Andrew J. Levi, M.D. LLC
Plan context: Andrew J. Levi, M.D. LLC 401K Plan
EIN 20-2012393 • Trumbull, CT • 33 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$4,252,955
2024 Contributions
$308,130
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 | 2 | 11 | $4,252,955 | $308,130 | $28,012iApproximate average salary by contribution assumption: employee only about $700,295 at 4% or $466,864 at 6%; with 50% employer match about $466,864 at 4% or $311,242 at 6%; with 100% employer match about $350,148 at 4% or $233,432 at 6%. |
| Andrew J. Levi, M.D. LLC 401K Plan | - | 11 | $2,370,152 | $145,448 | $13,223iApproximate average salary by contribution assumption: employee only about $330,564 at 4% or $220,376 at 6%; with 50% employer match about $220,376 at 4% or $146,917 at 6%; with 100% employer match about $165,282 at 4% or $110,188 at 6%. |
| Andrew J. Levi, M.D. LLC Cash Balance Plan | - | 8 | $1,882,803 | $162,682 | $20,335iApproximate average salary by contribution assumption: employee only about $508,381 at 4% or $338,921 at 6%; with 50% employer match about $338,921 at 4% or $225,947 at 6%; with 100% employer match about $254,191 at 4% or $169,460 at 6%. |
| 2023 | 2 | 12 | $3,538,921 | $299,545 | $24,962iApproximate average salary by contribution assumption: employee only about $624,052 at 4% or $416,035 at 6%; with 50% employer match about $416,035 at 4% or $277,356 at 6%; with 100% employer match about $312,026 at 4% or $208,017 at 6%. |
| Andrew J. Levi, M.D. LLC 401K Plan | - | 12 | $1,965,732 | $138,610 | $11,551iApproximate average salary by contribution assumption: employee only about $288,771 at 4% or $192,514 at 6%; with 50% employer match about $192,514 at 4% or $128,343 at 6%; with 100% employer match about $144,385 at 4% or $96,257 at 6%. |
| Andrew J. Levi, M.D. LLC Cash Balance Plan | - | 10 | $1,573,189 | $160,935 | $16,094iApproximate average salary by contribution assumption: employee only about $402,338 at 4% or $268,225 at 6%; with 50% employer match about $268,225 at 4% or $178,817 at 6%; with 100% employer match about $201,169 at 4% or $134,113 at 6%. |
| 2022 | 2 | 11 | $3,074,479 | $288,882 | $26,262iApproximate average salary by contribution assumption: employee only about $656,550 at 4% or $437,700 at 6%; with 50% employer match about $437,700 at 4% or $291,800 at 6%; with 100% employer match about $328,275 at 4% or $218,850 at 6%. |
| Andrew J. Levi, M.D. LLC 401K Plan | - | 11 | $1,844,573 | $138,882 | $12,626iApproximate average salary by contribution assumption: employee only about $315,641 at 4% or $210,427 at 6%; with 50% employer match about $210,427 at 4% or $140,285 at 6%; with 100% employer match about $157,820 at 4% or $105,214 at 6%. |
| Andrew J. Levi, M.D. LLC Cash Balance Plan | - | 11 | $1,229,906 | $150,000 | $13,636iApproximate average salary by contribution assumption: employee only about $340,909 at 4% or $227,273 at 6%; with 50% employer match about $227,273 at 4% or $151,515 at 6%; with 100% employer match about $170,455 at 4% or $113,636 at 6%. |
| 2021 | 2 | 9 | $3,255,676 | $186,947 | $20,772iApproximate average salary by contribution assumption: employee only about $519,297 at 4% or $346,198 at 6%; with 50% employer match about $346,198 at 4% or $230,799 at 6%; with 100% employer match about $259,649 at 4% or $173,099 at 6%. |
| Andrew J. Levi, M.D. LLC 401K Plan | - | 9 | $2,013,060 | $121,947 | $13,550iApproximate average salary by contribution assumption: employee only about $338,742 at 4% or $225,828 at 6%; with 50% employer match about $225,828 at 4% or $150,552 at 6%; with 100% employer match about $169,371 at 4% or $112,914 at 6%. |
| Andrew J. Levi, M.D. LLC Cash Balance Plan | - | 8 | $1,242,616 | $65,000 | $8,125iApproximate average salary by contribution assumption: employee only about $203,125 at 4% or $135,417 at 6%; with 50% employer match about $135,417 at 4% or $90,278 at 6%; with 100% employer match about $101,563 at 4% or $67,708 at 6%. |
| 2020 | 2 | 7 | $3,107,341 | $200,407 | $28,630iApproximate average salary by contribution assumption: employee only about $715,739 at 4% or $477,160 at 6%; with 50% employer match about $477,160 at 4% or $318,106 at 6%; with 100% employer match about $357,870 at 4% or $238,580 at 6%. |
| Andrew J. Levi, M.D. LLC 401K Plan | - | 7 | $2,021,699 | $125,407 | $17,915iApproximate average salary by contribution assumption: employee only about $447,882 at 4% or $298,588 at 6%; with 50% employer match about $298,588 at 4% or $199,059 at 6%; with 100% employer match about $223,941 at 4% or $149,294 at 6%. |
| Andrew J. Levi, M.D. LLC Cash Balance Plan | - | 7 | $1,085,642 | $75,000 | $10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%. |
| 2019 | 2 | 10 | $2,838,359 | $234,842 | $23,484iApproximate average salary by contribution assumption: employee only about $587,105 at 4% or $391,403 at 6%; with 50% employer match about $391,403 at 4% or $260,936 at 6%; with 100% employer match about $293,553 at 4% or $195,702 at 6%. |
| Andrew J. Levi, M.D. LLC 401K Plan | - | 10 | $1,893,640 | $169,842 | $16,984iApproximate average salary by contribution assumption: employee only about $424,605 at 4% or $283,070 at 6%; with 50% employer match about $283,070 at 4% or $188,713 at 6%; with 100% employer match about $212,303 at 4% or $141,535 at 6%. |
| Andrew J. Levi, M.D. LLC Cash Balance Plan | - | 10 | $944,719 | $65,000 | $6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%. |
| 2018 | 2 | 11 | $2,238,997 | $226,039 | $20,549iApproximate average salary by contribution assumption: employee only about $513,725 at 4% or $342,483 at 6%; with 50% employer match about $342,483 at 4% or $228,322 at 6%; with 100% employer match about $256,863 at 4% or $171,242 at 6%. |
| Andrew J. Levi, M.D. LLC 401K Plan | - | 11 | $1,458,548 | $151,039 | $13,731iApproximate average salary by contribution assumption: employee only about $343,270 at 4% or $228,847 at 6%; with 50% employer match about $228,847 at 4% or $152,565 at 6%; with 100% employer match about $171,635 at 4% or $114,423 at 6%. |
| Andrew J. Levi, M.D. LLC Cash Balance Plan | - | 11 | $780,449 | $75,000 | $6,818iApproximate average salary by contribution assumption: employee only about $170,455 at 4% or $113,636 at 6%; with 50% employer match about $113,636 at 4% or $75,758 at 6%; with 100% employer match about $85,227 at 4% or $56,818 at 6%. |
| 2017 | 2 | 8 | $2,282,304 | $220,094 | $27,512iApproximate average salary by contribution assumption: employee only about $687,794 at 4% or $458,529 at 6%; with 50% employer match about $458,529 at 4% or $305,686 at 6%; with 100% employer match about $343,897 at 4% or $229,265 at 6%. |
| Andrew J. Levi, M.D. LLC 401K Plan | - | 8 | $1,520,244 | $146,391 | $18,299iApproximate average salary by contribution assumption: employee only about $457,472 at 4% or $304,981 at 6%; with 50% employer match about $304,981 at 4% or $203,321 at 6%; with 100% employer match about $228,736 at 4% or $152,491 at 6%. |
| Andrew J. Levi, M.D. LLC Cash Balance Plan | - | 8 | $762,060 | $73,703 | $9,213iApproximate average salary by contribution assumption: employee only about $230,322 at 4% or $153,548 at 6%; with 50% employer match about $153,548 at 4% or $102,365 at 6%; with 100% employer match about $115,161 at 4% or $76,774 at 6%. |
| 2016 | 2 | 10 | $1,787,238 | $180,199 | $18,020iApproximate average salary by contribution assumption: employee only about $450,498 at 4% or $300,332 at 6%; with 50% employer match about $300,332 at 4% or $200,221 at 6%; with 100% employer match about $225,249 at 4% or $150,166 at 6%. |
| Andrew J. Levi, M.D. LLC 401K Plan | - | 10 | $1,179,311 | $107,199 | $10,720iApproximate average salary by contribution assumption: employee only about $267,998 at 4% or $178,665 at 6%; with 50% employer match about $178,665 at 4% or $119,110 at 6%; with 100% employer match about $133,999 at 4% or $89,333 at 6%. |
| Andrew J. Levi, M.D. LLC Cash Balance Plan | - | 10 | $607,927 | $73,000 | $7,300iApproximate average salary by contribution assumption: employee only about $182,500 at 4% or $121,667 at 6%; with 50% employer match about $121,667 at 4% or $81,111 at 6%; with 100% employer match about $91,250 at 4% or $60,833 at 6%. |
| 2015 | 2 | 11 | $1,454,146 | $194,791 | $17,708iApproximate average salary by contribution assumption: employee only about $442,707 at 4% or $295,138 at 6%; with 50% employer match about $295,138 at 4% or $196,759 at 6%; with 100% employer match about $221,353 at 4% or $147,569 at 6%. |
| Andrew J. Levi, M.D. LLC 401K Plan | - | 11 | $967,878 | $115,791 | $10,526iApproximate average salary by contribution assumption: employee only about $263,161 at 4% or $175,441 at 6%; with 50% employer match about $175,441 at 4% or $116,961 at 6%; with 100% employer match about $131,581 at 4% or $87,720 at 6%. |
| Andrew J. Levi, M.D. LLC Cash Balance Plan | - | 11 | $486,268 | $79,000 | $7,182iApproximate average salary by contribution assumption: employee only about $179,545 at 4% or $119,697 at 6%; with 50% employer match about $119,697 at 4% or $79,798 at 6%; with 100% employer match about $89,773 at 4% or $59,848 at 6%. |
| 2014 | 2 | 12 | $1,320,382 | $191,412 | $15,951iApproximate average salary by contribution assumption: employee only about $398,775 at 4% or $265,850 at 6%; with 50% employer match about $265,850 at 4% or $177,233 at 6%; with 100% employer match about $199,388 at 4% or $132,925 at 6%. |
| Andrew J. Levi, M.D. LLC 401K Plan | - | 12 | $896,906 | $113,412 | $9,451iApproximate average salary by contribution assumption: employee only about $236,275 at 4% or $157,517 at 6%; with 50% employer match about $157,517 at 4% or $105,011 at 6%; with 100% employer match about $118,138 at 4% or $78,758 at 6%. |
| Andrew J. Levi, M.D. LLC Cash Balance Plan | - | 12 | $423,476 | $78,000 | $6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%. |
| 2013 | 2 | 8 | $1,094,921 | $159,358 | $19,920iApproximate average salary by contribution assumption: employee only about $497,994 at 4% or $331,996 at 6%; with 50% employer match about $331,996 at 4% or $221,331 at 6%; with 100% employer match about $248,997 at 4% or $165,998 at 6%. |
| Andrew J. Levi, M.D. LLC 401K Plan | - | 8 | $760,423 | $94,358 | $11,795iApproximate average salary by contribution assumption: employee only about $294,869 at 4% or $196,579 at 6%; with 50% employer match about $196,579 at 4% or $131,053 at 6%; with 100% employer match about $147,434 at 4% or $98,290 at 6%. |
| Andrew J. Levi, M.D. LLC Cash Balance Plan | - | 8 | $334,498 | $65,000 | $8,125iApproximate average salary by contribution assumption: employee only about $203,125 at 4% or $135,417 at 6%; with 50% employer match about $135,417 at 4% or $90,278 at 6%; with 100% employer match about $101,563 at 4% or $67,708 at 6%. |
| 2012 | 2 | 9 | $796,445 | $179,142 | $19,905iApproximate average salary by contribution assumption: employee only about $497,617 at 4% or $331,744 at 6%; with 50% employer match about $331,744 at 4% or $221,163 at 6%; with 100% employer match about $248,808 at 4% or $165,872 at 6%. |
| Andrew J. Levi, M.D. LLC 401K Plan | - | 9 | $562,811 | $82,140 | $9,127iApproximate average salary by contribution assumption: employee only about $228,167 at 4% or $152,111 at 6%; with 50% employer match about $152,111 at 4% or $101,407 at 6%; with 100% employer match about $114,083 at 4% or $76,056 at 6%. |
| Andrew J. Levi, M.D. LLC Cash Balance Plan | - | 9 | $233,634 | $97,002 | $10,778iApproximate average salary by contribution assumption: employee only about $269,450 at 4% or $179,633 at 6%; with 50% employer match about $179,633 at 4% or $119,756 at 6%; with 100% employer match about $134,725 at 4% or $89,817 at 6%. |
| 2011 | 2 | 8 | $565,569 | $187,821 | $23,478iApproximate average salary by contribution assumption: employee only about $586,941 at 4% or $391,294 at 6%; with 50% employer match about $391,294 at 4% or $260,863 at 6%; with 100% employer match about $293,470 at 4% or $195,647 at 6%. |
| Andrew J. Levi, M.D. LLC 401K Plan | - | 8 | $446,847 | $110,819 | $13,852iApproximate average salary by contribution assumption: employee only about $346,309 at 4% or $230,873 at 6%; with 50% employer match about $230,873 at 4% or $153,915 at 6%; with 100% employer match about $173,155 at 4% or $115,436 at 6%. |
| Andrew J. Levi, M.D. LLC Cash Balance Plan | - | 8 | $118,722 | $77,002 | $9,625iApproximate average salary by contribution assumption: employee only about $240,631 at 4% or $160,421 at 6%; with 50% employer match about $160,421 at 4% or $106,947 at 6%; with 100% employer match about $120,316 at 4% or $80,210 at 6%. |
| 2010 | 2 | 5 | $429,870 | $129,455 | $25,891iApproximate average salary by contribution assumption: employee only about $647,275 at 4% or $431,517 at 6%; with 50% employer match about $431,517 at 4% or $287,678 at 6%; with 100% employer match about $323,638 at 4% or $215,758 at 6%. |
| Andrew J. Levi, M.D. LLC 401K Plan | - | 5 | $380,825 | $80,410 | $16,082iApproximate average salary by contribution assumption: employee only about $402,050 at 4% or $268,033 at 6%; with 50% employer match about $268,033 at 4% or $178,689 at 6%; with 100% employer match about $201,025 at 4% or $134,017 at 6%. |
| Andrew J. Levi, M.D. LLC Cash Balance Plan | - | 5 | $49,045 | $49,045 | $9,809iApproximate average salary by contribution assumption: employee only about $245,225 at 4% or $163,483 at 6%; with 50% employer match about $163,483 at 4% or $108,989 at 6%; with 100% employer match about $122,613 at 4% or $81,742 at 6%. |
| 2009 | 1 | 8 | $273,359 | $90,667 | $11,333iApproximate average salary by contribution assumption: employee only about $283,334 at 4% or $188,890 at 6%; with 50% employer match about $188,890 at 4% or $125,926 at 6%; with 100% employer match about $141,667 at 4% or $94,445 at 6%. |
| Andrew J. Levi, M.D. LLC 401K Plan | - | 8 | $273,359 | $90,667 | $11,333iApproximate average salary by contribution assumption: employee only about $283,334 at 4% or $188,890 at 6%; with 50% employer match about $188,890 at 4% or $125,926 at 6%; with 100% employer match about $141,667 at 4% or $94,445 at 6%. |
| 2008 | 1 | 5 | $134,391 | $72,241 | $14,448iApproximate average salary by contribution assumption: employee only about $361,205 at 4% or $240,803 at 6%; with 50% employer match about $240,803 at 4% or $160,536 at 6%; with 100% employer match about $180,603 at 4% or $120,402 at 6%. |
| Andrew J. Levi, M.D. LLC 401K Plan | - | 5 | $134,391 | $72,241 | $14,448iApproximate average salary by contribution assumption: employee only about $361,205 at 4% or $240,803 at 6%; with 50% employer match about $240,803 at 4% or $160,536 at 6%; with 100% employer match about $180,603 at 4% or $120,402 at 6%. |
| 2007 | 1 | 5 | $106,516 | $60,727 | $12,145iApproximate average salary by contribution assumption: employee only about $303,635 at 4% or $202,423 at 6%; with 50% employer match about $202,423 at 4% or $134,949 at 6%; with 100% employer match about $151,818 at 4% or $101,212 at 6%. |
| Andrew J. Levi, M.D. LLC 401K Plan | - | 5 | $106,516 | $60,727 | $12,145iApproximate average salary by contribution assumption: employee only about $303,635 at 4% or $202,423 at 6%; with 50% employer match about $202,423 at 4% or $134,949 at 6%; with 100% employer match about $151,818 at 4% or $101,212 at 6%. |