ORITANI BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ORITANI BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for ORITANI BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST
Measure | Date | Value |
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2020 : ORITANI BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-08-18 | $-566,055 |
Total unrealized appreciation/depreciation of assets | 2020-08-18 | $-566,055 |
Total transfer of assets from this plan | 2020-08-18 | $13,401,458 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-08-18 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-08-18 | $1,586 |
Total income from all sources (including contributions) | 2020-08-18 | $-57,513 |
Total loss/gain on sale of assets | 2020-08-18 | $-113,629 |
Total of all expenses incurred | 2020-08-18 | $4,194,304 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-08-18 | $4,056,516 |
Expenses. Certain deemed distributions of participant loans | 2020-08-18 | $90,100 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-08-18 | $37,542 |
Value of total assets at end of year | 2020-08-18 | $0 |
Value of total assets at beginning of year | 2020-08-18 | $17,654,861 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-08-18 | $47,688 |
Total interest from all sources | 2020-08-18 | $146,358 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-08-18 | $405,926 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-08-18 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2020-08-18 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-08-18 | $405,926 |
Was this plan covered by a fidelity bond | 2020-08-18 | Yes |
Value of fidelity bond cover | 2020-08-18 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-08-18 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-08-18 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-08-18 | No |
Contributions received from participants | 2020-08-18 | $27,053 |
Participant contributions at end of year | 2020-08-18 | $0 |
Participant contributions at beginning of year | 2020-08-18 | $307,856 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-08-18 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-08-18 | $26,713 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-08-18 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-08-18 | $1,586 |
Other income not declared elsewhere | 2020-08-18 | $-2,268 |
Total non interest bearing cash at end of year | 2020-08-18 | $0 |
Total non interest bearing cash at beginning of year | 2020-08-18 | $1,586 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-08-18 | No |
Value of net income/loss | 2020-08-18 | $-4,251,817 |
Value of net assets at end of year (total assets less liabilities) | 2020-08-18 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-08-18 | $17,653,275 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-08-18 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-08-18 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-08-18 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-08-18 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-08-18 | $12,559,103 |
Interest on participant loans | 2020-08-18 | $9,405 |
Value of interest in common/collective trusts at end of year | 2020-08-18 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-08-18 | $2,188,903 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-08-18 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-08-18 | $78,493 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-08-18 | $78,493 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-08-18 | $136,953 |
Net investment gain or loss from common/collective trusts | 2020-08-18 | $34,613 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-08-18 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-08-18 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-08-18 | No |
Assets. Invements in employer securities at end of year | 2020-08-18 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-08-18 | $2,492,207 |
Contributions received in cash from employer | 2020-08-18 | $10,489 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-08-18 | $4,056,516 |
Contract administrator fees | 2020-08-18 | $47,688 |
Did the plan have assets held for investment | 2020-08-18 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-08-18 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-08-18 | Yes |
Aggregate proceeds on sale of assets | 2020-08-18 | $1,057,817 |
Aggregate carrying amount (costs) on sale of assets | 2020-08-18 | $1,171,446 |
Opinion of an independent qualified public accountant for this plan | 2020-08-18 | Unqualified |
Accountancy firm name | 2020-08-18 | PKF O'CONNOR DAVIES, LLP |
Accountancy firm EIN | 2020-08-18 | 271728945 |
2019 : ORITANI BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $544,721 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $544,721 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,586 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $79,879 |
Total income from all sources (including contributions) | 2019-12-31 | $5,007,872 |
Total loss/gain on sale of assets | 2019-12-31 | $473,431 |
Total of all expenses incurred | 2019-12-31 | $2,806,661 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,751,638 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,078,030 |
Value of total assets at end of year | 2019-12-31 | $17,654,861 |
Value of total assets at beginning of year | 2019-12-31 | $15,531,943 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $55,023 |
Total interest from all sources | 2019-12-31 | $17,193 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $217,026 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $217,026 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $695,494 |
Participant contributions at end of year | 2019-12-31 | $307,856 |
Participant contributions at beginning of year | 2019-12-31 | $341,241 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $139,975 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $26,713 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $719 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $1,586 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $79,879 |
Administrative expenses (other) incurred | 2019-12-31 | $2,950 |
Total non interest bearing cash at end of year | 2019-12-31 | $1,586 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,201,211 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $17,653,275 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $15,452,064 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $12,559,103 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $0 |
Interest on participant loans | 2019-12-31 | $17,193 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,188,903 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $10,954,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $78,493 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $450,513 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $450,513 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,057,822 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,619,649 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $2,492,207 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $3,785,470 |
Contributions received in cash from employer | 2019-12-31 | $242,561 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,751,638 |
Contract administrator fees | 2019-12-31 | $52,073 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $2,810,836 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $2,337,405 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | PKF O'CONNOR DAVIES, LLP |
Accountancy firm EIN | 2019-12-31 | 271728945 |
2018 : ORITANI BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-417,084 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-417,084 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $79,879 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $5,760 |
Total income from all sources (including contributions) | 2018-12-31 | $781,703 |
Total loss/gain on sale of assets | 2018-12-31 | $-2,803 |
Total of all expenses incurred | 2018-12-31 | $1,416,313 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,314,651 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $32,617 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,455,941 |
Value of total assets at end of year | 2018-12-31 | $15,531,943 |
Value of total assets at beginning of year | 2018-12-31 | $16,092,434 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $69,045 |
Total interest from all sources | 2018-12-31 | $21,069 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $280,814 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $694,358 |
Participant contributions at end of year | 2018-12-31 | $341,241 |
Participant contributions at beginning of year | 2018-12-31 | $393,896 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $530,571 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $719 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $4,408 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $79,879 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $5,760 |
Other income not declared elsewhere | 2018-12-31 | $232 |
Administrative expenses (other) incurred | 2018-12-31 | $2,185 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-634,610 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $15,452,064 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $16,086,674 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Interest on participant loans | 2018-12-31 | $17,230 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $10,954,000 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $11,360,590 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $450,513 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $468,978 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $468,978 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $3,839 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-556,466 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $3,785,470 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $3,864,562 |
Contributions received in cash from employer | 2018-12-31 | $231,012 |
Income. Dividends from common stock | 2018-12-31 | $280,814 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,314,651 |
Contract administrator fees | 2018-12-31 | $66,860 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $476,483 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $479,286 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | PKF O'CONNOR DAVIES, LLP |
Accountancy firm EIN | 2018-12-31 | 271728945 |
2017 : ORITANI BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-503,300 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-503,300 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $5,760 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $156,068 |
Total income from all sources (including contributions) | 2017-12-31 | $2,629,261 |
Total loss/gain on sale of assets | 2017-12-31 | $-76,532 |
Total of all expenses incurred | 2017-12-31 | $1,474,206 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,394,892 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,374,189 |
Value of total assets at end of year | 2017-12-31 | $16,092,434 |
Value of total assets at beginning of year | 2017-12-31 | $15,087,687 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $79,314 |
Total interest from all sources | 2017-12-31 | $18,637 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $276,006 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $662,003 |
Participant contributions at end of year | 2017-12-31 | $393,896 |
Participant contributions at beginning of year | 2017-12-31 | $315,242 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $5,343 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $494,026 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $4,408 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $5,760 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $156,068 |
Other income not declared elsewhere | 2017-12-31 | $1,798 |
Administrative expenses (other) incurred | 2017-12-31 | $2,645 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $-7,009 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,155,055 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $16,086,674 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $14,931,619 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Interest on participant loans | 2017-12-31 | $16,884 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $11,360,590 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $9,250,432 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $468,978 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $565,241 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $565,241 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,753 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,538,463 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $3,864,562 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $4,958,438 |
Contributions received in cash from employer | 2017-12-31 | $218,160 |
Income. Dividends from common stock | 2017-12-31 | $276,006 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,394,892 |
Contract administrator fees | 2017-12-31 | $76,669 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $1,125,790 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $1,202,322 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | PKF O'CONNOR DAVIES, LLP |
Accountancy firm EIN | 2017-12-31 | 271728945 |
2016 : ORITANI BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $569,377 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $569,377 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $156,068 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $-8 |
Total income from all sources (including contributions) | 2016-12-31 | $2,655,212 |
Total loss/gain on sale of assets | 2016-12-31 | $5,115 |
Total of all expenses incurred | 2016-12-31 | $685,895 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $596,844 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $883,252 |
Value of total assets at end of year | 2016-12-31 | $15,087,687 |
Value of total assets at beginning of year | 2016-12-31 | $12,962,294 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $89,051 |
Total interest from all sources | 2016-12-31 | $14,143 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $304,579 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $617,461 |
Participant contributions at end of year | 2016-12-31 | $315,242 |
Participant contributions at beginning of year | 2016-12-31 | $310,801 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $5,343 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $4,609 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $52,225 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $156,068 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $-8 |
Administrative expenses (other) incurred | 2016-12-31 | $11,106 |
Total non interest bearing cash at end of year | 2016-12-31 | $-7,009 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $-6,218 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,969,317 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $14,931,619 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,962,302 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $5,051 |
Interest on participant loans | 2016-12-31 | $13,151 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $9,250,432 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $8,385,414 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $565,241 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $175,853 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $175,853 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $992 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $878,746 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $4,958,438 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $4,091,835 |
Contributions received in cash from employer | 2016-12-31 | $213,566 |
Income. Dividends from common stock | 2016-12-31 | $304,579 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $596,844 |
Contract administrator fees | 2016-12-31 | $72,894 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $361,684 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $356,569 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | BUCHBINDER TUNICK & COMPANY LLP |
Accountancy firm EIN | 2016-12-31 | 131578842 |
2015 : ORITANI BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $233,362 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $233,362 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $-8 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $-12 |
Total income from all sources (including contributions) | 2015-12-31 | $2,004,224 |
Total loss/gain on sale of assets | 2015-12-31 | $4,406 |
Total of all expenses incurred | 2015-12-31 | $1,015,149 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $932,972 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,460,152 |
Value of total assets at end of year | 2015-12-31 | $12,962,294 |
Value of total assets at beginning of year | 2015-12-31 | $11,973,215 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $82,177 |
Total interest from all sources | 2015-12-31 | $11,829 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $258,115 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $553,360 |
Participant contributions at end of year | 2015-12-31 | $310,801 |
Participant contributions at beginning of year | 2015-12-31 | $270,879 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $4,609 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $4,751 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $730,066 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $-8 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $-12 |
Administrative expenses (other) incurred | 2015-12-31 | $8,759 |
Total non interest bearing cash at end of year | 2015-12-31 | $-6,218 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $-15,413 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $989,075 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $12,962,302 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,973,227 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $7,695 |
Interest on participant loans | 2015-12-31 | $11,382 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $8,385,414 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $8,191,386 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $175,853 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $325,126 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $325,126 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $447 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $36,360 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $4,091,835 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $3,196,486 |
Contributions received in cash from employer | 2015-12-31 | $176,726 |
Income. Dividends from common stock | 2015-12-31 | $258,115 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $932,972 |
Contract administrator fees | 2015-12-31 | $65,723 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $290,954 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $286,548 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | BUCHBINDER TUNICK & COMPANY LLP |
Accountancy firm EIN | 2015-12-31 | 131578842 |
2014 : ORITANI BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-116,128 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-116,128 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $-12 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $62,813 |
Total income from all sources (including contributions) | 2014-12-31 | $1,554,770 |
Total loss/gain on sale of assets | 2014-12-31 | $-11,836 |
Total of all expenses incurred | 2014-12-31 | $279,147 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $205,092 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $729,029 |
Value of total assets at end of year | 2014-12-31 | $11,973,215 |
Value of total assets at beginning of year | 2014-12-31 | $10,760,417 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $74,055 |
Total interest from all sources | 2014-12-31 | $10,439 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $189,634 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $555,834 |
Participant contributions at end of year | 2014-12-31 | $270,879 |
Participant contributions at beginning of year | 2014-12-31 | $223,373 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $4,751 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $-12 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $62,813 |
Administrative expenses (other) incurred | 2014-12-31 | $7,947 |
Total non interest bearing cash at end of year | 2014-12-31 | $-15,413 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $-1,263 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,275,623 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $11,973,227 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,697,604 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $7,012 |
Interest on participant loans | 2014-12-31 | $10,114 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $8,191,386 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $6,931,714 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $325,126 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $377,044 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $377,044 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $325 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $753,632 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $3,196,486 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $3,229,549 |
Contributions received in cash from employer | 2014-12-31 | $173,195 |
Income. Dividends from common stock | 2014-12-31 | $189,634 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $205,092 |
Contract administrator fees | 2014-12-31 | $59,096 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $311,418 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $323,254 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | DEMETRIUS BERKOWER LLC |
Accountancy firm EIN | 2014-12-31 | 133313779 |
2013 : ORITANI BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $136,370 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $136,370 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $62,813 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $4,775 |
Total income from all sources (including contributions) | 2013-12-31 | $2,301,226 |
Total loss/gain on sale of assets | 2013-12-31 | $13,033 |
Total of all expenses incurred | 2013-12-31 | $791,066 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $727,855 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $717,343 |
Value of total assets at end of year | 2013-12-31 | $10,760,417 |
Value of total assets at beginning of year | 2013-12-31 | $9,192,219 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $63,211 |
Total interest from all sources | 2013-12-31 | $8,774 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $185,969 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $533,708 |
Participant contributions at end of year | 2013-12-31 | $223,373 |
Participant contributions at beginning of year | 2013-12-31 | $188,118 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $4,819 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $13,764 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $62,813 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $4,775 |
Administrative expenses (other) incurred | 2013-12-31 | $5,346 |
Total non interest bearing cash at end of year | 2013-12-31 | $-1,263 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $429 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,510,160 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $10,697,604 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,187,444 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $6,493 |
Interest on participant loans | 2013-12-31 | $8,412 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $6,931,714 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $5,594,762 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $377,044 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $319,853 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $319,853 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $362 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,239,737 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $3,229,549 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $3,084,238 |
Contributions received in cash from employer | 2013-12-31 | $169,871 |
Income. Dividends from common stock | 2013-12-31 | $185,969 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $727,855 |
Contract administrator fees | 2013-12-31 | $51,372 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $264,011 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $250,978 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | KPMG LLP |
Accountancy firm EIN | 2013-12-31 | 135565207 |
2012 : ORITANI BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $476,428 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $476,428 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,775 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $3,501 |
Total income from all sources (including contributions) | 2012-12-31 | $1,957,627 |
Total loss/gain on sale of assets | 2012-12-31 | $21,098 |
Total of all expenses incurred | 2012-12-31 | $185,755 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $133,422 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $677,542 |
Value of total assets at end of year | 2012-12-31 | $9,192,219 |
Value of total assets at beginning of year | 2012-12-31 | $7,419,073 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $52,333 |
Total interest from all sources | 2012-12-31 | $9,808 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $189,437 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $500,033 |
Participant contributions at end of year | 2012-12-31 | $188,118 |
Participant contributions at beginning of year | 2012-12-31 | $239,768 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $4,819 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $2,452 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $19,797 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $4,775 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $3,501 |
Administrative expenses (other) incurred | 2012-12-31 | $4,652 |
Total non interest bearing cash at end of year | 2012-12-31 | $429 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,771,872 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,187,444 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,415,572 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $5,559 |
Interest on participant loans | 2012-12-31 | $9,792 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $5,594,762 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $4,344,366 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $319,853 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $279,738 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $279,738 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $16 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $583,314 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $3,084,238 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $2,552,749 |
Contributions received in cash from employer | 2012-12-31 | $157,712 |
Income. Dividends from common stock | 2012-12-31 | $189,437 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $133,422 |
Contract administrator fees | 2012-12-31 | $42,122 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $286,251 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $265,153 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | KPMG LLP |
Accountancy firm EIN | 2012-12-31 | 135565207 |
2011 : ORITANI BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $106,444 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $106,444 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $3,501 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $906,235 |
Total loss/gain on sale of assets | 2011-12-31 | $4,762 |
Total of all expenses incurred | 2011-12-31 | $263,791 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $220,378 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $595,536 |
Value of total assets at end of year | 2011-12-31 | $7,419,073 |
Value of total assets at beginning of year | 2011-12-31 | $6,773,128 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $43,413 |
Total interest from all sources | 2011-12-31 | $10,601 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $84,412 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $438,126 |
Participant contributions at end of year | 2011-12-31 | $239,768 |
Participant contributions at beginning of year | 2011-12-31 | $173,490 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $2,452 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $8,173 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $3,501 |
Administrative expenses (other) incurred | 2011-12-31 | $3,792 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $642,444 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $7,415,572 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,773,128 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $4,442 |
Interest on participant loans | 2011-12-31 | $10,209 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $4,344,366 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $3,879,095 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $279,738 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $140,230 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $140,230 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $392 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $104,480 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $2,552,749 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $2,580,313 |
Contributions received in cash from employer | 2011-12-31 | $149,237 |
Income. Dividends from common stock | 2011-12-31 | $84,412 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $220,378 |
Contract administrator fees | 2011-12-31 | $35,179 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $118,661 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $113,899 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | KPMG LLP |
Accountancy firm EIN | 2011-12-31 | 135565207 |
2010 : ORITANI BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $565,328 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $565,328 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $9,881 |
Total income from all sources (including contributions) | 2010-12-31 | $1,734,303 |
Total loss/gain on sale of assets | 2010-12-31 | $14,589 |
Total of all expenses incurred | 2010-12-31 | $265,568 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $227,744 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $629,717 |
Value of total assets at end of year | 2010-12-31 | $6,773,128 |
Value of total assets at beginning of year | 2010-12-31 | $5,314,274 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $37,824 |
Total interest from all sources | 2010-12-31 | $10,683 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $51,837 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $441,598 |
Participant contributions at end of year | 2010-12-31 | $173,490 |
Participant contributions at beginning of year | 2010-12-31 | $129,012 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $41,826 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $1,922 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $266 |
Administrative expenses (other) incurred | 2010-12-31 | $2,727 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $82,447 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,468,735 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $6,773,128 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,304,393 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $3,903 |
Interest on participant loans | 2010-12-31 | $8,086 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $3,879,095 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $3,446,322 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $140,230 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $177,909 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $177,909 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2,597 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $462,149 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $2,580,313 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $1,476,662 |
Contributions received in cash from employer | 2010-12-31 | $146,293 |
Income. Dividends from common stock | 2010-12-31 | $51,837 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $227,744 |
Contract administrator fees | 2010-12-31 | $31,194 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $492,865 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $478,276 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $9,615 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | KPMG LLP |
Accountancy firm EIN | 2010-12-31 | 135565207 |
2009 : ORITANI BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |