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ROBERT L. LEVY, D.D.S., LLC RETIREMENT PLAN 401k Plan overview

Plan NameROBERT L. LEVY, D.D.S., LLC RETIREMENT PLAN
Plan identification number 002

ROBERT L. LEVY, D.D.S., LLC RETIREMENT PLAN 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.
  • 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.
  • 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

ROBERT L. LEVY, D.D.S., LLC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT L. LEVY, D.D.S., LLC
Employer identification number (EIN):823991434
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L. LEVY, D.D.S., LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ROBERT L. LEVY D.D.S. L.L.C.2024-07-11
0022022-01-01ROBERT L. LEVY D.D.S. L.L.C.2023-06-28
0022021-01-01ROBERT L. LEVY D.D.S. L.L.C.2022-06-30
0022020-01-01ROBERT L. LEVY D.D.S. L.L.C.2021-06-30
0022019-01-01ROBERT LEVY2020-06-29
0022018-01-01ROBERT L. LEVY D.D.S. L.L.C.2019-07-15
0022017-01-01ROBERT L. LEVY D.D.S. L.L.C.2018-07-05

Financial Data on ROBERT L. LEVY, D.D.S., LLC RETIREMENT PLAN

Measure Date Value
2025 : ROBERT L. LEVY, D.D.S., LLC RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-097418
Net assets as of the end of the plan year2025-07-092300501
Total assets as of the beginning of the plan year2025-07-092114382
Value of plan covered by a fidelity bond2025-07-0935000
Participant contributions to plan in this plan year2025-07-095144
Value of participant loans at end of plan year2025-07-090
Other contributions to plan in this plan year2025-07-090
Other income to plan in this plan year2025-07-09183559
Plan net income in this plan year2025-07-09186119
Net assets as of the end of the plan year2025-07-092300501
Net assets as of the beginning of the plan year2025-07-092114382
Employer contributions to plan in this plan year2025-07-094834
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-09823
2024 : ROBERT L. LEVY, D.D.S., LLC RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-11803
Net assets as of the end of the plan year2024-07-112114382
Total assets as of the beginning of the plan year2024-07-111833208
Value of plan covered by a fidelity bond2024-07-1135000
Participant contributions to plan in this plan year2024-07-115926
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 year2024-07-11213723
Plan net income in this plan year2024-07-11281174
Net assets as of the end of the plan year2024-07-112114382
Net assets as of the beginning of the plan year2024-07-111833208
Employer contributions to plan in this plan year2024-07-1162328
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-11803

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