HENRY C. LEVY & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE HENRY LEVY GROUP 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : THE HENRY LEVY GROUP 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-23 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-23 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-23 | 230 |
| Net assets as of the end of the plan year | 2025-06-23 | 1498986 |
| Total assets as of the beginning of the plan year | 2025-06-23 | 1201215 |
| Value of plan covered by a fidelity bond | 2025-06-23 | 100000 |
| Participant contributions to plan in this plan year | 2025-06-23 | 73338 |
| Value of participant loans at end of plan year | 2025-06-23 | 37683 |
| Other expenses paid from plan in this plan year | 2025-06-23 | 0 |
| Other contributions to plan in this plan year | 2025-06-23 | 0 |
| Other income to plan in this plan year | 2025-06-23 | 180106 |
| Plan net income in this plan year | 2025-06-23 | 297771 |
| Net assets as of the end of the plan year | 2025-06-23 | 1498986 |
| Net assets as of the beginning of the plan year | 2025-06-23 | 1201215 |
| Employer contributions to plan in this plan year | 2025-06-23 | 44557 |
| Fees paid to broker by Benefit Provider | 2025-06-23 | 7068 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-23 | 230 |
| 2024 : THE HENRY LEVY GROUP 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-02 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-02 | 198 |
| Net assets as of the end of the plan year | 2024-10-02 | 1201215 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 934454 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 100000 |
| Participant contributions to plan in this plan year | 2024-10-02 | 61912 |
| Value of participant loans at end of plan year | 2024-10-02 | 40828 |
| Other expenses paid from plan in this plan year | 2024-10-02 | 0 |
| Other contributions to plan in this plan year | 2024-10-02 | 0 |
| Other income to plan in this plan year | 2024-10-02 | 167604 |
| Plan net income in this plan year | 2024-10-02 | 266761 |
| Net assets as of the end of the plan year | 2024-10-02 | 1201215 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 934454 |
| Value of contributions failed to transmitted timely | 2024-10-02 | 3632 |
| Employer contributions to plan in this plan year | 2024-10-02 | 37443 |
| Fees paid to broker by Benefit Provider | 2024-10-02 | 5437 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-02 | 198 |
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