?>
Logo

AARON M LEVINE PA PROFIT SHARING PLAN 401k Plan overview

Plan NameAARON M LEVINE PA PROFIT SHARING PLAN
Plan identification number 003

AARON M LEVINE PA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

AARON LEVINE & ASSOCIATES PLLC has sponsored the creation of one or more 401k plans.

Company Name:AARON LEVINE & ASSOCIATES PLLC
Employer identification number (EIN):520970639
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AARON M LEVINE PA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01
0032018-01-01
0032017-01-01AARON M LEVINE
0032016-01-01AARON M LEVINE
0032015-01-01AARON M LEVINE
0032014-01-01AARON M LEVINE
0032013-01-01AARON M LEVINE
0032012-01-01AARON M LEVINE
0032011-01-01AARON M LEVINE
0032010-01-01AARON M LEVINE
0032009-01-01AARON M LEVINE

Plan Statistics for AARON M LEVINE PA PROFIT SHARING PLAN

401k plan membership statisitcs for AARON M LEVINE PA PROFIT SHARING PLAN

Measure Date Value
2019: AARON M LEVINE PA PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AARON M LEVINE PA PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AARON M LEVINE PA PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AARON M LEVINE PA PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AARON M LEVINE PA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AARON M LEVINE PA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AARON M LEVINE PA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AARON M LEVINE PA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AARON M LEVINE PA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AARON M LEVINE PA PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-0111
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0111
Number of participants with account balances2010-01-011
2009: AARON M LEVINE PA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-011

Financial Data on AARON M LEVINE PA PROFIT SHARING PLAN

Measure Date Value
2019 : AARON M LEVINE PA PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$408,521
Expenses. Total of all expenses incurred2019-12-31$535,000
Benefits paid (including direct rollovers)2019-12-31$535,000
Total plan assets at end of year2019-12-31$1,672,634
Total plan assets at beginning of year2019-12-31$1,799,113
Value of fidelity bond covering the plan2019-12-31$440,000
Other income received2019-12-31$408,521
Net income (gross income less expenses)2019-12-31$-126,479
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,672,634
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,799,113
Assets. Value of assets in partnership/joint-venture interests2019-12-31$22,549
2018 : AARON M LEVINE PA PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-150,780
Expenses. Total of all expenses incurred2018-12-31$501,298
Benefits paid (including direct rollovers)2018-12-31$500,000
Total plan assets at end of year2018-12-31$1,799,113
Total plan assets at beginning of year2018-12-31$2,451,191
Value of fidelity bond covering the plan2018-12-31$440,000
Expenses. Other expenses not covered elsewhere2018-12-31$1,298
Other income received2018-12-31$-150,780
Net income (gross income less expenses)2018-12-31$-652,078
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,799,113
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,451,191
Assets. Value of assets in partnership/joint-venture interests2018-12-31$26,148
2017 : AARON M LEVINE PA PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$429,860
Expenses. Total of all expenses incurred2017-12-31$154,500
Benefits paid (including direct rollovers)2017-12-31$150,000
Total plan assets at end of year2017-12-31$2,451,191
Total plan assets at beginning of year2017-12-31$2,175,831
Value of fidelity bond covering the plan2017-12-31$440,000
Expenses. Other expenses not covered elsewhere2017-12-31$4,500
Other income received2017-12-31$429,860
Net income (gross income less expenses)2017-12-31$275,360
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,451,191
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,175,831
Assets. Value of assets in partnership/joint-venture interests2017-12-31$36,684
2016 : AARON M LEVINE PA PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$133,072
Expenses. Total of all expenses incurred2016-12-31$146,612
Benefits paid (including direct rollovers)2016-12-31$128,112
Total plan assets at end of year2016-12-31$2,175,831
Total plan assets at beginning of year2016-12-31$2,189,371
Value of fidelity bond covering the plan2016-12-31$440,000
Expenses. Other expenses not covered elsewhere2016-12-31$18,500
Other income received2016-12-31$133,072
Net income (gross income less expenses)2016-12-31$-13,540
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,175,831
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,189,371
Assets. Value of assets in partnership/joint-venture interests2016-12-31$57,342
2015 : AARON M LEVINE PA PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-58,254
Expenses. Total of all expenses incurred2015-12-31$133,114
Benefits paid (including direct rollovers)2015-12-31$133,000
Total plan assets at end of year2015-12-31$2,189,371
Total plan assets at beginning of year2015-12-31$2,380,739
Value of fidelity bond covering the plan2015-12-31$440,000
Expenses. Other expenses not covered elsewhere2015-12-31$114
Other income received2015-12-31$-58,254
Net income (gross income less expenses)2015-12-31$-191,368
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,189,371
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,380,739
Assets. Value of assets in partnership/joint-venture interests2015-12-31$113,076
2014 : AARON M LEVINE PA PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$170,125
Expenses. Total of all expenses incurred2014-12-31$227,932
Benefits paid (including direct rollovers)2014-12-31$220,407
Total plan assets at end of year2014-12-31$2,380,739
Total plan assets at beginning of year2014-12-31$2,438,546
Value of fidelity bond covering the plan2014-12-31$440,000
Assets. Value of loans (other than to participants)2014-12-31$94,302
Expenses. Other expenses not covered elsewhere2014-12-31$25
Other income received2014-12-31$170,125
Net income (gross income less expenses)2014-12-31$-57,807
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,380,739
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,438,546
Assets. Value of assets in partnership/joint-venture interests2014-12-31$165,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,500
2013 : AARON M LEVINE PA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$168,510
Expenses. Total of all expenses incurred2013-12-31$139,524
Benefits paid (including direct rollovers)2013-12-31$125,000
Total plan assets at end of year2013-12-31$2,438,546
Total plan assets at beginning of year2013-12-31$2,409,560
Value of fidelity bond covering the plan2013-12-31$440,000
Assets. Value of loans (other than to participants)2013-12-31$350,295
Expenses. Other expenses not covered elsewhere2013-12-31$5,150
Other income received2013-12-31$168,510
Net income (gross income less expenses)2013-12-31$28,986
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,438,546
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,409,560
Assets. Value of assets in partnership/joint-venture interests2013-12-31$114,500
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$9,374
2012 : AARON M LEVINE PA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$82,048
Expenses. Total of all expenses incurred2012-12-31$562,644
Benefits paid (including direct rollovers)2012-12-31$525,000
Total plan assets at end of year2012-12-31$2,409,560
Total plan assets at beginning of year2012-12-31$2,890,156
Value of fidelity bond covering the plan2012-12-31$440,000
Assets. Value of loans (other than to participants)2012-12-31$355,241
Expenses. Other expenses not covered elsewhere2012-12-31$37,644
Other income received2012-12-31$82,048
Net income (gross income less expenses)2012-12-31$-480,596
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,409,560
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,890,156
Assets. Value of assets in partnership/joint-venture interests2012-12-31$85,860
2011 : AARON M LEVINE PA PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$131,332
Expenses. Total of all expenses incurred2011-12-31$193,594
Benefits paid (including direct rollovers)2011-12-31$175,000
Total plan assets at end of year2011-12-31$2,890,156
Total plan assets at beginning of year2011-12-31$2,952,418
Value of fidelity bond covering the plan2011-12-31$440,000
Assets. Value of tangible personal property2011-12-31$500,000
Assets. Value of loans (other than to participants)2011-12-31$110,099
Expenses. Other expenses not covered elsewhere2011-12-31$18,594
Other income received2011-12-31$131,332
Net income (gross income less expenses)2011-12-31$-62,262
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,890,156
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,952,418
2010 : AARON M LEVINE PA PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$-626,520
Expenses. Total of all expenses incurred2010-12-31$319,629
Benefits paid (including direct rollovers)2010-12-31$310,000
Total plan assets at end of year2010-12-31$2,952,418
Total plan assets at beginning of year2010-12-31$3,898,567
Value of fidelity bond covering the plan2010-12-31$440,000
Assets. Value of tangible personal property2010-12-31$610,000
Assets. Value of loans (other than to participants)2010-12-31$114,454
Expenses. Other expenses not covered elsewhere2010-12-31$9,629
Other income received2010-12-31$-626,520
Net income (gross income less expenses)2010-12-31$-946,149
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,952,418
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,898,567

Form 5500 Responses for AARON M LEVINE PA PROFIT SHARING PLAN

2019: AARON M LEVINE PA PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AARON M LEVINE PA PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AARON M LEVINE PA PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AARON M LEVINE PA PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AARON M LEVINE PA PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AARON M LEVINE PA PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AARON M LEVINE PA PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AARON M LEVINE PA PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AARON M LEVINE PA PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AARON M LEVINE PA PROFIT SHARING 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: AARON M LEVINE PA PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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

COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 )
Policy contract numberCK69
Policy instance 1
Insurance contract or identification numberCK69
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3