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JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN
Plan identification number 002

JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.

401k Sponsoring company profile

STUART J. LEVY, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:STUART J. LEVY, D.D.S., INC.
Employer identification number (EIN):310819718
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about STUART J. LEVY, D.D.S., INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1972-06-19
Company Identification Number: 426214
Legal Registered Office Address: 441 VINE ST STE 2900
-
CINCINNATI
United States of America (USA)
45202

More information about STUART J. LEVY, D.D.S., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01
0022017-01-01STUART J. LEVY, DDS
0022016-01-01STUART J. LEVY, DDS
0022015-01-01STUART J. LEVY, DDS
0022013-01-01STUART J. LEVY, DDS
0022012-01-01STUART J. LEVY, DDS
0022011-01-01STUART J. LEVY, DDS
0022010-01-01STUART J. LEVY, DDS
0022009-01-01STUART J. LEVY, DDS

Plan Statistics for JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN

Measure Date Value
2018: JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2013: JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-017
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-017
Total participants2010-01-0128
Number of participants with account balances2010-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018

Financial Data on JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN

Measure Date Value
2018 : JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$0
Expenses. Total of all expenses incurred2018-12-31$1,542,135
Benefits paid (including direct rollovers)2018-12-31$1,542,135
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$1,542,135
Net income (gross income less expenses)2018-12-31$-1,542,135
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,542,135
2017 : JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$227,696
Expenses. Total of all expenses incurred2017-12-31$285,307
Benefits paid (including direct rollovers)2017-12-31$285,307
Total plan assets at end of year2017-12-31$1,542,135
Total plan assets at beginning of year2017-12-31$1,599,746
Other income received2017-12-31$227,696
Net income (gross income less expenses)2017-12-31$-57,611
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,542,135
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,599,746
2016 : JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$113,879
Total plan assets at end of year2016-12-31$1,599,746
Total plan assets at beginning of year2016-12-31$1,485,867
Assets. Value of loans (other than to participants)2016-12-31$2,767
Other income received2016-12-31$113,879
Net income (gross income less expenses)2016-12-31$113,879
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,599,746
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,485,867
2015 : JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$6,770
Expenses. Total of all expenses incurred2015-12-31$215,113
Total plan assets at end of year2015-12-31$1,485,867
Total plan assets at beginning of year2015-12-31$1,694,210
Total contributions received or receivable from participants2015-12-31$22,323
Assets. Value of loans (other than to participants)2015-12-31$2,767
Other income received2015-12-31$-15,553
Net income (gross income less expenses)2015-12-31$-208,343
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,485,867
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,694,210
Value of certain deemed distributions of participant loans2015-12-31$199,895
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$15,218
2013 : JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$290,500
Expenses. Total of all expenses incurred2013-12-31$286,724
Total plan assets at end of year2013-12-31$1,569,086
Total plan assets at beginning of year2013-12-31$1,565,310
Total contributions received or receivable from participants2013-12-31$37,830
Other income received2013-12-31$209,261
Net income (gross income less expenses)2013-12-31$3,776
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,569,086
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,565,310
Total contributions received or receivable from employer(s)2013-12-31$43,409
Value of certain deemed distributions of participant loans2013-12-31$272,320
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$14,404
2012 : JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$217,611
Expenses. Total of all expenses incurred2012-12-31$23,952
Total plan assets at end of year2012-12-31$1,565,310
Total plan assets at beginning of year2012-12-31$1,371,651
Total contributions received or receivable from participants2012-12-31$31,738
Other income received2012-12-31$143,235
Net income (gross income less expenses)2012-12-31$193,659
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,565,310
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,371,651
Total contributions received or receivable from employer(s)2012-12-31$42,638
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$23,952
2011 : JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$77,004
Expenses. Total of all expenses incurred2011-12-31$12,837
Total plan assets at end of year2011-12-31$1,371,651
Total plan assets at beginning of year2011-12-31$1,307,484
Total contributions received or receivable from participants2011-12-31$34,366
Expenses. Other expenses not covered elsewhere2011-12-31$4,018
Net income (gross income less expenses)2011-12-31$64,167
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,371,651
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,307,484
Total contributions received or receivable from employer(s)2011-12-31$42,638
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$8,819
2010 : JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$219,964
Total plan assets at end of year2010-12-31$1,307,484
Total plan assets at beginning of year2010-12-31$1,087,520
Total contributions received or receivable from participants2010-12-31$31,981
Other income received2010-12-31$150,144
Net income (gross income less expenses)2010-12-31$219,964
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,307,484
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,087,520
Total contributions received or receivable from employer(s)2010-12-31$37,839

Form 5500 Responses for JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN

2018: JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2013: JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JAMES S. LEVY & STUART J. LEVY DDS, INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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