Logo

KENNETH LEVY CPA 401K PENSION PLAN 401k Plan overview

Plan NameKENNETH LEVY CPA 401K PENSION PLAN
Plan identification number 001

KENNETH LEVY CPA 401K PENSION 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
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

KENNETH LEVY CPA PLLC has sponsored the creation of one or more 401k plans.

Company Name:KENNETH LEVY CPA PLLC
Employer identification number (EIN):200190585
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNETH LEVY CPA 401K PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KENNETH LEVY2023-09-20
0012021-01-01KENNETH LEVY2022-09-20
0012020-01-01KENNETH LEVY2021-09-21
0012019-01-01KENNETH LEVY2020-09-22
0012018-01-01KENNETH LEVY2019-09-23
0012017-01-01KENNETH LEVY2018-10-02
0012016-01-01KENNETH LEVY2017-10-05
0012015-01-01KENNETH LEVY
0012014-01-01KENNETH LEVY
0012013-01-01KENNETH LEVY
0012012-01-01KENNETH LEVY
0012011-01-01KENNETH LEVY
0012010-01-01KENNETH LEVY
0012009-01-01KENNETH LEVY

Plan Statistics for KENNETH LEVY CPA 401K PENSION PLAN

401k plan membership statisitcs for KENNETH LEVY CPA 401K PENSION PLAN

Measure Date Value
2015: KENNETH LEVY CPA 401K PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KENNETH LEVY CPA 401K PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KENNETH LEVY CPA 401K PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KENNETH LEVY CPA 401K PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
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 participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KENNETH LEVY CPA 401K PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
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 participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: KENNETH LEVY CPA 401K PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
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 participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: KENNETH LEVY CPA 401K PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
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 participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KENNETH LEVY CPA 401K PENSION PLAN

Measure Date Value
2015 : KENNETH LEVY CPA 401K PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$42,314
Expenses. Total of all expenses incurred2015-12-31$397,591
Benefits paid (including direct rollovers)2015-12-31$396,591
Total plan assets at end of year2015-12-31$1,517,440
Total plan assets at beginning of year2015-12-31$1,872,717
Value of fidelity bond covering the plan2015-12-31$145,000
Total contributions received or receivable from participants2015-12-31$32,450
Expenses. Other expenses not covered elsewhere2015-12-31$1,000
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-31,794
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-355,277
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,517,440
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,872,717
Total contributions received or receivable from employer(s)2015-12-31$41,658
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : KENNETH LEVY CPA 401K PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$163,418
Expenses. Total of all expenses incurred2014-12-31$1,000
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,872,717
Total plan assets at beginning of year2014-12-31$1,710,299
Value of fidelity bond covering the plan2014-12-31$145,000
Total contributions received or receivable from participants2014-12-31$30,950
Expenses. Other expenses not covered elsewhere2014-12-31$1,000
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$93,761
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$162,418
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,872,717
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,710,299
Total contributions received or receivable from employer(s)2014-12-31$38,707
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : KENNETH LEVY CPA 401K PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$312,294
Expenses. Total of all expenses incurred2013-12-31$1,328
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,710,299
Total plan assets at beginning of year2013-12-31$1,399,333
Value of fidelity bond covering the plan2013-12-31$60,000
Total contributions received or receivable from participants2013-12-31$33,550
Expenses. Other expenses not covered elsewhere2013-12-31$1,328
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$235,796
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$310,966
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,710,299
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,399,333
Total contributions received or receivable from employer(s)2013-12-31$42,948
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : KENNETH LEVY CPA 401K PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$245,628
Expenses. Total of all expenses incurred2012-12-31$1,328
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,399,333
Total plan assets at beginning of year2012-12-31$1,155,033
Value of fidelity bond covering the plan2012-12-31$60,000
Total contributions received or receivable from participants2012-12-31$39,900
Expenses. Other expenses not covered elsewhere2012-12-31$1,328
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$163,758
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$244,300
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,399,333
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,155,033
Total contributions received or receivable from employer(s)2012-12-31$41,970
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : KENNETH LEVY CPA 401K PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$98,683
Expenses. Total of all expenses incurred2011-12-31$1,328
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,155,033
Total plan assets at beginning of year2011-12-31$1,057,678
Value of fidelity bond covering the plan2011-12-31$60,000
Total contributions received or receivable from participants2011-12-31$42,992
Expenses. Other expenses not covered elsewhere2011-12-31$1,328
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$11,771
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$97,355
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,155,033
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,057,678
Total contributions received or receivable from employer(s)2011-12-31$43,920
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : KENNETH LEVY CPA 401K PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$216,758
Expenses. Total of all expenses incurred2010-12-31$1,328
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,057,678
Total plan assets at beginning of year2010-12-31$842,248
Value of fidelity bond covering the plan2010-12-31$60,000
Total contributions received or receivable from participants2010-12-31$41,940
Expenses. Other expenses not covered elsewhere2010-12-31$1,328
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$132,474
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$215,430
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,057,678
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$842,248
Total contributions received or receivable from employer(s)2010-12-31$42,344
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for KENNETH LEVY CPA 401K PENSION PLAN

2015: KENNETH LEVY CPA 401K PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: KENNETH LEVY CPA 401K PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: KENNETH LEVY CPA 401K PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: KENNETH LEVY CPA 401K PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: KENNETH LEVY CPA 401K PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KENNETH LEVY CPA 401K PENSION 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: KENNETH LEVY CPA 401K PENSION 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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract numberKLDM
Policy instance 1
Insurance contract or identification numberKLDM
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract numberKLDM
Policy instance 1
Insurance contract or identification numberKLDM
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract numberKLDM
Policy instance 1
Insurance contract or identification numberKLDM
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract numberKLDM
Policy instance 1
Insurance contract or identification numberKLDM
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract numberKLDM
Policy instance 1
Insurance contract or identification numberKLDM
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract numberKLDM
Policy instance 1
Insurance contract or identification numberKLDM
Number of Individuals Covered2
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

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
US 401k Lookup     VAT Lookup