Stacey Levy & Associates LLC
Plan context: Stacey Levy & Associates LLC 401K Plan
EIN 27-0679481 • Atlanta, GA • 9 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$1,230,354
2024 Contributions
$177,694
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 | 6 | $1,230,354 | $177,694 | $29,616iApproximate average salary by contribution assumption: employee only about $740,392 at 4% or $493,594 at 6%; with 50% employer match about $493,594 at 4% or $329,063 at 6%; with 100% employer match about $370,196 at 4% or $246,797 at 6%. |
| Stacey Levy & Associates LLC 401K Plan | - | 6 | $1,230,354 | $177,694 | $29,616iApproximate average salary by contribution assumption: employee only about $740,392 at 4% or $493,594 at 6%; with 50% employer match about $493,594 at 4% or $329,063 at 6%; with 100% employer match about $370,196 at 4% or $246,797 at 6%. |
| 2023 | 1 | 5 | $930,448 | $142,093 | $28,419iApproximate average salary by contribution assumption: employee only about $710,465 at 4% or $473,643 at 6%; with 50% employer match about $473,643 at 4% or $315,762 at 6%; with 100% employer match about $355,233 at 4% or $236,822 at 6%. |
| Stacey Levy & Associates LLC 401K Plan | - | 5 | $930,448 | $142,093 | $28,419iApproximate average salary by contribution assumption: employee only about $710,465 at 4% or $473,643 at 6%; with 50% employer match about $473,643 at 4% or $315,762 at 6%; with 100% employer match about $355,233 at 4% or $236,822 at 6%. |
| 2022 | 1 | 5 | $665,123 | $129,690 | $25,938iApproximate average salary by contribution assumption: employee only about $648,450 at 4% or $432,300 at 6%; with 50% employer match about $432,300 at 4% or $288,200 at 6%; with 100% employer match about $324,225 at 4% or $216,150 at 6%. |
| Stacey Levy & Associates LLC 401K Plan | - | 5 | $665,123 | $129,690 | $25,938iApproximate average salary by contribution assumption: employee only about $648,450 at 4% or $432,300 at 6%; with 50% employer match about $432,300 at 4% or $288,200 at 6%; with 100% employer match about $324,225 at 4% or $216,150 at 6%. |
| 2021 | 1 | 5 | $658,856 | $126,488 | $25,298iApproximate average salary by contribution assumption: employee only about $632,440 at 4% or $421,627 at 6%; with 50% employer match about $421,627 at 4% or $281,084 at 6%; with 100% employer match about $316,220 at 4% or $210,813 at 6%. |
| Stacey Levy & Associates LLC 401K Plan | - | 5 | $658,856 | $126,488 | $25,298iApproximate average salary by contribution assumption: employee only about $632,440 at 4% or $421,627 at 6%; with 50% employer match about $421,627 at 4% or $281,084 at 6%; with 100% employer match about $316,220 at 4% or $210,813 at 6%. |
| 2019 | 1 | 4 | $308,268 | $105,195 | $26,299iApproximate average salary by contribution assumption: employee only about $657,469 at 4% or $438,313 at 6%; with 50% employer match about $438,313 at 4% or $292,208 at 6%; with 100% employer match about $328,734 at 4% or $219,156 at 6%. |
| Stacey Levy & Associates LLC 401K Plan | - | 4 | $308,268 | $105,195 | $26,299iApproximate average salary by contribution assumption: employee only about $657,469 at 4% or $438,313 at 6%; with 50% employer match about $438,313 at 4% or $292,208 at 6%; with 100% employer match about $328,734 at 4% or $219,156 at 6%. |
| 2018 | 1 | 3 | $159,398 | $65,753 | $21,918iApproximate average salary by contribution assumption: employee only about $547,942 at 4% or $365,294 at 6%; with 50% employer match about $365,294 at 4% or $243,530 at 6%; with 100% employer match about $273,971 at 4% or $182,647 at 6%. |
| Stacey Levy & Associates LLC 401K Plan | - | 3 | $159,398 | $65,753 | $21,918iApproximate average salary by contribution assumption: employee only about $547,942 at 4% or $365,294 at 6%; with 50% employer match about $365,294 at 4% or $243,530 at 6%; with 100% employer match about $273,971 at 4% or $182,647 at 6%. |
| 2017 | 1 | 3 | $105,189 | $41,123 | $13,708iApproximate average salary by contribution assumption: employee only about $342,692 at 4% or $228,461 at 6%; with 50% employer match about $228,461 at 4% or $152,307 at 6%; with 100% employer match about $171,346 at 4% or $114,231 at 6%. |
| Stacey Levy & Associates LLC 401K Plan | - | 3 | $105,189 | $41,123 | $13,708iApproximate average salary by contribution assumption: employee only about $342,692 at 4% or $228,461 at 6%; with 50% employer match about $228,461 at 4% or $152,307 at 6%; with 100% employer match about $171,346 at 4% or $114,231 at 6%. |
| 2016 | 1 | 2 | $51,670 | $28,729 | $14,365iApproximate average salary by contribution assumption: employee only about $359,113 at 4% or $239,408 at 6%; with 50% employer match about $239,408 at 4% or $159,606 at 6%; with 100% employer match about $179,556 at 4% or $119,704 at 6%. |
| Stacey Levy & Associates LLC 401K Plan | - | 2 | $51,670 | $28,729 | $14,365iApproximate average salary by contribution assumption: employee only about $359,113 at 4% or $239,408 at 6%; with 50% employer match about $239,408 at 4% or $159,606 at 6%; with 100% employer match about $179,556 at 4% or $119,704 at 6%. |
| 2015 | 1 | 2 | $20,521 | $20,575 | $10,288iApproximate average salary by contribution assumption: employee only about $257,188 at 4% or $171,458 at 6%; with 50% employer match about $171,458 at 4% or $114,306 at 6%; with 100% employer match about $128,594 at 4% or $85,729 at 6%. |
| Stacey Levy & Associates LLC 401K Plan | - | 2 | $20,521 | $20,575 | $10,288iApproximate average salary by contribution assumption: employee only about $257,188 at 4% or $171,458 at 6%; with 50% employer match about $171,458 at 4% or $114,306 at 6%; with 100% employer match about $128,594 at 4% or $85,729 at 6%. |