Charles E. Levy, DMD
Plan context: CHARLES E. LEVY, DMD DEFINED BENEFIT PENSION PLAN AND TRUST
EIN 05-0368468 • Yarmouth Port, MA • 22 filings • 7 plans
Current Snapshot
Latest Year
2014
2014 Participants
1
2014 Assets
$1,033,323
2014 Contributions
$218,000
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 1 | $1,033,323 | $218,000 | $218,000iApproximate average salary by contribution assumption: employee only about $5,450,000 at 4% or $3,633,333 at 6%; with 50% employer match about $3,633,333 at 4% or $2,422,222 at 6%; with 100% employer match about $2,725,000 at 4% or $1,816,667 at 6%. |
| CHARLES E. LEVY, DMD DEFINED BENEFIT PENSION PLAN AND TRUST | - | 1 | $1,033,323 | $218,000 | $218,000iApproximate average salary by contribution assumption: employee only about $5,450,000 at 4% or $3,633,333 at 6%; with 50% employer match about $3,633,333 at 4% or $2,422,222 at 6%; with 100% employer match about $2,725,000 at 4% or $1,816,667 at 6%. |
| 2013 | 1 | 7 | $1,149,729 | $127,500 | $18,214iApproximate average salary by contribution assumption: employee only about $455,357 at 4% or $303,571 at 6%; with 50% employer match about $303,571 at 4% or $202,381 at 6%; with 100% employer match about $227,679 at 4% or $151,786 at 6%. |
| CHARLES E. LEVY, DMD DEFINED BENEFIT PENSION PLAN AND TRUST | - | 7 | $1,149,729 | $127,500 | $18,214iApproximate average salary by contribution assumption: employee only about $455,357 at 4% or $303,571 at 6%; with 50% employer match about $303,571 at 4% or $202,381 at 6%; with 100% employer match about $227,679 at 4% or $151,786 at 6%. |
| 2012 | 1 | 6 | $821,949 | $106,000 | $17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%. |
| CHARLES E. LEVY, DMD DEFINED BENEFIT PENSION PLAN AND TRUST | - | 6 | $821,949 | $106,000 | $17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%. |
| 2011 | 1 | 7 | $633,861 | $109,000 | $15,571iApproximate average salary by contribution assumption: employee only about $389,286 at 4% or $259,524 at 6%; with 50% employer match about $259,524 at 4% or $173,016 at 6%; with 100% employer match about $194,643 at 4% or $129,762 at 6%. |
| CHARLES E. LEVY, DMD DEFINED BENEFIT PENSION PLAN AND TRUST | - | 7 | $633,861 | $109,000 | $15,571iApproximate average salary by contribution assumption: employee only about $389,286 at 4% or $259,524 at 6%; with 50% employer match about $259,524 at 4% or $173,016 at 6%; with 100% employer match about $194,643 at 4% or $129,762 at 6%. |
| 2010 | 1 | 5 | $563,791 | $89,000 | $17,800iApproximate average salary by contribution assumption: employee only about $445,000 at 4% or $296,667 at 6%; with 50% employer match about $296,667 at 4% or $197,778 at 6%; with 100% employer match about $222,500 at 4% or $148,333 at 6%. |
| CHARLES E. LEVY, DMD DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $563,791 | $89,000 | $17,800iApproximate average salary by contribution assumption: employee only about $445,000 at 4% or $296,667 at 6%; with 50% employer match about $296,667 at 4% or $197,778 at 6%; with 100% employer match about $222,500 at 4% or $148,333 at 6%. |
| 2009 | 1 | 5 | $407,355 | $37,769 | $7,554iApproximate average salary by contribution assumption: employee only about $188,845 at 4% or $125,897 at 6%; with 50% employer match about $125,897 at 4% or $83,931 at 6%; with 100% employer match about $94,423 at 4% or $62,948 at 6%. |
| CHARLES E. LEVY, DMD DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $407,355 | $37,769 | $7,554iApproximate average salary by contribution assumption: employee only about $188,845 at 4% or $125,897 at 6%; with 50% employer match about $125,897 at 4% or $83,931 at 6%; with 100% employer match about $94,423 at 4% or $62,948 at 6%. |
| 2008 | 1 | 3 | $0 | $0 | - |
| CHARLES E. LEVY, DMD | - | 3 | - | - | - |
| 2007 | 2 | 3 | $0 | $0 | - |
| Charles E. Levy, DMD Profit Sharing Plan | - | 0 | - | - | - |
| CHARLES E. LEVY, DMD | - | 3 | - | - | - |
| 2006 | 2 | 3 | $253,670 | $120,820 | $40,273iApproximate average salary by contribution assumption: employee only about $1,006,833 at 4% or $671,222 at 6%; with 50% employer match about $671,222 at 4% or $447,481 at 6%; with 100% employer match about $503,417 at 4% or $335,611 at 6%. |
| CHARLES E. LEVY, DMD DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $192,174 | $120,820 | $40,273iApproximate average salary by contribution assumption: employee only about $1,006,833 at 4% or $671,222 at 6%; with 50% employer match about $671,222 at 4% or $447,481 at 6%; with 100% employer match about $503,417 at 4% or $335,611 at 6%. |
| Charles E. Levy, DMD Profit Sharing Plan | - | 1 | $61,496 | - | - |
| 2005 | 2 | 5 | $464,640 | $102,046 | $20,409iApproximate average salary by contribution assumption: employee only about $510,230 at 4% or $340,153 at 6%; with 50% employer match about $340,153 at 4% or $226,769 at 6%; with 100% employer match about $255,115 at 4% or $170,077 at 6%. |
| Charles E. Levy, DMD Profit Sharing Plan | - | 5 | $405,587 | $42,993 | $8,599iApproximate average salary by contribution assumption: employee only about $214,965 at 4% or $143,310 at 6%; with 50% employer match about $143,310 at 4% or $95,540 at 6%; with 100% employer match about $107,483 at 4% or $71,655 at 6%. |
| CHARLES E. LEVY, DMD DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $59,053 | $59,053 | $19,684iApproximate average salary by contribution assumption: employee only about $492,108 at 4% or $328,072 at 6%; with 50% employer match about $328,072 at 4% or $218,715 at 6%; with 100% employer match about $246,054 at 4% or $164,036 at 6%. |
| 2004 | 1 | 5 | $347,898 | $54,542 | $10,908iApproximate average salary by contribution assumption: employee only about $272,710 at 4% or $181,807 at 6%; with 50% employer match about $181,807 at 4% or $121,204 at 6%; with 100% employer match about $136,355 at 4% or $90,903 at 6%. |
| Charles E. Levy, DMD Profit Sharing Plan | - | 5 | $347,898 | $54,542 | $10,908iApproximate average salary by contribution assumption: employee only about $272,710 at 4% or $181,807 at 6%; with 50% employer match about $181,807 at 4% or $121,204 at 6%; with 100% employer match about $136,355 at 4% or $90,903 at 6%. |
| 2003 | 2 | 2 | $275,259 | $44,155 | $22,078iApproximate average salary by contribution assumption: employee only about $551,938 at 4% or $367,958 at 6%; with 50% employer match about $367,958 at 4% or $245,306 at 6%; with 100% employer match about $275,969 at 4% or $183,979 at 6%. |
| Charles E. Levy, DMD Profit Sharing Plan | - | 2 | $275,259 | $44,155 | $22,078iApproximate average salary by contribution assumption: employee only about $551,938 at 4% or $367,958 at 6%; with 50% employer match about $367,958 at 4% or $245,306 at 6%; with 100% employer match about $275,969 at 4% or $183,979 at 6%. |
| CHARLES E. LEVY, DMD MONEY PURCHASE PLAN | - | 0 | - | - | - |
| 2002 | 2 | 5 | $0 | $0 | - |
| CHARLES E. LEVY MONEY PURCHASE PLAN | - | 5 | - | - | - |
| Charles E. Levy, DMD Profit Sharing Plan | - | 5 | - | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| CHARLES E. LEVY MONEY PURCHASE PLAN | - | 1 | - | - | - |
| Charles E. Levy, DMD Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 2 | 2 | $0 | $0 | - |
| Charles E. Levy, DMD Profit Sharing Plan | - | 2 | - | - | - |
| CHARLES E. LEVY MONEY PURCHASE PLAN | - | 1 | - | - | - |