401k Plan data: LEWIS GIANOLA PLLC 401(K) PROFIT SHARING PLAN plan

LEWIS GIANOLA PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LEWIS GIANOLA PLLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

LEWIS GIANOLA PLLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

LEWIS GIANOLA PLLC has sponsored the creation of one or more 401k plans.

Company Name: LEWIS GIANOLA PLLC

Employer identification number (EIN): 550486513

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEWIS GIANOLA PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01 TINA BOGGESS 2023-06-14 TINA BOGGESS 2023-06-14
001 2021-01-01 TINA BOGGESS 2022-07-23
001 2020-01-01 TINA BOGGESS 2021-06-10 TINA BOGGESS 2021-06-10
001 2019-01-01 TINA BOGGESS 2020-07-16 TINA BOGGESS 2020-07-16
001 2018-01-01 DUSTIN L HOLSTON 2019-06-24
001 2017-01-01 DUSTIN L HOLSTON 2018-07-12 DUSTIN L HOLSTON 2018-07-12
001 2016-01-01 DUSTIN HOLSTON 2017-06-15
001 2015-01-01 RICHARD L GOTTLIEB RICHARD L GOTTLIEB 2016-07-22
001 2014-01-01 RICHARD GOTTLIEB 2015-08-18
001 2013-01-01 STEVEN LUBY 2014-10-13
001 2012-01-01 STEVEN LUBY 2013-10-11
001 2011-01-01 STEVEN LUBY 2012-08-30
001 2010-01-01 STEVEN LUBY 2011-09-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01	TINA BOGGESS	2023-06-14	TINA BOGGESS	2023-06-14
001	2021-01-01	TINA BOGGESS	2022-07-23
001	2020-01-01	TINA BOGGESS	2021-06-10	TINA BOGGESS	2021-06-10
001	2019-01-01	TINA BOGGESS	2020-07-16	TINA BOGGESS	2020-07-16
001	2018-01-01	DUSTIN L HOLSTON	2019-06-24
001	2017-01-01	DUSTIN L HOLSTON	2018-07-12	DUSTIN L HOLSTON	2018-07-12
001	2016-01-01	DUSTIN HOLSTON	2017-06-15
001	2015-01-01	RICHARD L GOTTLIEB		RICHARD L GOTTLIEB	2016-07-22
001	2014-01-01	RICHARD GOTTLIEB	2015-08-18
001	2013-01-01	STEVEN LUBY	2014-10-13
001	2012-01-01	STEVEN LUBY	2013-10-11
001	2011-01-01	STEVEN LUBY	2012-08-30
001	2010-01-01	STEVEN LUBY	2011-09-30

Plan Statistics for LEWIS GIANOLA PLLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LEWIS GIANOLA PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: LEWIS GIANOLA PLLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 61
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 68
Number of participants with account balances 2015-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2015: LEWIS GIANOLA PLLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	61
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	68
Number of participants with account balances	2015-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on LEWIS GIANOLA PLLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : LEWIS GIANOLA PLLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$398,450
Expenses. Total of all expenses incurred	2015-12-31	$885,939
Benefits paid (including direct rollovers)	2015-12-31	$885,162
Total plan assets at end of year	2015-12-31	$5,637,601
Total plan assets at beginning of year	2015-12-31	$6,125,090
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$252,694
Expenses. Other expenses not covered elsewhere	2015-12-31	$350
Other income received	2015-12-31	$-159,509
Net income (gross income less expenses)	2015-12-31	$-487,489
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,637,601
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,125,090
Total contributions received or receivable from employer(s)	2015-12-31	$305,265
Value of corrective distributions	2015-12-31	$427
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for LEWIS GIANOLA PLLC 401(K) PROFIT SHARING PLAN

2015: LEWIS GIANOLA PLLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LEWIS GIANOLA PLLC
Employer identification number (EIN):	550486513
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers