts at beginning of year2010-12-31$259,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,158,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$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 accounts2010-12-31$265,537
Net investment gain or loss from common/collective trusts2010-12-31$37,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$3,362,903
Assets. Invements in employer securities at beginning of year2010-12-31$3,043,394
Contributions received in cash from employer2010-12-31$540,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$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 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
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 securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR OCEANFIRST BANK

2022: RETIREMENT PLAN FOR OCEANFIRST BANK 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR OCEANFIRST BANK 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR OCEANFIRST BANK 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR OCEANFIRST BANK 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR OCEANFIRST BANK 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR OCEANFIRST BANK 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR OCEANFIRST BANK 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR OCEANFIRST BANK 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR OCEANFIRST BANK 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR OCEANFIRST BANK 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR OCEANFIRST BANK 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR OCEANFIRST BANK 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR OCEANFIRST BANK 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberJK60810
Policy instance 1
Insurance contract or identification numberJK60810
Number of Individuals Covered1319
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberJK60810
Policy instance 1
Insurance contract or identification numberJK60810
Number of Individuals Covered1333
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberJK60810
Policy instance 2
Insurance contract or identification numberJK60810
Number of Individuals Covered1282
Insurance policy start date2020-06-17
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60810
Policy instance 1
Insurance contract or identification numberJK60810
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-06-17
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60810
Policy instance 1
Insurance contract or identification numberJK60810
Number of Individuals Covered1299
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60810
Policy instance 1
Insurance contract or identification numberJK60810
Number of Individuals Covered860
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60810
Policy instance 1
Insurance contract or identification numberJK60810
Number of Individuals Covered790
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60810
Policy instance 1
Insurance contract or identification numberJK60810
Number of Individuals Covered448
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,859
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,859
Insurance broker organization code?3
Insurance broker nameAMERICAN PORTFOLIOS FINANCIAL
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60810
Policy instance 1
Insurance contract or identification numberJK60810
Number of Individuals Covered440
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,433
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,433
Insurance broker organization code?3
Insurance broker nameFINANCIAL TELESIS, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60810
Policy instance 1
Insurance contract or identification numberJK60810
Number of Individuals Covered439
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,355
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,355
Insurance broker organization code?3
Insurance broker nameFINANCIAL TELESIS, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60810
Policy instance 1
Insurance contract or identification numberJK60810
Number of Individuals Covered447
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,101
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,101
Insurance broker organization code?3
Insurance broker nameFINANCIAL TELESIS, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60810
Policy instance 1
Insurance contract or identification numberJK60810
Number of Individuals Covered456
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,090
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60810
Policy instance 1
Insurance contract or identification numberJK60810
Number of Individuals Covered444
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,826
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,826
Insurance broker organization code?3
Insurance broker nameFINANCIAL TELESIS, INC.

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