Civic Intelligence

Stuart Levine & Associates LLC

Plan context: Stuart Levine & Associates LLC Defined Benefit Pension Plan

EIN 11-3334941 • West Palm Beach, FL • 22 filings • 3 plans

777 South Flagler Dr.Suite 800WWest Palm Beach, FL 33401
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$2,778,520

2023 Contributions

$400,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,250,839$1,625,420$0200920162022YearValue
$2,778,520Latest year 2022

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420200920132022YearValue
2Latest year 2022

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202310$0$0-
Stuart Levine & Associates LLC Defined Benefit Pension Plan-0$0$0-
202212$2,778,520$0-
Stuart Levine & Associates LLC Defined Benefit Pension Plan-2$2,778,520$0-
202110$3,250,839$0-
Stuart Levine & Associates LLC Defined Benefit Pension Plan-0$3,250,839$0-
202010$3,028,539$0-
Stuart Levine & Associates LLC Defined Benefit Pension Plan-0$3,028,539$0-
201910$2,875,536$400,000-
Stuart Levine & Associates LLC Defined Benefit Pension Plan-0$2,875,536$400,000-
201810$2,221,085$500,000-
Stuart Levine & Associates LLC Defined Benefit Pension Plan-0$2,221,085$500,000-
201720$1,973,077$15,000-
Stuart Levine & Associates LLC Defined Benefit Pension Plan-0$1,973,077$15,000-
STUART LEVINE & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN-0$0$0-
201624$2,110,561$403,409$100,852iApproximate average salary by contribution assumption: employee only about $2,521,306 at 4% or $1,680,871 at 6%; with 50% employer match about $1,680,871 at 4% or $1,120,581 at 6%; with 100% employer match about $1,260,653 at 4% or $840,435 at 6%.
Stuart Levine & Associates LLC Defined Benefit Pension Plan-0$1,965,128$250,000-
STUART LEVINE & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN-4$145,433$153,409$38,352iApproximate average salary by contribution assumption: employee only about $958,806 at 4% or $639,204 at 6%; with 50% employer match about $639,204 at 4% or $426,136 at 6%; with 100% employer match about $479,403 at 4% or $319,602 at 6%.
201524$1,769,505$206,132$51,533iApproximate average salary by contribution assumption: employee only about $1,288,325 at 4% or $858,883 at 6%; with 50% employer match about $858,883 at 4% or $572,589 at 6%; with 100% employer match about $644,163 at 4% or $429,442 at 6%.
Stuart Levine & Associates LLC Defined Benefit Pension Plan-0$1,602,411$100,000-
STUART LEVINE & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN-4$167,094$106,132$26,533iApproximate average salary by contribution assumption: employee only about $663,325 at 4% or $442,217 at 6%; with 50% employer match about $442,217 at 4% or $294,811 at 6%; with 100% employer match about $331,663 at 4% or $221,108 at 6%.
201424$2,525,903$750,642$187,661iApproximate average salary by contribution assumption: employee only about $4,691,513 at 4% or $3,127,675 at 6%; with 50% employer match about $3,127,675 at 4% or $2,085,117 at 6%; with 100% employer match about $2,345,756 at 4% or $1,563,838 at 6%.
Stuart Levine & Associates LLC Defined Benefit Pension Plan-0$1,600,200$598,365-
STUART LEVINE & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN-4$925,703$152,277$38,069iApproximate average salary by contribution assumption: employee only about $951,731 at 4% or $634,488 at 6%; with 50% employer match about $634,488 at 4% or $422,992 at 6%; with 100% employer match about $475,866 at 4% or $317,244 at 6%.
201324$1,815,474$537,179$134,295iApproximate average salary by contribution assumption: employee only about $3,357,369 at 4% or $2,238,246 at 6%; with 50% employer match about $2,238,246 at 4% or $1,492,164 at 6%; with 100% employer match about $1,678,684 at 4% or $1,119,123 at 6%.
Stuart Levine & Associates LLC Defined Benefit Pension Plan-0$1,061,931$379,137-
STUART LEVINE & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN-4$753,543$158,042$39,511iApproximate average salary by contribution assumption: employee only about $987,763 at 4% or $658,508 at 6%; with 50% employer match about $658,508 at 4% or $439,006 at 6%; with 100% employer match about $493,881 at 4% or $329,254 at 6%.
201222$1,101,048$425,343$212,672iApproximate average salary by contribution assumption: employee only about $5,316,788 at 4% or $3,544,525 at 6%; with 50% employer match about $3,544,525 at 4% or $2,363,017 at 6%; with 100% employer match about $2,658,394 at 4% or $1,772,263 at 6%.
Stuart Levine & Associates LLC Defined Benefit Pension Plan-0$632,522$322,612-
STUART LEVINE & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN-2$468,526$102,731$51,366iApproximate average salary by contribution assumption: employee only about $1,284,138 at 4% or $856,092 at 6%; with 50% employer match about $856,092 at 4% or $570,728 at 6%; with 100% employer match about $642,069 at 4% or $428,046 at 6%.
201122$607,226$394,843$197,422iApproximate average salary by contribution assumption: employee only about $4,935,538 at 4% or $3,290,358 at 6%; with 50% employer match about $3,290,358 at 4% or $2,193,572 at 6%; with 100% employer match about $2,467,769 at 4% or $1,645,179 at 6%.
STUART LEVINE & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN-2$308,383$96,000$48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%.
Stuart Levine & Associates LLC Defined Benefit Pension Plan-0$298,843$298,843-
201013$241,318$113,318$37,773iApproximate average salary by contribution assumption: employee only about $944,317 at 4% or $629,544 at 6%; with 50% employer match about $629,544 at 4% or $419,696 at 6%; with 100% employer match about $472,158 at 4% or $314,772 at 6%.
STUART LEVINE & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN-3$241,318$113,318$37,773iApproximate average salary by contribution assumption: employee only about $944,317 at 4% or $629,544 at 6%; with 50% employer match about $629,544 at 4% or $419,696 at 6%; with 100% employer match about $472,158 at 4% or $314,772 at 6%.
200912$109,000$109,000$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
STUART LEVINE & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN-2$109,000$109,000$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
Stuart Levine & Associates LLC | EIN 11-3334941 | 2023 Form 5500 Company Profile