Civic Intelligence

BRUCE LEVINSON, ESQ

Plan context: BRUCE LEVINSON ESQ RETIREMENT PLAN

EIN 13-3785233 • Katonah, NY • 22 filings • 2 plans

17 Mt. Holly Road EastKatonah, NY 10536
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$3,144,158

2025 Contributions

$70,000

Historical Graphs

Total Assets Over Time

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

$3,144,158$1,572,079$0200420162025YearValue
$3,144,158Latest year 2025

Participants Over Time

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

320200420152025YearValue
1Latest year 2025

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
202511$3,144,158$70,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
BRUCE LEVINSON ESQ RETIREMENT PLAN-1$3,144,158$70,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
202411$2,898,560$69,986$69,986iApproximate average salary by contribution assumption: employee only about $1,749,650 at 4% or $1,166,433 at 6%; with 50% employer match about $1,166,433 at 4% or $777,622 at 6%; with 100% employer match about $874,825 at 4% or $583,217 at 6%.
BRUCE LEVINSON ESQ RETIREMENT PLAN-1$2,898,560$69,986$69,986iApproximate average salary by contribution assumption: employee only about $1,749,650 at 4% or $1,166,433 at 6%; with 50% employer match about $1,166,433 at 4% or $777,622 at 6%; with 100% employer match about $874,825 at 4% or $583,217 at 6%.
202312$2,571,221$76,447$38,224iApproximate average salary by contribution assumption: employee only about $955,588 at 4% or $637,058 at 6%; with 50% employer match about $637,058 at 4% or $424,706 at 6%; with 100% employer match about $477,794 at 4% or $318,529 at 6%.
BRUCE LEVINSON ESQ RETIREMENT PLAN-2$2,571,221$76,447$38,224iApproximate average salary by contribution assumption: employee only about $955,588 at 4% or $637,058 at 6%; with 50% employer match about $637,058 at 4% or $424,706 at 6%; with 100% employer match about $477,794 at 4% or $318,529 at 6%.
202212$2,344,252$73,413$36,707iApproximate average salary by contribution assumption: employee only about $917,663 at 4% or $611,775 at 6%; with 50% employer match about $611,775 at 4% or $407,850 at 6%; with 100% employer match about $458,831 at 4% or $305,888 at 6%.
BRUCE LEVINSON ESQ RETIREMENT PLAN-2$2,344,252$73,413$36,707iApproximate average salary by contribution assumption: employee only about $917,663 at 4% or $611,775 at 6%; with 50% employer match about $611,775 at 4% or $407,850 at 6%; with 100% employer match about $458,831 at 4% or $305,888 at 6%.
202112$2,523,608$70,390$35,195iApproximate average salary by contribution assumption: employee only about $879,875 at 4% or $586,583 at 6%; with 50% employer match about $586,583 at 4% or $391,056 at 6%; with 100% employer match about $439,938 at 4% or $293,292 at 6%.
BRUCE LEVINSON ESQ RETIREMENT PLAN-2$2,523,608$70,390$35,195iApproximate average salary by contribution assumption: employee only about $879,875 at 4% or $586,583 at 6%; with 50% employer match about $586,583 at 4% or $391,056 at 6%; with 100% employer match about $439,938 at 4% or $293,292 at 6%.
202012$2,309,506$69,716$34,858iApproximate average salary by contribution assumption: employee only about $871,450 at 4% or $580,967 at 6%; with 50% employer match about $580,967 at 4% or $387,311 at 6%; with 100% employer match about $435,725 at 4% or $290,483 at 6%.
BRUCE LEVINSON ESQ RETIREMENT PLAN-2$2,309,506$69,716$34,858iApproximate average salary by contribution assumption: employee only about $871,450 at 4% or $580,967 at 6%; with 50% employer match about $580,967 at 4% or $387,311 at 6%; with 100% employer match about $435,725 at 4% or $290,483 at 6%.
201912$2,035,588$73,769$36,885iApproximate average salary by contribution assumption: employee only about $922,113 at 4% or $614,742 at 6%; with 50% employer match about $614,742 at 4% or $409,828 at 6%; with 100% employer match about $461,056 at 4% or $307,371 at 6%.
BRUCE LEVINSON ESQ RETIREMENT PLAN-2$2,035,588$73,769$36,885iApproximate average salary by contribution assumption: employee only about $922,113 at 4% or $614,742 at 6%; with 50% employer match about $614,742 at 4% or $409,828 at 6%; with 100% employer match about $461,056 at 4% or $307,371 at 6%.
201812$1,571,199$72,230$36,115iApproximate average salary by contribution assumption: employee only about $902,875 at 4% or $601,917 at 6%; with 50% employer match about $601,917 at 4% or $401,278 at 6%; with 100% employer match about $451,438 at 4% or $300,958 at 6%.
BRUCE LEVINSON ESQ RETIREMENT PLAN-2$1,571,199$72,230$36,115iApproximate average salary by contribution assumption: employee only about $902,875 at 4% or $601,917 at 6%; with 50% employer match about $601,917 at 4% or $401,278 at 6%; with 100% employer match about $451,438 at 4% or $300,958 at 6%.
201712$1,420,798$70,654$35,327iApproximate average salary by contribution assumption: employee only about $883,175 at 4% or $588,783 at 6%; with 50% employer match about $588,783 at 4% or $392,522 at 6%; with 100% employer match about $441,588 at 4% or $294,392 at 6%.
BRUCE LEVINSON ESQ RETIREMENT PLAN-2$1,420,798$70,654$35,327iApproximate average salary by contribution assumption: employee only about $883,175 at 4% or $588,783 at 6%; with 50% employer match about $588,783 at 4% or $392,522 at 6%; with 100% employer match about $441,588 at 4% or $294,392 at 6%.
201612$1,224,859$68,642$34,321iApproximate average salary by contribution assumption: employee only about $858,025 at 4% or $572,017 at 6%; with 50% employer match about $572,017 at 4% or $381,344 at 6%; with 100% employer match about $429,013 at 4% or $286,008 at 6%.
BRUCE LEVINSON ESQ RETIREMENT PLAN-2$1,224,859$68,642$34,321iApproximate average salary by contribution assumption: employee only about $858,025 at 4% or $572,017 at 6%; with 50% employer match about $572,017 at 4% or $381,344 at 6%; with 100% employer match about $429,013 at 4% or $286,008 at 6%.
201512$1,074,196$63,553$31,777iApproximate average salary by contribution assumption: employee only about $794,413 at 4% or $529,608 at 6%; with 50% employer match about $529,608 at 4% or $353,072 at 6%; with 100% employer match about $397,206 at 4% or $264,804 at 6%.
BRUCE LEVINSON ESQ RETIREMENT PLAN-2$1,074,196$63,553$31,777iApproximate average salary by contribution assumption: employee only about $794,413 at 4% or $529,608 at 6%; with 50% employer match about $529,608 at 4% or $353,072 at 6%; with 100% employer match about $397,206 at 4% or $264,804 at 6%.
201412$1,000,653$64,437$32,219iApproximate average salary by contribution assumption: employee only about $805,463 at 4% or $536,975 at 6%; with 50% employer match about $536,975 at 4% or $357,983 at 6%; with 100% employer match about $402,731 at 4% or $268,488 at 6%.
BRUCE LEVINSON ESQ RETIREMENT PLAN-2$1,000,653$64,437$32,219iApproximate average salary by contribution assumption: employee only about $805,463 at 4% or $536,975 at 6%; with 50% employer match about $536,975 at 4% or $357,983 at 6%; with 100% employer match about $402,731 at 4% or $268,488 at 6%.
201312$943,127$62,386$31,193iApproximate average salary by contribution assumption: employee only about $779,825 at 4% or $519,883 at 6%; with 50% employer match about $519,883 at 4% or $346,589 at 6%; with 100% employer match about $389,913 at 4% or $259,942 at 6%.
BRUCE LEVINSON ESQ RETIREMENT PLAN-2$943,127$62,386$31,193iApproximate average salary by contribution assumption: employee only about $779,825 at 4% or $519,883 at 6%; with 50% employer match about $519,883 at 4% or $346,589 at 6%; with 100% employer match about $389,913 at 4% or $259,942 at 6%.
201212$801,856$65,652$32,826iApproximate average salary by contribution assumption: employee only about $820,650 at 4% or $547,100 at 6%; with 50% employer match about $547,100 at 4% or $364,733 at 6%; with 100% employer match about $410,325 at 4% or $273,550 at 6%.
BRUCE LEVINSON ESQ RETIREMENT PLAN-2$801,856$65,652$32,826iApproximate average salary by contribution assumption: employee only about $820,650 at 4% or $547,100 at 6%; with 50% employer match about $547,100 at 4% or $364,733 at 6%; with 100% employer match about $410,325 at 4% or $273,550 at 6%.
201113$751,400$69,772$23,257iApproximate average salary by contribution assumption: employee only about $581,433 at 4% or $387,622 at 6%; with 50% employer match about $387,622 at 4% or $258,415 at 6%; with 100% employer match about $290,717 at 4% or $193,811 at 6%.
BRUCE LEVINSON ESQ RETIREMENT PLAN-3$751,400$69,772$23,257iApproximate average salary by contribution assumption: employee only about $581,433 at 4% or $387,622 at 6%; with 50% employer match about $387,622 at 4% or $258,415 at 6%; with 100% employer match about $290,717 at 4% or $193,811 at 6%.
201013$581,885$60,967$20,322iApproximate average salary by contribution assumption: employee only about $508,058 at 4% or $338,706 at 6%; with 50% employer match about $338,706 at 4% or $225,804 at 6%; with 100% employer match about $254,029 at 4% or $169,353 at 6%.
BRUCE LEVINSON ESQ RETIREMENT PLAN-3$581,885$60,967$20,322iApproximate average salary by contribution assumption: employee only about $508,058 at 4% or $338,706 at 6%; with 50% employer match about $338,706 at 4% or $225,804 at 6%; with 100% employer match about $254,029 at 4% or $169,353 at 6%.
200913$440,367$57,670$19,223iApproximate average salary by contribution assumption: employee only about $480,583 at 4% or $320,389 at 6%; with 50% employer match about $320,389 at 4% or $213,593 at 6%; with 100% employer match about $240,292 at 4% or $160,194 at 6%.
BRUCE LEVINSON ESQ RETIREMENT PLAN-3$440,367$57,670$19,223iApproximate average salary by contribution assumption: employee only about $480,583 at 4% or $320,389 at 6%; with 50% employer match about $320,389 at 4% or $213,593 at 6%; with 100% employer match about $240,292 at 4% or $160,194 at 6%.
200813$0$0-
BRUCE LEVINSON ESQ RETIREMENT PLAN-3---
200713$0$0-
BRUCE LEVINSON ESQ RETIREMENT PLAN-3---
200612$271,073$47,654$23,827iApproximate average salary by contribution assumption: employee only about $595,675 at 4% or $397,117 at 6%; with 50% employer match about $397,117 at 4% or $264,744 at 6%; with 100% employer match about $297,838 at 4% or $198,558 at 6%.
BRUCE LEVINSON, ESQ RETIREMENT PLAN-2$271,073$47,654$23,827iApproximate average salary by contribution assumption: employee only about $595,675 at 4% or $397,117 at 6%; with 50% employer match about $397,117 at 4% or $264,744 at 6%; with 100% employer match about $297,838 at 4% or $198,558 at 6%.
200512$202,554$45,894$22,947iApproximate average salary by contribution assumption: employee only about $573,675 at 4% or $382,450 at 6%; with 50% employer match about $382,450 at 4% or $254,967 at 6%; with 100% employer match about $286,838 at 4% or $191,225 at 6%.
BRUCE LEVINSON ESQ RETIREMENT PLAN-2$202,554$45,894$22,947iApproximate average salary by contribution assumption: employee only about $573,675 at 4% or $382,450 at 6%; with 50% employer match about $382,450 at 4% or $254,967 at 6%; with 100% employer match about $286,838 at 4% or $191,225 at 6%.
200412$142,234$44,711$22,356iApproximate average salary by contribution assumption: employee only about $558,888 at 4% or $372,592 at 6%; with 50% employer match about $372,592 at 4% or $248,394 at 6%; with 100% employer match about $279,444 at 4% or $186,296 at 6%.
BRUCE LEVINSON ESQ RETIREMENT PLAN-2$142,234$44,711$22,356iApproximate average salary by contribution assumption: employee only about $558,888 at 4% or $372,592 at 6%; with 50% employer match about $372,592 at 4% or $248,394 at 6%; with 100% employer match about $279,444 at 4% or $186,296 at 6%.
BRUCE LEVINSON, ESQ | EIN 13-3785233 | 2025 Form 5500 Company Profile