Current Snapshot
Latest Year
2007
2007 Participants
3
2007 Assets
$780,219
2007 Contributions
$36,031
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 3 | $0 | $0 | - |
| Levy & Tully 401K Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 4 | $780,219 | $36,031 | $9,008iApproximate average salary by contribution assumption: employee only about $225,194 at 4% or $150,129 at 6%; with 50% employer match about $150,129 at 4% or $100,086 at 6%; with 100% employer match about $112,597 at 4% or $75,065 at 6%. |
| Levy & Tully 401K Profit Sharing Plan | - | 4 | $780,219 | $36,031 | $9,008iApproximate average salary by contribution assumption: employee only about $225,194 at 4% or $150,129 at 6%; with 50% employer match about $150,129 at 4% or $100,086 at 6%; with 100% employer match about $112,597 at 4% or $75,065 at 6%. |
| 2005 | 1 | 4 | $667,750 | $38,449 | $9,612iApproximate average salary by contribution assumption: employee only about $240,306 at 4% or $160,204 at 6%; with 50% employer match about $160,204 at 4% or $106,803 at 6%; with 100% employer match about $120,153 at 4% or $80,102 at 6%. |
| Levy & Tully 401K Profit Sharing Plan | - | 4 | $667,750 | $38,449 | $9,612iApproximate average salary by contribution assumption: employee only about $240,306 at 4% or $160,204 at 6%; with 50% employer match about $160,204 at 4% or $106,803 at 6%; with 100% employer match about $120,153 at 4% or $80,102 at 6%. |
| 2004 | 1 | 4 | $605,998 | $34,450 | $8,613iApproximate average salary by contribution assumption: employee only about $215,313 at 4% or $143,542 at 6%; with 50% employer match about $143,542 at 4% or $95,694 at 6%; with 100% employer match about $107,656 at 4% or $71,771 at 6%. |
| Levy & Tully 401K Profit Sharing Plan | - | 4 | $605,998 | $34,450 | $8,613iApproximate average salary by contribution assumption: employee only about $215,313 at 4% or $143,542 at 6%; with 50% employer match about $143,542 at 4% or $95,694 at 6%; with 100% employer match about $107,656 at 4% or $71,771 at 6%. |
| 2003 | 1 | 4 | $1,574,825 | $42,278 | $10,570iApproximate average salary by contribution assumption: employee only about $264,238 at 4% or $176,158 at 6%; with 50% employer match about $176,158 at 4% or $117,439 at 6%; with 100% employer match about $132,119 at 4% or $88,079 at 6%. |
| Levy & Tully 401K Profit Sharing Plan | - | 4 | $1,574,825 | $42,278 | $10,570iApproximate average salary by contribution assumption: employee only about $264,238 at 4% or $176,158 at 6%; with 50% employer match about $176,158 at 4% or $117,439 at 6%; with 100% employer match about $132,119 at 4% or $88,079 at 6%. |
| 2002 | 1 | 4 | $1,155,356 | $46,571 | $11,643iApproximate average salary by contribution assumption: employee only about $291,069 at 4% or $194,046 at 6%; with 50% employer match about $194,046 at 4% or $129,364 at 6%; with 100% employer match about $145,534 at 4% or $97,023 at 6%. |
| Levy & Tully 401K Profit Sharing Plan | - | 4 | $1,155,356 | $46,571 | $11,643iApproximate average salary by contribution assumption: employee only about $291,069 at 4% or $194,046 at 6%; with 50% employer match about $194,046 at 4% or $129,364 at 6%; with 100% employer match about $145,534 at 4% or $97,023 at 6%. |
| 2001 | 1 | 3 | $2,003,479 | $42,426 | $14,142iApproximate average salary by contribution assumption: employee only about $353,550 at 4% or $235,700 at 6%; with 50% employer match about $235,700 at 4% or $157,133 at 6%; with 100% employer match about $176,775 at 4% or $117,850 at 6%. |
| Levy & Tully 401K Profit Sharing Plan | - | 3 | $2,003,479 | $42,426 | $14,142iApproximate average salary by contribution assumption: employee only about $353,550 at 4% or $235,700 at 6%; with 50% employer match about $235,700 at 4% or $157,133 at 6%; with 100% employer match about $176,775 at 4% or $117,850 at 6%. |
| 2000 | 1 | 3 | $1,886,613 | $45,472 | $15,157iApproximate average salary by contribution assumption: employee only about $378,933 at 4% or $252,622 at 6%; with 50% employer match about $252,622 at 4% or $168,415 at 6%; with 100% employer match about $189,467 at 4% or $126,311 at 6%. |
| Levy & Tully 401K Profit Sharing Plan | - | 3 | $1,886,613 | $45,472 | $15,157iApproximate average salary by contribution assumption: employee only about $378,933 at 4% or $252,622 at 6%; with 50% employer match about $252,622 at 4% or $168,415 at 6%; with 100% employer match about $189,467 at 4% or $126,311 at 6%. |
| 1999 | 1 | 4 | $1,463,073 | $46,463 | $11,616iApproximate average salary by contribution assumption: employee only about $290,394 at 4% or $193,596 at 6%; with 50% employer match about $193,596 at 4% or $129,064 at 6%; with 100% employer match about $145,197 at 4% or $96,798 at 6%. |
| Levy & Tully 401K Profit Sharing Plan | - | 4 | $1,463,073 | $46,463 | $11,616iApproximate average salary by contribution assumption: employee only about $290,394 at 4% or $193,596 at 6%; with 50% employer match about $193,596 at 4% or $129,064 at 6%; with 100% employer match about $145,197 at 4% or $96,798 at 6%. |