Logo

LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 401k Plan overview

Plan NameLAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST
Plan identification number 002

LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST Benefits

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

401k Sponsoring company profile

LAKELAND BANCORP, INC. has sponsored the creation of one or more 401k plans.

Company Name:LAKELAND BANCORP, INC.
Employer identification number (EIN):222953275
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CONNIE MEEHAN
0022017-01-01CONNIE MEEHAN
0022016-01-01CONNIE MEEHAN
0022015-01-01CONNIE MEEHAN
0022014-01-01CONNIE MEEHAN
0022013-01-01CONNIE MEEHAN
0022012-01-01CONNIE MEEHAN
0022011-01-01CONNIE MEEHAN
0022010-01-01CONNIE MEEHAN
0022009-01-01CONNIE MEEHAN

Plan Statistics for LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST

401k plan membership statisitcs for LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST

Measure Date Value
2022: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01865
Total number of active participants reported on line 7a of the Form 55002022-01-01880
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01252
Total of all active and inactive participants2022-01-011,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-011,135
Number of participants with account balances2022-01-011,106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01860
Total number of active participants reported on line 7a of the Form 55002021-01-01695
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01168
Total of all active and inactive participants2021-01-01863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01865
Number of participants with account balances2021-01-01837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01857
Total number of active participants reported on line 7a of the Form 55002020-01-01701
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01146
Total of all active and inactive participants2020-01-01847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01849
Number of participants with account balances2020-01-01838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0158
2019: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01865
Total number of active participants reported on line 7a of the Form 55002019-01-01694
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01139
Total of all active and inactive participants2019-01-01833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01833
Number of participants with account balances2019-01-01819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0183
2018: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01674
Total number of active participants reported on line 7a of the Form 55002018-01-01660
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01120
Total of all active and inactive participants2018-01-01780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01780
Number of participants with account balances2018-01-01734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0190
2017: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01779
Total number of active participants reported on line 7a of the Form 55002017-01-01519
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01155
Total of all active and inactive participants2017-01-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01674
Number of participants with account balances2017-01-01640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01681
Total number of active participants reported on line 7a of the Form 55002016-01-01532
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01194
Total of all active and inactive participants2016-01-01726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01726
Number of participants with account balances2016-01-01691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0137
2015: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01718
Total number of active participants reported on line 7a of the Form 55002015-01-01486
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01151
Total of all active and inactive participants2015-01-01637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01637
Number of participants with account balances2015-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0129
2014: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01685
Total number of active participants reported on line 7a of the Form 55002014-01-01510
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01138
Total of all active and inactive participants2014-01-01648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01650
Number of participants with account balances2014-01-01623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01707
Total number of active participants reported on line 7a of the Form 55002013-01-01525
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01138
Total of all active and inactive participants2013-01-01663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01663
Number of participants with account balances2013-01-01629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0136
2012: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01620
Total number of active participants reported on line 7a of the Form 55002012-01-01487
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01101
Total of all active and inactive participants2012-01-01588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01588
Number of participants with account balances2012-01-01555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0136
2011: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01635
Total number of active participants reported on line 7a of the Form 55002011-01-01497
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0190
Total of all active and inactive participants2011-01-01587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01587
Number of participants with account balances2011-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0130
2010: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01637
Total number of active participants reported on line 7a of the Form 55002010-01-01497
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01102
Total of all active and inactive participants2010-01-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01599
Number of participants with account balances2010-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0127
2009: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01625
Total number of active participants reported on line 7a of the Form 55002009-01-01499
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01106
Total of all active and inactive participants2009-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01605
Number of participants with account balances2009-01-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST

Measure Date Value
2022 : LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$4,524,087
Total unrealized appreciation/depreciation of assets2022-12-31$4,524,087
Total transfer of assets to this plan2022-12-31$21,149,619
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$0
Total income from all sources (including contributions)2022-12-31$-6,639,743
Total loss/gain on sale of assets2022-12-31$-4,843,329
Total of all expenses incurred2022-12-31$9,700,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,560,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,864,837
Value of total assets at end of year2022-12-31$92,292,185
Value of total assets at beginning of year2022-12-31$87,483,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$140,193
Total interest from all sources2022-12-31$88,369
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,520,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,430,958
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$6,764,261
Participant contributions at end of year2022-12-31$1,757,614
Participant contributions at beginning of year2022-12-31$1,559,915
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$154,129
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$856,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,340,474
Value of net assets at end of year (total assets less liabilities)2022-12-31$92,292,185
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$87,483,040
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
Investment advisory and management fees2022-12-31$17,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$82,454,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$80,562,268
Interest on participant loans2022-12-31$87,054
Value of interest in common/collective trusts at end of year2022-12-31$7,759,210
Value of interest in common/collective trusts at beginning of year2022-12-31$5,154,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,956,322
Net investment gain or loss from common/collective trusts2022-12-31$162,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$259,382
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$2,244,519
Employer contributions (assets) at end of year2022-12-31$61,246
Employer contributions (assets) at beginning of year2022-12-31$51,834
Income. Dividends from common stock2022-12-31$89,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,560,538
Contract administrator fees2022-12-31$122,475
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$1,061,061
Aggregate carrying amount (costs) on sale of assets2022-12-31$5,904,390
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NISIVOCCIA LLP
Accountancy firm EIN2022-12-31221914888
2021 : LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$18,113,959
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,314,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,179,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,693,848
Value of total assets at end of year2021-12-31$87,483,040
Value of total assets at beginning of year2021-12-31$76,683,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$134,871
Total interest from all sources2021-12-31$73,707
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$941,963
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$941,963
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,046,923
Participant contributions at end of year2021-12-31$1,559,915
Participant contributions at beginning of year2021-12-31$1,462,973
Participant contributions at end of year2021-12-31$154,129
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,060,214
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$10,799,952
Value of net assets at end of year (total assets less liabilities)2021-12-31$87,483,040
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$76,683,088
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
Investment advisory and management fees2021-12-31$11,521
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$80,562,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$69,646,440
Interest on participant loans2021-12-31$73,707
Value of interest in common/collective trusts at end of year2021-12-31$5,154,730
Value of interest in common/collective trusts at beginning of year2021-12-31$5,523,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,298,895
Net investment gain or loss from common/collective trusts2021-12-31$105,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,586,711
Employer contributions (assets) at end of year2021-12-31$51,834
Employer contributions (assets) at beginning of year2021-12-31$49,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,179,136
Contract administrator fees2021-12-31$123,350
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NISIVOCCIA LLP
Accountancy firm EIN2021-12-31221914888
2020 : LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$17,626,261
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,893,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,783,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,475,540
Value of total assets at end of year2020-12-31$76,683,088
Value of total assets at beginning of year2020-12-31$65,950,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$110,103
Total interest from all sources2020-12-31$86,037
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$982,142
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$982,142
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,564,179
Participant contributions at end of year2020-12-31$1,462,973
Participant contributions at beginning of year2020-12-31$1,403,860
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,377,544
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$10,732,309
Value of net assets at end of year (total assets less liabilities)2020-12-31$76,683,088
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$65,950,779
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
Investment advisory and management fees2020-12-31$8,052
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$69,646,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$59,457,057
Interest on participant loans2020-12-31$86,036
Value of interest in common/collective trusts at end of year2020-12-31$5,523,812
Value of interest in common/collective trusts at beginning of year2020-12-31$5,051,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,963,605
Net investment gain or loss from common/collective trusts2020-12-31$118,937
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
Contributions received in cash from employer2020-12-31$1,533,817
Employer contributions (assets) at end of year2020-12-31$49,699
Employer contributions (assets) at beginning of year2020-12-31$38,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,783,849
Contract administrator fees2020-12-31$102,051
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NISIVOCCIA LLP
Accountancy firm EIN2020-12-31221914888
2019 : LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$1,949,322
Total transfer of assets to this plan2019-12-31$1,949,322
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$17,925,665
Total income from all sources (including contributions)2019-12-31$17,925,665
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,748,620
Total of all expenses incurred2019-12-31$6,748,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,634,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,634,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,087,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,087,915
Value of total assets at end of year2019-12-31$65,950,779
Value of total assets at end of year2019-12-31$65,950,779
Value of total assets at beginning of year2019-12-31$52,824,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$114,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$114,352
Total interest from all sources2019-12-31$66,678
Total interest from all sources2019-12-31$66,678
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$977,628
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$977,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$977,628
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$977,628
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,034,192
Contributions received from participants2019-12-31$4,034,192
Participant contributions at end of year2019-12-31$1,403,860
Participant contributions at beginning of year2019-12-31$1,134,882
Participant contributions at beginning of year2019-12-31$1,134,882
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,763,030
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,763,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,177,045
Value of net income/loss2019-12-31$11,177,045
Value of net assets at end of year (total assets less liabilities)2019-12-31$65,950,779
Value of net assets at end of year (total assets less liabilities)2019-12-31$65,950,779
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$52,824,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$11,417
Investment advisory and management fees2019-12-31$11,417
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$59,457,057
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$59,457,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$46,308,339
Interest on participant loans2019-12-31$66,675
Interest on participant loans2019-12-31$66,675
Value of interest in common/collective trusts at end of year2019-12-31$5,051,028
Value of interest in common/collective trusts at end of year2019-12-31$5,051,028
Value of interest in common/collective trusts at beginning of year2019-12-31$5,331,147
Value of interest in common/collective trusts at beginning of year2019-12-31$5,331,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,651,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,651,353
Net investment gain or loss from common/collective trusts2019-12-31$142,091
Net investment gain or loss from common/collective trusts2019-12-31$142,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,290,693
Contributions received in cash from employer2019-12-31$1,290,693
Employer contributions (assets) at end of year2019-12-31$38,670
Employer contributions (assets) at end of year2019-12-31$38,670
Employer contributions (assets) at beginning of year2019-12-31$49,884
Employer contributions (assets) at beginning of year2019-12-31$49,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,634,268
Contract administrator fees2019-12-31$102,935
Contract administrator fees2019-12-31$102,935
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NISIVOCCIA LLP
Accountancy firm name2019-12-31NISIVOCCIA LLP
Accountancy firm EIN2019-12-31221914888
Accountancy firm EIN2019-12-31221914888
2018 : LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$1,000
Total income from all sources (including contributions)2018-12-31$3,083,483
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,644,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,466,348
Expenses. Certain deemed distributions of participant loans2018-12-31$95,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,080,070
Value of total assets at end of year2018-12-31$52,824,412
Value of total assets at beginning of year2018-12-31$55,386,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$82,768
Total interest from all sources2018-12-31$65,232
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$774,579
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$774,579
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,408,226
Participant contributions at end of year2018-12-31$1,134,882
Participant contributions at beginning of year2018-12-31$1,019,832
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$584,649
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,000
Other income not declared elsewhere2018-12-31$16,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,561,178
Value of net assets at end of year (total assets less liabilities)2018-12-31$52,824,412
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$55,385,590
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$76,738
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$46,308,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$51,265,736
Interest on participant loans2018-12-31$49,619
Value of interest in common/collective trusts at end of year2018-12-31$5,331,147
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$15,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,062,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,683,193
Net investment gain/loss from pooled separate accounts2018-12-31$493,494
Net investment gain or loss from common/collective trusts2018-12-31$336,561
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
Contributions received in cash from employer2018-12-31$1,087,195
Employer contributions (assets) at end of year2018-12-31$49,884
Employer contributions (assets) at beginning of year2018-12-31$38,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,466,348
Contract administrator fees2018-12-31$6,030
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NISIVOCCIA LLP
Accountancy firm EIN2018-12-31221914888
2017 : LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$7,482,333
Total unrealized appreciation/depreciation of assets2017-12-31$7,482,333
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,000
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$11,548,706
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,854,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,737,587
Expenses. Certain deemed distributions of participant loans2017-12-31$22,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,023,485
Value of total assets at end of year2017-12-31$55,386,590
Value of total assets at beginning of year2017-12-31$47,691,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$94,580
Total interest from all sources2017-12-31$42,888
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,953,719
Participant contributions at end of year2017-12-31$1,019,832
Participant contributions at beginning of year2017-12-31$967,399
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$95,567
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,694,445
Value of net assets at end of year (total assets less liabilities)2017-12-31$55,385,590
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$47,691,145
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
Value of interest in pooled separate accounts at end of year2017-12-31$51,265,736
Value of interest in pooled separate accounts at beginning of year2017-12-31$43,612,477
Interest on participant loans2017-12-31$42,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,062,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,482,896
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
Contributions received in cash from employer2017-12-31$974,199
Employer contributions (assets) at end of year2017-12-31$38,793
Employer contributions (assets) at beginning of year2017-12-31$628,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,737,587
Contract administrator fees2017-12-31$94,580
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31NISIVOCCIA LLP
Accountancy firm EIN2017-12-31221914888
2016 : LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,412,021
Total unrealized appreciation/depreciation of assets2016-12-31$3,412,021
Total transfer of assets to this plan2016-12-31$3,062,405
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$7,777,545
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,873,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,633,652
Expenses. Certain deemed distributions of participant loans2016-12-31$151,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,322,294
Value of total assets at end of year2016-12-31$47,691,145
Value of total assets at beginning of year2016-12-31$40,725,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$89,126
Total interest from all sources2016-12-31$43,230
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,747,745
Participant contributions at end of year2016-12-31$967,399
Participant contributions at beginning of year2016-12-31$1,070,075
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$72,520
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$3,903,575
Value of net assets at end of year (total assets less liabilities)2016-12-31$47,691,145
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$40,725,165
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 pooled separate accounts at end of year2016-12-31$43,612,477
Value of interest in pooled separate accounts at beginning of year2016-12-31$36,903,050
Interest on participant loans2016-12-31$43,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,482,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,132,452
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
Contributions received in cash from employer2016-12-31$1,502,029
Employer contributions (assets) at end of year2016-12-31$628,373
Employer contributions (assets) at beginning of year2016-12-31$619,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,633,652
Contract administrator fees2016-12-31$89,126
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31NISIVOCCIA LLP
Accountancy firm EIN2016-12-31221914888
2015 : LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,086,369
Total unrealized appreciation/depreciation of assets2015-12-31$-1,086,369
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$2,746,307
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,264,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,096,439
Expenses. Certain deemed distributions of participant loans2015-12-31$60,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,788,434
Value of total assets at end of year2015-12-31$40,725,165
Value of total assets at beginning of year2015-12-31$41,243,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$107,239
Total interest from all sources2015-12-31$44,242
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,365,175
Participant contributions at end of year2015-12-31$1,070,075
Participant contributions at beginning of year2015-12-31$997,544
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$59,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-517,950
Value of net assets at end of year (total assets less liabilities)2015-12-31$40,725,165
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$41,243,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$36,903,050
Value of interest in pooled separate accounts at beginning of year2015-12-31$37,663,026
Interest on participant loans2015-12-31$44,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,132,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,966,279
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
Contributions received in cash from employer2015-12-31$1,364,155
Employer contributions (assets) at end of year2015-12-31$619,588
Employer contributions (assets) at beginning of year2015-12-31$616,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,096,439
Contract administrator fees2015-12-31$107,239
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31NISIVOCCIA LLP
Accountancy firm EIN2015-12-31221914888
2014 : LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,075,929
Total unrealized appreciation/depreciation of assets2014-12-31$1,075,929
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$4,716,105
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,639,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,511,922
Expenses. Certain deemed distributions of participant loans2014-12-31$15,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,600,866
Value of total assets at end of year2014-12-31$41,243,115
Value of total assets at beginning of year2014-12-31$41,166,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$112,584
Total interest from all sources2014-12-31$39,310
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,219,284
Participant contributions at end of year2014-12-31$997,544
Participant contributions at beginning of year2014-12-31$877,942
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$39,426
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$76,361
Value of net assets at end of year (total assets less liabilities)2014-12-31$41,243,115
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$41,166,754
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 pooled separate accounts at end of year2014-12-31$37,663,026
Value of interest in pooled separate accounts at beginning of year2014-12-31$37,892,663
Interest on participant loans2014-12-31$39,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,966,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,781,713
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
Contributions received in cash from employer2014-12-31$1,342,156
Employer contributions (assets) at end of year2014-12-31$616,266
Employer contributions (assets) at beginning of year2014-12-31$614,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,511,922
Contract administrator fees2014-12-31$112,584
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31NISIVOCCIA LLP
Accountancy firm EIN2014-12-31221914888
2013 : LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,869,677
Total unrealized appreciation/depreciation of assets2013-12-31$4,869,677
Total transfer of assets to this plan2013-12-31$4,795,145
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$8,433,729
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,694,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,526,752
Expenses. Certain deemed distributions of participant loans2013-12-31$68,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,526,115
Value of total assets at end of year2013-12-31$41,166,754
Value of total assets at beginning of year2013-12-31$31,632,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$99,273
Total interest from all sources2013-12-31$37,937
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,093,746
Participant contributions at end of year2013-12-31$877,942
Participant contributions at beginning of year2013-12-31$931,154
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$119,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,739,555
Value of net assets at end of year (total assets less liabilities)2013-12-31$41,166,754
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,632,054
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 pooled separate accounts at end of year2013-12-31$37,892,663
Value of interest in pooled separate accounts at beginning of year2013-12-31$28,217,326
Interest on participant loans2013-12-31$37,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,781,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,846,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Contributions received in cash from employer2013-12-31$1,313,273
Employer contributions (assets) at end of year2013-12-31$614,436
Employer contributions (assets) at beginning of year2013-12-31$637,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,526,752
Contract administrator fees2013-12-31$99,273
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31NISIVOCCIA LLP
Accountancy firm EIN2013-12-31221914888
2012 : LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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
Expenses. Interest paid2012-12-31$11,686
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$11,686
Total income from all sources (including contributions)2012-12-31$6,096,044
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,562,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,456,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,268,572
Value of total assets at end of year2012-12-31$31,632,054
Value of total assets at beginning of year2012-12-31$27,098,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$93,809
Total interest from all sources2012-12-31$33,826
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,866,182
Participant contributions at end of year2012-12-31$931,154
Participant contributions at beginning of year2012-12-31$659,117
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$149,280
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$4,534,006
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,632,054
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,098,048
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 pooled separate accounts at end of year2012-12-31$28,217,326
Value of interest in pooled separate accounts at beginning of year2012-12-31$24,099,893
Interest on participant loans2012-12-31$33,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,846,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,651,357
Net investment gain/loss from pooled separate accounts2012-12-31$2,793,646
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
Contributions received in cash from employer2012-12-31$1,253,110
Employer contributions (assets) at end of year2012-12-31$637,481
Employer contributions (assets) at beginning of year2012-12-31$687,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,456,543
Contract administrator fees2012-12-31$93,809
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31NISIVOCCIA LLP
Accountancy firm EIN2012-12-31221914888
2011 : LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$2,552,600
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,689,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,562,495
Expenses. Certain deemed distributions of participant loans2011-12-31$2,819
Value of total corrective distributions2011-12-31$11,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,470,033
Value of total assets at end of year2011-12-31$27,098,048
Value of total assets at beginning of year2011-12-31$26,235,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$113,468
Total interest from all sources2011-12-31$25,440
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,752,874
Participant contributions at end of year2011-12-31$659,117
Participant contributions at beginning of year2011-12-31$496,007
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$446,604
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$862,686
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,098,048
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,235,362
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 pooled separate accounts at end of year2011-12-31$24,099,893
Value of interest in pooled separate accounts at beginning of year2011-12-31$23,673,639
Interest on participant loans2011-12-31$25,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,651,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,453,035
Net investment gain/loss from pooled separate accounts2011-12-31$-942,873
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
Contributions received in cash from employer2011-12-31$1,270,555
Employer contributions (assets) at end of year2011-12-31$687,681
Employer contributions (assets) at beginning of year2011-12-31$612,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,562,495
Contract administrator fees2011-12-31$113,468
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31NISIVOCCIA LLP
Accountancy firm EIN2011-12-31221914888
2010 : LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$0
Total income from all sources (including contributions)2010-12-31$5,389,290
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,110,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$999,568
Value of total corrective distributions2010-12-31$11,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,980,172
Value of total assets at end of year2010-12-31$26,235,362
Value of total assets at beginning of year2010-12-31$21,956,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$100,107
Total interest from all sources2010-12-31$20,808
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,742,277
Participant contributions at end of year2010-12-31$496,007
Participant contributions at beginning of year2010-12-31$357,997
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$61,443
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$4,278,483
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,235,362
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,956,879
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 pooled separate accounts at end of year2010-12-31$23,673,639
Value of interest in pooled separate accounts at beginning of year2010-12-31$20,398,782
Interest on participant loans2010-12-31$20,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,453,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,188,286
Net investment gain/loss from pooled separate accounts2010-12-31$2,388,310
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
Contributions received in cash from employer2010-12-31$1,176,452
Employer contributions (assets) at end of year2010-12-31$612,681
Employer contributions (assets) at beginning of year2010-12-31$11,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$999,568
Contract administrator fees2010-12-31$100,107
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31NISIVOCCIA LLP
Accountancy firm EIN2010-12-31221914888

Form 5500 Responses for LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST

2022: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 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 planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number600643
Policy instance 1
Insurance contract or identification number600643
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-05-04
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,305
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3159
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number600643
Policy instance 1
Insurance contract or identification number600643
Number of Individuals Covered641
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22,148
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees13599
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?7
Insurance broker nameCONSULTING ACTUARIES, INC.
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number600643
Policy instance 1
Insurance contract or identification number600643
Number of Individuals Covered633
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,501
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8494
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?7
Insurance broker nameCONSULTING ACTUARIES, INC.
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number600643
Policy instance 1
Insurance contract or identification number600643
Number of Individuals Covered641
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameCONSULTING ACTUARIES, INC.
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number600643
Policy instance 1
Insurance contract or identification number600643
Number of Individuals Covered560
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameCONSULTING ACTUARIES, INC.
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number600643
Policy instance 1
Insurance contract or identification number600643
Number of Individuals Covered552
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameCONSULTING ACTUARIES, INC.
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number600643
Policy instance 1
Insurance contract or identification number600643
Number of Individuals Covered562
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number600643
Policy instance 1
Insurance contract or identification number600643
Number of Individuals Covered678
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1