AARON LEVINE & ASSOCIATES PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AARON M LEVINE PA PROFIT SHARING PLAN
Measure | Date | Value |
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2019: AARON M LEVINE PA PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 1 |
Number of participants with account balances | 2019-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: AARON M LEVINE PA PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 1 |
Number of participants with account balances | 2018-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: AARON M LEVINE PA PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 1 |
Number of participants with account balances | 2017-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: AARON M LEVINE PA PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 1 |
Number of participants with account balances | 2016-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: AARON M LEVINE PA PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 1 |
Number of participants with account balances | 2015-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: AARON M LEVINE PA PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 1 |
Number of participants with account balances | 2014-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: AARON M LEVINE PA PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 1 |
Number of participants with account balances | 2013-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: AARON M LEVINE PA PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 7 |
Number of participants with account balances | 2012-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: AARON M LEVINE PA PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 9 |
Number of participants with account balances | 2011-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: AARON M LEVINE PA PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 11 |
Number of participants with account balances | 2010-01-01 | 1 |
2009: AARON M LEVINE PA PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
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 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 9 |
Number of participants with account balances | 2009-01-01 | 1 |
Measure | Date | Value |
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2019 : AARON M LEVINE PA PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $408,521 |
Expenses. Total of all expenses incurred | 2019-12-31 | $535,000 |
Benefits paid (including direct rollovers) | 2019-12-31 | $535,000 |
Total plan assets at end of year | 2019-12-31 | $1,672,634 |
Total plan assets at beginning of year | 2019-12-31 | $1,799,113 |
Value of fidelity bond covering the plan | 2019-12-31 | $440,000 |
Other income received | 2019-12-31 | $408,521 |
Net income (gross income less expenses) | 2019-12-31 | $-126,479 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,672,634 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,799,113 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $22,549 |
2018 : AARON M LEVINE PA PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-150,780 |
Expenses. Total of all expenses incurred | 2018-12-31 | $501,298 |
Benefits paid (including direct rollovers) | 2018-12-31 | $500,000 |
Total plan assets at end of year | 2018-12-31 | $1,799,113 |
Total plan assets at beginning of year | 2018-12-31 | $2,451,191 |
Value of fidelity bond covering the plan | 2018-12-31 | $440,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $1,298 |
Other income received | 2018-12-31 | $-150,780 |
Net income (gross income less expenses) | 2018-12-31 | $-652,078 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,799,113 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,451,191 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $26,148 |
2017 : AARON M LEVINE PA PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $429,860 |
Expenses. Total of all expenses incurred | 2017-12-31 | $154,500 |
Benefits paid (including direct rollovers) | 2017-12-31 | $150,000 |
Total plan assets at end of year | 2017-12-31 | $2,451,191 |
Total plan assets at beginning of year | 2017-12-31 | $2,175,831 |
Value of fidelity bond covering the plan | 2017-12-31 | $440,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $4,500 |
Other income received | 2017-12-31 | $429,860 |
Net income (gross income less expenses) | 2017-12-31 | $275,360 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,451,191 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,175,831 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $36,684 |
2016 : AARON M LEVINE PA PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $133,072 |
Expenses. Total of all expenses incurred | 2016-12-31 | $146,612 |
Benefits paid (including direct rollovers) | 2016-12-31 | $128,112 |
Total plan assets at end of year | 2016-12-31 | $2,175,831 |
Total plan assets at beginning of year | 2016-12-31 | $2,189,371 |
Value of fidelity bond covering the plan | 2016-12-31 | $440,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $18,500 |
Other income received | 2016-12-31 | $133,072 |
Net income (gross income less expenses) | 2016-12-31 | $-13,540 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,175,831 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,189,371 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $57,342 |
2015 : AARON M LEVINE PA PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-58,254 |
Expenses. Total of all expenses incurred | 2015-12-31 | $133,114 |
Benefits paid (including direct rollovers) | 2015-12-31 | $133,000 |
Total plan assets at end of year | 2015-12-31 | $2,189,371 |
Total plan assets at beginning of year | 2015-12-31 | $2,380,739 |
Value of fidelity bond covering the plan | 2015-12-31 | $440,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $114 |
Other income received | 2015-12-31 | $-58,254 |
Net income (gross income less expenses) | 2015-12-31 | $-191,368 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,189,371 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,380,739 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $113,076 |
2014 : AARON M LEVINE PA PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $170,125 |
Expenses. Total of all expenses incurred | 2014-12-31 | $227,932 |
Benefits paid (including direct rollovers) | 2014-12-31 | $220,407 |
Total plan assets at end of year | 2014-12-31 | $2,380,739 |
Total plan assets at beginning of year | 2014-12-31 | $2,438,546 |
Value of fidelity bond covering the plan | 2014-12-31 | $440,000 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $94,302 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $25 |
Other income received | 2014-12-31 | $170,125 |
Net income (gross income less expenses) | 2014-12-31 | $-57,807 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,380,739 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,438,546 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $165,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $7,500 |
2013 : AARON M LEVINE PA PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $168,510 |
Expenses. Total of all expenses incurred | 2013-12-31 | $139,524 |
Benefits paid (including direct rollovers) | 2013-12-31 | $125,000 |
Total plan assets at end of year | 2013-12-31 | $2,438,546 |
Total plan assets at beginning of year | 2013-12-31 | $2,409,560 |
Value of fidelity bond covering the plan | 2013-12-31 | $440,000 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $350,295 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $5,150 |
Other income received | 2013-12-31 | $168,510 |
Net income (gross income less expenses) | 2013-12-31 | $28,986 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,438,546 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,409,560 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $114,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $9,374 |
2012 : AARON M LEVINE PA PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $82,048 |
Expenses. Total of all expenses incurred | 2012-12-31 | $562,644 |
Benefits paid (including direct rollovers) | 2012-12-31 | $525,000 |
Total plan assets at end of year | 2012-12-31 | $2,409,560 |
Total plan assets at beginning of year | 2012-12-31 | $2,890,156 |
Value of fidelity bond covering the plan | 2012-12-31 | $440,000 |
Assets. Value of loans (other than to participants) | 2012-12-31 | $355,241 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $37,644 |
Other income received | 2012-12-31 | $82,048 |
Net income (gross income less expenses) | 2012-12-31 | $-480,596 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,409,560 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,890,156 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $85,860 |
2011 : AARON M LEVINE PA PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $131,332 |
Expenses. Total of all expenses incurred | 2011-12-31 | $193,594 |
Benefits paid (including direct rollovers) | 2011-12-31 | $175,000 |
Total plan assets at end of year | 2011-12-31 | $2,890,156 |
Total plan assets at beginning of year | 2011-12-31 | $2,952,418 |
Value of fidelity bond covering the plan | 2011-12-31 | $440,000 |
Assets. Value of tangible personal property | 2011-12-31 | $500,000 |
Assets. Value of loans (other than to participants) | 2011-12-31 | $110,099 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $18,594 |
Other income received | 2011-12-31 | $131,332 |
Net income (gross income less expenses) | 2011-12-31 | $-62,262 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,890,156 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,952,418 |
2010 : AARON M LEVINE PA PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $-626,520 |
Expenses. Total of all expenses incurred | 2010-12-31 | $319,629 |
Benefits paid (including direct rollovers) | 2010-12-31 | $310,000 |
Total plan assets at end of year | 2010-12-31 | $2,952,418 |
Total plan assets at beginning of year | 2010-12-31 | $3,898,567 |
Value of fidelity bond covering the plan | 2010-12-31 | $440,000 |
Assets. Value of tangible personal property | 2010-12-31 | $610,000 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $114,454 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $9,629 |
Other income received | 2010-12-31 | $-626,520 |
Net income (gross income less expenses) | 2010-12-31 | $-946,149 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,952,418 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,898,567 |
2019: AARON M LEVINE PA PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: AARON M LEVINE PA PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: AARON M LEVINE PA PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: AARON M LEVINE PA PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: AARON M LEVINE PA PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: AARON M LEVINE PA PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: AARON M LEVINE PA PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: AARON M LEVINE PA PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: AARON M LEVINE PA PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: AARON M LEVINE PA PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: AARON M LEVINE PA PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |