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| Company Name: | LEVY WEALTH MANAGEMENT GROUP, LLC |
| Employer identification number (EIN): | 455378898 |
| NAIC Classification: | 524140 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2023-12-31 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2012-10-01 | |||||
| Date last seen: 2023-06-30 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | LEVY WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN | 2019-01-01 | 1980-01-01 |
| 002 | LEVY WEALTH MANAGEMENT GROUP PENSION PLAN | 2020-01-01 | 2020-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-03-06 | Employer Contributions | $ 6,355 |
| 2023-03-06 | Employee Contributions | $ 6,355 |
| 2022-12-05 | Employer Contributions | $ 22,500 |
| 2022-12-05 | Employee Contributions | $ 22,500 |
| 2022-11-07 | Employer Contributions | $ 22,500 |
| 2022-11-07 | Employee Contributions | $ 22,500 |
| 2022-10-05 | Employer Contributions | $ 22,500 |
| 2022-10-05 | Employee Contributions | $ 22,500 |
| 2022-09-06 | Employer Contributions | $ 22,500 |
| 2022-09-06 | Employee Contributions | $ 22,500 |
| 2022-08-05 | Employer Contributions | $ 22,500 |
| 2022-08-05 | Employee Contributions | $ 22,500 |
| 2022-07-05 | Employer Contributions | $ 22,500 |
| 2022-07-05 | Employee Contributions | $ 22,500 |
| 2022-06-06 | Employer Contributions | $ 22,500 |
| 2022-06-06 | Employee Contributions | $ 22,500 |
| 2022-05-24 | Employer Contributions | $ 3,649 |
| 2022-05-24 | Employee Contributions | $ 3,649 |
| 2022-05-20 | Employer Contributions | $ 57,426 |
| 2022-05-20 | Employee Contributions | $ 57,426 |
| 2022-05-05 | Employer Contributions | $ 22,500 |
| 2022-05-05 | Employee Contributions | $ 22,500 |
| 2022-04-05 | Employer Contributions | $ 22,500 |
| 2022-04-05 | Employee Contributions | $ 22,500 |
| 2022-03-07 | Employer Contributions | $ 12,426 |
| 2022-03-07 | Employee Contributions | $ 12,426 |
| 2022-02-07 | Employer Contributions | $ 22,500 |
| 2022-02-07 | Employee Contributions | $ 22,500 |
| 2022-02-06 | Employer Contributions | $ 22,500 |
| 2022-02-06 | Employee Contributions | $ 22,500 |
| 2022-01-05 | Employer Contributions | $ 22,500 |
| 2022-01-05 | Employee Contributions | $ 22,500 |
| 2021-12-06 | Employer Contributions | $ 22,500 |
| 2021-12-06 | Employee Contributions | $ 22,500 |
| 2021-11-05 | Employer Contributions | $ 22,500 |
| 2021-11-05 | Employee Contributions | $ 22,500 |
| 2021-10-05 | Employer Contributions | $ 22,500 |
| 2021-10-05 | Employee Contributions | $ 22,500 |
| 2021-09-07 | Employer Contributions | $ 22,500 |
| 2021-09-07 | Employee Contributions | $ 22,500 |
| 2021-08-05 | Employer Contributions | $ 22,500 |
| 2021-08-05 | Employee Contributions | $ 22,500 |
| 2021-07-06 | Employer Contributions | $ 22,500 |
| 2021-07-06 | Employee Contributions | $ 22,500 |
| 2021-06-07 | Employer Contributions | $ 22,500 |
| 2021-06-07 | Employee Contributions | $ 22,500 |
| 2021-05-05 | Employer Contributions | $ 22,500 |
| 2021-05-05 | Employee Contributions | $ 22,500 |
| 2021-04-14 | Employer Contributions | $ 32,086 |
| 2021-04-14 | Employee Contributions | $ 32,086 |
| 2021-04-05 | Employer Contributions | $ 22,500 |
| 2021-04-05 | Employee Contributions | $ 22,500 |
| 2021-03-05 | Employer Contributions | $ 22,500 |
| 2021-03-05 | Employee Contributions | $ 22,500 |
| 2021-02-05 | Employer Contributions | $ 12,914 |
| 2021-02-05 | Employee Contributions | $ 12,914 |
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