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NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameNEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN
Plan identification number 005

NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

NEW JERSEY RESOURCES CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:NEW JERSEY RESOURCES CORPORATION
Employer identification number (EIN):222376465
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052024-01-01LORI DELGIUDICE
0052023-01-01
0052023-01-01LORI DELGIUDICE
0052022-01-01
0052022-01-01LORI DELGIUDICE
0052021-01-01
0052021-01-01THOMAS J. MASSARO
0052020-01-01
0052019-01-01
0052018-01-01AMANDA MULLAN AMANDA MULLAN2019-06-27
0052017-01-01AMANDA MULLAN
0052017-01-01AMANDA MULLAN
0052017-01-01AMANDA MULLAN
0052016-01-01AMANDA MULLAN
0052015-01-01DAWN THOMAS PATRICK MIGLIACCIO2016-06-24
0052014-01-01LORI P. BACKER PATRICK MIGLIACCIO2015-06-19
0052013-01-01LORI P. BACKER
0052012-01-01LORI P. BACKER GLENN C. LOCKWOOD2013-08-16
0052011-01-01LORI P. BACKER GLENN C. LOCKWOOD2012-07-02
0052010-01-01LORI P. BACKER GLENN C. LOCKWOOD2011-07-21
0052009-01-01LORI BACKER GLENN LOCKWOOD2010-09-24

Financial Data on NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-5,875,861
Total unrealized appreciation/depreciation of assets2023-12-31$-5,875,861
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$61,822,180
Total loss/gain on sale of assets2023-12-31$-300,404
Total of all expenses incurred2023-12-31$26,659,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$26,625,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$23,930,984
Value of total assets at end of year2023-12-31$330,571,009
Value of total assets at beginning of year2023-12-31$295,408,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$34,505
Total interest from all sources2023-12-31$234,399
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$11,409,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$9,348,103
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$25,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$13,775,094
Participant contributions at end of year2023-12-31$4,137,575
Participant contributions at beginning of year2023-12-31$3,735,401
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,316,913
Administrative expenses (other) incurred2023-12-31$20,547
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$725,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$35,162,225
Value of net assets at end of year (total assets less liabilities)2023-12-31$330,571,009
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$295,408,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$239,696,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$192,099,106
Interest on participant loans2023-12-31$234,399
Value of interest in common/collective trusts at end of year2023-12-31$29,004,109
Value of interest in common/collective trusts at beginning of year2023-12-31$32,640,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$31,687,418
Net investment gain or loss from common/collective trusts2023-12-31$736,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$57,732,601
Assets. Invements in employer securities at beginning of year2023-12-31$66,208,437
Contributions received in cash from employer2023-12-31$8,838,977
Income. Dividends from common stock2023-12-31$2,061,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$26,625,450
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$11,883,183
Aggregate carrying amount (costs) on sale of assets2023-12-31$12,183,587
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BDO USA, P.C.
Accountancy firm EIN2023-12-31135831590
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$-5,875,861
Total unrealized appreciation/depreciation of assets2023-01-01$-5,875,861
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$61,822,180
Total loss/gain on sale of assets2023-01-01$-300,404
Total of all expenses incurred2023-01-01$26,659,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$26,625,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$23,930,984
Value of total assets at end of year2023-01-01$330,571,009
Value of total assets at beginning of year2023-01-01$295,408,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$34,505
Total interest from all sources2023-01-01$234,399
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$11,409,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$9,348,103
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$25,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$13,775,094
Participant contributions at end of year2023-01-01$4,137,575
Participant contributions at beginning of year2023-01-01$3,735,401
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$1,316,913
Administrative expenses (other) incurred2023-01-01$20,547
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$725,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$35,162,225
Value of net assets at end of year (total assets less liabilities)2023-01-01$330,571,009
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$295,408,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$239,696,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$192,099,106
Interest on participant loans2023-01-01$234,399
Value of interest in common/collective trusts at end of year2023-01-01$29,004,109
Value of interest in common/collective trusts at beginning of year2023-01-01$32,640,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$31,687,418
Net investment gain or loss from common/collective trusts2023-01-01$736,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$57,732,601
Assets. Invements in employer securities at beginning of year2023-01-01$66,208,437
Contributions received in cash from employer2023-01-01$8,838,977
Income. Dividends from common stock2023-01-01$2,061,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$26,625,450
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$11,883,183
Aggregate carrying amount (costs) on sale of assets2023-01-01$12,183,587
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BDO USA, P.C.
Accountancy firm EIN2023-01-01135831590
2022 : NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$11,023,258
Total unrealized appreciation/depreciation of assets2022-12-31$11,023,258
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,507,060
Total loss/gain on sale of assets2022-12-31$1,160,073
Total of all expenses incurred2022-12-31$30,157,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$30,125,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$21,578,042
Value of total assets at end of year2022-12-31$295,408,784
Value of total assets at beginning of year2022-12-31$331,073,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$32,196
Total interest from all sources2022-12-31$171,463
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$13,768,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$11,585,974
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$12,742,759
Participant contributions at end of year2022-12-31$3,735,401
Participant contributions at beginning of year2022-12-31$3,688,641
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$890,942
Administrative expenses (other) incurred2022-12-31$32,196
Total non interest bearing cash at end of year2022-12-31$725,557
Total non interest bearing cash at beginning of year2022-12-31$2,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-35,664,555
Value of net assets at end of year (total assets less liabilities)2022-12-31$295,408,784
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$331,073,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$192,099,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$232,486,638
Interest on participant loans2022-12-31$171,463
Value of interest in common/collective trusts at end of year2022-12-31$32,640,283
Value of interest in common/collective trusts at beginning of year2022-12-31$31,898,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-53,747,871
Net investment gain or loss from common/collective trusts2022-12-31$539,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$66,208,437
Assets. Invements in employer securities at beginning of year2022-12-31$62,997,110
Contributions received in cash from employer2022-12-31$7,944,341
Income. Dividends from common stock2022-12-31$2,182,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$30,125,299
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$15,688,571
Aggregate carrying amount (costs) on sale of assets2022-12-31$14,528,498
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, LLP
Accountancy firm EIN2022-12-31135831590
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$11,023,258
Total unrealized appreciation/depreciation of assets2022-01-01$11,023,258
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-5,507,060
Total loss/gain on sale of assets2022-01-01$1,160,073
Total of all expenses incurred2022-01-01$30,157,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$30,125,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$21,578,042
Value of total assets at end of year2022-01-01$295,408,784
Value of total assets at beginning of year2022-01-01$331,073,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$32,196
Total interest from all sources2022-01-01$171,463
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$13,768,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$11,585,974
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$25,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$12,742,759
Participant contributions at end of year2022-01-01$3,735,401
Participant contributions at beginning of year2022-01-01$3,688,641
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$890,942
Administrative expenses (other) incurred2022-01-01$32,196
Total non interest bearing cash at end of year2022-01-01$725,557
Total non interest bearing cash at beginning of year2022-01-01$2,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-35,664,555
Value of net assets at end of year (total assets less liabilities)2022-01-01$295,408,784
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$331,073,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$192,099,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$232,486,638
Interest on participant loans2022-01-01$171,463
Value of interest in common/collective trusts at end of year2022-01-01$32,640,283
Value of interest in common/collective trusts at beginning of year2022-01-01$31,898,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-53,747,871
Net investment gain or loss from common/collective trusts2022-01-01$539,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at end of year2022-01-01$66,208,437
Assets. Invements in employer securities at beginning of year2022-01-01$62,997,110
Contributions received in cash from employer2022-01-01$7,944,341
Income. Dividends from common stock2022-01-01$2,182,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$30,125,299
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$15,688,571
Aggregate carrying amount (costs) on sale of assets2022-01-01$14,528,498
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BDO USA, LLP
Accountancy firm EIN2022-01-01135831590
2021 : NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$7,868,744
Total unrealized appreciation/depreciation of assets2021-12-31$7,868,744
Total transfer of assets to this plan2021-12-31$1,776,103
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$66,480,357
Total loss/gain on sale of assets2021-12-31$891,124
Total of all expenses incurred2021-12-31$23,102,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$23,072,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$20,461,608
Value of total assets at end of year2021-12-31$331,073,339
Value of total assets at beginning of year2021-12-31$285,919,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$29,899
Total interest from all sources2021-12-31$180,398
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$18,444,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$16,308,232
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$12,115,453
Participant contributions at end of year2021-12-31$3,688,641
Participant contributions at beginning of year2021-12-31$3,289,003
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$917,510
Administrative expenses (other) incurred2021-12-31$29,899
Total non interest bearing cash at end of year2021-12-31$2,003
Total non interest bearing cash at beginning of year2021-12-31$135,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$43,377,756
Value of net assets at end of year (total assets less liabilities)2021-12-31$331,073,339
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$285,919,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$232,486,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$193,217,897
Interest on participant loans2021-12-31$180,398
Value of interest in common/collective trusts at end of year2021-12-31$31,898,947
Value of interest in common/collective trusts at beginning of year2021-12-31$31,486,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$18,085,805
Net investment gain or loss from common/collective trusts2021-12-31$548,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$62,997,110
Assets. Invements in employer securities at beginning of year2021-12-31$57,790,327
Contributions received in cash from employer2021-12-31$7,428,645
Income. Dividends from common stock2021-12-31$2,136,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$23,072,702
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$11,006,915
Aggregate carrying amount (costs) on sale of assets2021-12-31$10,115,791
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135831590
2020 : NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-12,201,103
Total unrealized appreciation/depreciation of assets2020-12-31$-12,201,103
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$37,441,244
Total loss/gain on sale of assets2020-12-31$-2,113,644
Total of all expenses incurred2020-12-31$14,195,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,170,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,731,871
Value of total assets at end of year2020-12-31$285,919,480
Value of total assets at beginning of year2020-12-31$262,674,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,070
Total interest from all sources2020-12-31$180,253
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,876,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$9,329,398
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$11,262,132
Participant contributions at end of year2020-12-31$3,289,003
Participant contributions at beginning of year2020-12-31$3,255,616
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,133,720
Administrative expenses (other) incurred2020-12-31$25,070
Total non interest bearing cash at end of year2020-12-31$135,966
Total non interest bearing cash at beginning of year2020-12-31$46,478
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$23,245,329
Value of net assets at end of year (total assets less liabilities)2020-12-31$285,919,480
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$262,674,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$193,217,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$159,563,930
Interest on participant loans2020-12-31$180,253
Value of interest in common/collective trusts at end of year2020-12-31$31,486,287
Value of interest in common/collective trusts at beginning of year2020-12-31$27,995,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$20,360,977
Net investment gain or loss from common/collective trusts2020-12-31$606,249
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$57,790,327
Assets. Invements in employer securities at beginning of year2020-12-31$71,812,964
Contributions received in cash from employer2020-12-31$6,336,019
Income. Dividends from common stock2020-12-31$1,547,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,170,845
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$6,836,599
Aggregate carrying amount (costs) on sale of assets2020-12-31$8,950,243
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-1,909,137
Total unrealized appreciation/depreciation of assets2019-12-31$-1,909,137
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$0
Total income from all sources (including contributions)2019-12-31$49,800,380
Total loss/gain on sale of assets2019-12-31$502,426
Total of all expenses incurred2019-12-31$20,688,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,579,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,663,161
Value of total assets at end of year2019-12-31$262,674,151
Value of total assets at beginning of year2019-12-31$233,561,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$108,519
Total interest from all sources2019-12-31$174,324
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,019,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,525,402
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$10,458,064
Participant contributions at end of year2019-12-31$3,255,616
Participant contributions at beginning of year2019-12-31$3,689,002
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$745,526
Administrative expenses (other) incurred2019-12-31$37,519
Total non interest bearing cash at end of year2019-12-31$46,478
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$29,112,206
Value of net assets at end of year (total assets less liabilities)2019-12-31$262,674,151
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$233,561,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$71,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$159,563,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$125,588,245
Interest on participant loans2019-12-31$174,324
Value of interest in common/collective trusts at end of year2019-12-31$27,995,163
Value of interest in common/collective trusts at beginning of year2019-12-31$27,397,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$23,735,150
Net investment gain or loss from common/collective trusts2019-12-31$615,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$71,812,964
Assets. Invements in employer securities at beginning of year2019-12-31$76,886,749
Contributions received in cash from employer2019-12-31$5,459,571
Income. Dividends from common stock2019-12-31$1,493,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,579,655
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$12,167,223
Aggregate carrying amount (costs) on sale of assets2019-12-31$11,664,797
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2019-12-31390859910
2018 : NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$8,830,262
Total unrealized appreciation/depreciation of assets2018-12-31$8,830,262
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$18,189,332
Total loss/gain on sale of assets2018-12-31$807,760
Total of all expenses incurred2018-12-31$13,048,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,864,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$15,481,480
Value of total assets at end of year2018-12-31$233,561,945
Value of total assets at beginning of year2018-12-31$228,421,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$184,161
Total interest from all sources2018-12-31$190,374
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,163,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$8,732,093
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,233,893
Participant contributions at end of year2018-12-31$3,689,002
Participant contributions at beginning of year2018-12-31$4,159,788
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$921,856
Administrative expenses (other) incurred2018-12-31$32,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$5,140,411
Value of net assets at end of year (total assets less liabilities)2018-12-31$233,561,945
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$228,421,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$151,932
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$125,588,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$128,340,866
Interest on participant loans2018-12-31$190,374
Value of interest in common/collective trusts at end of year2018-12-31$27,397,949
Value of interest in common/collective trusts at beginning of year2018-12-31$25,607,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-17,830,070
Net investment gain or loss from common/collective trusts2018-12-31$545,597
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$76,886,749
Assets. Invements in employer securities at beginning of year2018-12-31$70,313,679
Contributions received in cash from employer2018-12-31$5,325,731
Income. Dividends from common stock2018-12-31$1,431,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,864,760
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$10,215,623
Aggregate carrying amount (costs) on sale of assets2018-12-31$9,407,863
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$7,613,089
Total unrealized appreciation/depreciation of assets2017-12-31$7,613,089
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$43,776,551
Total loss/gain on sale of assets2017-12-31$898,444
Total of all expenses incurred2017-12-31$9,947,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,826,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,294,208
Value of total assets at end of year2017-12-31$228,421,534
Value of total assets at beginning of year2017-12-31$194,592,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$120,787
Total interest from all sources2017-12-31$188,877
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,504,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$6,176,786
Administrative expenses professional fees incurred2017-12-31$1,030
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$8,231,800
Participant contributions at end of year2017-12-31$4,159,788
Participant contributions at beginning of year2017-12-31$4,232,060
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$246,830
Administrative expenses (other) incurred2017-12-31$40,189
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$33,828,933
Value of net assets at end of year (total assets less liabilities)2017-12-31$228,421,534
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$194,592,601
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$79,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$128,340,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$101,617,946
Interest on participant loans2017-12-31$188,877
Value of interest in common/collective trusts at end of year2017-12-31$25,607,201
Value of interest in common/collective trusts at beginning of year2017-12-31$25,261,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,803,802
Net investment gain or loss from common/collective trusts2017-12-31$473,899
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$70,313,679
Assets. Invements in employer securities at beginning of year2017-12-31$63,480,762
Contributions received in cash from employer2017-12-31$3,815,578
Income. Dividends from common stock2017-12-31$1,327,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,826,831
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$6,854,900
Aggregate carrying amount (costs) on sale of assets2017-12-31$5,956,456
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 name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,940,098
Total unrealized appreciation/depreciation of assets2016-12-31$3,940,098
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$27,419,209
Total loss/gain on sale of assets2016-12-31$527,310
Total of all expenses incurred2016-12-31$8,894,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,872,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,451,316
Value of total assets at end of year2016-12-31$194,592,601
Value of total assets at beginning of year2016-12-31$176,068,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,213
Total interest from all sources2016-12-31$176,218
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,008,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,284,317
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,606,377
Participant contributions at end of year2016-12-31$4,232,060
Participant contributions at beginning of year2016-12-31$4,038,229
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$440,526
Administrative expenses (other) incurred2016-12-31$22,213
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$1,273,688
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$18,524,585
Value of net assets at end of year (total assets less liabilities)2016-12-31$194,592,601
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$176,068,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$101,617,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$91,066,226
Interest on participant loans2016-12-31$176,218
Value of interest in common/collective trusts at end of year2016-12-31$25,261,833
Value of interest in common/collective trusts at beginning of year2016-12-31$24,423,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,872,298
Net investment gain or loss from common/collective trusts2016-12-31$443,251
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$63,480,762
Assets. Invements in employer securities at beginning of year2016-12-31$55,266,722
Contributions received in cash from employer2016-12-31$3,404,413
Income. Dividends from common stock2016-12-31$1,724,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,872,411
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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$9,720,876
Aggregate carrying amount (costs) on sale of assets2016-12-31$9,193,566
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 name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$4,114,302
Total unrealized appreciation/depreciation of assets2015-12-31$4,114,302
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$16,177,333
Total loss/gain on sale of assets2015-12-31$305,367
Total of all expenses incurred2015-12-31$9,388,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,328,489
Expenses. Certain deemed distributions of participant loans2015-12-31$2,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,771,576
Value of total assets at end of year2015-12-31$176,068,016
Value of total assets at beginning of year2015-12-31$169,279,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$58,158
Total interest from all sources2015-12-31$165,830
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,728,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,643,540
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,306,977
Participant contributions at end of year2015-12-31$4,038,229
Participant contributions at beginning of year2015-12-31$3,854,173
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$290,139
Administrative expenses (other) incurred2015-12-31$20,658
Total non interest bearing cash at end of year2015-12-31$1,273,688
Total non interest bearing cash at beginning of year2015-12-31$10,000
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$6,788,531
Value of net assets at end of year (total assets less liabilities)2015-12-31$176,068,016
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$169,279,485
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$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$91,066,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$88,454,509
Interest on participant loans2015-12-31$165,830
Value of interest in common/collective trusts at end of year2015-12-31$24,423,151
Value of interest in common/collective trusts at beginning of year2015-12-31$25,799,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,965,862
Net investment gain or loss from common/collective trusts2015-12-31$57,612
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$55,266,722
Assets. Invements in employer securities at beginning of year2015-12-31$51,161,706
Contributions received in cash from employer2015-12-31$3,174,460
Income. Dividends from common stock2015-12-31$1,084,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,328,489
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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
Aggregate proceeds on sale of assets2015-12-31$15,925,685
Aggregate carrying amount (costs) on sale of assets2015-12-31$15,620,318
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$9,108,698
Total unrealized appreciation/depreciation of assets2014-12-31$9,108,698
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$31,821,841
Total loss/gain on sale of assets2014-12-31$4,334,881
Total of all expenses incurred2014-12-31$8,272,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,232,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,493,803
Value of total assets at end of year2014-12-31$169,279,485
Value of total assets at beginning of year2014-12-31$145,730,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,693
Total interest from all sources2014-12-31$157,845
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,743,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,715,628
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,696,237
Participant contributions at end of year2014-12-31$3,854,173
Participant contributions at beginning of year2014-12-31$3,501,204
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,091,157
Administrative expenses (other) incurred2014-12-31$40,693
Total non interest bearing cash at end of year2014-12-31$10,000
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$23,548,855
Value of net assets at end of year (total assets less liabilities)2014-12-31$169,279,485
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$145,730,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$88,454,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$65,023,141
Interest on participant loans2014-12-31$157,845
Value of interest in common/collective trusts at end of year2014-12-31$25,799,097
Value of interest in common/collective trusts at beginning of year2014-12-31$37,946,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$741,437
Net investment gain or loss from common/collective trusts2014-12-31$1,241,450
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$51,161,706
Assets. Invements in employer securities at beginning of year2014-12-31$39,260,214
Contributions received in cash from employer2014-12-31$2,706,409
Income. Dividends from common stock2014-12-31$1,028,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,232,293
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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$82,656,652
Aggregate carrying amount (costs) on sale of assets2014-12-31$78,321,771
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,933,701
Total unrealized appreciation/depreciation of assets2013-12-31$3,933,701
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$31,249,556
Total loss/gain on sale of assets2013-12-31$2,209,954
Total of all expenses incurred2013-12-31$8,003,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,958,402
Value of total corrective distributions2013-12-31$426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,784,680
Value of total assets at end of year2013-12-31$145,730,630
Value of total assets at beginning of year2013-12-31$122,484,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$44,935
Total interest from all sources2013-12-31$148,704
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,281,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,527,216
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,098,909
Participant contributions at end of year2013-12-31$3,501,204
Participant contributions at beginning of year2013-12-31$3,535,333
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$474,456
Administrative expenses (other) incurred2013-12-31$44,935
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$23,245,793
Value of net assets at end of year (total assets less liabilities)2013-12-31$145,730,630
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$122,484,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$65,023,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$49,412,020
Interest on participant loans2013-12-31$148,704
Value of interest in common/collective trusts at end of year2013-12-31$37,946,071
Value of interest in common/collective trusts at beginning of year2013-12-31$30,298,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,793,989
Net investment gain or loss from common/collective trusts2013-12-31$3,097,256
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$39,260,214
Assets. Invements in employer securities at beginning of year2013-12-31$39,238,760
Contributions received in cash from employer2013-12-31$2,211,315
Income. Dividends from common stock2013-12-31$754,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,958,402
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$61,743,829
Aggregate carrying amount (costs) on sale of assets2013-12-31$59,533,875
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PARENTEBEARD LLC
Accountancy firm EIN2013-12-31232932984
2012 : NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-7,423,479
Total unrealized appreciation/depreciation of assets2012-12-31$-7,423,479
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$9,874,246
Total loss/gain on sale of assets2012-12-31$-1,277,721
Total of all expenses incurred2012-12-31$6,782,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,736,363
Expenses. Certain deemed distributions of participant loans2012-12-31$518
Value of total corrective distributions2012-12-31$5,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,123,012
Value of total assets at end of year2012-12-31$122,484,837
Value of total assets at beginning of year2012-12-31$119,392,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$39,854
Total interest from all sources2012-12-31$150,345
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,337,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,148,468
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,686,580
Participant contributions at end of year2012-12-31$3,535,333
Participant contributions at beginning of year2012-12-31$3,392,528
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$530,288
Administrative expenses (other) incurred2012-12-31$39,854
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$3,092,063
Value of net assets at end of year (total assets less liabilities)2012-12-31$122,484,837
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$119,392,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$49,412,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$41,923,648
Interest on participant loans2012-12-31$150,345
Value of interest in common/collective trusts at end of year2012-12-31$30,298,724
Value of interest in common/collective trusts at beginning of year2012-12-31$31,127,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,099,480
Net investment gain or loss from common/collective trusts2012-12-31$1,865,090
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$39,238,760
Assets. Invements in employer securities at beginning of year2012-12-31$42,948,792
Contributions received in cash from employer2012-12-31$1,906,144
Income. Dividends from common stock2012-12-31$1,189,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,736,363
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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$30,245,792
Aggregate carrying amount (costs) on sale of assets2012-12-31$31,523,513
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 name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$4,710,225
Total unrealized appreciation/depreciation of assets2011-12-31$4,710,225
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$13,834,558
Total loss/gain on sale of assets2011-12-31$982,298
Total of all expenses incurred2011-12-31$3,721,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,577,943
Expenses. Certain deemed distributions of participant loans2011-12-31$119,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,804,153
Value of total assets at end of year2011-12-31$119,392,774
Value of total assets at beginning of year2011-12-31$109,279,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,797
Total interest from all sources2011-12-31$171,063
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,814,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,888,307
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,061,937
Participant contributions at end of year2011-12-31$3,392,528
Participant contributions at beginning of year2011-12-31$3,242,983
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$110,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$23,797
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$10,113,270
Value of net assets at end of year (total assets less liabilities)2011-12-31$119,392,774
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$109,279,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$41,923,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$39,602,505
Interest on participant loans2011-12-31$171,063
Value of interest in common/collective trusts at end of year2011-12-31$31,127,806
Value of interest in common/collective trusts at beginning of year2011-12-31$28,429,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,484,957
Net investment gain or loss from common/collective trusts2011-12-31$837,421
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$42,948,792
Assets. Invements in employer securities at beginning of year2011-12-31$38,004,251
Contributions received in cash from employer2011-12-31$1,631,444
Income. Dividends from common stock2011-12-31$926,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,577,943
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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$38,980,381
Aggregate carrying amount (costs) on sale of assets2011-12-31$37,998,083
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 name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$4,509,018
Total unrealized appreciation/depreciation of assets2010-12-31$4,509,018
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$647,774
Total income from all sources (including contributions)2010-12-31$19,886,321
Total loss/gain on sale of assets2010-12-31$738,921
Total of all expenses incurred2010-12-31$5,216,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,084,436
Expenses. Certain deemed distributions of participant loans2010-12-31$20,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,473,186
Value of total assets at end of year2010-12-31$109,279,504
Value of total assets at beginning of year2010-12-31$95,257,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$111,712
Total interest from all sources2010-12-31$176,062
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,275,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,072,967
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,823,267
Participant contributions at end of year2010-12-31$3,242,983
Participant contributions at beginning of year2010-12-31$3,050,618
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$100,883
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$438,362
Administrative expenses (other) incurred2010-12-31$111,712
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$647,774
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$209,412
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$14,669,406
Value of net assets at end of year (total assets less liabilities)2010-12-31$109,279,504
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$94,610,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$39,602,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,950,809
Interest on participant loans2010-12-31$176,062
Value of interest in common/collective trusts at end of year2010-12-31$28,429,765
Value of interest in common/collective trusts at beginning of year2010-12-31$21,986,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,402,772
Net investment gain or loss from common/collective trusts2010-12-31$2,310,575
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$38,004,251
Assets. Invements in employer securities at beginning of year2010-12-31$36,621,833
Contributions received in cash from employer2010-12-31$1,549,036
Income. Dividends from common stock2010-12-31$1,202,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,084,436
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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$22,886,097
Aggregate carrying amount (costs) on sale of assets2010-12-31$22,147,176
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 name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984
2009 : NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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 NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN

2023: NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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 filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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 planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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