401k Plan data: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN plan

RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 401k Plan overview

Plan Name	RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN
Plan identification number	003

RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RICHARD A. LEVY, M.D., A.P.C. has sponsored the creation of one or more 401k plans.

Company Name: RICHARD A. LEVY, M.D., A.P.C.

Employer identification number (EIN): 942706602

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-11-01 RICHARD A. LEVY 2023-08-15
003 2020-11-01
003 2019-11-01
003 2018-11-01
003 2017-11-01
003 2016-11-01 RICHARD A. LEVY
003 2015-11-01 RICHARD A. LEVY
003 2014-11-01 RICHARD A. LEVY
003 2013-11-01 RICHARD A. LEVY
003 2012-11-01 RICHARD A. LEVY
003 2011-11-01 RICHARD A. LEVY
003 2010-11-01 RICHARD A. LEVY
003 2009-11-01 RICHARD A. LEVY
003 2008-11-01

Plan Statistics for RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN

401k plan membership statisitcs for RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN

Measure Date Value
2021: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-11-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-11-01 3
Number of retired or separated participants receiving benefits 2021-11-01 0
Number of other retired or separated participants entitled to future benefits 2021-11-01 2
Total of all active and inactive participants 2021-11-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-11-01 0
Total participants 2021-11-01 5
Number of participants with account balances 2021-11-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-11-01 0
2020: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-11-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-11-01 3
Number of retired or separated participants receiving benefits 2020-11-01 0
Number of other retired or separated participants entitled to future benefits 2020-11-01 2
Total of all active and inactive participants 2020-11-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-11-01 0
Total participants 2020-11-01 5
Number of participants with account balances 2020-11-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-11-01 0
2019: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-11-01 3
Number of retired or separated participants receiving benefits 2019-11-01 0
Number of other retired or separated participants entitled to future benefits 2019-11-01 3
Total of all active and inactive participants 2019-11-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-11-01 0
Total participants 2019-11-01 6
Number of participants with account balances 2019-11-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-11-01 0
2018: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-11-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-11-01 4
Number of retired or separated participants receiving benefits 2018-11-01 0
Number of other retired or separated participants entitled to future benefits 2018-11-01 3
Total of all active and inactive participants 2018-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-11-01 0
Total participants 2018-11-01 7
Number of participants with account balances 2018-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-11-01 0
2017: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-11-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-11-01 5
Number of retired or separated participants receiving benefits 2017-11-01 0
Number of other retired or separated participants entitled to future benefits 2017-11-01 3
Total of all active and inactive participants 2017-11-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-11-01 0
Total participants 2017-11-01 8
Number of participants with account balances 2017-11-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-11-01 0
2016: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-11-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-11-01 6
Number of retired or separated participants receiving benefits 2016-11-01 0
Number of other retired or separated participants entitled to future benefits 2016-11-01 2
Total of all active and inactive participants 2016-11-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-11-01 0
Total participants 2016-11-01 8
Number of participants with account balances 2016-11-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-11-01 0
2015: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 6
Number of retired or separated participants receiving benefits 2015-11-01 0
Number of other retired or separated participants entitled to future benefits 2015-11-01 2
Total of all active and inactive participants 2015-11-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-11-01 0
Total participants 2015-11-01 8
Number of participants with account balances 2015-11-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-11-01 0
2014: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 5
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 2
Total of all active and inactive participants 2014-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 7
Number of participants with account balances 2014-11-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0
2013: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 5
Number of retired or separated participants receiving benefits 2013-11-01 0
Number of other retired or separated participants entitled to future benefits 2013-11-01 2
Total of all active and inactive participants 2013-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 7
Number of participants with account balances 2013-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 0
2012: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 5
Number of retired or separated participants receiving benefits 2012-11-01 0
Number of other retired or separated participants entitled to future benefits 2012-11-01 2
Total of all active and inactive participants 2012-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 7
Number of participants with account balances 2012-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 0
2011: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 5
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 2
Total of all active and inactive participants 2011-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 7
Number of participants with account balances 2011-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2010: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 5
Number of retired or separated participants receiving benefits 2010-11-01 0
Number of other retired or separated participants entitled to future benefits 2010-11-01 2
Total of all active and inactive participants 2010-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-11-01 0
Total participants 2010-11-01 7
Number of participants with account balances 2010-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-11-01 0
2009: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 5
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 2
Total of all active and inactive participants 2009-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 7
Number of participants with account balances 2009-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 0

Measure	Date	Value
2021: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-11-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-11-01	3
Number of retired or separated participants receiving benefits	2021-11-01	0
Number of other retired or separated participants entitled to future benefits	2021-11-01	2
Total of all active and inactive participants	2021-11-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-11-01	0
Total participants	2021-11-01	5
Number of participants with account balances	2021-11-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-11-01	0
2020: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-11-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-11-01	3
Number of retired or separated participants receiving benefits	2020-11-01	0
Number of other retired or separated participants entitled to future benefits	2020-11-01	2
Total of all active and inactive participants	2020-11-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-11-01	0
Total participants	2020-11-01	5
Number of participants with account balances	2020-11-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-11-01	0
2019: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-11-01	3
Number of retired or separated participants receiving benefits	2019-11-01	0
Number of other retired or separated participants entitled to future benefits	2019-11-01	3
Total of all active and inactive participants	2019-11-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-11-01	0
Total participants	2019-11-01	6
Number of participants with account balances	2019-11-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-11-01	0
2018: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-11-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-11-01	4
Number of retired or separated participants receiving benefits	2018-11-01	0
Number of other retired or separated participants entitled to future benefits	2018-11-01	3
Total of all active and inactive participants	2018-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-11-01	0
Total participants	2018-11-01	7
Number of participants with account balances	2018-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-11-01	0
2017: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-11-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-11-01	5
Number of retired or separated participants receiving benefits	2017-11-01	0
Number of other retired or separated participants entitled to future benefits	2017-11-01	3
Total of all active and inactive participants	2017-11-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-11-01	0
Total participants	2017-11-01	8
Number of participants with account balances	2017-11-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-11-01	0
2016: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-11-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-11-01	6
Number of retired or separated participants receiving benefits	2016-11-01	0
Number of other retired or separated participants entitled to future benefits	2016-11-01	2
Total of all active and inactive participants	2016-11-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-11-01	0
Total participants	2016-11-01	8
Number of participants with account balances	2016-11-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-11-01	0
2015: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	6
Number of retired or separated participants receiving benefits	2015-11-01	0
Number of other retired or separated participants entitled to future benefits	2015-11-01	2
Total of all active and inactive participants	2015-11-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-11-01	0
Total participants	2015-11-01	8
Number of participants with account balances	2015-11-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-11-01	0
2014: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	5
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	2
Total of all active and inactive participants	2014-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	7
Number of participants with account balances	2014-11-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0
2013: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	5
Number of retired or separated participants receiving benefits	2013-11-01	0
Number of other retired or separated participants entitled to future benefits	2013-11-01	2
Total of all active and inactive participants	2013-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	7
Number of participants with account balances	2013-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	0
2012: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	5
Number of retired or separated participants receiving benefits	2012-11-01	0
Number of other retired or separated participants entitled to future benefits	2012-11-01	2
Total of all active and inactive participants	2012-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	7
Number of participants with account balances	2012-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	0
2011: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	5
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	2
Total of all active and inactive participants	2011-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	7
Number of participants with account balances	2011-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2010: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	5
Number of retired or separated participants receiving benefits	2010-11-01	0
Number of other retired or separated participants entitled to future benefits	2010-11-01	2
Total of all active and inactive participants	2010-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-11-01	0
Total participants	2010-11-01	7
Number of participants with account balances	2010-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-11-01	0
2009: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	5
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	2
Total of all active and inactive participants	2009-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	7
Number of participants with account balances	2009-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	0

Financial Data on RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN

Measure	Date	Value
2022 : RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-10-31	$0
Total plan liabilities at end of year	2022-10-31	$0
Total plan liabilities at beginning of year	2022-10-31	$0
Total income from all sources	2022-10-31	$275,457
Expenses. Total of all expenses incurred	2022-10-31	$55,818
Benefits paid (including direct rollovers)	2022-10-31	$43,464
Total plan assets at end of year	2022-10-31	$2,603,675
Total plan assets at beginning of year	2022-10-31	$2,384,036
Value of fidelity bond covering the plan	2022-10-31	$1,000,000
Total contributions received or receivable from participants	2022-10-31	$9,600
Assets. Value of loans (other than to participants)	2022-10-31	$80,002
Expenses. Other expenses not covered elsewhere	2022-10-31	$0
Contributions received from other sources (not participants or employers)	2022-10-31	$541,822
Other income received	2022-10-31	$-371,226
Noncash contributions received	2022-10-31	$0
Net income (gross income less expenses)	2022-10-31	$219,639
Net plan assets at end of year (total assets less liabilities)	2022-10-31	$2,603,675
Net plan assets at beginning of year (total assets less liabilities)	2022-10-31	$2,384,036
Assets. Value of assets in partnership/joint-venture interests	2022-10-31	$265,520
Total contributions received or receivable from employer(s)	2022-10-31	$95,261
Value of certain deemed distributions of participant loans	2022-10-31	$0
Value of corrective distributions	2022-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-10-31	$12,354
2021 : RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-10-31	$990,026
Expenses. Total of all expenses incurred	2021-10-31	$30,257
Benefits paid (including direct rollovers)	2021-10-31	$19,356
Total plan assets at end of year	2021-10-31	$2,384,036
Total plan assets at beginning of year	2021-10-31	$1,424,267
Value of fidelity bond covering the plan	2021-10-31	$1,000,000
Total contributions received or receivable from participants	2021-10-31	$6,000
Assets. Value of loans (other than to participants)	2021-10-31	$25,002
Contributions received from other sources (not participants or employers)	2021-10-31	$483,668
Other income received	2021-10-31	$415,689
Net income (gross income less expenses)	2021-10-31	$959,769
Net plan assets at end of year (total assets less liabilities)	2021-10-31	$2,384,036
Net plan assets at beginning of year (total assets less liabilities)	2021-10-31	$1,424,267
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2021-10-31	$23,000
Assets. Value of assets in partnership/joint-venture interests	2021-10-31	$50,000
Total contributions received or receivable from employer(s)	2021-10-31	$84,669
Expenses. Administrative service providers (salaries,fees and commissions)	2021-10-31	$10,901
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-10-31	$0
2020 : RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-10-31	$-48,086
Expenses. Total of all expenses incurred	2020-10-31	$152,960
Benefits paid (including direct rollovers)	2020-10-31	$146,300
Total plan assets at end of year	2020-10-31	$1,424,267
Total plan assets at beginning of year	2020-10-31	$1,625,313
Value of fidelity bond covering the plan	2020-10-31	$1,000,000
Total contributions received or receivable from participants	2020-10-31	$7,540
Assets. Value of loans (other than to participants)	2020-10-31	$23,002
Expenses. Other expenses not covered elsewhere	2020-10-31	$30
Other income received	2020-10-31	$-88,437
Net income (gross income less expenses)	2020-10-31	$-201,046
Net plan assets at end of year (total assets less liabilities)	2020-10-31	$1,424,267
Net plan assets at beginning of year (total assets less liabilities)	2020-10-31	$1,625,313
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-10-31	$280,000
Assets. Value of assets in partnership/joint-venture interests	2020-10-31	$55,000
Total contributions received or receivable from employer(s)	2020-10-31	$32,811
Expenses. Administrative service providers (salaries,fees and commissions)	2020-10-31	$6,630
2019 : RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-10-31	$-71,289
Expenses. Total of all expenses incurred	2019-10-31	$146,154
Benefits paid (including direct rollovers)	2019-10-31	$138,306
Total plan assets at end of year	2019-10-31	$1,625,313
Total plan assets at beginning of year	2019-10-31	$1,842,756
Value of fidelity bond covering the plan	2019-10-31	$800,000
Total contributions received or receivable from participants	2019-10-31	$10,080
Assets. Value of loans (other than to participants)	2019-10-31	$150,000
Other income received	2019-10-31	$-89,346
Net income (gross income less expenses)	2019-10-31	$-217,443
Net plan assets at end of year (total assets less liabilities)	2019-10-31	$1,625,313
Net plan assets at beginning of year (total assets less liabilities)	2019-10-31	$1,842,756
Assets. Value of assets in partnership/joint-venture interests	2019-10-31	$72,500
Total contributions received or receivable from employer(s)	2019-10-31	$7,977
Expenses. Administrative service providers (salaries,fees and commissions)	2019-10-31	$7,848
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-10-31	$0
2017 : RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-10-31	$185,822
Expenses. Total of all expenses incurred	2017-10-31	$5,852
Total plan assets at end of year	2017-10-31	$1,804,390
Total plan assets at beginning of year	2017-10-31	$1,624,420
Value of fidelity bond covering the plan	2017-10-31	$1,000,000
Total contributions received or receivable from participants	2017-10-31	$5,280
Assets. Value of loans (other than to participants)	2017-10-31	$303,000
Other income received	2017-10-31	$175,540
Net income (gross income less expenses)	2017-10-31	$179,970
Net plan assets at end of year (total assets less liabilities)	2017-10-31	$1,804,390
Net plan assets at beginning of year (total assets less liabilities)	2017-10-31	$1,624,420
Assets. Value of assets in partnership/joint-venture interests	2017-10-31	$50,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-10-31	$4,940
Total contributions received or receivable from employer(s)	2017-10-31	$5,002
Expenses. Administrative service providers (salaries,fees and commissions)	2017-10-31	$5,852
2016 : RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-10-31	$278,366
Expenses. Total of all expenses incurred	2016-10-31	$4,383
Total plan assets at end of year	2016-10-31	$1,624,420
Total plan assets at beginning of year	2016-10-31	$1,350,437
Value of fidelity bond covering the plan	2016-10-31	$500,000
Total contributions received or receivable from participants	2016-10-31	$5,710
Assets. Value of loans (other than to participants)	2016-10-31	$303,000
Contributions received from other sources (not participants or employers)	2016-10-31	$261
Other income received	2016-10-31	$235,643
Net income (gross income less expenses)	2016-10-31	$273,983
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$1,624,420
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$1,350,437
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-10-31	$3,990
Total contributions received or receivable from employer(s)	2016-10-31	$36,752
Expenses. Administrative service providers (salaries,fees and commissions)	2016-10-31	$4,383
2015 : RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-10-31	$86,696
Expenses. Total of all expenses incurred	2015-10-31	$4,288
Total plan assets at end of year	2015-10-31	$1,350,437
Total plan assets at beginning of year	2015-10-31	$1,268,029
Value of fidelity bond covering the plan	2015-10-31	$500,000
Total contributions received or receivable from participants	2015-10-31	$48,400
Assets. Value of loans (other than to participants)	2015-10-31	$280,000
Other income received	2015-10-31	$14,551
Net income (gross income less expenses)	2015-10-31	$82,408
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$1,350,437
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$1,268,029
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-10-31	$900
Total contributions received or receivable from employer(s)	2015-10-31	$23,745
Expenses. Administrative service providers (salaries,fees and commissions)	2015-10-31	$4,288
2014 : RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-10-31	$0
Total income from all sources	2014-10-31	$141,969
Expenses. Total of all expenses incurred	2014-10-31	$3,504
Total plan assets at end of year	2014-10-31	$1,268,029
Total plan assets at beginning of year	2014-10-31	$1,129,564
Value of fidelity bond covering the plan	2014-10-31	$500,000
Total contributions received or receivable from participants	2014-10-31	$27,800
Assets. Value of loans (other than to participants)	2014-10-31	$290,000
Other income received	2014-10-31	$66,320
Net income (gross income less expenses)	2014-10-31	$138,465
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$1,268,029
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$1,129,564
Total contributions received or receivable from employer(s)	2014-10-31	$47,849
Expenses. Administrative service providers (salaries,fees and commissions)	2014-10-31	$3,504
2013 : RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-10-31	$0
Total plan liabilities at beginning of year	2013-10-31	$0
Total income from all sources	2013-10-31	$170,832
Expenses. Total of all expenses incurred	2013-10-31	$2,987
Total plan assets at end of year	2013-10-31	$1,129,564
Total plan assets at beginning of year	2013-10-31	$961,719
Value of fidelity bond covering the plan	2013-10-31	$500,000
Total contributions received or receivable from participants	2013-10-31	$27,300
Assets. Value of loans (other than to participants)	2013-10-31	$275,000
Other income received	2013-10-31	$98,604
Net income (gross income less expenses)	2013-10-31	$167,845
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$1,129,564
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$961,719
Assets. Value of participant loans	2013-10-31	$0
Assets. Value of assets in partnership/joint-venture interests	2013-10-31	$10,000
Total contributions received or receivable from employer(s)	2013-10-31	$44,928
Expenses. Administrative service providers (salaries,fees and commissions)	2013-10-31	$2,987
2012 : RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-10-31	$0
Total plan liabilities at beginning of year	2012-10-31	$480
Total income from all sources	2012-10-31	$78,988
Expenses. Total of all expenses incurred	2012-10-31	$2,762
Total plan assets at end of year	2012-10-31	$961,719
Total plan assets at beginning of year	2012-10-31	$885,973
Value of fidelity bond covering the plan	2012-10-31	$500,000
Total contributions received or receivable from participants	2012-10-31	$26,800
Assets. Value of loans (other than to participants)	2012-10-31	$195,000
Other income received	2012-10-31	$5,288
Net income (gross income less expenses)	2012-10-31	$76,226
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$961,719
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$885,493
Assets. Value of participant loans	2012-10-31	$6,924
Assets. Value of assets in partnership/joint-venture interests	2012-10-31	$15,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-10-31	$2,600
Total contributions received or receivable from employer(s)	2012-10-31	$46,900
Expenses. Administrative service providers (salaries,fees and commissions)	2012-10-31	$2,762
2011 : RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-10-31	$480
Total plan liabilities at beginning of year	2011-10-31	$480
Total income from all sources	2011-10-31	$36,587
Expenses. Total of all expenses incurred	2011-10-31	$2,662
Total plan assets at end of year	2011-10-31	$885,973
Total plan assets at beginning of year	2011-10-31	$852,048
Value of fidelity bond covering the plan	2011-10-31	$500,000
Total contributions received or receivable from participants	2011-10-31	$19,800
Assets. Value of loans (other than to participants)	2011-10-31	$252,161
Other income received	2011-10-31	$-36,994
Net income (gross income less expenses)	2011-10-31	$33,925
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$885,493
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$851,568
Assets. Value of participant loans	2011-10-31	$15,518
Assets. Value of assets in partnership/joint-venture interests	2011-10-31	$25,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-10-31	$12,600
Total contributions received or receivable from employer(s)	2011-10-31	$53,781
Expenses. Administrative service providers (salaries,fees and commissions)	2011-10-31	$2,662
2010 : RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-10-31	$0

Form 5500 Responses for RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN

2021: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2021 form 5500 responses
2021-11-01	Type of plan entity	Single employer plan
2021-11-01	Submission has been amended	No
2021-11-01	This submission is the final filing	No
2021-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-11-01	Plan is a collectively bargained plan	No
2021-11-01	Plan funding arrangement – Trust	Yes
2021-11-01	Plan benefit arrangement - Trust	Yes
2020: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2020 form 5500 responses
2020-11-01	Type of plan entity	Single employer plan
2020-11-01	Submission has been amended	No
2020-11-01	This submission is the final filing	No
2020-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-11-01	Plan is a collectively bargained plan	No
2020-11-01	Plan funding arrangement – Trust	Yes
2020-11-01	Plan benefit arrangement - Trust	Yes
2019: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2019 form 5500 responses
2019-11-01	Type of plan entity	Single employer plan
2019-11-01	Submission has been amended	No
2019-11-01	This submission is the final filing	No
2019-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-11-01	Plan is a collectively bargained plan	No
2019-11-01	Plan funding arrangement – Trust	Yes
2019-11-01	Plan benefit arrangement - Trust	Yes
2018: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2018 form 5500 responses
2018-11-01	Type of plan entity	Single employer plan
2018-11-01	Submission has been amended	No
2018-11-01	This submission is the final filing	No
2018-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-11-01	Plan is a collectively bargained plan	No
2018-11-01	Plan funding arrangement – Trust	Yes
2018-11-01	Plan benefit arrangement - Trust	Yes
2017: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Submission has been amended	No
2017-11-01	This submission is the final filing	No
2017-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-11-01	Plan is a collectively bargained plan	No
2017-11-01	Plan funding arrangement – Trust	Yes
2017-11-01	Plan benefit arrangement - Trust	Yes
2016: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Submission has been amended	No
2016-11-01	This submission is the final filing	No
2016-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-11-01	Plan is a collectively bargained plan	No
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement - Trust	Yes
2015: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Submission has been amended	No
2015-11-01	This submission is the final filing	No
2015-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-11-01	Plan is a collectively bargained plan	No
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	No
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2010: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Submission has been amended	No
2010-11-01	This submission is the final filing	No
2010-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-11-01	Plan is a collectively bargained plan	No
2010-11-01	Plan funding arrangement – Trust	Yes
2010-11-01	Plan benefit arrangement - Trust	Yes
2009: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes
2008: RICHARD A. LEVY, M.D., A PROF. CORP. PROFIT SHARING PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

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Company Name:	RICHARD A. LEVY, M.D., A.P.C.
Employer identification number (EIN):	942706602
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2021-11-01	RICHARD A. LEVY	2023-08-15
003	2020-11-01
003	2019-11-01
003	2018-11-01
003	2017-11-01
003	2016-11-01	RICHARD A. LEVY
003	2015-11-01	RICHARD A. LEVY
003	2014-11-01	RICHARD A. LEVY
003	2013-11-01	RICHARD A. LEVY
003	2012-11-01	RICHARD A. LEVY
003	2011-11-01	RICHARD A. LEVY
003	2010-11-01	RICHARD A. LEVY
003	2009-11-01	RICHARD A. LEVY
003	2008-11-01