Joshua L. Levine, MD PC
Plan context: JOSHUA L. LEVINE, MD, PC CASH BALANCE PLAN
EIN 02-0766405 • New York, NY • 32 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$4,052,759
2024 Contributions
$230,928
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 6 | $4,052,759 | $230,928 | $38,488iApproximate average salary by contribution assumption: employee only about $962,200 at 4% or $641,467 at 6%; with 50% employer match about $641,467 at 4% or $427,644 at 6%; with 100% employer match about $481,100 at 4% or $320,733 at 6%. |
| JOSHUA L. LEVINE, MD, PC CASH BALANCE PLAN | - | 6 | $2,055,654 | $180,278 | $30,046iApproximate average salary by contribution assumption: employee only about $751,158 at 4% or $500,772 at 6%; with 50% employer match about $500,772 at 4% or $333,848 at 6%; with 100% employer match about $375,579 at 4% or $250,386 at 6%. |
| Joshua L. Levine, MD PC Profit Sharing Plan | - | 6 | $1,997,105 | $50,650 | $8,442iApproximate average salary by contribution assumption: employee only about $211,042 at 4% or $140,694 at 6%; with 50% employer match about $140,694 at 4% or $93,796 at 6%; with 100% employer match about $105,521 at 4% or $70,347 at 6%. |
| 2023 | 2 | 6 | $3,566,038 | $334,342 | $55,724iApproximate average salary by contribution assumption: employee only about $1,393,092 at 4% or $928,728 at 6%; with 50% employer match about $928,728 at 4% or $619,152 at 6%; with 100% employer match about $696,546 at 4% or $464,364 at 6%. |
| JOSHUA L. LEVINE, MD, PC CASH BALANCE PLAN | - | 6 | $1,799,715 | $290,319 | $48,387iApproximate average salary by contribution assumption: employee only about $1,209,663 at 4% or $806,442 at 6%; with 50% employer match about $806,442 at 4% or $537,628 at 6%; with 100% employer match about $604,831 at 4% or $403,221 at 6%. |
| Joshua L. Levine, MD PC Profit Sharing Plan | - | 6 | $1,766,323 | $44,023 | $7,337iApproximate average salary by contribution assumption: employee only about $183,429 at 4% or $122,286 at 6%; with 50% employer match about $122,286 at 4% or $81,524 at 6%; with 100% employer match about $91,715 at 4% or $61,143 at 6%. |
| 2022 | 2 | 5 | $2,912,708 | $83,453 | $16,691iApproximate average salary by contribution assumption: employee only about $417,265 at 4% or $278,177 at 6%; with 50% employer match about $278,177 at 4% or $185,451 at 6%; with 100% employer match about $208,632 at 4% or $139,088 at 6%. |
| Joshua L. Levine, MD PC Profit Sharing Plan | - | 5 | $1,527,819 | $43,453 | $8,691iApproximate average salary by contribution assumption: employee only about $217,265 at 4% or $144,843 at 6%; with 50% employer match about $144,843 at 4% or $96,562 at 6%; with 100% employer match about $108,633 at 4% or $72,422 at 6%. |
| JOSHUA L. LEVINE, MD, PC CASH BALANCE PLAN | - | 5 | $1,384,889 | $40,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2021 | 2 | 5 | $3,278,797 | $160,613 | $32,123iApproximate average salary by contribution assumption: employee only about $803,065 at 4% or $535,377 at 6%; with 50% employer match about $535,377 at 4% or $356,918 at 6%; with 100% employer match about $401,533 at 4% or $267,688 at 6%. |
| Joshua L. Levine, MD PC Profit Sharing Plan | - | 5 | $1,732,226 | $38,298 | $7,660iApproximate average salary by contribution assumption: employee only about $191,490 at 4% or $127,660 at 6%; with 50% employer match about $127,660 at 4% or $85,107 at 6%; with 100% employer match about $95,745 at 4% or $63,830 at 6%. |
| JOSHUA L. LEVINE, MD, PC CASH BALANCE PLAN | - | 5 | $1,546,571 | $122,315 | $24,463iApproximate average salary by contribution assumption: employee only about $611,575 at 4% or $407,717 at 6%; with 50% employer match about $407,717 at 4% or $271,811 at 6%; with 100% employer match about $305,788 at 4% or $203,858 at 6%. |
| 2020 | 2 | 5 | $2,849,834 | $158,043 | $31,609iApproximate average salary by contribution assumption: employee only about $790,215 at 4% or $526,810 at 6%; with 50% employer match about $526,810 at 4% or $351,207 at 6%; with 100% employer match about $395,108 at 4% or $263,405 at 6%. |
| Joshua L. Levine, MD PC Profit Sharing Plan | - | 5 | $1,510,153 | $37,815 | $7,563iApproximate average salary by contribution assumption: employee only about $189,075 at 4% or $126,050 at 6%; with 50% employer match about $126,050 at 4% or $84,033 at 6%; with 100% employer match about $94,538 at 4% or $63,025 at 6%. |
| JOSHUA L. LEVINE, MD, PC CASH BALANCE PLAN | - | 5 | $1,339,681 | $120,228 | $24,046iApproximate average salary by contribution assumption: employee only about $601,140 at 4% or $400,760 at 6%; with 50% employer match about $400,760 at 4% or $267,173 at 6%; with 100% employer match about $300,570 at 4% or $200,380 at 6%. |
| 2019 | 2 | 5 | $2,476,873 | $213,145 | $42,629iApproximate average salary by contribution assumption: employee only about $1,065,725 at 4% or $710,483 at 6%; with 50% employer match about $710,483 at 4% or $473,656 at 6%; with 100% employer match about $532,863 at 4% or $355,242 at 6%. |
| Joshua L. Levine, MD PC Profit Sharing Plan | - | 5 | $1,387,986 | $93,285 | $18,657iApproximate average salary by contribution assumption: employee only about $466,425 at 4% or $310,950 at 6%; with 50% employer match about $310,950 at 4% or $207,300 at 6%; with 100% employer match about $233,213 at 4% or $155,475 at 6%. |
| JOSHUA L. LEVINE, MD, PC CASH BALANCE PLAN | - | 5 | $1,088,887 | $119,860 | $23,972iApproximate average salary by contribution assumption: employee only about $599,300 at 4% or $399,533 at 6%; with 50% employer match about $399,533 at 4% or $266,356 at 6%; with 100% employer match about $299,650 at 4% or $199,767 at 6%. |
| 2018 | 2 | 5 | $1,946,568 | $274,233 | $54,847iApproximate average salary by contribution assumption: employee only about $1,371,165 at 4% or $914,110 at 6%; with 50% employer match about $914,110 at 4% or $609,407 at 6%; with 100% employer match about $685,583 at 4% or $457,055 at 6%. |
| Joshua L. Levine, MD PC Profit Sharing Plan | - | 5 | $1,089,740 | $92,594 | $18,519iApproximate average salary by contribution assumption: employee only about $462,970 at 4% or $308,647 at 6%; with 50% employer match about $308,647 at 4% or $205,764 at 6%; with 100% employer match about $231,485 at 4% or $154,323 at 6%. |
| JOSHUA L. LEVINE, MD, PC CASH BALANCE PLAN | - | 4 | $856,828 | $181,639 | $45,410iApproximate average salary by contribution assumption: employee only about $1,135,244 at 4% or $756,829 at 6%; with 50% employer match about $756,829 at 4% or $504,553 at 6%; with 100% employer match about $567,622 at 4% or $378,415 at 6%. |
| 2017 | 2 | 4 | $1,762,457 | $260,063 | $65,016iApproximate average salary by contribution assumption: employee only about $1,625,394 at 4% or $1,083,596 at 6%; with 50% employer match about $1,083,596 at 4% or $722,397 at 6%; with 100% employer match about $812,697 at 4% or $541,798 at 6%. |
| Joshua L. Levine, MD PC Profit Sharing Plan | - | 4 | $1,046,044 | $84,437 | $21,109iApproximate average salary by contribution assumption: employee only about $527,731 at 4% or $351,821 at 6%; with 50% employer match about $351,821 at 4% or $234,547 at 6%; with 100% employer match about $263,866 at 4% or $175,910 at 6%. |
| JOSHUA L. LEVINE, MD, PC CASH BALANCE PLAN | - | 3 | $716,413 | $175,626 | $58,542iApproximate average salary by contribution assumption: employee only about $1,463,550 at 4% or $975,700 at 6%; with 50% employer match about $975,700 at 4% or $650,467 at 6%; with 100% employer match about $731,775 at 4% or $487,850 at 6%. |
| 2016 | 2 | 4 | $1,360,243 | $188,276 | $47,069iApproximate average salary by contribution assumption: employee only about $1,176,725 at 4% or $784,483 at 6%; with 50% employer match about $784,483 at 4% or $522,989 at 6%; with 100% employer match about $588,363 at 4% or $392,242 at 6%. |
| Joshua L. Levine, MD PC Profit Sharing Plan | - | 4 | $852,926 | $80,116 | $20,029iApproximate average salary by contribution assumption: employee only about $500,725 at 4% or $333,817 at 6%; with 50% employer match about $333,817 at 4% or $222,544 at 6%; with 100% employer match about $250,363 at 4% or $166,908 at 6%. |
| JOSHUA L. LEVINE, MD, PC CASH BALANCE PLAN | - | 4 | $507,317 | $108,160 | $27,040iApproximate average salary by contribution assumption: employee only about $676,000 at 4% or $450,667 at 6%; with 50% employer match about $450,667 at 4% or $300,444 at 6%; with 100% employer match about $338,000 at 4% or $225,333 at 6%. |
| 2015 | 2 | 4 | $1,113,070 | $190,482 | $47,621iApproximate average salary by contribution assumption: employee only about $1,190,513 at 4% or $793,675 at 6%; with 50% employer match about $793,675 at 4% or $529,117 at 6%; with 100% employer match about $595,256 at 4% or $396,838 at 6%. |
| Joshua L. Levine, MD PC Profit Sharing Plan | - | 4 | $722,008 | $81,863 | $20,466iApproximate average salary by contribution assumption: employee only about $511,644 at 4% or $341,096 at 6%; with 50% employer match about $341,096 at 4% or $227,397 at 6%; with 100% employer match about $255,822 at 4% or $170,548 at 6%. |
| JOSHUA L. LEVINE, MD, PC CASH BALANCE PLAN | - | 4 | $391,062 | $108,619 | $27,155iApproximate average salary by contribution assumption: employee only about $678,869 at 4% or $452,579 at 6%; with 50% employer match about $452,579 at 4% or $301,719 at 6%; with 100% employer match about $339,434 at 4% or $226,290 at 6%. |
| 2014 | 2 | 3 | $931,262 | $143,363 | $47,788iApproximate average salary by contribution assumption: employee only about $1,194,692 at 4% or $796,461 at 6%; with 50% employer match about $796,461 at 4% or $530,974 at 6%; with 100% employer match about $597,346 at 4% or $398,231 at 6%. |
| Joshua L. Levine, MD PC Profit Sharing Plan | - | 3 | $640,145 | $36,451 | $12,150iApproximate average salary by contribution assumption: employee only about $303,758 at 4% or $202,506 at 6%; with 50% employer match about $202,506 at 4% or $135,004 at 6%; with 100% employer match about $151,879 at 4% or $101,253 at 6%. |
| JOSHUA L. LEVINE, MD, PC CASH BALANCE PLAN | - | 3 | $291,117 | $106,912 | $35,637iApproximate average salary by contribution assumption: employee only about $890,933 at 4% or $593,956 at 6%; with 50% employer match about $593,956 at 4% or $395,970 at 6%; with 100% employer match about $445,467 at 4% or $296,978 at 6%. |
| 2013 | 2 | 3 | $745,908 | $137,251 | $45,750iApproximate average salary by contribution assumption: employee only about $1,143,758 at 4% or $762,506 at 6%; with 50% employer match about $762,506 at 4% or $508,337 at 6%; with 100% employer match about $571,879 at 4% or $381,253 at 6%. |
| Joshua L. Levine, MD PC Profit Sharing Plan | - | 3 | $568,605 | $32,467 | $10,822iApproximate average salary by contribution assumption: employee only about $270,558 at 4% or $180,372 at 6%; with 50% employer match about $180,372 at 4% or $120,248 at 6%; with 100% employer match about $135,279 at 4% or $90,186 at 6%. |
| JOSHUA L. LEVINE, MD, PC CASH BALANCE PLAN | - | 3 | $177,303 | $104,784 | $34,928iApproximate average salary by contribution assumption: employee only about $873,200 at 4% or $582,133 at 6%; with 50% employer match about $582,133 at 4% or $388,089 at 6%; with 100% employer match about $436,600 at 4% or $291,067 at 6%. |
| 2012 | 2 | 3 | $501,560 | $97,279 | $32,426iApproximate average salary by contribution assumption: employee only about $810,658 at 4% or $540,439 at 6%; with 50% employer match about $540,439 at 4% or $360,293 at 6%; with 100% employer match about $405,329 at 4% or $270,219 at 6%. |
| Joshua L. Levine, MD PC Profit Sharing Plan | - | 3 | $431,908 | $27,627 | $9,209iApproximate average salary by contribution assumption: employee only about $230,225 at 4% or $153,483 at 6%; with 50% employer match about $153,483 at 4% or $102,322 at 6%; with 100% employer match about $115,113 at 4% or $76,742 at 6%. |
| JOSHUA L. LEVINE, MD, PC CASH BALANCE PLAN | - | 3 | $69,652 | $69,652 | $23,217iApproximate average salary by contribution assumption: employee only about $580,433 at 4% or $386,956 at 6%; with 50% employer match about $386,956 at 4% or $257,970 at 6%; with 100% employer match about $290,217 at 4% or $193,478 at 6%. |
| 2011 | 1 | 2 | $354,694 | $54,000 | $27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%. |
| Joshua L. Levine, MD PC Profit Sharing Plan | - | 2 | $354,694 | $54,000 | $27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%. |
| 2010 | 1 | 2 | $308,721 | $71,311 | $35,656iApproximate average salary by contribution assumption: employee only about $891,388 at 4% or $594,258 at 6%; with 50% employer match about $594,258 at 4% or $396,172 at 6%; with 100% employer match about $445,694 at 4% or $297,129 at 6%. |
| Joshua L. Levine, MD PC Profit Sharing Plan | - | 2 | $308,721 | $71,311 | $35,656iApproximate average salary by contribution assumption: employee only about $891,388 at 4% or $594,258 at 6%; with 50% employer match about $594,258 at 4% or $396,172 at 6%; with 100% employer match about $445,694 at 4% or $297,129 at 6%. |
| 2009 | 1 | 3 | $220,630 | $57,657 | $19,219iApproximate average salary by contribution assumption: employee only about $480,475 at 4% or $320,317 at 6%; with 50% employer match about $320,317 at 4% or $213,544 at 6%; with 100% employer match about $240,238 at 4% or $160,158 at 6%. |
| Joshua L. Levine, MD PC Profit Sharing Plan | - | 3 | $220,630 | $57,657 | $19,219iApproximate average salary by contribution assumption: employee only about $480,475 at 4% or $320,317 at 6%; with 50% employer match about $320,317 at 4% or $213,544 at 6%; with 100% employer match about $240,238 at 4% or $160,158 at 6%. |
| 2008 | 1 | 3 | $117,863 | $53,911 | $17,970iApproximate average salary by contribution assumption: employee only about $449,258 at 4% or $299,506 at 6%; with 50% employer match about $299,506 at 4% or $199,670 at 6%; with 100% employer match about $224,629 at 4% or $149,753 at 6%. |
| Joshua L. Levine, MD PC Profit Sharing Plan | - | 3 | $117,863 | $53,911 | $17,970iApproximate average salary by contribution assumption: employee only about $449,258 at 4% or $299,506 at 6%; with 50% employer match about $299,506 at 4% or $199,670 at 6%; with 100% employer match about $224,629 at 4% or $149,753 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Joshua L. Levine, MD PC Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $48,492 | $48,492 | $16,164iApproximate average salary by contribution assumption: employee only about $404,100 at 4% or $269,400 at 6%; with 50% employer match about $269,400 at 4% or $179,600 at 6%; with 100% employer match about $202,050 at 4% or $134,700 at 6%. |
| Joshua L. Levine, MD PC Profit Sharing Plan | - | 3 | $48,492 | $48,492 | $16,164iApproximate average salary by contribution assumption: employee only about $404,100 at 4% or $269,400 at 6%; with 50% employer match about $269,400 at 4% or $179,600 at 6%; with 100% employer match about $202,050 at 4% or $134,700 at 6%. |