401k Plan data: THE JACKSON LEWIS P.C. CASH BALANCE PLAN II plan

THE JACKSON LEWIS P.C. CASH BALANCE PLAN II 401k Plan overview

Plan Name	THE JACKSON LEWIS P.C. CASH BALANCE PLAN II
Plan identification number	004

THE JACKSON LEWIS P.C. CASH BALANCE PLAN II Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JACKSON LEWIS P.C. has sponsored the creation of one or more 401k plans.

Company Name: JACKSON LEWIS P.C.

Employer identification number (EIN): 463862389

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about JACKSON LEWIS P.C.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2013-11-05

Company Identification Number: 0801878306

Legal Registered Office Address: 1133 WESTCHESTER AVE STE S-125
1701 DIRECTORS BLVD., SUITE 300
WEST HARRISON
United States of America (USA)
10604

More information about JACKSON LEWIS P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JACKSON LEWIS P.C. CASH BALANCE PLAN II

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 STACY WETHERHOLD 2024-08-06 KRISTEN MAROLA 2024-08-06
004 2022-01-01 STACY WETHERHOLD 2023-07-31 ANDREW CHARWAT 2023-07-31
004 2021-01-01 STACY WETHERHOLD 2023-01-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2023-01-01	STACY WETHERHOLD	2024-08-06	KRISTEN MAROLA	2024-08-06
004	2022-01-01	STACY WETHERHOLD	2023-07-31	ANDREW CHARWAT	2023-07-31
004	2021-01-01	STACY WETHERHOLD	2023-01-17

Plan Statistics for THE JACKSON LEWIS P.C. CASH BALANCE PLAN II

401k plan membership statisitcs for THE JACKSON LEWIS P.C. CASH BALANCE PLAN II

Measure Date Value
2023: THE JACKSON LEWIS P.C. CASH BALANCE PLAN II 2023 401k membership
Total participants, beginning-of-year 2023-01-01 314
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 300
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: THE JACKSON LEWIS P.C. CASH BALANCE PLAN II 2022 401k membership
Market value of plan assets 2022-12-31 12,974,353
Acturial value of plan assets 2022-12-31 12,974,353
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 10,892,991
Number of active participants 2022-12-31 308
Total funding liabilities for active participants 2022-12-31 10,892,991
Total participant count 2022-12-31 308
Total funding target for all participants 2022-12-31 10,892,991
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 2,001,845
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 2,109,744
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 12,119,600
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 11,407,202
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 9,666,399
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 7,585,037
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 7,585,037
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 11,407,202
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 291
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 4
Total of all active and inactive participants 2022-01-01 295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE JACKSON LEWIS P.C. CASH BALANCE PLAN II 2021 401k membership
Market value of plan assets 2021-12-31 0
Acturial value of plan assets 2021-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 0
Number of active participants 2021-12-31 281
Total funding liabilities for active participants 2021-12-31 0
Total participant count 2021-12-31 281
Total funding target for all participants 2021-12-31 0
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 13,129,600
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 12,313,138
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 10,311,293
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 10,311,293
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 10,311,293
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 12,313,138
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 293
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 281
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0

Measure	Date	Value
2023: THE JACKSON LEWIS P.C. CASH BALANCE PLAN II 2023 401k membership
Total participants, beginning-of-year	2023-01-01	314
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	300
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: THE JACKSON LEWIS P.C. CASH BALANCE PLAN II 2022 401k membership
Market value of plan assets	2022-12-31	12,974,353
Acturial value of plan assets	2022-12-31	12,974,353
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	10,892,991
Number of active participants	2022-12-31	308
Total funding liabilities for active participants	2022-12-31	10,892,991
Total participant count	2022-12-31	308
Total funding target for all participants	2022-12-31	10,892,991
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	2,001,845
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	2,109,744
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	12,119,600
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	11,407,202
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	9,666,399
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	7,585,037
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	7,585,037
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	11,407,202
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	291
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	4
Total of all active and inactive participants	2022-01-01	295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE JACKSON LEWIS P.C. CASH BALANCE PLAN II 2021 401k membership
Market value of plan assets	2021-12-31	0
Acturial value of plan assets	2021-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	0
Number of active participants	2021-12-31	281
Total funding liabilities for active participants	2021-12-31	0
Total participant count	2021-12-31	281
Total funding target for all participants	2021-12-31	0
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	13,129,600
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	12,313,138
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	10,311,293
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	10,311,293
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	10,311,293
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	12,313,138
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	293
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	281
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0

Financial Data on THE JACKSON LEWIS P.C. CASH BALANCE PLAN II

Measure	Date	Value
2023 : THE JACKSON LEWIS P.C. CASH BALANCE PLAN II 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$13,802,533
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$5,485,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$5,358,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$11,758,300
Value of total assets at end of year	2023-12-31	$30,258,541
Value of total assets at beginning of year	2023-12-31	$21,941,400
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$127,089
Total interest from all sources	2023-12-31	$110,192
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$439,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$439,214
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Administrative expenses (other) incurred	2023-12-31	$14,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$8,317,141
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$30,258,541
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$21,941,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$16,033,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$8,235,696
Value of interest in common/collective trusts at end of year	2023-12-31	$2,453,473
Value of interest in common/collective trusts at beginning of year	2023-12-31	$1,266,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$12,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$319,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$319,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$110,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,494,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$11,758,300
Employer contributions (assets) at end of year	2023-12-31	$11,758,300
Employer contributions (assets) at beginning of year	2023-12-31	$12,119,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$5,358,303
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BDO USA, P.C.
Accountancy firm EIN	2023-12-31	135381590
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$13,802,533
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$5,485,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$5,358,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$11,758,300
Value of total assets at end of year	2023-01-01	$30,258,541
Value of total assets at beginning of year	2023-01-01	$21,941,400
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$127,089
Total interest from all sources	2023-01-01	$110,192
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$439,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$439,214
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Administrative expenses (other) incurred	2023-01-01	$14,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$8,317,141
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$30,258,541
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$21,941,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$16,033,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$8,235,696
Value of interest in common/collective trusts at end of year	2023-01-01	$2,453,473
Value of interest in common/collective trusts at beginning of year	2023-01-01	$1,266,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$12,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-01	$110,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$1,494,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$11,758,300
Employer contributions (assets) at end of year	2023-01-01	$11,758,300
Employer contributions (assets) at beginning of year	2023-01-01	$12,119,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$5,358,303
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	BDO USA, P.C.
Accountancy firm EIN	2023-01-01	135381590
2022 : THE JACKSON LEWIS P.C. CASH BALANCE PLAN II 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
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	$11,467,384
Total loss/gain on sale of assets	2022-12-31	$-15,613
Total of all expenses incurred	2022-12-31	$2,655,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,515,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$12,119,600
Value of total assets at end of year	2022-12-31	$21,941,400
Value of total assets at beginning of year	2022-12-31	$13,129,600
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$140,365
Total interest from all sources	2022-12-31	$32,630
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$345,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$345,091
Administrative expenses professional fees incurred	2022-12-31	$119,305
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Administrative expenses (other) incurred	2022-12-31	$15,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$8,811,800
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$21,941,400
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,129,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$3,242
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,235,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$1,266,620
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$319,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$32,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-982,658
Net investment gain or loss from common/collective trusts	2022-12-31	$-31,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$12,119,600
Employer contributions (assets) at end of year	2022-12-31	$12,119,600
Employer contributions (assets) at beginning of year	2022-12-31	$13,129,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,515,219
Contract administrator fees	2022-12-31	$2,778
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$1,298,286
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$1,313,899
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BDO USA, PA
Accountancy firm EIN	2022-12-31	135381590
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$11,467,384
Total loss/gain on sale of assets	2022-01-01	$-15,613
Total of all expenses incurred	2022-01-01	$2,655,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$2,515,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$12,119,600
Value of total assets at end of year	2022-01-01	$21,941,400
Value of total assets at beginning of year	2022-01-01	$13,129,600
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$140,365
Total interest from all sources	2022-01-01	$32,630
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$345,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$345,091
Administrative expenses professional fees incurred	2022-01-01	$119,305
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Administrative expenses (other) incurred	2022-01-01	$15,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$8,811,800
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$21,941,400
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$13,129,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$3,242
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$8,235,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$0
Value of interest in common/collective trusts at end of year	2022-01-01	$1,266,620
Value of interest in common/collective trusts at beginning of year	2022-01-01	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$319,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-01-01	$32,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-982,658
Net investment gain or loss from common/collective trusts	2022-01-01	$-31,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$12,119,600
Employer contributions (assets) at end of year	2022-01-01	$12,119,600
Employer contributions (assets) at beginning of year	2022-01-01	$13,129,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$2,515,219
Contract administrator fees	2022-01-01	$2,778
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Aggregate proceeds on sale of assets	2022-01-01	$1,298,286
Aggregate carrying amount (costs) on sale of assets	2022-01-01	$1,313,899
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	BDO USA, PA
Accountancy firm EIN	2022-01-01	135381590
2021 : THE JACKSON LEWIS P.C. CASH BALANCE PLAN II 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$13,129,600
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$13,129,600
Value of total assets at end of year	2021-12-31	$13,129,600
Value of total assets at beginning of year	2021-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$13,129,600
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,129,600
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$13,129,600
Employer contributions (assets) at end of year	2021-12-31	$13,129,600
Employer contributions (assets) at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BDO USA LLP
Accountancy firm EIN	2021-12-31	135381590

Form 5500 Responses for THE JACKSON LEWIS P.C. CASH BALANCE PLAN II

2023: THE JACKSON LEWIS P.C. CASH BALANCE PLAN II 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE JACKSON LEWIS P.C. CASH BALANCE PLAN II 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE JACKSON LEWIS P.C. CASH BALANCE PLAN II 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	First time form 5500 has been submitted	Yes
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JACKSON LEWIS P.C.
Employer identification number (EIN):	463862389
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2013-11-05
Company Identification Number:	0801878306
Legal Registered Office Address:	1133 WESTCHESTER AVE STE S-125 1701 DIRECTORS BLVD., SUITE 300 WEST HARRISON United States of America (USA) 10604