401k Plan data: CAMPBELL AND LEVINE 401(K) PROFIT SHARING PLAN plan

CAMPBELL AND LEVINE 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CAMPBELL AND LEVINE 401(K) PROFIT SHARING PLAN
Plan identification number	002

CAMPBELL AND LEVINE 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAMPBELL AND LEVINE, LLC has sponsored the creation of one or more 401k plans.

Company Name: CAMPBELL AND LEVINE, LLC

Employer identification number (EIN): 251408483

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMPBELL AND LEVINE 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 PHILIP MILCH 2024-04-30 PHILIP MILCH 2024-04-30
002 2022-01-01 PHILIP MILCH 2023-05-03 PHILIP MILCH 2023-05-03
002 2021-01-01 PHILIP MILCH 2022-05-03 PHILIP MILCH 2022-05-03
002 2020-01-01 STANLEY LEVINE 2021-07-23 STANLEY LEVINE 2021-07-23
002 2019-01-01 STANLEY LEVINE 2020-06-02 STANLEY LEVINE 2020-06-02
002 2018-01-01 STANLEY LEVINE 2019-05-29 STANLEY LEVINE 2019-05-29
002 2017-01-01 STANLEY LEVINE 2018-04-24 STANLEY LEVINE 2018-04-24
002 2016-01-01 STANLEY LEVINE 2017-06-07 STANLEY LEVINE 2017-06-07
002 2015-01-01 STANLEY LEVINE 2016-05-10 STANLEY LEVINE 2016-05-10
002 2014-01-01 STANLEY LEVINE 2015-07-23 STANLEY LEVINE 2015-07-23
002 2013-01-01 STANLEY LEVINE 2014-08-19 STANLEY LEVINE 2014-08-19
002 2012-01-01 STANLEY LEVINE 2013-04-24
002 2011-01-01 STANLEY LEVINE 2012-08-30
002 2010-01-01 STANLEY LEVINE 2011-08-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	PHILIP MILCH	2024-04-30	PHILIP MILCH	2024-04-30
002	2022-01-01	PHILIP MILCH	2023-05-03	PHILIP MILCH	2023-05-03
002	2021-01-01	PHILIP MILCH	2022-05-03	PHILIP MILCH	2022-05-03
002	2020-01-01	STANLEY LEVINE	2021-07-23	STANLEY LEVINE	2021-07-23
002	2019-01-01	STANLEY LEVINE	2020-06-02	STANLEY LEVINE	2020-06-02
002	2018-01-01	STANLEY LEVINE	2019-05-29	STANLEY LEVINE	2019-05-29
002	2017-01-01	STANLEY LEVINE	2018-04-24	STANLEY LEVINE	2018-04-24
002	2016-01-01	STANLEY LEVINE	2017-06-07	STANLEY LEVINE	2017-06-07
002	2015-01-01	STANLEY LEVINE	2016-05-10	STANLEY LEVINE	2016-05-10
002	2014-01-01	STANLEY LEVINE	2015-07-23	STANLEY LEVINE	2015-07-23
002	2013-01-01	STANLEY LEVINE	2014-08-19	STANLEY LEVINE	2014-08-19
002	2012-01-01	STANLEY LEVINE	2013-04-24
002	2011-01-01	STANLEY LEVINE	2012-08-30
002	2010-01-01	STANLEY LEVINE	2011-08-01

Financial Data on CAMPBELL AND LEVINE 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : CAMPBELL AND LEVINE 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-04-10	442603
Net assets as of the end of the plan year	2025-04-10	18941453
Total assets as of the beginning of the plan year	2025-04-10	16519845
Value of plan covered by a fidelity bond	2025-04-10	500000
Participant contributions to plan in this plan year	2025-04-10	276468
Value of participant loans at end of plan year	2025-04-10	80530
Other income to plan in this plan year	2025-04-10	2239512
Plan net income in this plan year	2025-04-10	2421608
Net assets as of the end of the plan year	2025-04-10	18941453
Net assets as of the beginning of the plan year	2025-04-10	16519845
Employer contributions to plan in this plan year	2025-04-10	348231
Expensese paid to adminstrative service provicers from plan in this plan year	2025-04-10	101623
2024 : CAMPBELL AND LEVINE 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-04-30	0
Total expenses incurred by plan in this plan year	2024-04-30	226696
Net assets as of the end of the plan year	2024-04-30	16519845
Total assets as of the beginning of the plan year	2024-04-30	13666477
Value of plan covered by a fidelity bond	2024-04-30	500000
Participant contributions to plan in this plan year	2024-04-30	284541
Value of participant loans at end of plan year	2024-04-30	77007
Other expenses paid from plan in this plan year	2024-04-30	0
Other contributions to plan in this plan year	2024-04-30	0
Other income to plan in this plan year	2024-04-30	2463864
Plan net income in this plan year	2024-04-30	2853368
Net assets as of the end of the plan year	2024-04-30	16519845
Net assets as of the beginning of the plan year	2024-04-30	13666477
Employer contributions to plan in this plan year	2024-04-30	331659
Expensese paid to adminstrative service provicers from plan in this plan year	2024-04-30	83502
2022 : CAMPBELL AND LEVINE 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-03	608108
Net assets as of the end of the plan year	2022-05-03	17527516
Total assets as of the beginning of the plan year	2022-05-03	15079239
Value of plan covered by a fidelity bond	2022-05-03	500000
Participant contributions to plan in this plan year	2022-05-03	283502
Value of participant loans at end of plan year	2022-05-03	65971
Other income to plan in this plan year	2022-05-03	2466746
Plan net income in this plan year	2022-05-03	2448277
Net assets as of the end of the plan year	2022-05-03	17527516
Net assets as of the beginning of the plan year	2022-05-03	15079239
Employer contributions to plan in this plan year	2022-05-03	306137
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-03	87778

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Company Name:	CAMPBELL AND LEVINE, LLC
Employer identification number (EIN):	251408483
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers