Edward S Levey
Plan context: Edward S. Levey, D.M.D. Profit Sharing 401(K) Plan
EIN 22-2280099 • North Caldwell, NJ • 37 filings • 6 plans
Current Snapshot
Latest Year
2020
2020 Participants
1
2020 Assets
$236,692
2020 Contributions
$53,099
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| EDWARD S. LEVEY, D.M.D. CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2019 | 2 | 1 | $236,692 | $53,099 | $53,099iApproximate average salary by contribution assumption: employee only about $1,327,475 at 4% or $884,983 at 6%; with 50% employer match about $884,983 at 4% or $589,989 at 6%; with 100% employer match about $663,738 at 4% or $442,492 at 6%. |
| Edward S. Levey, D.M.D. Profit Sharing 401(K) Plan | - | 1 | $236,165 | $49,426 | $49,426iApproximate average salary by contribution assumption: employee only about $1,235,650 at 4% or $823,767 at 6%; with 50% employer match about $823,767 at 4% or $549,178 at 6%; with 100% employer match about $617,825 at 4% or $411,883 at 6%. |
| EDWARD S. LEVEY, D.M.D. CASH BALANCE PLAN | - | 0 | $527 | $3,673 | - |
| 2018 | 2 | 2 | $998,828 | $80,231 | $40,116iApproximate average salary by contribution assumption: employee only about $1,002,888 at 4% or $668,592 at 6%; with 50% employer match about $668,592 at 4% or $445,728 at 6%; with 100% employer match about $501,444 at 4% or $334,296 at 6%. |
| EDWARD S. LEVEY, D.M.D. CASH BALANCE PLAN | - | 2 | $833,614 | $55,099 | $27,550iApproximate average salary by contribution assumption: employee only about $688,738 at 4% or $459,158 at 6%; with 50% employer match about $459,158 at 4% or $306,106 at 6%; with 100% employer match about $344,369 at 4% or $229,579 at 6%. |
| Edward S. Levey, D.M.D. Profit Sharing 401(K) Plan | - | 1 | $165,214 | $25,132 | $25,132iApproximate average salary by contribution assumption: employee only about $628,300 at 4% or $418,867 at 6%; with 50% employer match about $418,867 at 4% or $279,244 at 6%; with 100% employer match about $314,150 at 4% or $209,433 at 6%. |
| 2017 | 2 | 2 | $1,029,655 | $55,369 | $27,685iApproximate average salary by contribution assumption: employee only about $692,113 at 4% or $461,408 at 6%; with 50% employer match about $461,408 at 4% or $307,606 at 6%; with 100% employer match about $346,056 at 4% or $230,704 at 6%. |
| EDWARD S. LEVEY, D.M.D. CASH BALANCE PLAN | - | 2 | $856,720 | $53,682 | $26,841iApproximate average salary by contribution assumption: employee only about $671,025 at 4% or $447,350 at 6%; with 50% employer match about $447,350 at 4% or $298,233 at 6%; with 100% employer match about $335,513 at 4% or $223,675 at 6%. |
| Edward S. Levey, D.M.D. Profit Sharing 401(K) Plan | - | 2 | $172,935 | $1,687 | $844iApproximate average salary by contribution assumption: employee only about $21,088 at 4% or $14,058 at 6%; with 50% employer match about $14,058 at 4% or $9,372 at 6%; with 100% employer match about $10,544 at 4% or $7,029 at 6%. |
| 2016 | 2 | 2 | $825,526 | $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%. |
| EDWARD S. LEVEY, D.M.D. CASH BALANCE PLAN | - | 2 | $680,809 | $68,199 | $34,100iApproximate average salary by contribution assumption: employee only about $852,488 at 4% or $568,325 at 6%; with 50% employer match about $568,325 at 4% or $378,883 at 6%; with 100% employer match about $426,244 at 4% or $284,163 at 6%. |
| Edward S. Levey, D.M.D. Profit Sharing 401(K) Plan | - | 2 | $144,717 | $4,031 | $2,016iApproximate average salary by contribution assumption: employee only about $50,388 at 4% or $33,592 at 6%; with 50% employer match about $33,592 at 4% or $22,394 at 6%; with 100% employer match about $25,194 at 4% or $16,796 at 6%. |
| 2015 | 2 | 2 | $711,371 | $90,235 | $45,118iApproximate average salary by contribution assumption: employee only about $1,127,938 at 4% or $751,958 at 6%; with 50% employer match about $751,958 at 4% or $501,306 at 6%; with 100% employer match about $563,969 at 4% or $375,979 at 6%. |
| EDWARD S. LEVEY, D.M.D. CASH BALANCE PLAN | - | 2 | $570,755 | $86,113 | $43,057iApproximate average salary by contribution assumption: employee only about $1,076,413 at 4% or $717,608 at 6%; with 50% employer match about $717,608 at 4% or $478,406 at 6%; with 100% employer match about $538,206 at 4% or $358,804 at 6%. |
| Edward S. Levey, D.M.D. Profit Sharing 401(K) Plan | - | 2 | $140,616 | $4,122 | $2,061iApproximate average salary by contribution assumption: employee only about $51,525 at 4% or $34,350 at 6%; with 50% employer match about $34,350 at 4% or $22,900 at 6%; with 100% employer match about $25,763 at 4% or $17,175 at 6%. |
| 2014 | 2 | 2 | $659,740 | $82,600 | $41,300iApproximate average salary by contribution assumption: employee only about $1,032,500 at 4% or $688,333 at 6%; with 50% employer match about $688,333 at 4% or $458,889 at 6%; with 100% employer match about $516,250 at 4% or $344,167 at 6%. |
| EDWARD S. LEVEY, D.M.D. CASH BALANCE PLAN | - | 2 | $498,153 | $78,496 | $39,248iApproximate average salary by contribution assumption: employee only about $981,200 at 4% or $654,133 at 6%; with 50% employer match about $654,133 at 4% or $436,089 at 6%; with 100% employer match about $490,600 at 4% or $327,067 at 6%. |
| Edward S. Levey, D.M.D. Profit Sharing 401(K) Plan | - | 2 | $161,587 | $4,104 | $2,052iApproximate average salary by contribution assumption: employee only about $51,300 at 4% or $34,200 at 6%; with 50% employer match about $34,200 at 4% or $22,800 at 6%; with 100% employer match about $25,650 at 4% or $17,100 at 6%. |
| 2013 | 2 | 2 | $576,093 | $85,866 | $42,933iApproximate average salary by contribution assumption: employee only about $1,073,325 at 4% or $715,550 at 6%; with 50% employer match about $715,550 at 4% or $477,033 at 6%; with 100% employer match about $536,663 at 4% or $357,775 at 6%. |
| EDWARD S. LEVEY, D.M.D. CASH BALANCE PLAN | - | 1 | $418,851 | $60,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| Edward S. Levey, D.M.D. Profit Sharing 401(K) Plan | - | 2 | $157,242 | $25,866 | $12,933iApproximate average salary by contribution assumption: employee only about $323,325 at 4% or $215,550 at 6%; with 50% employer match about $215,550 at 4% or $143,700 at 6%; with 100% employer match about $161,663 at 4% or $107,775 at 6%. |
| 2012 | 2 | 1 | $461,291 | $79,400 | $79,400iApproximate average salary by contribution assumption: employee only about $1,985,000 at 4% or $1,323,333 at 6%; with 50% employer match about $1,323,333 at 4% or $882,222 at 6%; with 100% employer match about $992,500 at 4% or $661,667 at 6%. |
| EDWARD S. LEVEY, D.M.D. CASH BALANCE PLAN | - | 1 | $337,343 | $49,500 | $49,500iApproximate average salary by contribution assumption: employee only about $1,237,500 at 4% or $825,000 at 6%; with 50% employer match about $825,000 at 4% or $550,000 at 6%; with 100% employer match about $618,750 at 4% or $412,500 at 6%. |
| Edward S. Levey, D.M.D. Profit Sharing 401(K) Plan | - | 1 | $123,948 | $29,900 | $29,900iApproximate average salary by contribution assumption: employee only about $747,500 at 4% or $498,333 at 6%; with 50% employer match about $498,333 at 4% or $332,222 at 6%; with 100% employer match about $373,750 at 4% or $249,167 at 6%. |
| 2011 | 2 | 2 | $380,946 | $62,277 | $31,139iApproximate average salary by contribution assumption: employee only about $778,463 at 4% or $518,975 at 6%; with 50% employer match about $518,975 at 4% or $345,983 at 6%; with 100% employer match about $389,231 at 4% or $259,488 at 6%. |
| EDWARD S. LEVEY, D.M.D. CASH BALANCE PLAN | - | 2 | $272,237 | $59,691 | $29,846iApproximate average salary by contribution assumption: employee only about $746,138 at 4% or $497,425 at 6%; with 50% employer match about $497,425 at 4% or $331,617 at 6%; with 100% employer match about $373,069 at 4% or $248,713 at 6%. |
| Edward S. Levey, D.M.D. Profit Sharing 401(K) Plan | - | 2 | $108,709 | $2,586 | $1,293iApproximate average salary by contribution assumption: employee only about $32,325 at 4% or $21,550 at 6%; with 50% employer match about $21,550 at 4% or $14,367 at 6%; with 100% employer match about $16,163 at 4% or $10,775 at 6%. |
| 2010 | 2 | 2 | $344,070 | $83,805 | $41,903iApproximate average salary by contribution assumption: employee only about $1,047,563 at 4% or $698,375 at 6%; with 50% employer match about $698,375 at 4% or $465,583 at 6%; with 100% employer match about $523,781 at 4% or $349,188 at 6%. |
| EDWARD S. LEVEY, D.M.D. CASH BALANCE PLAN | - | 2 | $223,250 | $51,904 | $25,952iApproximate average salary by contribution assumption: employee only about $648,800 at 4% or $432,533 at 6%; with 50% employer match about $432,533 at 4% or $288,356 at 6%; with 100% employer match about $324,400 at 4% or $216,267 at 6%. |
| Edward S. Levey, D.M.D. Profit Sharing 401(K) Plan | - | 2 | $120,820 | $31,901 | $15,951iApproximate average salary by contribution assumption: employee only about $398,763 at 4% or $265,842 at 6%; with 50% employer match about $265,842 at 4% or $177,228 at 6%; with 100% employer match about $199,381 at 4% or $132,921 at 6%. |
| 2009 | 2 | 2 | $235,259 | $89,574 | $44,787iApproximate average salary by contribution assumption: employee only about $1,119,675 at 4% or $746,450 at 6%; with 50% employer match about $746,450 at 4% or $497,633 at 6%; with 100% employer match about $559,838 at 4% or $373,225 at 6%. |
| EDWARD S. LEVEY, D.M.D. CASH BALANCE PLAN | - | 2 | $163,604 | $57,000 | $28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%. |
| Edward S. Levey, D.M.D. Profit Sharing 401(K) Plan | - | 2 | $71,655 | $32,574 | $16,287iApproximate average salary by contribution assumption: employee only about $407,175 at 4% or $271,450 at 6%; with 50% employer match about $271,450 at 4% or $180,967 at 6%; with 100% employer match about $203,588 at 4% or $135,725 at 6%. |
| 2008 | 3 | 2 | $145,571 | $85,135 | $42,568iApproximate average salary by contribution assumption: employee only about $1,064,188 at 4% or $709,458 at 6%; with 50% employer match about $709,458 at 4% or $472,972 at 6%; with 100% employer match about $532,094 at 4% or $354,729 at 6%. |
| EDWARD S. LEVEY, D.M.D. CASH BALANCE PLAN | - | 2 | $106,340 | $55,000 | $27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%. |
| Edward S. Levey, D.M.D. Profit Sharing 401(K) Plan | - | 2 | $39,231 | $30,135 | $15,068iApproximate average salary by contribution assumption: employee only about $376,688 at 4% or $251,125 at 6%; with 50% employer match about $251,125 at 4% or $167,417 at 6%; with 100% employer match about $188,344 at 4% or $125,563 at 6%. |
| Edward S Levey Keogh Plan | - | 0 | - | - | - |
| 2007 | 3 | 2 | $0 | $0 | - |
| Edward S Levey Keogh Plan | - | 2 | - | - | - |
| Edward S. Levey, D.M.D. Profit Sharing 401(K) Plan | - | 2 | - | - | - |
| EDWARD S. LEVEY, D.M.D. CASH BALANCE PLAN | - | 2 | - | - | - |
| 2006 | 1 | 2 | $1,241,384 | $48,754 | $24,377iApproximate average salary by contribution assumption: employee only about $609,425 at 4% or $406,283 at 6%; with 50% employer match about $406,283 at 4% or $270,856 at 6%; with 100% employer match about $304,713 at 4% or $203,142 at 6%. |
| Edward S Levey Keogh Plan | - | 2 | $1,241,384 | $48,754 | $24,377iApproximate average salary by contribution assumption: employee only about $609,425 at 4% or $406,283 at 6%; with 50% employer match about $406,283 at 4% or $270,856 at 6%; with 100% employer match about $304,713 at 4% or $203,142 at 6%. |
| 2005 | 1 | 2 | $1,340,979 | $47,374 | $23,687iApproximate average salary by contribution assumption: employee only about $592,175 at 4% or $394,783 at 6%; with 50% employer match about $394,783 at 4% or $263,189 at 6%; with 100% employer match about $296,088 at 4% or $197,392 at 6%. |
| Edward S Levey Keogh Plan | - | 2 | $1,340,979 | $47,374 | $23,687iApproximate average salary by contribution assumption: employee only about $592,175 at 4% or $394,783 at 6%; with 50% employer match about $394,783 at 4% or $263,189 at 6%; with 100% employer match about $296,088 at 4% or $197,392 at 6%. |
| 2004 | 1 | 2 | $1,211,318 | $46,296 | $23,148iApproximate average salary by contribution assumption: employee only about $578,700 at 4% or $385,800 at 6%; with 50% employer match about $385,800 at 4% or $257,200 at 6%; with 100% employer match about $289,350 at 4% or $192,900 at 6%. |
| Edward S Levey Keogh Plan | - | 2 | $1,211,318 | $46,296 | $23,148iApproximate average salary by contribution assumption: employee only about $578,700 at 4% or $385,800 at 6%; with 50% employer match about $385,800 at 4% or $257,200 at 6%; with 100% employer match about $289,350 at 4% or $192,900 at 6%. |
| 2003 | 1 | 2 | $1,075,397 | $41,683 | $20,842iApproximate average salary by contribution assumption: employee only about $521,038 at 4% or $347,358 at 6%; with 50% employer match about $347,358 at 4% or $231,572 at 6%; with 100% employer match about $260,519 at 4% or $173,679 at 6%. |
| Edward S Levey Keogh Plan | - | 2 | $1,075,397 | $41,683 | $20,842iApproximate average salary by contribution assumption: employee only about $521,038 at 4% or $347,358 at 6%; with 50% employer match about $347,358 at 4% or $231,572 at 6%; with 100% employer match about $260,519 at 4% or $173,679 at 6%. |
| 2002 | 1 | 1 | $879,818 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Edward S Levey Keogh Plan | - | 1 | $879,818 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2001 | 1 | 2 | $915,767 | $26,892 | $13,446iApproximate average salary by contribution assumption: employee only about $336,150 at 4% or $224,100 at 6%; with 50% employer match about $224,100 at 4% or $149,400 at 6%; with 100% employer match about $168,075 at 4% or $112,050 at 6%. |
| Edward S Levey Keogh Plan | - | 2 | $915,767 | $26,892 | $13,446iApproximate average salary by contribution assumption: employee only about $336,150 at 4% or $224,100 at 6%; with 50% employer match about $224,100 at 4% or $149,400 at 6%; with 100% employer match about $168,075 at 4% or $112,050 at 6%. |
| 2000 | 1 | 2 | $939,031 | $26,859 | $13,430iApproximate average salary by contribution assumption: employee only about $335,738 at 4% or $223,825 at 6%; with 50% employer match about $223,825 at 4% or $149,217 at 6%; with 100% employer match about $167,869 at 4% or $111,913 at 6%. |
| Edward S Levey Keogh Plan | - | 2 | $939,031 | $26,859 | $13,430iApproximate average salary by contribution assumption: employee only about $335,738 at 4% or $223,825 at 6%; with 50% employer match about $223,825 at 4% or $149,217 at 6%; with 100% employer match about $167,869 at 4% or $111,913 at 6%. |
| 1999 | 1 | 2 | $913,982 | $25,401 | $12,701iApproximate average salary by contribution assumption: employee only about $317,513 at 4% or $211,675 at 6%; with 50% employer match about $211,675 at 4% or $141,117 at 6%; with 100% employer match about $158,756 at 4% or $105,838 at 6%. |
| Edward S Levey Keogh Plan | - | 2 | $913,982 | $25,401 | $12,701iApproximate average salary by contribution assumption: employee only about $317,513 at 4% or $211,675 at 6%; with 50% employer match about $211,675 at 4% or $141,117 at 6%; with 100% employer match about $158,756 at 4% or $105,838 at 6%. |