JAMES P. PANICO, PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2022: JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 3 |
| Total participants | 2022-01-01 | 3 |
| Number of participants with account balances | 2022-01-01 | 2 |
| 2021: JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 2 |
| Total participants | 2021-01-01 | 2 |
| Number of participants with account balances | 2021-01-01 | 2 |
| 2020: JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 2 |
| Total participants | 2020-01-01 | 2 |
| Number of participants with account balances | 2020-01-01 | 2 |
| 2019: JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 2 |
| Total participants | 2019-01-01 | 2 |
| Number of participants with account balances | 2019-01-01 | 2 |
| 2018: JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Total participants | 2018-01-01 | 2 |
| Number of participants with account balances | 2018-01-01 | 2 |
| 2017: JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 1 |
| Number of participants with account balances | 2017-01-01 | 2 |
| 2016: JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 2 |
| Total participants | 2016-01-01 | 2 |
| Number of participants with account balances | 2016-01-01 | 2 |
| 2015: JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Total participants | 2015-01-01 | 2 |
| Number of participants with account balances | 2015-01-01 | 2 |
| 2014: JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Total participants | 2014-01-01 | 2 |
| Number of participants with account balances | 2014-01-01 | 2 |
| 2013: JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 2 |
| Number of participants with account balances | 2013-01-01 | 2 |
| 2012: JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 2 |
| Number of participants with account balances | 2012-01-01 | 2 |
| 2011: JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| 2009: JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2023 : JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $95,123 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $92,984 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $81,287 |
| Total plan assets at end of year | 2023-12-31 | $1,330,176 |
| Total plan assets at beginning of year | 2023-12-31 | $1,328,037 |
| Value of fidelity bond covering the plan | 2023-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $248,941 |
| Other income received | 2023-12-31 | $27,623 |
| Net income (gross income less expenses) | 2023-12-31 | $2,139 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,330,176 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,328,037 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $172,196 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $67,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $11,697 |
| 2022 : JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $262,024 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $75,453 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $66,258 |
| Total plan assets at end of year | 2022-12-31 | $1,328,037 |
| Total plan assets at beginning of year | 2022-12-31 | $1,141,466 |
| Value of fidelity bond covering the plan | 2022-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $248,941 |
| Other income received | 2022-12-31 | $194,524 |
| Net income (gross income less expenses) | 2022-12-31 | $186,571 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,328,037 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,141,466 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $185,294 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $67,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $9,195 |
| 2021 : JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $112,690 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $69,438 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $65,499 |
| Total plan assets at end of year | 2021-12-31 | $1,141,466 |
| Total plan assets at beginning of year | 2021-12-31 | $1,098,214 |
| Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $249,841 |
| Other income received | 2021-12-31 | $48,190 |
| Net income (gross income less expenses) | 2021-12-31 | $43,252 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,141,466 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,098,214 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $364,882 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $64,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $3,939 |
| 2020 : JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $115,857 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $6,565 |
| Total plan assets at end of year | 2020-12-31 | $1,098,214 |
| Total plan assets at beginning of year | 2020-12-31 | $988,922 |
| Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $248,618 |
| Other income received | 2020-12-31 | $65,857 |
| Net income (gross income less expenses) | 2020-12-31 | $109,292 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,098,214 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $988,922 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $350,056 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $6,565 |
| 2019 : JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $104,812 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $57,757 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $50,701 |
| Total plan assets at end of year | 2019-12-31 | $988,922 |
| Total plan assets at beginning of year | 2019-12-31 | $941,867 |
| Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $246,424 |
| Other income received | 2019-12-31 | $54,812 |
| Net income (gross income less expenses) | 2019-12-31 | $47,055 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $988,922 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $941,867 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $287,080 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $7,056 |
| 2018 : JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $21,558 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $58,238 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $50,517 |
| Total plan assets at end of year | 2018-12-31 | $941,867 |
| Total plan assets at beginning of year | 2018-12-31 | $978,547 |
| Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $240,601 |
| Other income received | 2018-12-31 | $-28,442 |
| Net income (gross income less expenses) | 2018-12-31 | $-36,680 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $941,867 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $978,547 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $235,183 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $7,721 |
| 2017 : JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $121,079 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $53,186 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $45,449 |
| Total plan assets at end of year | 2017-12-31 | $978,547 |
| Total plan assets at beginning of year | 2017-12-31 | $910,654 |
| Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $285,439 |
| Other income received | 2017-12-31 | $81,079 |
| Net income (gross income less expenses) | 2017-12-31 | $67,893 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $978,547 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $910,654 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $221,205 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $40,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $7,737 |
| 2016 : JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $40,814 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $56,503 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $47,752 |
| Total plan assets at end of year | 2016-12-31 | $943,800 |
| Total plan assets at beginning of year | 2016-12-31 | $959,489 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $314,393 |
| Other income received | 2016-12-31 | $25,814 |
| Net income (gross income less expenses) | 2016-12-31 | $-15,689 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $943,800 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $959,489 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $200,387 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $15,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $8,751 |
| 2015 : JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $48,120 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $51,939 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $44,884 |
| Total plan assets at end of year | 2015-12-31 | $959,489 |
| Total plan assets at beginning of year | 2015-12-31 | $963,308 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $293,651 |
| Other income received | 2015-12-31 | $18,120 |
| Net income (gross income less expenses) | 2015-12-31 | $-3,819 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $959,489 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $963,308 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $187,353 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $7,055 |
| 2014 : JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $70,119 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $50,722 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $42,438 |
| Total plan assets at end of year | 2014-12-31 | $963,308 |
| Total plan assets at beginning of year | 2014-12-31 | $943,911 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $274,533 |
| Other income received | 2014-12-31 | $70,119 |
| Net income (gross income less expenses) | 2014-12-31 | $19,397 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $963,308 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $943,911 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $176,250 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $8,284 |
| 2013 : JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $113,657 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $44,908 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $37,842 |
| Total plan assets at end of year | 2013-12-31 | $943,911 |
| Total plan assets at beginning of year | 2013-12-31 | $875,162 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $221,357 |
| Other income received | 2013-12-31 | $113,657 |
| Net income (gross income less expenses) | 2013-12-31 | $68,749 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $943,911 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $875,162 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $164,611 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $7,066 |
| 2012 : JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $84,448 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $42,031 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $34,851 |
| Total plan assets at end of year | 2012-12-31 | $875,162 |
| Total plan assets at beginning of year | 2012-12-31 | $832,745 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $185,718 |
| Other income received | 2012-12-31 | $75,948 |
| Net income (gross income less expenses) | 2012-12-31 | $42,417 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $875,162 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $832,745 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $163,707 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $8,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,180 |
| 2011 : JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $913 |
| Total income from all sources | 2011-12-31 | $52,714 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $48,754 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $41,445 |
| Total plan assets at end of year | 2011-12-31 | $832,745 |
| Total plan assets at beginning of year | 2011-12-31 | $829,699 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $135,922 |
| Other income received | 2011-12-31 | $18,714 |
| Net income (gross income less expenses) | 2011-12-31 | $3,960 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $832,745 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $828,786 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $162,741 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $34,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $7,309 |
| 2010 : JAMES P PANICO, PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $913 |
| Total plan liabilities at beginning of year | 2010-12-31 | $1,096 |
| Total income from all sources | 2010-12-31 | $32,105 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $44,784 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $32,796 |
| Total plan assets at end of year | 2010-12-31 | $829,699 |
| Total plan assets at beginning of year | 2010-12-31 | $842,561 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $247,519 |
| Other income received | 2010-12-31 | $32,105 |
| Net income (gross income less expenses) | 2010-12-31 | $-12,679 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $828,786 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $841,465 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $11,988 |
