401k Plan data: PROFIT SHARING PLAN FOR DONNA R. LEVINE plan

PROFIT SHARING PLAN FOR DONNA R. LEVINE 401k Plan overview

Plan Name	PROFIT SHARING PLAN FOR DONNA R. LEVINE
Plan identification number	002

PROFIT SHARING PLAN FOR DONNA R. LEVINE Benefits

401k Plan Type

Defined 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.
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

DONNA R. LEVINE has sponsored the creation of one or more 401k plans.

Company Name: DONNA R. LEVINE

Employer identification number (EIN): 061369298

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN FOR DONNA R. LEVINE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 DONNA R. LEVINE 2024-04-03
002 2023-01-01 DONNA R. LEVINE 2024-03-26
002 2022-01-01 DONNA R. LEVINE 2023-06-25
002 2021-01-01 DONNA R. LEVINE 2022-07-10
002 2020-01-01 DONNA R. LEVINE 2021-07-29
002 2019-01-01 DONNA R. LEVINE 2020-07-09
002 2018-01-01 DONNA R. LEVINE 2019-06-09
002 2017-01-01 DONNA R. LEVINE 2018-06-02
002 2016-01-01 DONNA R. LEVINE 2017-05-19
002 2015-01-01 DONNA R. LEVINE 2016-07-03
002 2014-01-01 DONNA R. LEVINE 2015-07-22
002 2013-01-01 DONNA R. LEVINE 2014-06-05
002 2012-01-01 DONNA R. LEVINE 2013-06-17
002 2011-01-01 DONNA R. LEVINE
002 2010-01-01 DONNA R. LEVINE
002 2009-01-01 DONNA LEVINE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2024-01-01	DONNA R. LEVINE	2024-04-03
002	2023-01-01	DONNA R. LEVINE	2024-03-26
002	2022-01-01	DONNA R. LEVINE	2023-06-25
002	2021-01-01	DONNA R. LEVINE	2022-07-10
002	2020-01-01	DONNA R. LEVINE	2021-07-29
002	2019-01-01	DONNA R. LEVINE	2020-07-09
002	2018-01-01	DONNA R. LEVINE	2019-06-09
002	2017-01-01	DONNA R. LEVINE	2018-06-02
002	2016-01-01	DONNA R. LEVINE	2017-05-19
002	2015-01-01	DONNA R. LEVINE	2016-07-03
002	2014-01-01	DONNA R. LEVINE	2015-07-22
002	2013-01-01	DONNA R. LEVINE	2014-06-05
002	2012-01-01	DONNA R. LEVINE	2013-06-17
002	2011-01-01	DONNA R. LEVINE
002	2010-01-01	DONNA R. LEVINE
002	2009-01-01	DONNA LEVINE

Plan Statistics for PROFIT SHARING PLAN FOR DONNA R. LEVINE

401k plan membership statisitcs for PROFIT SHARING PLAN FOR DONNA R. LEVINE

Measure Date Value
2011: PROFIT SHARING PLAN FOR DONNA R. LEVINE 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PROFIT SHARING PLAN FOR DONNA R. LEVINE 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PROFIT SHARING PLAN FOR DONNA R. LEVINE 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: PROFIT SHARING PLAN FOR DONNA R. LEVINE 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PROFIT SHARING PLAN FOR DONNA R. LEVINE 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PROFIT SHARING PLAN FOR DONNA R. LEVINE 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PROFIT SHARING PLAN FOR DONNA R. LEVINE

Measure	Date	Value
2011 : PROFIT SHARING PLAN FOR DONNA R. LEVINE 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$3,379
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,024,135
Total plan assets at beginning of year	2011-12-31	$1,020,756
Value of fidelity bond covering the plan	2011-12-31	$260,000
Total contributions received or receivable from participants	2011-12-31	$0
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	$-40,616
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$3,379
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,024,135
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,020,756
Total contributions received or receivable from employer(s)	2011-12-31	$43,995
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : PROFIT SHARING PLAN FOR DONNA R. LEVINE 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$156,353
Expenses. Total of all expenses incurred	2010-12-31	$6,396
Benefits paid (including direct rollovers)	2010-12-31	$6,396
Total plan assets at end of year	2010-12-31	$1,020,756
Total plan assets at beginning of year	2010-12-31	$870,799
Value of fidelity bond covering the plan	2010-12-31	$260,000
Total contributions received or receivable from participants	2010-12-31	$0
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	$114,201
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$149,957
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,020,756
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$870,799
Total contributions received or receivable from employer(s)	2010-12-31	$42,152
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	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

Form 5500 Responses for PROFIT SHARING PLAN FOR DONNA R. LEVINE

2011: PROFIT SHARING PLAN FOR DONNA R. LEVINE 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PROFIT SHARING PLAN FOR DONNA R. LEVINE 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING PLAN FOR DONNA R. LEVINE 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DONNA R. LEVINE
Employer identification number (EIN):	061369298
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers