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KENNETH LEVY CPA 401K PENSION PLAN 401k Plan overview

Plan NameKENNETH LEVY CPA 401K PENSION PLAN
Plan identification number 001

KENNETH LEVY CPA 401K PENSION 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.
  • 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.
  • 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

KENNETH LEVY CPA PLLC has sponsored the creation of one or more 401k plans.

Company Name:KENNETH LEVY CPA PLLC
Employer identification number (EIN):200190585
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNETH LEVY CPA 401K PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KENNETH LEVY2023-09-20
0012021-01-01KENNETH LEVY2022-09-20
0012020-01-01KENNETH LEVY2021-09-21
0012019-01-01KENNETH LEVY2020-09-22
0012018-01-01KENNETH LEVY2019-09-23
0012017-01-01KENNETH LEVY2018-10-02
0012016-01-01KENNETH LEVY2017-10-05
0012015-01-01KENNETH LEVY
0012014-01-01KENNETH LEVY
0012013-01-01KENNETH LEVY
0012012-01-01KENNETH LEVY
0012011-01-01KENNETH LEVY
0012010-01-01KENNETH LEVY
0012009-01-01KENNETH LEVY

Financial Data on KENNETH LEVY CPA 401K PENSION PLAN

Measure Date Value
2022 : KENNETH LEVY CPA 401K PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-200
Total liabilities as of the end of the plan year2022-09-200
Total liabilities as of the beginning of the plan year2022-09-200
Total expenses incurred by plan in this plan year2022-09-201000
Net assets as of the end of the plan year2022-09-203591745
Total assets as of the beginning of the plan year2022-09-203080854
Value of plan covered by a fidelity bond2022-09-20195000
Participant contributions to plan in this plan year2022-09-2067265
Other expenses paid from plan in this plan year2022-09-201000
Other contributions to plan in this plan year2022-09-200
Other income to plan in this plan year2022-09-20395001
Plan net income in this plan year2022-09-20510891
Net assets as of the end of the plan year2022-09-203591745
Net assets as of the beginning of the plan year2022-09-203080854
Employer contributions to plan in this plan year2022-09-2049625
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-200
2015 : KENNETH LEVY CPA 401K PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$42,314
Expenses. Total of all expenses incurred2015-12-31$397,591
Benefits paid (including direct rollovers)2015-12-31$396,591
Total plan assets at end of year2015-12-31$1,517,440
Total plan assets at beginning of year2015-12-31$1,872,717
Value of fidelity bond covering the plan2015-12-31$145,000
Total contributions received or receivable from participants2015-12-31$32,450
Expenses. Other expenses not covered elsewhere2015-12-31$1,000
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-31,794
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-355,277
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,517,440
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,872,717
Total contributions received or receivable from employer(s)2015-12-31$41,658
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : KENNETH LEVY CPA 401K PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$163,418
Expenses. Total of all expenses incurred2014-12-31$1,000
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,872,717
Total plan assets at beginning of year2014-12-31$1,710,299
Value of fidelity bond covering the plan2014-12-31$145,000
Total contributions received or receivable from participants2014-12-31$30,950
Expenses. Other expenses not covered elsewhere2014-12-31$1,000
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$93,761
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$162,418
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,872,717
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,710,299
Total contributions received or receivable from employer(s)2014-12-31$38,707
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : KENNETH LEVY CPA 401K PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$312,294
Expenses. Total of all expenses incurred2013-12-31$1,328
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,710,299
Total plan assets at beginning of year2013-12-31$1,399,333
Value of fidelity bond covering the plan2013-12-31$60,000
Total contributions received or receivable from participants2013-12-31$33,550
Expenses. Other expenses not covered elsewhere2013-12-31$1,328
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$235,796
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$310,966
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,710,299
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,399,333
Total contributions received or receivable from employer(s)2013-12-31$42,948
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : KENNETH LEVY CPA 401K PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$245,628
Expenses. Total of all expenses incurred2012-12-31$1,328
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,399,333
Total plan assets at beginning of year2012-12-31$1,155,033
Value of fidelity bond covering the plan2012-12-31$60,000
Total contributions received or receivable from participants2012-12-31$39,900
Expenses. Other expenses not covered elsewhere2012-12-31$1,328
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$163,758
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$244,300
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,399,333
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,155,033
Total contributions received or receivable from employer(s)2012-12-31$41,970
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : KENNETH LEVY CPA 401K PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$98,683
Expenses. Total of all expenses incurred2011-12-31$1,328
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,155,033
Total plan assets at beginning of year2011-12-31$1,057,678
Value of fidelity bond covering the plan2011-12-31$60,000
Total contributions received or receivable from participants2011-12-31$42,992
Expenses. Other expenses not covered elsewhere2011-12-31$1,328
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$11,771
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$97,355
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,155,033
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,057,678
Total contributions received or receivable from employer(s)2011-12-31$43,920
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : KENNETH LEVY CPA 401K PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$216,758
Expenses. Total of all expenses incurred2010-12-31$1,328
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,057,678
Total plan assets at beginning of year2010-12-31$842,248
Value of fidelity bond covering the plan2010-12-31$60,000
Total contributions received or receivable from participants2010-12-31$41,940
Expenses. Other expenses not covered elsewhere2010-12-31$1,328
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$132,474
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$215,430
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,057,678
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$842,248
Total contributions received or receivable from employer(s)2010-12-31$42,344
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for KENNETH LEVY CPA 401K PENSION PLAN

2015: KENNETH LEVY CPA 401K PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KENNETH LEVY CPA 401K PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KENNETH LEVY CPA 401K PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KENNETH LEVY CPA 401K PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KENNETH LEVY CPA 401K PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KENNETH LEVY CPA 401K PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KENNETH LEVY CPA 401K PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract numberKLDM
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract numberKLDM
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract numberKLDM
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract numberKLDM
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract numberKLDM
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract numberKLDM
Policy instance 1

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