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STEVEN J. LEVINE, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameSTEVEN J. LEVINE, M.D. PROFIT SHARING PLAN
Plan identification number 001

STEVEN J. LEVINE, M.D. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

STEVEN J. LEVINE, M.D. has sponsored the creation of one or more 401k plans.

Company Name:STEVEN J. LEVINE, M.D.
Employer identification number (EIN):921175965
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN J. LEVINE, M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEVEN J. LEVINE, M.D.2024-10-10 STEVEN J. LEVINE, M.D.2024-10-10

Plan Statistics for STEVEN J. LEVINE, M.D. PROFIT SHARING PLAN

401k plan membership statisitcs for STEVEN J. LEVINE, M.D. PROFIT SHARING PLAN

Measure Date Value
2023: STEVEN J. LEVINE, M.D. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-017
Total number of active participants reported on line 7a of the Form 55002023-01-014
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-012
Total of all active and inactive participants2023-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-016
Number of participants with account balances2023-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010

Financial Data on STEVEN J. LEVINE, M.D. PROFIT SHARING PLAN

Measure Date Value
2023 : STEVEN J. LEVINE, M.D. PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$221,334
Expenses. Total of all expenses incurred2023-12-31$11,885
Benefits paid (including direct rollovers)2023-12-31$1,103
Total plan assets at end of year2023-12-31$2,262,740
Total plan assets at beginning of year2023-12-31$2,053,291
Value of fidelity bond covering the plan2023-12-31$300,000
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$196,204
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$209,449
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,262,740
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,053,291
Assets. Value of assets in partnership/joint-venture interests2023-12-31$176,011
Total contributions received or receivable from employer(s)2023-12-31$25,130
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$10,782

Form 5500 Responses for STEVEN J. LEVINE, M.D. PROFIT SHARING PLAN

2023: STEVEN J. LEVINE, M.D. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes

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