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JEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

JEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING 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
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JEFFREY E. LEVEY, P.A. has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY E. LEVEY, P.A.
Employer identification number (EIN):650535995
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about JEFFREY E. LEVEY, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1994-11-16
Company Identification Number: P94000083570
Legal Registered Office Address: 9130 SOUTH DADELAND BLVD

MIAMI

33156

More information about JEFFREY E. LEVEY, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JEFFREY LEVEY2019-10-11
0012017-01-01JEFFREY LEVEY2018-10-10
0012016-01-01JEFFREY LEVEY2018-01-31
0012015-01-01JEFFREY LEVEY
0012014-01-01JEFFREY LEVEY
0012013-01-01JEFFREY LEVEY
0012012-01-01JEFFREY LEVEY
0012011-01-01JEFFREY LEVEY
0012009-01-01JEFFREY E. LEVEY
0012009-01-01JEFFREY LEVEY
0012009-01-01JEFFREY E. LEVEY

Financial Data on JEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : JEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-090
Net assets as of the end of the plan year2025-10-093108119
Total assets as of the beginning of the plan year2025-10-092707639
Value of plan covered by a fidelity bond2025-10-09120000
Participant contributions to plan in this plan year2025-10-0966412
Other income to plan in this plan year2025-10-09320037
Plan net income in this plan year2025-10-09400480
Net assets as of the end of the plan year2025-10-093108119
Net assets as of the beginning of the plan year2025-10-092707639
Employer contributions to plan in this plan year2025-10-0914031
2024 : JEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-040
Net assets as of the end of the plan year2024-10-042707639
Total assets as of the beginning of the plan year2024-10-042231439
Value of plan covered by a fidelity bond2024-10-04120000
Participant contributions to plan in this plan year2024-10-0465245
Other income to plan in this plan year2024-10-04368823
Plan net income in this plan year2024-10-04476200
Net assets as of the end of the plan year2024-10-042707639
Net assets as of the beginning of the plan year2024-10-042231439
Employer contributions to plan in this plan year2024-10-0442132
2023 : JEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-03-150
Net assets as of the end of the plan year2023-03-152541105
Total assets as of the beginning of the plan year2023-03-151964668
Value of plan covered by a fidelity bond2023-03-15120000
Participant contributions to plan in this plan year2023-03-1555689
Value of participant loans at end of plan year2023-03-154224
Other income to plan in this plan year2023-03-15462387
Plan net income in this plan year2023-03-15576437
Net assets as of the end of the plan year2023-03-152541105
Net assets as of the beginning of the plan year2023-03-151964668
Employer contributions to plan in this plan year2023-03-1558361
2015 : JEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$42
Total income from all sources2015-12-31$30,284
Expenses. Total of all expenses incurred2015-12-31$9,290
Total plan assets at end of year2015-12-31$1,123,183
Total plan assets at beginning of year2015-12-31$1,102,231
Value of fidelity bond covering the plan2015-12-31$120,000
Total contributions received or receivable from participants2015-12-31$10,511
Other income received2015-12-31$-11,684
Net income (gross income less expenses)2015-12-31$20,994
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,123,183
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,102,189
Assets. Value of participant loans2015-12-31$4,517
Assets. Value of assets in partnership/joint-venture interests2015-12-31$173,322
Total contributions received or receivable from employer(s)2015-12-31$31,457
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$9,290
2014 : JEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$42
Total income from all sources2014-12-31$107,179
Expenses. Total of all expenses incurred2014-12-31$8,936
Total plan assets at end of year2014-12-31$1,102,231
Total plan assets at beginning of year2014-12-31$1,003,946
Value of fidelity bond covering the plan2014-12-31$120,000
Total contributions received or receivable from participants2014-12-31$48,776
Contributions received from other sources (not participants or employers)2014-12-31$23,093
Other income received2014-12-31$26,612
Net income (gross income less expenses)2014-12-31$98,243
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,102,189
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,003,946
Assets. Value of participant loans2014-12-31$5,854
Assets. Value of assets in partnership/joint-venture interests2014-12-31$94,547
Total contributions received or receivable from employer(s)2014-12-31$8,698
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$8,936
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : JEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$214,593
Expenses. Total of all expenses incurred2013-12-31$8,049
Total plan assets at end of year2013-12-31$1,003,946
Total plan assets at beginning of year2013-12-31$797,402
Value of fidelity bond covering the plan2013-12-31$120,000
Total contributions received or receivable from participants2013-12-31$20,505
Other income received2013-12-31$184,416
Net income (gross income less expenses)2013-12-31$206,544
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,003,946
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$797,402
Assets. Value of assets in partnership/joint-venture interests2013-12-31$59,569
Assets. Value of real-estate (other than employer real property)2013-12-31$50,000
Total contributions received or receivable from employer(s)2013-12-31$9,672
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,049
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$55,629
Expenses. Total of all expenses incurred2012-12-31$6,903
Total plan assets at end of year2012-12-31$797,402
Total plan assets at beginning of year2012-12-31$748,676
Value of fidelity bond covering the plan2012-12-31$120,000
Total contributions received or receivable from participants2012-12-31$2,377
Other income received2012-12-31$48,812
Net income (gross income less expenses)2012-12-31$48,726
Net plan assets at end of year (total assets less liabilities)2012-12-31$797,402
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$748,676
Assets. Value of assets in partnership/joint-venture interests2012-12-31$59,569
Total contributions received or receivable from employer(s)2012-12-31$4,440
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,903
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-31,126
Expenses. Total of all expenses incurred2011-12-31$84,494
Benefits paid (including direct rollovers)2011-12-31$77,752
Total plan assets at end of year2011-12-31$748,676
Total plan assets at beginning of year2011-12-31$864,296
Value of fidelity bond covering the plan2011-12-31$120,000
Total contributions received or receivable from participants2011-12-31$2,819
Expenses. Other expenses not covered elsewhere2011-12-31$5,355
Other income received2011-12-31$-40,662
Net income (gross income less expenses)2011-12-31$-115,620
Net plan assets at end of year (total assets less liabilities)2011-12-31$748,676
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$864,296
Assets. Value of assets in partnership/joint-venture interests2011-12-31$122,906
Total contributions received or receivable from employer(s)2011-12-31$6,717
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,387
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$118,968
Expenses. Total of all expenses incurred2010-12-31$6,591
Total plan assets at end of year2010-12-31$864,296
Total plan assets at beginning of year2010-12-31$751,919
Value of fidelity bond covering the plan2010-12-31$120,000
Total contributions received or receivable from participants2010-12-31$11,652
Expenses. Other expenses not covered elsewhere2010-12-31$5,275
Other income received2010-12-31$99,466
Net income (gross income less expenses)2010-12-31$112,377
Net plan assets at end of year (total assets less liabilities)2010-12-31$864,296
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$751,919
Assets. Value of assets in partnership/joint-venture interests2010-12-31$112,906
Total contributions received or receivable from employer(s)2010-12-31$7,850
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,316

Form 5500 Responses for JEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING PLAN

2015: JEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: JEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: JEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: JEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
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: JEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JEFFREY E. LEVEY, P.A. 401(K) PROFIT SHARING 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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17208
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17208
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17208
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17208
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17208
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17208
Policy instance 1

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