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ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan NameROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN
Plan identification number 001

ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

ROBERT A. LEVINE, DDS has sponsored the creation of one or more 401k plans.

Company Name:ROBERT A. LEVINE, DDS
Employer identification number (EIN):541181799
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROBERT A. LEVINE2023-04-26
0012021-01-01ROBERT A. LEVINE2022-06-01
0012020-01-01ROBERT A. LEVINE2021-06-15
0012019-01-01ROBERT A. LEVINE2020-06-30
0012018-01-01ROBERT A. LEVINE2019-05-02
0012017-01-01ROBERT A. LEVINE2018-04-26
0012016-01-01ROBERT A. LEVINE2017-05-22
0012015-01-01ROBERT A. LEVINE
0012014-01-01ROBERT A. LEVINE
0012013-01-01ROBERT A. LEVINE
0012012-01-01ROBERT A. LEVINE
0012011-01-01ROBERT A LEVINE
0012009-01-01ROBERT A LEVINE

Plan Statistics for ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN

401k plan membership statisitcs for ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN

Measure Date Value
2015: ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-013
2014: ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-013
2013: ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-013
2012: ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) 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
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) 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
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2009: ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN

Measure Date Value
2015 : ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$53,979
Expenses. Total of all expenses incurred2015-12-31$31,356
Total plan assets at end of year2015-12-31$3,030,766
Total plan assets at beginning of year2015-12-31$3,008,143
Value of fidelity bond covering the plan2015-12-31$350,000
Total contributions received or receivable from participants2015-12-31$32,958
Expenses. Other expenses not covered elsewhere2015-12-31$31,356
Other income received2015-12-31$-25,507
Net income (gross income less expenses)2015-12-31$22,623
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,030,766
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,008,143
Total contributions received or receivable from employer(s)2015-12-31$46,528
2014 : ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$211,029
Expenses. Total of all expenses incurred2014-12-31$30,107
Total plan assets at end of year2014-12-31$3,008,143
Total plan assets at beginning of year2014-12-31$2,827,221
Value of fidelity bond covering the plan2014-12-31$350,000
Total contributions received or receivable from participants2014-12-31$31,684
Expenses. Other expenses not covered elsewhere2014-12-31$30,107
Other income received2014-12-31$132,194
Net income (gross income less expenses)2014-12-31$180,922
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,008,143
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,827,221
Total contributions received or receivable from employer(s)2014-12-31$47,151
2013 : ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$480,427
Expenses. Total of all expenses incurred2013-12-31$25,935
Total plan assets at end of year2013-12-31$2,827,221
Total plan assets at beginning of year2013-12-31$2,372,729
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$28,984
Expenses. Other expenses not covered elsewhere2013-12-31$25,935
Other income received2013-12-31$407,950
Net income (gross income less expenses)2013-12-31$454,492
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,827,221
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,372,729
Total contributions received or receivable from employer(s)2013-12-31$43,493
2012 : ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$336,864
Expenses. Total of all expenses incurred2012-12-31$22,997
Total plan assets at end of year2012-12-31$2,372,729
Total plan assets at beginning of year2012-12-31$2,058,862
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$28,184
Expenses. Other expenses not covered elsewhere2012-12-31$22,997
Contributions received from other sources (not participants or employers)2012-12-31$877
Other income received2012-12-31$264,909
Net income (gross income less expenses)2012-12-31$313,867
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,372,729
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,058,862
Total contributions received or receivable from employer(s)2012-12-31$42,894
2011 : ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$606,530
Expenses. Total of all expenses incurred2011-12-31$14,852
Total plan assets at end of year2011-12-31$2,058,862
Total plan assets at beginning of year2011-12-31$1,467,184
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$27,776
Expenses. Other expenses not covered elsewhere2011-12-31$14,852
Contributions received from other sources (not participants or employers)2011-12-31$557,175
Other income received2011-12-31$-21,154
Net income (gross income less expenses)2011-12-31$591,678
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,058,862
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,467,184
Total contributions received or receivable from employer(s)2011-12-31$42,733
2010 : ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$254,298
Expenses. Total of all expenses incurred2010-12-31$12,608
Total plan assets at end of year2010-12-31$1,467,184
Total plan assets at beginning of year2010-12-31$1,225,494
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$27,582
Expenses. Other expenses not covered elsewhere2010-12-31$12,608
Other income received2010-12-31$182,023
Net income (gross income less expenses)2010-12-31$241,690
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,467,184
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,225,494
Total contributions received or receivable from employer(s)2010-12-31$44,693

Form 5500 Responses for ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN

2015: ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERT A. LEVINE, DDS, SAFE HARBOR 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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