ORITANI BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN
Measure | Date | Value |
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2020 : ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-22,264,176 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-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 assets | 2020-12-31 | $-353,707 |
Total of all expenses incurred | 2020-12-31 | $33,906,437 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $0 |
Value of total assets at beginning of year | 2020-12-31 | $54,794,799 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $57,123 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Other income not declared elsewhere | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $749,872 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $749,872 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $54,044,927 |
Income. Dividends from common stock | 2020-12-31 | $1,719,589 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $33,849,314 |
Contract administrator fees | 2020-12-31 | $57,123 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | Yes |
Aggregate proceeds on sale of assets | 2020-12-31 | $1,839,781 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $2,193,488 |
Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | PKF O'CONNOR DAVIES, LLP |
Accountancy firm EIN | 2020-12-31 | 271728945 |
2019 : ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $14,787,099 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $14,787,099 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $14,787,099 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 paid | 2019-12-31 | $908,792 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $908,792 |
Expenses. Interest paid | 2019-12-31 | $908,792 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $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 assets | 2019-12-31 | $11,917 |
Total loss/gain on sale of assets | 2019-12-31 | $11,917 |
Total of all expenses incurred | 2019-12-31 | $4,957,563 |
Total of all expenses incurred | 2019-12-31 | $4,957,563 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,048,771 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $54,794,799 |
Value of total assets at end of year | 2019-12-31 | $54,794,799 |
Value of total assets at beginning of year | 2019-12-31 | $59,567,276 |
Value of total assets at beginning of year | 2019-12-31 | $59,567,276 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $30,410 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | Yes |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-12-31 | $0 |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
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 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
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 |
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 | $13,503,506 |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
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 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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $749,872 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $749,872 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $824,678 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $824,678 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $824,678 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | No |
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 |
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 |
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 | $54,044,927 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $54,044,927 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $58,742,598 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $58,742,598 |
Income. Dividends from common stock | 2019-12-31 | $3,631,643 |
Income. Dividends from common stock | 2019-12-31 | $3,631,643 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,048,771 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,048,771 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 | $142,874 |
Aggregate proceeds on sale of assets | 2019-12-31 | $142,874 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $130,957 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $130,957 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $18,275,983 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $18,275,983 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
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 name | 2019-12-31 | PKF O'CONNOR DAVIES, LLP |
Accountancy firm EIN | 2019-12-31 | 271728945 |
Accountancy firm EIN | 2019-12-31 | 271728945 |
2018 : ORITANI BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-6,486,236 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-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 paid | 2018-12-31 | $886,645 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $886,645 |
Total income from all sources (including contributions) | 2018-12-31 | $-1,884,741 |
Total loss/gain on sale of assets | 2018-12-31 | $-5,412 |
Total of all expenses incurred | 2018-12-31 | $4,150,304 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $59,567,276 |
Value of total assets at beginning of year | 2018-12-31 | $67,029,557 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $97,075 |
Total interest from all sources | 2018-12-31 | $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 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 |
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 | $-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) | 2018-12-31 | 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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $824,678 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $595,764 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $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 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 | $58,742,598 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $66,433,793 |
Income. Dividends from common stock | 2018-12-31 | $4,604,934 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,166,584 |
Contract administrator fees | 2018-12-31 | $97,075 |
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 | $225,664 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $231,076 |
Liabilities. Value of acquisition indebtedness at end of year | 2018-12-31 | $18,275,983 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $19,703,219 |
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 EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-9,533,864 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-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 paid | 2017-12-31 | $804,333 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $804,333 |
Total income from all sources (including contributions) | 2017-12-31 | $-4,934,249 |
Total loss/gain on sale of assets | 2017-12-31 | $-67,337 |
Total of all expenses incurred | 2017-12-31 | $4,147,447 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $67,029,557 |
Value of total assets at beginning of year | 2017-12-31 | $77,856,924 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $94,113 |
Total interest from all sources | 2017-12-31 | $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 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 |
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 | $-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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $94,113 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $595,764 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,045,393 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 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 | $66,433,793 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $76,811,531 |
Income. Dividends from common stock | 2017-12-31 | $4,658,983 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,249,001 |
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 | $502,588 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $569,925 |
Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $19,703,219 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $21,448,890 |
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 EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $9,202,264 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 paid | 2016-12-31 | $827,489 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $827,489 |
Total income from all sources (including contributions) | 2016-12-31 | $14,113,275 |
Total loss/gain on sale of assets | 2016-12-31 | $2,639 |
Total of all expenses incurred | 2016-12-31 | $1,881,439 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $958,757 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $77,856,924 |
Value of total assets at beginning of year | 2016-12-31 | $67,754,157 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $95,193 |
Total interest from all sources | 2016-12-31 | $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 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 |
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 | $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) | 2016-12-31 | 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 | $95,193 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,045,393 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $347,136 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 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 | $76,811,531 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $67,407,021 |
Income. Dividends from common stock | 2016-12-31 | $4,905,981 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $958,757 |
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 | $30,639 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $28,000 |
Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $21,448,890 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $23,577,959 |
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 EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $4,519,479 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 paid | 2015-12-31 | $846,530 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $846,530 |
Total income from all sources (including contributions) | 2015-12-31 | $9,407,861 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,285,413 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $67,754,157 |
Value of total assets at beginning of year | 2015-12-31 | $63,100,828 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $67,810 |
Total interest from all sources | 2015-12-31 | $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 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 |
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 | $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) | 2015-12-31 | 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 | $67,810 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $347,136 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $237,597 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 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 | $67,407,021 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $62,863,231 |
Income. Dividends from common stock | 2015-12-31 | $4,886,686 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,371,073 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2015-12-31 | $23,577,959 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $26,047,078 |
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 EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-2,661,712 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-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 paid | 2014-12-31 | $1,632,260 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $1,632,260 |
Total income from all sources (including contributions) | 2014-12-31 | $1,214,198 |
Total loss/gain on sale of assets | 2014-12-31 | $-1,901 |
Total of all expenses incurred | 2014-12-31 | $2,538,899 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $844,814 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $63,100,828 |
Value of total assets at beginning of year | 2014-12-31 | $65,582,779 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $61,825 |
Total interest from all sources | 2014-12-31 | $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 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 |
Administrative expenses (other) incurred | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $237,597 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $194,341 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $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 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 | $62,863,231 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $65,388,438 |
Income. Dividends from common stock | 2014-12-31 | $3,877,087 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $844,814 |
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 | $21,981 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $23,882 |
Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $26,047,078 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $27,204,328 |
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 EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $2,968,694 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 paid | 2013-12-31 | $1,702,823 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $1,702,823 |
Total income from all sources (including contributions) | 2013-12-31 | $6,727,562 |
Total loss/gain on sale of assets | 2013-12-31 | $262 |
Total of all expenses incurred | 2013-12-31 | $2,326,780 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $555,103 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $65,582,779 |
Value of total assets at beginning of year | 2013-12-31 | $62,358,047 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $68,854 |
Total interest from all sources | 2013-12-31 | $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 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 |
Administrative expenses (other) incurred | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $194,341 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $106,774 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 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 | $65,388,438 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $62,251,273 |
Income. Dividends from common stock | 2013-12-31 | $3,757,588 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $555,103 |
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 | $15,781 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $15,519 |
Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $27,204,328 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $28,380,378 |
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 EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $10,300,491 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 paid | 2012-12-31 | $1,791,426 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $1,791,426 |
Total income from all sources (including contributions) | 2012-12-31 | $14,246,721 |
Total loss/gain on sale of assets | 2012-12-31 | $1,613 |
Total of all expenses incurred | 2012-12-31 | $2,159,773 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $251,172 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $62,358,047 |
Value of total assets at beginning of year | 2012-12-31 | $51,666,257 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $117,175 |
Total interest from all sources | 2012-12-31 | $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 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 |
Administrative expenses (other) incurred | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $106,774 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $197,960 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 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 | $62,251,273 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $51,468,297 |
Income. Dividends from common stock | 2012-12-31 | $3,942,777 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $251,172 |
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 | $10,054 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $8,441 |
Liabilities. Value of acquisition indebtedness at end of year | 2012-12-31 | $28,380,378 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $29,775,536 |
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 EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $2,135,110 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 paid | 2011-12-31 | $1,822,454 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-12-31 | $1,822,454 |
Total income from all sources (including contributions) | 2011-12-31 | $4,768,964 |
Total loss/gain on sale of assets | 2011-12-31 | $868 |
Total of all expenses incurred | 2011-12-31 | $1,939,774 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $51,666,257 |
Value of total assets at beginning of year | 2011-12-31 | $49,435,766 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $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 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 |
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 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $197,960 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $118,811 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 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 | $51,468,297 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $49,316,955 |
Contributions received in cash from employer | 2011-12-31 | $918,305 |
Income. Dividends from common stock | 2011-12-31 | $1,713,610 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $117,320 |
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 | $9,301 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $8,433 |
Liabilities. Value of acquisition indebtedness at end of year | 2011-12-31 | $29,775,536 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $30,374,235 |
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 EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $10,452,446 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 paid | 2010-12-31 | $1,209,077 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $1,209,077 |
Total income from all sources (including contributions) | 2010-12-31 | $12,971,647 |
Total loss/gain on sale of assets | 2010-12-31 | $542 |
Total of all expenses incurred | 2010-12-31 | $1,298,078 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $49,435,766 |
Value of total assets at beginning of year | 2010-12-31 | $21,839,874 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $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 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 |
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 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $118,811 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $27,724 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 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 | $49,316,955 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $21,812,150 |
Contributions received in cash from employer | 2010-12-31 | $1,573,144 |
Income. Dividends from common stock | 2010-12-31 | $944,026 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $89,001 |
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 | $3,119 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $2,577 |
Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $30,374,235 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $14,451,912 |
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 EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |