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| Plan Name | JEFFREY LEVENSON PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | DR. JEFFREY LEVENSON, DDS LLP |
| Employer identification number (EIN): | 133247150 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | ||||
| 001 | 2013-01-01 | ||||
| 001 | 2012-01-01 | JEFFREY LEVENSON, DDS | 2013-10-12 | ||
| 001 | 2011-01-01 | JEFFREY LEVENSON, DDS | 2012-10-14 | ||
| 001 | 2009-01-01 | JEFFREY LEVENSON, DDS |
| Measure | Date | Value |
|---|---|---|
| 2009: JEFFREY LEVENSON PROFIT SHARING PLAN 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 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2010 : JEFFREY LEVENSON PROFIT SHARING PLAN 2010 401k financial data | ||
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $81,761 |
| Total plan assets at end of year | 2010-12-31 | $422,946 |
| Total plan assets at beginning of year | 2010-12-31 | $341,185 |
| Other income received | 2010-12-31 | $75,338 |
| Net income (gross income less expenses) | 2010-12-31 | $81,761 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $422,946 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $341,185 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $6,423 |
| 2009: JEFFREY LEVENSON PROFIT SHARING PLAN 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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