401k Plan data: LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP plan

LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP 401k Plan overview

Plan Name	LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP
Plan identification number	001

LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

LEVINE KELLOGG LEHMAN ETAL has sponsored the creation of one or more 401k plans.

Company Name: LEVINE KELLOGG LEHMAN ETAL

Employer identification number (EIN): 271712833

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ADILEN MONTES 2024-07-09 ADILEN MONTES 2024-07-09
001 2022-01-01 ADILEN MONTES 2023-07-17 ADILEN MONTES 2023-07-17
001 2021-01-01 ADILEN MONTES 2022-07-29 ADILEN MONTES 2022-07-29
001 2020-01-01 ADILEN MONTES 2021-07-16 ADILEN MONTES 2021-07-16
001 2019-01-01 ADILEN MONTES 2020-07-24 ADILEN MONTES 2020-07-24
001 2018-01-01 ADILEN MONTES 2019-07-23 ADILEN MONTES 2019-07-23
001 2017-01-01 ADILEN MONTES 2018-07-09
001 2016-01-01 ADILEN MONTES 2017-07-28
001 2015-01-01 ADILEN MONTES ADILEN MONTES 2016-07-26
001 2014-01-01 ADILEN MONTES
001 2013-01-01 ADILEN MONTES ADILEN MONTES 2014-07-30
001 2012-01-01 ADILEN MONTES
001 2011-01-01 ADILEN MONTES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ADILEN MONTES	2024-07-09	ADILEN MONTES	2024-07-09
001	2022-01-01	ADILEN MONTES	2023-07-17	ADILEN MONTES	2023-07-17
001	2021-01-01	ADILEN MONTES	2022-07-29	ADILEN MONTES	2022-07-29
001	2020-01-01	ADILEN MONTES	2021-07-16	ADILEN MONTES	2021-07-16
001	2019-01-01	ADILEN MONTES	2020-07-24	ADILEN MONTES	2020-07-24
001	2018-01-01	ADILEN MONTES	2019-07-23	ADILEN MONTES	2019-07-23
001	2017-01-01	ADILEN MONTES	2018-07-09
001	2016-01-01	ADILEN MONTES	2017-07-28
001	2015-01-01	ADILEN MONTES		ADILEN MONTES	2016-07-26
001	2014-01-01	ADILEN MONTES
001	2013-01-01	ADILEN MONTES		ADILEN MONTES	2014-07-30
001	2012-01-01	ADILEN MONTES
001	2011-01-01	ADILEN MONTES

Financial Data on LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP

Measure	Date	Value
2025 : LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-07-15	0
Total expenses incurred by plan in this plan year	2025-07-15	444520
Net assets as of the end of the plan year	2025-07-15	7575148
Total assets as of the beginning of the plan year	2025-07-15	6371163
Value of plan covered by a fidelity bond	2025-07-15	500000
Participant contributions to plan in this plan year	2025-07-15	353210
Value of participant loans at end of plan year	2025-07-15	2368
Other income to plan in this plan year	2025-07-15	772839
Plan net income in this plan year	2025-07-15	1203985
Net assets as of the end of the plan year	2025-07-15	7575148
Net assets as of the beginning of the plan year	2025-07-15	6371163
Value of employer contributions paid	2025-07-15	0
Employer contributions to plan in this plan year	2025-07-15	522456
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-15	495
2024 : LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-07-09	0
Total expenses incurred by plan in this plan year	2024-07-09	2336533
Net assets as of the end of the plan year	2024-07-09	6371163
Total assets as of the beginning of the plan year	2024-07-09	7216239
Value of plan covered by a fidelity bond	2024-07-09	500000
Participant contributions to plan in this plan year	2024-07-09	312400
Other contributions to plan in this plan year	2024-07-09	6272
Other income to plan in this plan year	2024-07-09	917841
Plan net income in this plan year	2024-07-09	-845076
Net assets as of the end of the plan year	2024-07-09	6371163
Net assets as of the beginning of the plan year	2024-07-09	7216239
Value of employer contributions paid	2024-07-09	0
Employer contributions to plan in this plan year	2024-07-09	254944
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-09	1860
2022 : LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-07-29	157746
Net assets as of the end of the plan year	2022-07-29	7848141
Total assets as of the beginning of the plan year	2022-07-29	6700526
Value of plan covered by a fidelity bond	2022-07-29	500000
Participant contributions to plan in this plan year	2022-07-29	248681
Value of participant loans at end of plan year	2022-07-29	24794
Other expenses paid from plan in this plan year	2022-07-29	0
Other contributions to plan in this plan year	2022-07-29	13296
Other income to plan in this plan year	2022-07-29	784896
Plan net income in this plan year	2022-07-29	1147615
Net assets as of the end of the plan year	2022-07-29	7848141
Net assets as of the beginning of the plan year	2022-07-29	6700526
Value of employer contributions paid	2022-07-29	0
Employer contributions to plan in this plan year	2022-07-29	258488
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-29	1928
2015 : LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP 2015 401k financial data
Total income from all sources	2015-12-31	$403,532
Expenses. Total of all expenses incurred	2015-12-31	$62,235
Benefits paid (including direct rollovers)	2015-12-31	$61,886
Total plan assets at end of year	2015-12-31	$4,246,885
Total plan assets at beginning of year	2015-12-31	$3,905,588
Value of fidelity bond covering the plan	2015-12-31	$430,000
Total contributions received or receivable from participants	2015-12-31	$201,199
Expenses. Other expenses not covered elsewhere	2015-12-31	$349
Other income received	2015-12-31	$-43,460
Net income (gross income less expenses)	2015-12-31	$341,297
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,246,885
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,905,588
Assets. Value of participant loans	2015-12-31	$117,909
Total contributions received or receivable from employer(s)	2015-12-31	$245,793
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP 2014 401k financial data
Total income from all sources	2014-12-31	$564,726
Expenses. Total of all expenses incurred	2014-12-31	$514,974
Benefits paid (including direct rollovers)	2014-12-31	$514,780
Total plan assets at end of year	2014-12-31	$3,905,588
Total plan assets at beginning of year	2014-12-31	$3,855,836
Value of fidelity bond covering the plan	2014-12-31	$380,000
Total contributions received or receivable from participants	2014-12-31	$211,202
Expenses. Other expenses not covered elsewhere	2014-12-31	$194
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$101,583
Net income (gross income less expenses)	2014-12-31	$49,752
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,905,588
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,855,836
Assets. Value of participant loans	2014-12-31	$52,281
Total contributions received or receivable from employer(s)	2014-12-31	$251,941
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP 2013 401k financial data
Total income from all sources	2013-12-31	$803,394
Expenses. Total of all expenses incurred	2013-12-31	$49,705
Benefits paid (including direct rollovers)	2013-12-31	$49,705
Total plan assets at end of year	2013-12-31	$3,855,836
Total plan assets at beginning of year	2013-12-31	$3,102,147
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$216,950
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$317,361
Net income (gross income less expenses)	2013-12-31	$753,689
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,855,836
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,102,147
Assets. Value of participant loans	2013-12-31	$62,246
Total contributions received or receivable from employer(s)	2013-12-31	$269,083
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP 2012 401k financial data
Total income from all sources	2012-12-31	$777,766
Expenses. Total of all expenses incurred	2012-12-31	$1,448,335
Benefits paid (including direct rollovers)	2012-12-31	$1,448,335
Total plan assets at end of year	2012-12-31	$3,102,147
Total plan assets at beginning of year	2012-12-31	$3,772,716
Value of fidelity bond covering the plan	2012-12-31	$350,000
Total contributions received or receivable from participants	2012-12-31	$213,318
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$129,954
Other income received	2012-12-31	$175,775
Net income (gross income less expenses)	2012-12-31	$-670,569
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,102,147
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,772,716
Assets. Value of participant loans	2012-12-31	$72,696
Total contributions received or receivable from employer(s)	2012-12-31	$258,719
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP 2011 401k financial data
Total income from all sources	2011-12-31	$408,124
Expenses. Total of all expenses incurred	2011-12-31	$1,146
Benefits paid (including direct rollovers)	2011-12-31	$1,146
Total plan assets at end of year	2011-12-31	$3,772,716
Total plan assets at beginning of year	2011-12-31	$3,365,738
Value of fidelity bond covering the plan	2011-12-31	$350,000
Total contributions received or receivable from participants	2011-12-31	$196,052
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-14,196
Net income (gross income less expenses)	2011-12-31	$406,978
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,772,716
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,365,738
Assets. Value of participant loans	2011-12-31	$13,146
Total contributions received or receivable from employer(s)	2011-12-31	$226,268
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP 2010 401k financial data
Transfers to/from the plan	2010-12-31	$3,125,917
Total income from all sources	2010-12-31	$455,440
Expenses. Total of all expenses incurred	2010-12-31	$215,619
Benefits paid (including direct rollovers)	2010-12-31	$215,619
Total plan assets at end of year	2010-12-31	$3,365,738
Total plan assets at beginning of year	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$167,916
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$99,519
Net income (gross income less expenses)	2010-12-31	$239,821
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,365,738
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Assets. Value of participant loans	2010-12-31	$22,093
Total contributions received or receivable from employer(s)	2010-12-31	$188,005
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP

2015: LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LEVINE KELLOGG LEHMAN SCHNEIDER & GROSSMAN, LLP 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LEVINE KELLOGG LEHMAN ETAL
Employer identification number (EIN):	271712833
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers