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BRIAN J. LEVY & ASSOCIATES, P.C. INCENTIVE SAVINGS PLAN 401k Plan overview

Plan NameBRIAN J. LEVY & ASSOCIATES, P.C. INCENTIVE SAVINGS PLAN
Plan identification number 002

BRIAN J. LEVY & ASSOCIATES, P.C. INCENTIVE SAVINGS PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • 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

BRIAN J. LEVY & ASSOCIATES PC has sponsored the creation of one or more 401k plans.

Company Name:BRIAN J. LEVY & ASSOCIATES PC
Employer identification number (EIN):830957085
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN J. LEVY & ASSOCIATES, P.C. INCENTIVE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01BRIAN J. LEVY2024-09-05
0022022-01-01BRIAN J. LEVY2023-08-21
0022021-01-01BRIAN J. LEVY2022-09-26

Financial Data on BRIAN J. LEVY & ASSOCIATES, P.C. INCENTIVE SAVINGS PLAN

Measure Date Value
2025 : BRIAN J. LEVY & ASSOCIATES, P.C. INCENTIVE SAVINGS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-080
Total liabilities as of the end of the plan year2025-08-080
Total liabilities as of the beginning of the plan year2025-08-080
Total expenses incurred by plan in this plan year2025-08-080
Net assets as of the end of the plan year2025-08-081678985
Total assets as of the beginning of the plan year2025-08-081293009
Value of plan covered by a fidelity bond2025-08-0890000
Participant contributions to plan in this plan year2025-08-0889104
Other expenses paid from plan in this plan year2025-08-080
Other contributions to plan in this plan year2025-08-080
Other income to plan in this plan year2025-08-08162005
Plan net income in this plan year2025-08-08385976
Net assets as of the end of the plan year2025-08-081678985
Net assets as of the beginning of the plan year2025-08-081293009
Employer contributions to plan in this plan year2025-08-08134867
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-080
2024 : BRIAN J. LEVY & ASSOCIATES, P.C. INCENTIVE SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-058411
Net assets as of the end of the plan year2024-09-051293009
Total assets as of the beginning of the plan year2024-09-05967353
Value of plan covered by a fidelity bond2024-09-0590000
Participant contributions to plan in this plan year2024-09-0574929
Other income to plan in this plan year2024-09-05167058
Plan net income in this plan year2024-09-05325656
Net assets as of the end of the plan year2024-09-051293009
Net assets as of the beginning of the plan year2024-09-05967353
Employer contributions to plan in this plan year2024-09-0592080
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-058411

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