LEVIT & JAMES, INC. has sponsored the creation of one or more 401k plans.
Additional information about LEVIT & JAMES, INC.
Submission information for form 5500 for 401k plan LEVIT & JAMES, INC. 401K PROFIT SHARING PLAN
401k plan membership statisitcs for LEVIT & JAMES, INC. 401K PROFIT SHARING PLAN
Measure | Date | Value |
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2015: LEVIT & JAMES, INC. 401K PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 14 |
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 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 15 |
Number of participants with account balances | 2015-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: LEVIT & JAMES, INC. 401K PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 14 |
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 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 15 |
Number of participants with account balances | 2014-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: LEVIT & JAMES, INC. 401K PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 15 |
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 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 16 |
Number of participants with account balances | 2013-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: LEVIT & JAMES, INC. 401K PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 15 |
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 | 1 |
Total of all active and inactive participants | 2012-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 16 |
Number of participants with account balances | 2012-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: LEVIT & JAMES, INC. 401K PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 15 |
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 | 1 |
Total of all active and inactive participants | 2011-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 16 |
Number of participants with account balances | 2011-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
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2015 : LEVIT & JAMES, INC. 401K PROFIT SHARING PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $334,385 |
Expenses. Total of all expenses incurred | 2015-12-31 | $11,904 |
Total plan assets at end of year | 2015-12-31 | $2,906,312 |
Total plan assets at beginning of year | 2015-12-31 | $2,583,831 |
Value of fidelity bond covering the plan | 2015-12-31 | $265,000 |
Total contributions received or receivable from participants | 2015-12-31 | $149,465 |
Other income received | 2015-12-31 | $35,733 |
Net income (gross income less expenses) | 2015-12-31 | $322,481 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,906,312 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,583,831 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $149,187 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $11,904 |
2014 : LEVIT & JAMES, INC. 401K PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $385,170 |
Expenses. Total of all expenses incurred | 2014-12-31 | $62,302 |
Benefits paid (including direct rollovers) | 2014-12-31 | $52,015 |
Total plan assets at end of year | 2014-12-31 | $2,583,831 |
Total plan assets at beginning of year | 2014-12-31 | $2,260,963 |
Value of fidelity bond covering the plan | 2014-12-31 | $265,000 |
Total contributions received or receivable from participants | 2014-12-31 | $146,049 |
Other income received | 2014-12-31 | $95,173 |
Net income (gross income less expenses) | 2014-12-31 | $322,868 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,583,831 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,260,963 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $143,948 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $10,287 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : LEVIT & JAMES, INC. 401K PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $538,135 |
Expenses. Total of all expenses incurred | 2013-12-31 | $10,632 |
Total plan assets at end of year | 2013-12-31 | $2,260,963 |
Total plan assets at beginning of year | 2013-12-31 | $1,733,460 |
Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
Total contributions received or receivable from participants | 2013-12-31 | $147,019 |
Other income received | 2013-12-31 | $244,732 |
Net income (gross income less expenses) | 2013-12-31 | $527,503 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,260,963 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,733,460 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $146,384 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $10,632 |
2012 : LEVIT & JAMES, INC. 401K PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $332,268 |
Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $1,733,460 |
Total plan assets at beginning of year | 2012-12-31 | $1,401,192 |
Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
Total contributions received or receivable from participants | 2012-12-31 | $128,621 |
Other income received | 2012-12-31 | $72,900 |
Net income (gross income less expenses) | 2012-12-31 | $332,268 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,733,460 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,401,192 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $130,747 |
2011 : LEVIT & JAMES, INC. 401K PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $216,296 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $1,401,192 |
Total plan assets at beginning of year | 2011-12-31 | $1,184,896 |
Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
Total contributions received or receivable from participants | 2011-12-31 | $108,906 |
Other income received | 2011-12-31 | $-1,357 |
Net income (gross income less expenses) | 2011-12-31 | $216,296 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,401,192 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,184,896 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $108,747 |
2010 : LEVIT & JAMES, INC. 401K PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $261,399 |
Expenses. Total of all expenses incurred | 2010-12-31 | $11,024 |
Total plan assets at end of year | 2010-12-31 | $1,184,896 |
Total plan assets at beginning of year | 2010-12-31 | $934,521 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $88,463 |
Other income received | 2010-12-31 | $84,473 |
Net income (gross income less expenses) | 2010-12-31 | $250,375 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,184,896 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $934,521 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $88,463 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $11,024 |
2015: LEVIT & JAMES, INC. 401K PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2014: LEVIT & JAMES, INC. 401K PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: LEVIT & JAMES, INC. 401K PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: LEVIT & JAMES, INC. 401K PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: LEVIT & JAMES, INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | RM 80709-1 |
Policy instance | 1 |
Insurance contract or identification number | RM 80709-1 | Number of Individuals Covered | 15 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $13,362 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,362 | Insurance broker organization code? | 1 | Insurance broker name | M HOLDINGS SECURITIES, INC. |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | RM 80709-1 |
Policy instance | 1 |
Insurance contract or identification number | RM 80709-1 | Number of Individuals Covered | 15 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $11,528 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,528 | Insurance broker organization code? | 1 | Insurance broker name | M HOLDINGS SECURITIES, INC. |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | RM 80709-1 |
Policy instance | 1 |
Insurance contract or identification number | RM 80709-1 | Number of Individuals Covered | 16 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $13,850 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,850 | Insurance broker organization code? | 1 | Insurance broker name | M HOLDINGS SECURITIES, INC. |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | RM 80709-1 |
Policy instance | 1 |
Insurance contract or identification number | RM 80709-1 | Number of Individuals Covered | 16 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $12,966 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,966 | Insurance broker organization code? | 1 | Insurance broker name | M HOLDINGS SECURITIES, INC. |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | RM 80709-1 |
Policy instance | 1 |
Insurance contract or identification number | RM 80709-1 | Number of Individuals Covered | 14 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $2,662 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | RM 80709-1 |
Policy instance | 1 |
Insurance contract or identification number | RM 80709-1 | Number of Individuals Covered | 12 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $5,198 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,198 | Insurance broker organization code? | 3 | Insurance broker name | JAY J SIMS |
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