401k Plan data: WALTER H. LEVIE, JR DDS 401(K) PLAN plan

WALTER H. LEVIE, JR DDS 401(K) PLAN 401k Plan overview

Plan Name	WALTER H. LEVIE, JR DDS 401(K) PLAN
Plan identification number	001

WALTER H. LEVIE, JR DDS 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

WALTER H LEVIE JR DDS has sponsored the creation of one or more 401k plans.

Company Name: WALTER H LEVIE JR DDS

Employer identification number (EIN): 581722072

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALTER H. LEVIE, JR DDS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 STEPHANIE COOPER 2024-06-03
001 2022-01-01 STEPHANIE COOPER 2023-06-09
001 2021-01-01 STEPHANIE COOPER 2022-05-26
001 2020-01-01 STEPHANIE COOPER 2021-06-24
001 2019-01-01 STEPHANIE COOPER 2021-02-08
001 2018-01-01 STEPHANIE COOPER 2019-06-03
001 2017-02-01 STEPHANIE COOPER 2018-09-24
001 2013-01-01 WALTER LEVIE JR. WALTER LEVIE JR. 2014-10-13
001 2012-01-01 WALTER H. LEVIE, JR. WALTER H. LEVIE, JR. 2013-05-16
001 2011-01-01 WALTER H. LEVIE, JR. WALTER H. LEVIE, JR. 2012-10-16
001 2009-01-01 WALTER LEVIE JR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	STEPHANIE COOPER	2024-06-03
001	2022-01-01	STEPHANIE COOPER	2023-06-09
001	2021-01-01	STEPHANIE COOPER	2022-05-26
001	2020-01-01	STEPHANIE COOPER	2021-06-24
001	2019-01-01	STEPHANIE COOPER	2021-02-08
001	2018-01-01	STEPHANIE COOPER	2019-06-03
001	2017-02-01	STEPHANIE COOPER	2018-09-24
001	2013-01-01	WALTER LEVIE JR.		WALTER LEVIE JR.	2014-10-13
001	2012-01-01	WALTER H. LEVIE, JR.		WALTER H. LEVIE, JR.	2013-05-16
001	2011-01-01	WALTER H. LEVIE, JR.		WALTER H. LEVIE, JR.	2012-10-16
001	2009-01-01	WALTER LEVIE JR

Plan Statistics for WALTER H. LEVIE, JR DDS 401(K) PLAN

401k plan membership statisitcs for WALTER H. LEVIE, JR DDS 401(K) PLAN

Measure Date Value
2025: WALTER H. LEVIE, JR DDS 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-05-28 10
Total number of particpants at end of year 2025-05-28 10
Number of Participants With Account Balances 2025-05-28 9
2024: WALTER H. LEVIE, JR DDS 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-06-03 9
Total number of particpants at end of year 2024-06-03 7
Number of Participants With Account Balances 2024-06-03 6
2013: WALTER H. LEVIE, JR DDS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WALTER H. LEVIE, JR DDS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WALTER H. LEVIE, JR DDS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WALTER H. LEVIE, JR DDS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Total of all active and inactive participants 2009-01-01 6
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: WALTER H. LEVIE, JR DDS 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-05-28	10
Total number of particpants at end of year	2025-05-28	10
Number of Participants With Account Balances	2025-05-28	9
2024: WALTER H. LEVIE, JR DDS 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-03	9
Total number of particpants at end of year	2024-06-03	7
Number of Participants With Account Balances	2024-06-03	6
2013: WALTER H. LEVIE, JR DDS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WALTER H. LEVIE, JR DDS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WALTER H. LEVIE, JR DDS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WALTER H. LEVIE, JR DDS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Total of all active and inactive participants	2009-01-01	6
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WALTER H. LEVIE, JR DDS 401(K) PLAN

Measure	Date	Value
2025 : WALTER H. LEVIE, JR DDS 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-05-28	0
Net assets as of the end of the plan year	2025-05-28	481305
Total assets as of the beginning of the plan year	2025-05-28	353708
Value of plan covered by a fidelity bond	2025-05-28	36000
Participant contributions to plan in this plan year	2025-05-28	64145
Other income to plan in this plan year	2025-05-28	43265
Plan net income in this plan year	2025-05-28	127597
Net assets as of the end of the plan year	2025-05-28	481305
Net assets as of the beginning of the plan year	2025-05-28	353708
Employer contributions to plan in this plan year	2025-05-28	20187
2024 : WALTER H. LEVIE, JR DDS 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-03	6060
Net assets as of the end of the plan year	2024-06-03	353708
Total assets as of the beginning of the plan year	2024-06-03	216077
Value of plan covered by a fidelity bond	2024-06-03	22000
Participant contributions to plan in this plan year	2024-06-03	80423
Other income to plan in this plan year	2024-06-03	45747
Plan net income in this plan year	2024-06-03	137631
Net assets as of the end of the plan year	2024-06-03	353708
Net assets as of the beginning of the plan year	2024-06-03	216077
Employer contributions to plan in this plan year	2024-06-03	17521
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-03	50
2013 : WALTER H. LEVIE, JR DDS 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$42,395
Expenses. Total of all expenses incurred	2013-12-31	$26,828
Benefits paid (including direct rollovers)	2013-12-31	$26,828
Total plan assets at end of year	2013-12-31	$210,744
Total plan assets at beginning of year	2013-12-31	$195,177
Value of fidelity bond covering the plan	2013-12-31	$25,000
Total contributions received or receivable from participants	2013-12-31	$680
Other income received	2013-12-31	$41,255
Net income (gross income less expenses)	2013-12-31	$15,567
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$210,744
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$195,177
Total contributions received or receivable from employer(s)	2013-12-31	$460
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : WALTER H. LEVIE, JR DDS 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$45,486
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$195,177
Total plan assets at beginning of year	2012-12-31	$149,691
Value of fidelity bond covering the plan	2012-12-31	$15,000
Total contributions received or receivable from participants	2012-12-31	$23,309
Other income received	2012-12-31	$19,609
Net income (gross income less expenses)	2012-12-31	$45,486
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$195,177
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$149,691
Total contributions received or receivable from employer(s)	2012-12-31	$2,568
2011 : WALTER H. LEVIE, JR DDS 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$19,611
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$149,691
Total plan assets at beginning of year	2011-12-31	$130,080
Value of fidelity bond covering the plan	2011-12-31	$15,000
Total contributions received or receivable from participants	2011-12-31	$16,379
Other income received	2011-12-31	$873
Net income (gross income less expenses)	2011-12-31	$19,611
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$149,691
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$130,080
Total contributions received or receivable from employer(s)	2011-12-31	$2,359
2010 : WALTER H. LEVIE, JR DDS 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$36,588
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$130,080
Total plan assets at beginning of year	2010-12-31	$93,492
Value of fidelity bond covering the plan	2010-12-31	$15,000
Total contributions received or receivable from participants	2010-12-31	$21,572
Other income received	2010-12-31	$12,716
Net income (gross income less expenses)	2010-12-31	$36,588
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$130,080
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$93,492
Total contributions received or receivable from employer(s)	2010-12-31	$2,300

Form 5500 Responses for WALTER H. LEVIE, JR DDS 401(K) PLAN

2013: WALTER H. LEVIE, JR DDS 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WALTER H. LEVIE, JR DDS 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WALTER H. LEVIE, JR DDS 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WALTER H. LEVIE, JR DDS 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WALTER H LEVIE JR DDS
Employer identification number (EIN):	581722072
NAIC Classification:	621210
NAIC Description:	Offices of Dentists