Civic Intelligence

Levine Insurance Group LLC

Plan context: Levine Insurance Group LLC 401K Profit Sharing Plan Trust

EIN 37-1444134 • East Lyme, CT • 13 filings • 2 plans

221 Boston Post RoadEast Lyme, CT 06333
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,296,225

2024 Contributions

$120,021

Historical Graphs

Total Assets Over Time

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

$1,296,225$648,113$0201220182024YearValue
$1,296,225Latest year 2024

Participants Over Time

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

840201220182024YearValue
8Latest year 2024

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
202418$1,296,225$120,021$15,003iApproximate average salary by contribution assumption: employee only about $375,066 at 4% or $250,044 at 6%; with 50% employer match about $250,044 at 4% or $166,696 at 6%; with 100% employer match about $187,533 at 4% or $125,022 at 6%.
Levine Insurance Group LLC 401K Profit Sharing Plan Trust-8$1,296,225$120,021$15,003iApproximate average salary by contribution assumption: employee only about $375,066 at 4% or $250,044 at 6%; with 50% employer match about $250,044 at 4% or $166,696 at 6%; with 100% employer match about $187,533 at 4% or $125,022 at 6%.
202318$1,032,364$120,270$15,034iApproximate average salary by contribution assumption: employee only about $375,844 at 4% or $250,563 at 6%; with 50% employer match about $250,563 at 4% or $167,042 at 6%; with 100% employer match about $187,922 at 4% or $125,281 at 6%.
Levine Insurance Group LLC 401K Profit Sharing Plan Trust-8$1,032,364$120,270$15,034iApproximate average salary by contribution assumption: employee only about $375,844 at 4% or $250,563 at 6%; with 50% employer match about $250,563 at 4% or $167,042 at 6%; with 100% employer match about $187,922 at 4% or $125,281 at 6%.
202218$875,644$112,795$14,099iApproximate average salary by contribution assumption: employee only about $352,484 at 4% or $234,990 at 6%; with 50% employer match about $234,990 at 4% or $156,660 at 6%; with 100% employer match about $176,242 at 4% or $117,495 at 6%.
Levine Insurance Group LLC 401K Profit Sharing Plan Trust-8$875,644$112,795$14,099iApproximate average salary by contribution assumption: employee only about $352,484 at 4% or $234,990 at 6%; with 50% employer match about $234,990 at 4% or $156,660 at 6%; with 100% employer match about $176,242 at 4% or $117,495 at 6%.
202118$965,100$108,863$13,608iApproximate average salary by contribution assumption: employee only about $340,197 at 4% or $226,798 at 6%; with 50% employer match about $226,798 at 4% or $151,199 at 6%; with 100% employer match about $170,098 at 4% or $113,399 at 6%.
Levine Insurance Group LLC 401K Profit Sharing Plan Trust-8$965,100$108,863$13,608iApproximate average salary by contribution assumption: employee only about $340,197 at 4% or $226,798 at 6%; with 50% employer match about $226,798 at 4% or $151,199 at 6%; with 100% employer match about $170,098 at 4% or $113,399 at 6%.
202017$743,319$102,183$14,598iApproximate average salary by contribution assumption: employee only about $364,939 at 4% or $243,293 at 6%; with 50% employer match about $243,293 at 4% or $162,195 at 6%; with 100% employer match about $182,470 at 4% or $121,646 at 6%.
Levine Insurance Group LLC 401K Profit Sharing Plan Trust-7$743,319$102,183$14,598iApproximate average salary by contribution assumption: employee only about $364,939 at 4% or $243,293 at 6%; with 50% employer match about $243,293 at 4% or $162,195 at 6%; with 100% employer match about $182,470 at 4% or $121,646 at 6%.
201917$511,811$71,832$10,262iApproximate average salary by contribution assumption: employee only about $256,543 at 4% or $171,029 at 6%; with 50% employer match about $171,029 at 4% or $114,019 at 6%; with 100% employer match about $128,271 at 4% or $85,514 at 6%.
Levine Insurance Group LLC 401K Profit Sharing Plan Trust-7$511,811$71,832$10,262iApproximate average salary by contribution assumption: employee only about $256,543 at 4% or $171,029 at 6%; with 50% employer match about $171,029 at 4% or $114,019 at 6%; with 100% employer match about $128,271 at 4% or $85,514 at 6%.
201817$396,614$71,430$10,204iApproximate average salary by contribution assumption: employee only about $255,107 at 4% or $170,071 at 6%; with 50% employer match about $170,071 at 4% or $113,381 at 6%; with 100% employer match about $127,554 at 4% or $85,036 at 6%.
Levine Insurance Group LLC 401K Profit Sharing Plan Trust-7$396,614$71,430$10,204iApproximate average salary by contribution assumption: employee only about $255,107 at 4% or $170,071 at 6%; with 50% employer match about $170,071 at 4% or $113,381 at 6%; with 100% employer match about $127,554 at 4% or $85,036 at 6%.
201717$353,662$70,478$10,068iApproximate average salary by contribution assumption: employee only about $251,707 at 4% or $167,805 at 6%; with 50% employer match about $167,805 at 4% or $111,870 at 6%; with 100% employer match about $125,854 at 4% or $83,902 at 6%.
Levine Insurance Group LLC 401K Profit Sharing Plan Trust-7$353,662$70,478$10,068iApproximate average salary by contribution assumption: employee only about $251,707 at 4% or $167,805 at 6%; with 50% employer match about $167,805 at 4% or $111,870 at 6%; with 100% employer match about $125,854 at 4% or $83,902 at 6%.
201617$232,222$75,256$10,751iApproximate average salary by contribution assumption: employee only about $268,771 at 4% or $179,181 at 6%; with 50% employer match about $179,181 at 4% or $119,454 at 6%; with 100% employer match about $134,386 at 4% or $89,590 at 6%.
Levine Insurance Group LLC 401K Profit Sharing Plan Trust-7$232,222$75,256$10,751iApproximate average salary by contribution assumption: employee only about $268,771 at 4% or $179,181 at 6%; with 50% employer match about $179,181 at 4% or $119,454 at 6%; with 100% employer match about $134,386 at 4% or $89,590 at 6%.
201518$189,511$74,775$9,347iApproximate average salary by contribution assumption: employee only about $233,672 at 4% or $155,781 at 6%; with 50% employer match about $155,781 at 4% or $103,854 at 6%; with 100% employer match about $116,836 at 4% or $77,891 at 6%.
Levine Insurance Group LLC 401K Profit Sharing Plan Trust-8$189,511$74,775$9,347iApproximate average salary by contribution assumption: employee only about $233,672 at 4% or $155,781 at 6%; with 50% employer match about $155,781 at 4% or $103,854 at 6%; with 100% employer match about $116,836 at 4% or $77,891 at 6%.
201416$118,183$40,986$6,831iApproximate average salary by contribution assumption: employee only about $170,775 at 4% or $113,850 at 6%; with 50% employer match about $113,850 at 4% or $75,900 at 6%; with 100% employer match about $85,388 at 4% or $56,925 at 6%.
Levine Insurance Group LLC 401K Profit Sharing Plan Trust-6$118,183$40,986$6,831iApproximate average salary by contribution assumption: employee only about $170,775 at 4% or $113,850 at 6%; with 50% employer match about $113,850 at 4% or $75,900 at 6%; with 100% employer match about $85,388 at 4% or $56,925 at 6%.
201316$73,864$40,585$6,764iApproximate average salary by contribution assumption: employee only about $169,104 at 4% or $112,736 at 6%; with 50% employer match about $112,736 at 4% or $75,157 at 6%; with 100% employer match about $84,552 at 4% or $56,368 at 6%.
Levine Insurance Group LLC 401K Profit Sharing Plan Trust-6$73,864$40,585$6,764iApproximate average salary by contribution assumption: employee only about $169,104 at 4% or $112,736 at 6%; with 50% employer match about $112,736 at 4% or $75,157 at 6%; with 100% employer match about $84,552 at 4% or $56,368 at 6%.
201214$23,953$22,828$5,707iApproximate average salary by contribution assumption: employee only about $142,675 at 4% or $95,117 at 6%; with 50% employer match about $95,117 at 4% or $63,411 at 6%; with 100% employer match about $71,338 at 4% or $47,558 at 6%.
Levine Insurance Group LLC 401K Profit Sharing Plan Trust-4$23,953$22,828$5,707iApproximate average salary by contribution assumption: employee only about $142,675 at 4% or $95,117 at 6%; with 50% employer match about $95,117 at 4% or $63,411 at 6%; with 100% employer match about $71,338 at 4% or $47,558 at 6%.