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ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 004

ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

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

Company Name:ORITANI BANK
Employer identification number (EIN):221174955
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01ANNE E. MOORADIAN
0042016-01-01ANNE E. MOORADIAN
0042015-01-01ANNE E. MOORADIAN
0042014-01-01ANNE E. MOORADIAN
0042013-01-01ANNE E. MOORADIAN
0042012-01-01ANNE E. MOORADIAN
0042011-01-01ANNE E. MOORADIAN
0042010-01-01ANNE E. MOORADIAN ANNE E. MOORADIAN2011-10-14
0042009-01-01ANNE E. MOORADIAN ANNE E. MOORADIAN2010-10-14

Plan Statistics for ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2020: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01255
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01256
Total number of active participants reported on line 7a of the Form 55002019-01-01155
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-0191
Total of all active and inactive participants2019-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01255
Number of participants with account balances2019-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01268
Total number of active participants reported on line 7a of the Form 55002018-01-01173
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-0174
Total of all active and inactive participants2018-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01256
Number of participants with account balances2018-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01237
Total number of active participants reported on line 7a of the Form 55002017-01-01225
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01268
Number of participants with account balances2017-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01234
Total number of active participants reported on line 7a of the Form 55002016-01-01188
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0147
Total of all active and inactive participants2016-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01237
Number of participants with account balances2016-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01212
Total number of active participants reported on line 7a of the Form 55002015-01-01190
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0142
Total of all active and inactive participants2015-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01234
Number of participants with account balances2015-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01204
Total number of active participants reported on line 7a of the Form 55002014-01-01173
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01212
Number of participants with account balances2014-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01200
Total number of active participants reported on line 7a of the Form 55002013-01-01166
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01204
Number of participants with account balances2013-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01194
Total number of active participants reported on line 7a of the Form 55002012-01-01160
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01200
Number of participants with account balances2012-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01183
Total number of active participants reported on line 7a of the Form 55002011-01-01158
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01194
Number of participants with account balances2011-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2010: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01174
Total number of active participants reported on line 7a of the Form 55002010-01-01168
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01183
Number of participants with account balances2010-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01154
Total number of active participants reported on line 7a of the Form 55002009-01-01146
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01161
Number of participants with account balances2009-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2020 : ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-22,264,176
Total unrealized appreciation/depreciation of assets2020-12-31$-22,264,176
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$-20,888,362
Total loss/gain on sale of assets2020-12-31$-353,707
Total of all expenses incurred2020-12-31$33,906,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$33,849,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$54,794,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$57,123
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,719,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
Other income not declared elsewhere2020-12-31$9,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-54,794,799
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$54,794,799
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 bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$749,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$749,872
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$0
Assets. Invements in employer securities at beginning of year2020-12-31$54,044,927
Income. Dividends from common stock2020-12-31$1,719,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$33,849,314
Contract administrator fees2020-12-31$57,123
Did the plan have assets held for investment2020-12-31No
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 PBGC2020-12-31Yes
Aggregate proceeds on sale of assets2020-12-31$1,839,781
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,193,488
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2020-12-31271728945
2019 : ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$14,787,099
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$14,787,099
Total unrealized appreciation/depreciation of assets2019-12-31$14,787,099
Total unrealized appreciation/depreciation of assets2019-12-31$14,787,099
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,275,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,275,983
Expenses. Interest paid2019-12-31$908,792
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$908,792
Expenses. Interest paid2019-12-31$908,792
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$908,792
Total income from all sources (including contributions)2019-12-31$18,461,069
Total income from all sources (including contributions)2019-12-31$18,461,069
Total loss/gain on sale of assets2019-12-31$11,917
Total loss/gain on sale of assets2019-12-31$11,917
Total of all expenses incurred2019-12-31$4,957,563
Total of all expenses incurred2019-12-31$4,957,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,048,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,048,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$54,794,799
Value of total assets at end of year2019-12-31$54,794,799
Value of total assets at beginning of year2019-12-31$59,567,276
Value of total assets at beginning of year2019-12-31$59,567,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$30,410
Total interest from all sources2019-12-31$30,410
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,631,643
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,631,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
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
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$13,503,506
Value of net income/loss2019-12-31$13,503,506
Value of net assets at end of year (total assets less liabilities)2019-12-31$54,794,799
Value of net assets at end of year (total assets less liabilities)2019-12-31$54,794,799
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$41,291,293
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$41,291,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$749,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$749,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$824,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$824,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$824,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$824,678
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$30,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$30,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
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$54,044,927
Assets. Invements in employer securities at end of year2019-12-31$54,044,927
Assets. Invements in employer securities at beginning of year2019-12-31$58,742,598
Assets. Invements in employer securities at beginning of year2019-12-31$58,742,598
Income. Dividends from common stock2019-12-31$3,631,643
Income. Dividends from common stock2019-12-31$3,631,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,048,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,048,771
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$142,874
Aggregate proceeds on sale of assets2019-12-31$142,874
Aggregate carrying amount (costs) on sale of assets2019-12-31$130,957
Aggregate carrying amount (costs) on sale of assets2019-12-31$130,957
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$18,275,983
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$18,275,983
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2019-12-31271728945
Accountancy firm EIN2019-12-31271728945
2018 : ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-6,486,236
Total unrealized appreciation/depreciation of assets2018-12-31$-6,486,236
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$18,275,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$19,703,219
Expenses. Interest paid2018-12-31$886,645
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$886,645
Total income from all sources (including contributions)2018-12-31$-1,884,741
Total loss/gain on sale of assets2018-12-31$-5,412
Total of all expenses incurred2018-12-31$4,150,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,166,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$59,567,276
Value of total assets at beginning of year2018-12-31$67,029,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$97,075
Total interest from all sources2018-12-31$1,973
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,604,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,035,045
Value of net assets at end of year (total assets less liabilities)2018-12-31$41,291,293
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$47,326,338
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$824,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$595,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$595,764
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,973
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$58,742,598
Assets. Invements in employer securities at beginning of year2018-12-31$66,433,793
Income. Dividends from common stock2018-12-31$4,604,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,166,584
Contract administrator fees2018-12-31$97,075
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
Aggregate proceeds on sale of assets2018-12-31$225,664
Aggregate carrying amount (costs) on sale of assets2018-12-31$231,076
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$18,275,983
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$19,703,219
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2018-12-31271728945
2017 : ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-9,533,864
Total unrealized appreciation/depreciation of assets2017-12-31$-9,533,864
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$19,703,219
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$21,448,890
Expenses. Interest paid2017-12-31$804,333
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$804,333
Total income from all sources (including contributions)2017-12-31$-4,934,249
Total loss/gain on sale of assets2017-12-31$-67,337
Total of all expenses incurred2017-12-31$4,147,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,249,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$67,029,557
Value of total assets at beginning of year2017-12-31$77,856,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$94,113
Total interest from all sources2017-12-31$7,969
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,658,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-9,081,696
Value of net assets at end of year (total assets less liabilities)2017-12-31$47,326,338
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$56,408,034
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$94,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$595,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,045,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,045,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7,969
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$66,433,793
Assets. Invements in employer securities at beginning of year2017-12-31$76,811,531
Income. Dividends from common stock2017-12-31$4,658,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,249,001
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
Aggregate proceeds on sale of assets2017-12-31$502,588
Aggregate carrying amount (costs) on sale of assets2017-12-31$569,925
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$19,703,219
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$21,448,890
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 name2017-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2017-12-31271728945
2016 : ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$9,202,264
Total unrealized appreciation/depreciation of assets2016-12-31$9,202,264
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,448,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$23,577,959
Expenses. Interest paid2016-12-31$827,489
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$827,489
Total income from all sources (including contributions)2016-12-31$14,113,275
Total loss/gain on sale of assets2016-12-31$2,639
Total of all expenses incurred2016-12-31$1,881,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$958,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$77,856,924
Value of total assets at beginning of year2016-12-31$67,754,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$95,193
Total interest from all sources2016-12-31$2,391
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,905,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
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$12,231,836
Value of net assets at end of year (total assets less liabilities)2016-12-31$56,408,034
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$44,176,198
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
Investment advisory and management fees2016-12-31$95,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,045,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$347,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$347,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,391
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$76,811,531
Assets. Invements in employer securities at beginning of year2016-12-31$67,407,021
Income. Dividends from common stock2016-12-31$4,905,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$958,757
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
Aggregate proceeds on sale of assets2016-12-31$30,639
Aggregate carrying amount (costs) on sale of assets2016-12-31$28,000
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$21,448,890
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$23,577,959
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 name2016-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2016-12-31131578842
2015 : ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$4,519,479
Total unrealized appreciation/depreciation of assets2015-12-31$4,519,479
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$23,577,959
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$26,047,078
Expenses. Interest paid2015-12-31$846,530
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$846,530
Total income from all sources (including contributions)2015-12-31$9,407,861
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,285,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,371,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$67,754,157
Value of total assets at beginning of year2015-12-31$63,100,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$67,810
Total interest from all sources2015-12-31$1,696
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,886,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
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$7,122,448
Value of net assets at end of year (total assets less liabilities)2015-12-31$44,176,198
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,053,750
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
Investment advisory and management fees2015-12-31$67,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$347,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$237,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$237,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,696
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$67,407,021
Assets. Invements in employer securities at beginning of year2015-12-31$62,863,231
Income. Dividends from common stock2015-12-31$4,886,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,371,073
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
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$23,577,959
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$26,047,078
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2015-12-31131578842
2014 : ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-2,661,712
Total unrealized appreciation/depreciation of assets2014-12-31$-2,661,712
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$26,047,078
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$27,204,328
Expenses. Interest paid2014-12-31$1,632,260
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$1,632,260
Total income from all sources (including contributions)2014-12-31$1,214,198
Total loss/gain on sale of assets2014-12-31$-1,901
Total of all expenses incurred2014-12-31$2,538,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$844,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$63,100,828
Value of total assets at beginning of year2014-12-31$65,582,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$61,825
Total interest from all sources2014-12-31$724
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,877,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
Administrative expenses (other) incurred2014-12-31$61,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,324,701
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,053,750
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$38,378,451
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 bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$237,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$194,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$194,341
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$724
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$62,863,231
Assets. Invements in employer securities at beginning of year2014-12-31$65,388,438
Income. Dividends from common stock2014-12-31$3,877,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$844,814
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
Aggregate proceeds on sale of assets2014-12-31$21,981
Aggregate carrying amount (costs) on sale of assets2014-12-31$23,882
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$26,047,078
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$27,204,328
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 name2014-12-31DEMETRIUS BERKOWER LLC
Accountancy firm EIN2014-12-31133313779
2013 : ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,968,694
Total unrealized appreciation/depreciation of assets2013-12-31$2,968,694
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$27,204,328
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$28,380,378
Expenses. Interest paid2013-12-31$1,702,823
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$1,702,823
Total income from all sources (including contributions)2013-12-31$6,727,562
Total loss/gain on sale of assets2013-12-31$262
Total of all expenses incurred2013-12-31$2,326,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$555,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$65,582,779
Value of total assets at beginning of year2013-12-31$62,358,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$68,854
Total interest from all sources2013-12-31$1,018
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,757,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Administrative expenses (other) incurred2013-12-31$68,854
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$4,400,782
Value of net assets at end of year (total assets less liabilities)2013-12-31$38,378,451
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$33,977,669
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 bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$194,341
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$106,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$106,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,018
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$65,388,438
Assets. Invements in employer securities at beginning of year2013-12-31$62,251,273
Income. Dividends from common stock2013-12-31$3,757,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$555,103
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
Aggregate proceeds on sale of assets2013-12-31$15,781
Aggregate carrying amount (costs) on sale of assets2013-12-31$15,519
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$27,204,328
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$28,380,378
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 : ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$10,300,491
Total unrealized appreciation/depreciation of assets2012-12-31$10,300,491
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$28,380,378
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$29,775,536
Expenses. Interest paid2012-12-31$1,791,426
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$1,791,426
Total income from all sources (including contributions)2012-12-31$14,246,721
Total loss/gain on sale of assets2012-12-31$1,613
Total of all expenses incurred2012-12-31$2,159,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$251,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$62,358,047
Value of total assets at beginning of year2012-12-31$51,666,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$117,175
Total interest from all sources2012-12-31$1,840
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,942,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Administrative expenses (other) incurred2012-12-31$117,175
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$12,086,948
Value of net assets at end of year (total assets less liabilities)2012-12-31$33,977,669
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,890,721
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 bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$106,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$197,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$197,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,840
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$62,251,273
Assets. Invements in employer securities at beginning of year2012-12-31$51,468,297
Income. Dividends from common stock2012-12-31$3,942,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$251,172
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
Aggregate proceeds on sale of assets2012-12-31$10,054
Aggregate carrying amount (costs) on sale of assets2012-12-31$8,441
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$28,380,378
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$29,775,536
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 : ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$2,135,110
Total unrealized appreciation/depreciation of assets2011-12-31$2,135,110
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$29,775,536
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$30,374,235
Expenses. Interest paid2011-12-31$1,822,454
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$1,822,454
Total income from all sources (including contributions)2011-12-31$4,768,964
Total loss/gain on sale of assets2011-12-31$868
Total of all expenses incurred2011-12-31$1,939,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$117,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$918,305
Value of total assets at end of year2011-12-31$51,666,257
Value of total assets at beginning of year2011-12-31$49,435,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,071
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,713,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
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$2,829,190
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,890,721
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,061,531
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 bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$197,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$118,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$118,811
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,071
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$51,468,297
Assets. Invements in employer securities at beginning of year2011-12-31$49,316,955
Contributions received in cash from employer2011-12-31$918,305
Income. Dividends from common stock2011-12-31$1,713,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$117,320
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
Aggregate proceeds on sale of assets2011-12-31$9,301
Aggregate carrying amount (costs) on sale of assets2011-12-31$8,433
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$29,775,536
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$30,374,235
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 : ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$10,452,446
Total unrealized appreciation/depreciation of assets2010-12-31$10,452,446
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$30,374,235
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,451,912
Expenses. Interest paid2010-12-31$1,209,077
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$1,209,077
Total income from all sources (including contributions)2010-12-31$12,971,647
Total loss/gain on sale of assets2010-12-31$542
Total of all expenses incurred2010-12-31$1,298,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$89,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,573,144
Value of total assets at end of year2010-12-31$49,435,766
Value of total assets at beginning of year2010-12-31$21,839,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,489
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$944,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
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$11,673,569
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,061,531
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,387,962
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 bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$118,811
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$27,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$27,724
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,489
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$49,316,955
Assets. Invements in employer securities at beginning of year2010-12-31$21,812,150
Contributions received in cash from employer2010-12-31$1,573,144
Income. Dividends from common stock2010-12-31$944,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$89,001
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
Aggregate proceeds on sale of assets2010-12-31$3,119
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,577
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$30,374,235
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$14,451,912
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 : ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 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 ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN

2020: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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