Civic Intelligence
Filing

DR. SUSAN K. LEVINE PENSION PLAN

Susan Levine Dds • EIN 06-1487525 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Down

4 → 2

-2 • -50.00%

Assets

Up

$0 → $116,294

$116,294

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$116,294

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202110$0$0-
Susan Levine Dds 401K Retirement Plan-0$0$0-
202016$789,875$0-
Susan Levine Dds 401K Retirement Plan-6$789,875--
201916$748,449$37,029$6,172iApproximate average salary by contribution assumption: employee only about $154,288 at 4% or $102,858 at 6%; with 50% employer match about $102,858 at 4% or $68,572 at 6%; with 100% employer match about $77,144 at 4% or $51,429 at 6%.
Susan Levine Dds 401K Retirement Plan-6$748,449$37,029$6,172iApproximate average salary by contribution assumption: employee only about $154,288 at 4% or $102,858 at 6%; with 50% employer match about $102,858 at 4% or $68,572 at 6%; with 100% employer match about $77,144 at 4% or $51,429 at 6%.
201815$607,693$5,706$1,141iApproximate average salary by contribution assumption: employee only about $28,530 at 4% or $19,020 at 6%; with 50% employer match about $19,020 at 4% or $12,680 at 6%; with 100% employer match about $14,265 at 4% or $9,510 at 6%.
Susan Levine Dds 401K Retirement Plan-5$607,693$5,706$1,141iApproximate average salary by contribution assumption: employee only about $28,530 at 4% or $19,020 at 6%; with 50% employer match about $19,020 at 4% or $12,680 at 6%; with 100% employer match about $14,265 at 4% or $9,510 at 6%.
201715$662,820$64,850$12,970iApproximate average salary by contribution assumption: employee only about $324,250 at 4% or $216,167 at 6%; with 50% employer match about $216,167 at 4% or $144,111 at 6%; with 100% employer match about $162,125 at 4% or $108,083 at 6%.
Susan Levine Dds 401K Retirement Plan-5$662,820$64,850$12,970iApproximate average salary by contribution assumption: employee only about $324,250 at 4% or $216,167 at 6%; with 50% employer match about $216,167 at 4% or $144,111 at 6%; with 100% employer match about $162,125 at 4% or $108,083 at 6%.
201613$520,790$2,366$789iApproximate average salary by contribution assumption: employee only about $19,717 at 4% or $13,144 at 6%; with 50% employer match about $13,144 at 4% or $8,763 at 6%; with 100% employer match about $9,858 at 4% or $6,572 at 6%.
Susan Levine Dds 401K Retirement Plan-3$520,790$2,366$789iApproximate average salary by contribution assumption: employee only about $19,717 at 4% or $13,144 at 6%; with 50% employer match about $13,144 at 4% or $8,763 at 6%; with 100% employer match about $9,858 at 4% or $6,572 at 6%.
201513$463,135$57,717$19,239iApproximate average salary by contribution assumption: employee only about $480,975 at 4% or $320,650 at 6%; with 50% employer match about $320,650 at 4% or $213,767 at 6%; with 100% employer match about $240,488 at 4% or $160,325 at 6%.
Susan Levine Dds 401K Retirement Plan-3$463,135$57,717$19,239iApproximate average salary by contribution assumption: employee only about $480,975 at 4% or $320,650 at 6%; with 50% employer match about $320,650 at 4% or $213,767 at 6%; with 100% employer match about $240,488 at 4% or $160,325 at 6%.
201414$442,544$62,001$15,500iApproximate average salary by contribution assumption: employee only about $387,506 at 4% or $258,338 at 6%; with 50% employer match about $258,338 at 4% or $172,225 at 6%; with 100% employer match about $193,753 at 4% or $129,169 at 6%.
Susan Levine Dds 401K Retirement Plan-4$442,544$62,001$15,500iApproximate average salary by contribution assumption: employee only about $387,506 at 4% or $258,338 at 6%; with 50% employer match about $258,338 at 4% or $172,225 at 6%; with 100% employer match about $193,753 at 4% or $129,169 at 6%.
201314$361,764$63,537$15,884iApproximate average salary by contribution assumption: employee only about $397,106 at 4% or $264,738 at 6%; with 50% employer match about $264,738 at 4% or $176,492 at 6%; with 100% employer match about $198,553 at 4% or $132,369 at 6%.
Susan Levine Dds 401K Retirement Plan-4$361,764$63,537$15,884iApproximate average salary by contribution assumption: employee only about $397,106 at 4% or $264,738 at 6%; with 50% employer match about $264,738 at 4% or $176,492 at 6%; with 100% employer match about $198,553 at 4% or $132,369 at 6%.
201223$254,960$59,802$19,934iApproximate average salary by contribution assumption: employee only about $498,350 at 4% or $332,233 at 6%; with 50% employer match about $332,233 at 4% or $221,489 at 6%; with 100% employer match about $249,175 at 4% or $166,117 at 6%.
Susan Levine Dds 401K Retirement Plan-3$254,960$59,802$19,934iApproximate average salary by contribution assumption: employee only about $498,350 at 4% or $332,233 at 6%; with 50% employer match about $332,233 at 4% or $221,489 at 6%; with 100% employer match about $249,175 at 4% or $166,117 at 6%.
DR. SUSAN K. LEVINE, DMD PENSION PLAN-0$0$0-
201123$862,754$58,680$19,560iApproximate average salary by contribution assumption: employee only about $489,000 at 4% or $326,000 at 6%; with 50% employer match about $326,000 at 4% or $217,333 at 6%; with 100% employer match about $244,500 at 4% or $163,000 at 6%.
DR. SUSAN K. LEVINE, DMD PENSION PLAN-3$681,652$0-
Susan Levine Dds 401K Retirement Plan-3$181,102$58,680$19,560iApproximate average salary by contribution assumption: employee only about $489,000 at 4% or $326,000 at 6%; with 50% employer match about $326,000 at 4% or $217,333 at 6%; with 100% employer match about $244,500 at 4% or $163,000 at 6%.
201022$781,464$55,874$27,937iApproximate average salary by contribution assumption: employee only about $698,425 at 4% or $465,617 at 6%; with 50% employer match about $465,617 at 4% or $310,411 at 6%; with 100% employer match about $349,213 at 4% or $232,808 at 6%.
SUSAN K. LEVINE, DMD PENSION PLAN-2$657,970$55,874$27,937iApproximate average salary by contribution assumption: employee only about $698,425 at 4% or $465,617 at 6%; with 50% employer match about $465,617 at 4% or $310,411 at 6%; with 100% employer match about $349,213 at 4% or $232,808 at 6%.
Susan Levine Dds 401K Retirement Plan-2$123,494$0-
200922$655,399$35,333$17,667iApproximate average salary by contribution assumption: employee only about $441,663 at 4% or $294,442 at 6%; with 50% employer match about $294,442 at 4% or $196,294 at 6%; with 100% employer match about $220,831 at 4% or $147,221 at 6%.
SUSAN K. LEVINE, DMD PENSION PLAN-2$543,095$0-
Susan Levine Dds 401K Retirement Plan-2$112,304$35,333$17,667iApproximate average salary by contribution assumption: employee only about $441,663 at 4% or $294,442 at 6%; with 50% employer match about $294,442 at 4% or $196,294 at 6%; with 100% employer match about $220,831 at 4% or $147,221 at 6%.
200822$0$0-
Susan Levine Dds 401K Retirement Plan-2---
SUSAN K. LEVINE, DMD PENSION PLAN-2---
200722$0$0-
Susan Levine Dds 401K Retirement Plan-2---
SUSAN K. LEVINE, DMD PENSION PLAN-2---
200622$462,895$108,490$54,245iApproximate average salary by contribution assumption: employee only about $1,356,125 at 4% or $904,083 at 6%; with 50% employer match about $904,083 at 4% or $602,722 at 6%; with 100% employer match about $678,063 at 4% or $452,042 at 6%.
SUSAN K. LEVINE, DMD PENSION PLAN-2$367,770$108,490$54,245iApproximate average salary by contribution assumption: employee only about $1,356,125 at 4% or $904,083 at 6%; with 50% employer match about $904,083 at 4% or $602,722 at 6%; with 100% employer match about $678,063 at 4% or $452,042 at 6%.
Susan Levine Dds 401K Retirement Plan-2$95,125--
200522$310,864$117,226$58,613iApproximate average salary by contribution assumption: employee only about $1,465,325 at 4% or $976,883 at 6%; with 50% employer match about $976,883 at 4% or $651,256 at 6%; with 100% employer match about $732,663 at 4% or $488,442 at 6%.
DR. SUSAN K. LEVINE PENSION PLAN-2$230,646$117,226$58,613iApproximate average salary by contribution assumption: employee only about $1,465,325 at 4% or $976,883 at 6%; with 50% employer match about $976,883 at 4% or $651,256 at 6%; with 100% employer match about $732,663 at 4% or $488,442 at 6%.
Susan Levine Dds 401K Retirement Plan-2$80,218--
200422$209,360$116,294$58,147iApproximate average salary by contribution assumption: employee only about $1,453,675 at 4% or $969,117 at 6%; with 50% employer match about $969,117 at 4% or $646,078 at 6%; with 100% employer match about $726,838 at 4% or $484,558 at 6%.
DR. SUSAN K. LEVINE PENSION PLANCurrent2$116,294$116,294$58,147iApproximate average salary by contribution assumption: employee only about $1,453,675 at 4% or $969,117 at 6%; with 50% employer match about $969,117 at 4% or $646,078 at 6%; with 100% employer match about $726,838 at 4% or $484,558 at 6%.
Susan Levine Dds 401K Retirement Plan-2$93,066--
200313$102,381$45,700$15,233iApproximate average salary by contribution assumption: employee only about $380,833 at 4% or $253,889 at 6%; with 50% employer match about $253,889 at 4% or $169,259 at 6%; with 100% employer match about $190,417 at 4% or $126,944 at 6%.
Susan Levine Dds 401K Retirement Plan-3$102,381$45,700$15,233iApproximate average salary by contribution assumption: employee only about $380,833 at 4% or $253,889 at 6%; with 50% employer match about $253,889 at 4% or $169,259 at 6%; with 100% employer match about $190,417 at 4% or $126,944 at 6%.
200212$44,767$8,063$4,032iApproximate average salary by contribution assumption: employee only about $100,788 at 4% or $67,192 at 6%; with 50% employer match about $67,192 at 4% or $44,794 at 6%; with 100% employer match about $50,394 at 4% or $33,596 at 6%.
Susan Levine Dds 401K Retirement Plan-2$44,767$8,063$4,032iApproximate average salary by contribution assumption: employee only about $100,788 at 4% or $67,192 at 6%; with 50% employer match about $67,192 at 4% or $44,794 at 6%; with 100% employer match about $50,394 at 4% or $33,596 at 6%.
200113$0$0-
Susan Levine Dds 401K Retirement Plan-3---
200012$48,174$24,864$12,432iApproximate average salary by contribution assumption: employee only about $310,800 at 4% or $207,200 at 6%; with 50% employer match about $207,200 at 4% or $138,133 at 6%; with 100% employer match about $155,400 at 4% or $103,600 at 6%.
Susan Levine Dds 401K Retirement Plan-2$48,174$24,864$12,432iApproximate average salary by contribution assumption: employee only about $310,800 at 4% or $207,200 at 6%; with 50% employer match about $207,200 at 4% or $138,133 at 6%; with 100% employer match about $155,400 at 4% or $103,600 at 6%.
199912$56,179$24,263$12,132iApproximate average salary by contribution assumption: employee only about $303,288 at 4% or $202,192 at 6%; with 50% employer match about $202,192 at 4% or $134,794 at 6%; with 100% employer match about $151,644 at 4% or $101,096 at 6%.
Susan Levine Dds 401K Retirement Plan-2$56,179$24,263$12,132iApproximate average salary by contribution assumption: employee only about $303,288 at 4% or $202,192 at 6%; with 50% employer match about $202,192 at 4% or $134,794 at 6%; with 100% employer match about $151,644 at 4% or $101,096 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$116,294$116,294 change

Balance Sheet

Beginning and end of plan year.

Total assets$0$116,294Increase +$116,294
Total liabilities$0$0No change $0
Net assets$0$116,294Increase +$116,294

Contributions

Employer contributions$116,294
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$116,294
Total expenses$0
Net income$116,294
Source fields
Schedule I source fields
Filing Id
91037349347315
Schedule I EIN
06-1487525
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2004-01-01
Schedule I Tax Period
20041231
Small plan total assets at beginning of year
$0
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$0
Small plan total assets at end of year
$116,294
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$116,294
Small plan employer contributions
$116,294
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$0
Small plan total income
$116,294
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$116,294
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$15,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
91037349347315
Schedule R EIN
06-1487525
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2004-01-01
Schedule R Tax Period
20041231
Pension Value Dstrb Pd Property Amount
$0
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Chg Fndng Method Indicator
3
Pension Amdmt Incr Valuation Bnft Indicator
No