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ROBERT G. PANAGULIAS PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT G. PANAGULIAS PROFIT SHARING PLAN
Plan identification number 001

ROBERT G. PANAGULIAS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

ROBERT G. PANAGULIAS, A CORP. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT G. PANAGULIAS, A CORP.
Employer identification number (EIN):251252908
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT G. PANAGULIAS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01ROBERT G. PANAGULIAS
0012015-10-01ROBERT G. PANAGULIAS
0012014-10-01ROBERT G. PANAGULIAS
0012013-10-01ROBERT G. PANAGULIAS
0012012-10-01ROBERT G. PANAGULIAS
0012011-10-01ROBERT G PANAGULIAS
0012009-10-01ROBERT G PANAGULIAS
0012008-10-01

Plan Statistics for ROBERT G. PANAGULIAS PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT G. PANAGULIAS PROFIT SHARING PLAN

Measure Date Value
2022: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-018
Total number of active participants reported on line 7a of the Form 55002022-10-016
Number of retired or separated participants receiving benefits2022-10-012
Total of all active and inactive participants2022-10-018
Total participants2022-10-018
Number of participants with account balances2022-10-010
2021: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-018
Total number of active participants reported on line 7a of the Form 55002021-10-016
Number of retired or separated participants receiving benefits2021-10-012
Total of all active and inactive participants2021-10-018
Total participants2021-10-018
Number of participants with account balances2021-10-010
2020: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-018
Total number of active participants reported on line 7a of the Form 55002020-10-016
Number of retired or separated participants receiving benefits2020-10-012
Total of all active and inactive participants2020-10-018
Total participants2020-10-018
Number of participants with account balances2020-10-010
2019: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-018
Total number of active participants reported on line 7a of the Form 55002019-10-016
Number of retired or separated participants receiving benefits2019-10-012
Total of all active and inactive participants2019-10-018
Total participants2019-10-018
Number of participants with account balances2019-10-018
2018: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-018
Total number of active participants reported on line 7a of the Form 55002018-10-016
Number of retired or separated participants receiving benefits2018-10-012
Total of all active and inactive participants2018-10-018
Total participants2018-10-018
Number of participants with account balances2018-10-018
2017: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-018
Total number of active participants reported on line 7a of the Form 55002017-10-016
Number of other retired or separated participants entitled to future benefits2017-10-012
Total of all active and inactive participants2017-10-018
Total participants2017-10-018
Number of participants with account balances2017-10-018
2016: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-018
Total number of active participants reported on line 7a of the Form 55002016-10-016
Number of other retired or separated participants entitled to future benefits2016-10-012
Total of all active and inactive participants2016-10-018
Total participants2016-10-018
Number of participants with account balances2016-10-018
2015: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-018
Total number of active participants reported on line 7a of the Form 55002015-10-016
Number of other retired or separated participants entitled to future benefits2015-10-012
Total of all active and inactive participants2015-10-018
Total participants2015-10-018
Number of participants with account balances2015-10-018
2014: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-018
Total number of active participants reported on line 7a of the Form 55002014-10-016
Number of other retired or separated participants entitled to future benefits2014-10-012
Total of all active and inactive participants2014-10-018
Total participants2014-10-018
Number of participants with account balances2014-10-018
2013: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-019
Total number of active participants reported on line 7a of the Form 55002013-10-016
Number of other retired or separated participants entitled to future benefits2013-10-012
Total of all active and inactive participants2013-10-018
Total participants2013-10-018
Number of participants with account balances2013-10-018
2012: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-019
Total number of active participants reported on line 7a of the Form 55002012-10-017
Number of other retired or separated participants entitled to future benefits2012-10-012
Total of all active and inactive participants2012-10-019
Total participants2012-10-019
Number of participants with account balances2012-10-019
2011: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-019
Total number of active participants reported on line 7a of the Form 55002011-10-017
Number of other retired or separated participants entitled to future benefits2011-10-012
Total of all active and inactive participants2011-10-019
Total participants2011-10-019
Number of participants with account balances2011-10-019
2009: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-019
Total number of active participants reported on line 7a of the Form 55002009-10-017
Number of other retired or separated participants entitled to future benefits2009-10-012
Total of all active and inactive participants2009-10-019
Total participants2009-10-019
Number of participants with account balances2009-10-019

Financial Data on ROBERT G. PANAGULIAS PROFIT SHARING PLAN

Measure Date Value
2023 : ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-09-30$432,015
Expenses. Total of all expenses incurred2023-09-30$179,957
Benefits paid (including direct rollovers)2023-09-30$179,702
Total plan assets at end of year2023-09-30$3,263,465
Total plan assets at beginning of year2023-09-30$3,011,407
Value of fidelity bond covering the plan2023-09-30$350,000
Other income received2023-09-30$422,553
Net income (gross income less expenses)2023-09-30$252,058
Net plan assets at end of year (total assets less liabilities)2023-09-30$3,263,465
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$3,011,407
Total contributions received or receivable from employer(s)2023-09-30$9,462
Expenses. Administrative service providers (salaries,fees and commissions)2023-09-30$255
2022 : ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-09-30$-273,556
Expenses. Total of all expenses incurred2022-09-30$100,972
Benefits paid (including direct rollovers)2022-09-30$100,825
Total plan assets at end of year2022-09-30$3,011,407
Total plan assets at beginning of year2022-09-30$3,385,935
Value of fidelity bond covering the plan2022-09-30$290,000
Expenses. Other expenses not covered elsewhere2022-09-30$147
Other income received2022-09-30$-285,164
Net income (gross income less expenses)2022-09-30$-374,528
Net plan assets at end of year (total assets less liabilities)2022-09-30$3,011,407
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$3,385,935
Total contributions received or receivable from employer(s)2022-09-30$11,608
2021 : ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-09-30$622,664
Expenses. Total of all expenses incurred2021-09-30$91,173
Benefits paid (including direct rollovers)2021-09-30$91,000
Total plan assets at end of year2021-09-30$3,385,935
Total plan assets at beginning of year2021-09-30$2,854,444
Value of fidelity bond covering the plan2021-09-30$290,000
Expenses. Other expenses not covered elsewhere2021-09-30$173
Other income received2021-09-30$608,442
Net income (gross income less expenses)2021-09-30$531,491
Net plan assets at end of year (total assets less liabilities)2021-09-30$3,385,935
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$2,854,444
Total contributions received or receivable from employer(s)2021-09-30$14,222
2020 : ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-09-30$278,565
Expenses. Total of all expenses incurred2020-09-30$62,242
Benefits paid (including direct rollovers)2020-09-30$62,092
Total plan assets at end of year2020-09-30$2,854,444
Total plan assets at beginning of year2020-09-30$2,638,121
Value of fidelity bond covering the plan2020-09-30$290,000
Expenses. Other expenses not covered elsewhere2020-09-30$150
Other income received2020-09-30$268,097
Net income (gross income less expenses)2020-09-30$216,323
Net plan assets at end of year (total assets less liabilities)2020-09-30$2,854,444
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$2,638,121
Assets. Value of participant loans2020-09-30$57
Total contributions received or receivable from employer(s)2020-09-30$10,468
2019 : ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-09-30$144,337
Expenses. Total of all expenses incurred2019-09-30$75,093
Benefits paid (including direct rollovers)2019-09-30$74,953
Total plan assets at end of year2019-09-30$2,638,121
Total plan assets at beginning of year2019-09-30$2,568,877
Value of fidelity bond covering the plan2019-09-30$250,000
Expenses. Other expenses not covered elsewhere2019-09-30$140
Other income received2019-09-30$133,323
Net income (gross income less expenses)2019-09-30$69,244
Net plan assets at end of year (total assets less liabilities)2019-09-30$2,638,121
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$2,568,877
Assets. Value of participant loans2019-09-30$57
Total contributions received or receivable from employer(s)2019-09-30$11,014
2017 : ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-09-30$396,453
Expenses. Total of all expenses incurred2017-09-30$48,274
Benefits paid (including direct rollovers)2017-09-30$48,000
Total plan assets at end of year2017-09-30$2,341,601
Total plan assets at beginning of year2017-09-30$1,993,422
Value of fidelity bond covering the plan2017-09-30$250,000
Expenses. Other expenses not covered elsewhere2017-09-30$274
Other income received2017-09-30$382,538
Net income (gross income less expenses)2017-09-30$348,179
Net plan assets at end of year (total assets less liabilities)2017-09-30$2,341,601
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$1,993,422
Assets. Value of participant loans2017-09-30$7,717
Total contributions received or receivable from employer(s)2017-09-30$13,915
2016 : ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-09-30$344,888
Expenses. Total of all expenses incurred2016-09-30$45,245
Benefits paid (including direct rollovers)2016-09-30$45,100
Total plan assets at end of year2016-09-30$1,993,422
Total plan assets at beginning of year2016-09-30$1,693,779
Value of fidelity bond covering the plan2016-09-30$210,000
Expenses. Other expenses not covered elsewhere2016-09-30$145
Other income received2016-09-30$330,027
Net income (gross income less expenses)2016-09-30$299,643
Net plan assets at end of year (total assets less liabilities)2016-09-30$1,993,422
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$1,693,779
Assets. Value of participant loans2016-09-30$9,909
Total contributions received or receivable from employer(s)2016-09-30$14,861
2015 : ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-09-30$-52,819
Expenses. Total of all expenses incurred2015-09-30$48,170
Benefits paid (including direct rollovers)2015-09-30$48,000
Total plan assets at end of year2015-09-30$1,693,779
Total plan assets at beginning of year2015-09-30$1,794,768
Value of fidelity bond covering the plan2015-09-30$180,000
Expenses. Other expenses not covered elsewhere2015-09-30$170
Other income received2015-09-30$-70,233
Net income (gross income less expenses)2015-09-30$-100,989
Net plan assets at end of year (total assets less liabilities)2015-09-30$1,693,779
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$1,794,768
Assets. Value of participant loans2015-09-30$10
Total contributions received or receivable from employer(s)2015-09-30$17,414
2014 : ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-09-30$314,994
Expenses. Total of all expenses incurred2014-09-30$70,555
Benefits paid (including direct rollovers)2014-09-30$70,395
Total plan assets at end of year2014-09-30$1,794,768
Total plan assets at beginning of year2014-09-30$1,550,329
Value of fidelity bond covering the plan2014-09-30$180,000
Expenses. Other expenses not covered elsewhere2014-09-30$160
Other income received2014-09-30$297,708
Net income (gross income less expenses)2014-09-30$244,439
Net plan assets at end of year (total assets less liabilities)2014-09-30$1,794,768
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,550,329
Assets. Value of participant loans2014-09-30$538
Assets. Value of assets in partnership/joint-venture interests2014-09-30$18,656
Total contributions received or receivable from employer(s)2014-09-30$17,286
2013 : ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-09-30$177,499
Expenses. Total of all expenses incurred2013-09-30$30,112
Benefits paid (including direct rollovers)2013-09-30$30,000
Total plan assets at end of year2013-09-30$1,550,329
Total plan assets at beginning of year2013-09-30$1,402,942
Value of fidelity bond covering the plan2013-09-30$150,000
Expenses. Other expenses not covered elsewhere2013-09-30$112
Other income received2013-09-30$160,239
Net income (gross income less expenses)2013-09-30$147,387
Net plan assets at end of year (total assets less liabilities)2013-09-30$1,550,329
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$1,402,942
Assets. Value of participant loans2013-09-30$5,378
Assets. Value of assets in partnership/joint-venture interests2013-09-30$28,101
Total contributions received or receivable from employer(s)2013-09-30$17,260
2012 : ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-09-30$285,660
Expenses. Total of all expenses incurred2012-09-30$27,660
Benefits paid (including direct rollovers)2012-09-30$27,660
Total plan assets at end of year2012-09-30$1,402,942
Total plan assets at beginning of year2012-09-30$1,144,942
Value of fidelity bond covering the plan2012-09-30$150,000
Other income received2012-09-30$268,923
Net income (gross income less expenses)2012-09-30$258,000
Net plan assets at end of year (total assets less liabilities)2012-09-30$1,402,942
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,144,942
Assets. Value of participant loans2012-09-30$9,505
Assets. Value of assets in partnership/joint-venture interests2012-09-30$12,484
Total contributions received or receivable from employer(s)2012-09-30$16,737
2011 : ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-09-30$75,393
Expenses. Total of all expenses incurred2011-09-30$27,085
Benefits paid (including direct rollovers)2011-09-30$27,000
Total plan assets at end of year2011-09-30$1,144,942
Total plan assets at beginning of year2011-09-30$1,096,634
Value of fidelity bond covering the plan2011-09-30$150,000
Expenses. Other expenses not covered elsewhere2011-09-30$85
Other income received2011-09-30$59,550
Net income (gross income less expenses)2011-09-30$48,308
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,144,942
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,096,634
Assets. Value of participant loans2011-09-30$13,393
Assets. Value of assets in partnership/joint-venture interests2011-09-30$10,709
Total contributions received or receivable from employer(s)2011-09-30$15,843

Form 5500 Responses for ROBERT G. PANAGULIAS PROFIT SHARING PLAN

2022: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: ROBERT G. PANAGULIAS PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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