Gary Levine & Associates Ltd. DBA Lg Planning Group
Plan context: Lg Planning Group 401(K) Profit Sharing Plan
EIN 11-3394589 • Melville, NY • 7 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$566,151
2024 Contributions
$90,520
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 | 1 | 7 | $566,151 | $90,520 | $12,931iApproximate average salary by contribution assumption: employee only about $323,286 at 4% or $215,524 at 6%; with 50% employer match about $215,524 at 4% or $143,683 at 6%; with 100% employer match about $161,643 at 4% or $107,762 at 6%. |
| Lg Planning Group 401(K) Profit Sharing Plan | - | 7 | $566,151 | $90,520 | $12,931iApproximate average salary by contribution assumption: employee only about $323,286 at 4% or $215,524 at 6%; with 50% employer match about $215,524 at 4% or $143,683 at 6%; with 100% employer match about $161,643 at 4% or $107,762 at 6%. |
| 2023 | 1 | 5 | $422,467 | $81,100 | $16,220iApproximate average salary by contribution assumption: employee only about $405,500 at 4% or $270,333 at 6%; with 50% employer match about $270,333 at 4% or $180,222 at 6%; with 100% employer match about $202,750 at 4% or $135,167 at 6%. |
| Lg Planning Group 401(K) Profit Sharing Plan | - | 5 | $422,467 | $81,100 | $16,220iApproximate average salary by contribution assumption: employee only about $405,500 at 4% or $270,333 at 6%; with 50% employer match about $270,333 at 4% or $180,222 at 6%; with 100% employer match about $202,750 at 4% or $135,167 at 6%. |
| 2022 | 1 | 6 | $295,224 | $81,100 | $13,517iApproximate average salary by contribution assumption: employee only about $337,917 at 4% or $225,278 at 6%; with 50% employer match about $225,278 at 4% or $150,185 at 6%; with 100% employer match about $168,958 at 4% or $112,639 at 6%. |
| Lg Planning Group 401(K) Profit Sharing Plan | - | 6 | $295,224 | $81,100 | $13,517iApproximate average salary by contribution assumption: employee only about $337,917 at 4% or $225,278 at 6%; with 50% employer match about $225,278 at 4% or $150,185 at 6%; with 100% employer match about $168,958 at 4% or $112,639 at 6%. |
| 2021 | 1 | 4 | $258,407 | $62,937 | $15,734iApproximate average salary by contribution assumption: employee only about $393,356 at 4% or $262,238 at 6%; with 50% employer match about $262,238 at 4% or $174,825 at 6%; with 100% employer match about $196,678 at 4% or $131,119 at 6%. |
| Lg Planning Group 401(K) Profit Sharing Plan | - | 4 | $258,407 | $62,937 | $15,734iApproximate average salary by contribution assumption: employee only about $393,356 at 4% or $262,238 at 6%; with 50% employer match about $262,238 at 4% or $174,825 at 6%; with 100% employer match about $196,678 at 4% or $131,119 at 6%. |
| 2020 | 1 | 4 | $179,777 | $60,310 | $15,078iApproximate average salary by contribution assumption: employee only about $376,938 at 4% or $251,292 at 6%; with 50% employer match about $251,292 at 4% or $167,528 at 6%; with 100% employer match about $188,469 at 4% or $125,646 at 6%. |
| Lg Planning Group 401(K) Profit Sharing Plan | - | 4 | $179,777 | $60,310 | $15,078iApproximate average salary by contribution assumption: employee only about $376,938 at 4% or $251,292 at 6%; with 50% employer match about $251,292 at 4% or $167,528 at 6%; with 100% employer match about $188,469 at 4% or $125,646 at 6%. |
| 2019 | 1 | 6 | $103,929 | $53,414 | $8,902iApproximate average salary by contribution assumption: employee only about $222,558 at 4% or $148,372 at 6%; with 50% employer match about $148,372 at 4% or $98,915 at 6%; with 100% employer match about $111,279 at 4% or $74,186 at 6%. |
| Lg Planning Group 401(K) Profit Sharing Plan | - | 6 | $103,929 | $53,414 | $8,902iApproximate average salary by contribution assumption: employee only about $222,558 at 4% or $148,372 at 6%; with 50% employer match about $148,372 at 4% or $98,915 at 6%; with 100% employer match about $111,279 at 4% or $74,186 at 6%. |
| 2018 | 1 | 6 | $39,385 | $44,478 | $7,413iApproximate average salary by contribution assumption: employee only about $185,325 at 4% or $123,550 at 6%; with 50% employer match about $123,550 at 4% or $82,367 at 6%; with 100% employer match about $92,663 at 4% or $61,775 at 6%. |
| Lg Planning Group 401(K) Profit Sharing Plan | - | 6 | $39,385 | $44,478 | $7,413iApproximate average salary by contribution assumption: employee only about $185,325 at 4% or $123,550 at 6%; with 50% employer match about $123,550 at 4% or $82,367 at 6%; with 100% employer match about $92,663 at 4% or $61,775 at 6%. |