Lowenstein Sandler Retirement Shares Plan — Form 5500 plan (Lowenstein Sandler Llp)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lowenstein Sandler Retirement Shares Plan is a benefit plan reported by Lowenstein Sandler Llp under EIN 46-0920520 and plan number 008. The latest loaded filing year is 2023. The filing reports 108 participants and $5,486,670 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.5MPlan net assets, end of year$5,486,670
Participants108Covered participants reported
Assets / participant$50.8KComputed: assets ÷ participants$50,803 (computed)
Provider compensationNone reported
Plan sponsor
Lowenstein Sandler Llp
EIN
46-0920520
Plan number
008
Plan type
2
Location
Roseland, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023108H20241014135148NAL0026329393001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.5M total assets
Net assets$5.5MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$42.9M
Benefits paid / distributions$42.9M
Full reported line items

Net assets

Total assets (EOY)
$5,486,670
Total liabilities (EOY)
$0
Net assets (EOY)
$5,486,670
Net assets (BOY)
$46,531,172

Income & contributions

Total contributions
$0
Total income / additions
$1,851,886

Expenses & distributions

Benefits paid
$42,896,388
Administrative expenses
$0
Total expenses
$42,896,388
Net increase / (decrease)
-$41,044,502
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets782%Computed ratio
Benefits paid ÷ total income2316%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages