Logo

DONALD A LEVI DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameDONALD A LEVI DEFINED BENEFIT PENSION PLAN
Plan identification number 002

DONALD A LEVI DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

DONALD A LEVI has sponsored the creation of one or more 401k plans.

Company Name:DONALD A LEVI
Employer identification number (EIN):208677995
NAIC Classification:525920
NAIC Description:Trusts, Estates, and Agency Accounts

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONALD A LEVI DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01DONALD A LEVI2023-06-28
0022021-01-01DONALD A LEVI2022-04-26
0022021-01-01DONALD A LEVI2022-04-26
0022021-01-01DONALD A LEVI2022-04-26
0022020-01-01DONALD A LEVI2021-05-21
0022020-01-01DONALD A LEVI2021-05-21
0022019-01-01DONALD A LEVI2020-02-20
0022018-01-01DONALD A LEVI2019-08-02
0022017-01-01DONALD A LEVI2018-09-25

Plan Statistics for DONALD A LEVI DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for DONALD A LEVI DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: DONALD A LEVI DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-313,254,216
Acturial value of plan assets2022-12-313,254,216
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-312,878,963
Number of active participants2022-12-312
Total funding liabilities for active participants2022-12-312,878,963
Total participant count2022-12-312
Total funding target for all participants2022-12-312,878,963
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31196,693
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31209,458
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31201,522
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31199,453
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31199,453
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: DONALD A LEVI DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-313,096,969
Acturial value of plan assets2021-12-313,096,969
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-312,599,278
Number of active participants2021-12-312
Total funding liabilities for active participants2021-12-312,599,278
Total participant count2021-12-312
Total funding target for all participants2021-12-312,599,278
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31118,887
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31125,081
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31125,081
Reductions in prefunding balances due to elections or deemed elections2021-12-31125,081
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31212,585
Total employee contributions2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31196,693
Remaining amount of unpaid minimum required contributions2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31196,693
Minimum required contributions for current year target normal cost2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: DONALD A LEVI DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,584,218
Acturial value of plan assets2020-12-312,584,218
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-312,900,506
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-312,900,506
Total participant count2020-12-312
Total funding target for all participants2020-12-312,900,506
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3153,963
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3156,850
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3156,850
Reductions in prefunding balances due to elections or deemed elections2020-12-3156,850
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31396,000
Total employee contributions2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31186,086
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-31316,288
Total funding amount beforereflecting carryover/prefunding balances2020-12-3167,199
Additional cash requirement2020-12-3167,199
Contributions allocatedtoward minimum required contributions for current year2020-12-31186,086
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: DONALD A LEVI DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,143,344
Acturial value of plan assets2019-12-312,143,344
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-312,966,294
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-312,966,294
Total participant count2019-12-312
Total funding target for all participants2019-12-312,966,294
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31236,414
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31236,414
Present value of excess contributions2019-12-31109,893
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31115,882
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31115,882
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-31357,970
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31199,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31187,684
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-31822,960
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31133,721
Additional cash requirement2019-12-31133,721
Contributions allocatedtoward minimum required contributions for current year2019-12-31187,684
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: DONALD A LEVI DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-312,143,334
Acturial value of plan assets2018-12-312,143,334
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-311,949,553
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-311,949,553
Total participant count2018-12-312
Total funding target for all participants2018-12-311,949,553
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31481,049
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-31270,978
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31210,071
Present value of excess contributions2018-12-3164,135
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3168,402
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31236,414
Total employer contributions2018-12-31196,230
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31193,539
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3183,646
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3183,646
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3183,646
Contributions allocatedtoward minimum required contributions for current year2018-12-31193,539
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: DONALD A LEVI DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,803,667
Acturial value of plan assets2017-12-311,803,667
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-311,087,189
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-311,089,189
Total participant count2017-12-312
Total funding target for all participants2017-12-311,089,189
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31505,091
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31505,091
Present value of excess contributions2017-12-31183,223
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31183,223
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31481,049
Total employer contributions2017-12-31369,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31364,948
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31859,759
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31650,884
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-31285,936
Additional cash requirement2017-12-31364,948
Contributions allocatedtoward minimum required contributions for current year2017-12-31364,948
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310

Potentially related plans

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
401k Lookup     VAT Lookup S1