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JEFFREY SCOTT LEVINGER PC RETIREMENT TRUST 401k Plan overview

Plan NameJEFFREY SCOTT LEVINGER PC RETIREMENT TRUST
Plan identification number 001

JEFFREY SCOTT LEVINGER PC RETIREMENT TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JEFFREY SCOTT LEVINGER PC has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY SCOTT LEVINGER PC
Employer identification number (EIN):453643225
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about JEFFREY SCOTT LEVINGER PC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2011-10-26
Company Identification Number: 0801499574
Legal Registered Office Address: 11516 SAINT MICHAELS DR

DALLAS
United States of America (USA)
75230

More information about JEFFREY SCOTT LEVINGER PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY SCOTT LEVINGER PC RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TERRY LEVINGER2024-07-11
0012022-01-01TERRY K. LEVINGER2023-07-18
0012021-01-01TERRY LEVINGER2022-07-22
0012021-01-01TERRY LEVINGER2022-07-12
0012020-01-01TERRY LEVINGER2021-07-22
0012019-01-01TERRY LEVINGER2020-06-25
0012018-01-01TERRY LEVINGER2019-07-24
0012017-01-01TERRY LEVINGER2018-07-17
0012016-01-01TERRY LEVINGER2017-07-24
0012015-01-01TERRY LEVINGER2016-07-13
0012014-01-01TERRY LEVINGER2015-07-15 TERRY LEVINGER2015-07-15
0012013-01-01TERRY LEVINGER2014-07-16 TERRY LEVINGER2014-07-16
0012012-10-01TERRY LEVINGER2013-07-06 TERRY LEVINGER2013-07-06

Plan Statistics for JEFFREY SCOTT LEVINGER PC RETIREMENT TRUST

401k plan membership statisitcs for JEFFREY SCOTT LEVINGER PC RETIREMENT TRUST

Measure Date Value
2025: JEFFREY SCOTT LEVINGER PC RETIREMENT TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-113
Total number of particpants at end of year2025-07-113
Number of Participants With Account Balances2025-07-113
2024: JEFFREY SCOTT LEVINGER PC RETIREMENT TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-113
Total number of particpants at end of year2024-07-113
Number of Participants With Account Balances2024-07-113
2022: JEFFREY SCOTT LEVINGER PC RETIREMENT TRUST 2022 401k membership
Total number of particpants at beginning of year2022-07-223
Total number of particpants at end of year2022-07-223
Number of Participants With Account Balances2022-07-223

Financial Data on JEFFREY SCOTT LEVINGER PC RETIREMENT TRUST

Measure Date Value
2025 : JEFFREY SCOTT LEVINGER PC RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-117961
Net assets as of the end of the plan year2025-07-111721983
Total assets as of the beginning of the plan year2025-07-111508347
Value of plan covered by a fidelity bond2025-07-11180000
Participant contributions to plan in this plan year2025-07-1165359
Value of participant loans at end of plan year2025-07-110
Other contributions to plan in this plan year2025-07-110
Other income to plan in this plan year2025-07-1195630
Plan net income in this plan year2025-07-11213636
Net assets as of the end of the plan year2025-07-111721983
Net assets as of the beginning of the plan year2025-07-111508347
Employer contributions to plan in this plan year2025-07-1160608
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-114974
2024 : JEFFREY SCOTT LEVINGER PC RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-113931
Net assets as of the end of the plan year2024-07-111508347
Total assets as of the beginning of the plan year2024-07-111224080
Value of plan covered by a fidelity bond2024-07-11140000
Participant contributions to plan in this plan year2024-07-1164044
Value of participant loans at end of plan year2024-07-110
Other contributions to plan in this plan year2024-07-110
Other income to plan in this plan year2024-07-11165960
Plan net income in this plan year2024-07-11284267
Net assets as of the end of the plan year2024-07-111508347
Net assets as of the beginning of the plan year2024-07-111224080
Employer contributions to plan in this plan year2024-07-1158194
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-113931
2022 : JEFFREY SCOTT LEVINGER PC RETIREMENT TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-222956
Net assets as of the end of the plan year2022-07-221347716
Total assets as of the beginning of the plan year2022-07-221090567
Value of plan covered by a fidelity bond2022-07-22140000
Participant contributions to plan in this plan year2022-07-2257102
Value of participant loans at end of plan year2022-07-220
Other contributions to plan in this plan year2022-07-220
Other income to plan in this plan year2022-07-22151250
Plan net income in this plan year2022-07-22257149
Net assets as of the end of the plan year2022-07-221347716
Net assets as of the beginning of the plan year2022-07-221090567
Employer contributions to plan in this plan year2022-07-2251753
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-222956

Potentially related plans

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