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RICHARD A. LEVY, M.D., A.P.C. RETIREMENT PLAN 401k Plan overview

Plan NameRICHARD A. LEVY, M.D., A.P.C. RETIREMENT PLAN
Plan identification number 004

RICHARD A. LEVY, M.D., A.P.C. RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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.P.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042021-11-01RICHARD A. LEVY2021-12-13
0042020-11-01
0042019-11-01
0042018-11-01RICHARD A. LEVY2020-08-21
0042017-11-01RICHARD A. LEVY2019-08-12
0042016-11-01RICHARD A. LEVY2018-08-14
0042015-11-01RICHARD A. LEVY2017-08-14
0042014-11-01RICHARD A. LEVY2016-07-16

Financial Data on RICHARD A. LEVY, M.D., A.P.C. RETIREMENT PLAN

Measure Date Value
2021 : RICHARD A. LEVY, M.D., A.P.C. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-10-31$216,250
Expenses. Total of all expenses incurred2021-10-31$582,035
Benefits paid (including direct rollovers)2021-10-31$570,944
Total plan assets at end of year2021-10-31$650,198
Total plan assets at beginning of year2021-10-31$1,015,983
Assets. Value of loans (other than to participants)2021-10-31$0
Expenses. Other expenses not covered elsewhere2021-10-31$25
Other income received2021-10-31$216,250
Net income (gross income less expenses)2021-10-31$-365,785
Net plan assets at end of year (total assets less liabilities)2021-10-31$650,198
Net plan assets at beginning of year (total assets less liabilities)2021-10-31$1,015,983
Expenses. Administrative service providers (salaries,fees and commissions)2021-10-31$11,066
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-31$145,000
2020 : RICHARD A. LEVY, M.D., A.P.C. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-10-31$175,061
Expenses. Total of all expenses incurred2020-10-31$179,487
Benefits paid (including direct rollovers)2020-10-31$173,598
Total plan assets at end of year2020-10-31$1,015,983
Total plan assets at beginning of year2020-10-31$1,020,409
Expenses. Other expenses not covered elsewhere2020-10-31$25
Other income received2020-10-31$32,873
Net income (gross income less expenses)2020-10-31$-4,426
Net plan assets at end of year (total assets less liabilities)2020-10-31$1,015,983
Net plan assets at beginning of year (total assets less liabilities)2020-10-31$1,020,409
Total contributions received or receivable from employer(s)2020-10-31$142,188
Expenses. Administrative service providers (salaries,fees and commissions)2020-10-31$5,864

Form 5500 Responses for RICHARD A. LEVY, M.D., A.P.C. RETIREMENT PLAN

2020: RICHARD A. LEVY, M.D., A.P.C. RETIREMENT PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Submission has been amendedNo
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planNo
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement - TrustYes
2019: RICHARD A. LEVY, M.D., A.P.C. RETIREMENT PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes

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