Levy & Levy Sc
Plan context: Levy & Levy Sc Profit Sharing Plan
EIN 39-1126255 • Cedarburg, WI • 26 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
18
2024 Assets
$6,228,355
2024 Contributions
$117,413
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 | 18 | $6,228,355 | $117,413 | $6,523iApproximate average salary by contribution assumption: employee only about $163,074 at 4% or $108,716 at 6%; with 50% employer match about $108,716 at 4% or $72,477 at 6%; with 100% employer match about $81,537 at 4% or $54,358 at 6%. |
| Levy & Levy Sc Profit Sharing Plan | - | 18 | $6,228,355 | $117,413 | $6,523iApproximate average salary by contribution assumption: employee only about $163,074 at 4% or $108,716 at 6%; with 50% employer match about $108,716 at 4% or $72,477 at 6%; with 100% employer match about $81,537 at 4% or $54,358 at 6%. |
| 2023 | 1 | 20 | $6,057,811 | $135,189 | $6,759iApproximate average salary by contribution assumption: employee only about $168,986 at 4% or $112,658 at 6%; with 50% employer match about $112,658 at 4% or $75,105 at 6%; with 100% employer match about $84,493 at 4% or $56,329 at 6%. |
| Levy & Levy Sc Profit Sharing Plan | - | 20 | $6,057,811 | $135,189 | $6,759iApproximate average salary by contribution assumption: employee only about $168,986 at 4% or $112,658 at 6%; with 50% employer match about $112,658 at 4% or $75,105 at 6%; with 100% employer match about $84,493 at 4% or $56,329 at 6%. |
| 2022 | 1 | 19 | $5,790,085 | $138,466 | $7,288iApproximate average salary by contribution assumption: employee only about $182,192 at 4% or $121,461 at 6%; with 50% employer match about $121,461 at 4% or $80,974 at 6%; with 100% employer match about $91,096 at 4% or $60,731 at 6%. |
| Levy & Levy Sc Profit Sharing Plan | - | 19 | $5,790,085 | $138,466 | $7,288iApproximate average salary by contribution assumption: employee only about $182,192 at 4% or $121,461 at 6%; with 50% employer match about $121,461 at 4% or $80,974 at 6%; with 100% employer match about $91,096 at 4% or $60,731 at 6%. |
| 2021 | 1 | 17 | $7,417,677 | $125,817 | $7,401iApproximate average salary by contribution assumption: employee only about $185,025 at 4% or $123,350 at 6%; with 50% employer match about $123,350 at 4% or $82,233 at 6%; with 100% employer match about $92,513 at 4% or $61,675 at 6%. |
| Levy & Levy Sc Profit Sharing Plan | - | 17 | $7,417,677 | $125,817 | $7,401iApproximate average salary by contribution assumption: employee only about $185,025 at 4% or $123,350 at 6%; with 50% employer match about $123,350 at 4% or $82,233 at 6%; with 100% employer match about $92,513 at 4% or $61,675 at 6%. |
| 2020 | 1 | 18 | $7,798,993 | $145,551 | $8,086iApproximate average salary by contribution assumption: employee only about $202,154 at 4% or $134,769 at 6%; with 50% employer match about $134,769 at 4% or $89,846 at 6%; with 100% employer match about $101,077 at 4% or $67,385 at 6%. |
| Levy & Levy Sc Profit Sharing Plan | - | 18 | $7,798,993 | $145,551 | $8,086iApproximate average salary by contribution assumption: employee only about $202,154 at 4% or $134,769 at 6%; with 50% employer match about $134,769 at 4% or $89,846 at 6%; with 100% employer match about $101,077 at 4% or $67,385 at 6%. |
| 2019 | 1 | 17 | $6,762,339 | $121,373 | $7,140iApproximate average salary by contribution assumption: employee only about $178,490 at 4% or $118,993 at 6%; with 50% employer match about $118,993 at 4% or $79,329 at 6%; with 100% employer match about $89,245 at 4% or $59,497 at 6%. |
| Levy & Levy Sc Profit Sharing Plan | - | 17 | $6,762,339 | $121,373 | $7,140iApproximate average salary by contribution assumption: employee only about $178,490 at 4% or $118,993 at 6%; with 50% employer match about $118,993 at 4% or $79,329 at 6%; with 100% employer match about $89,245 at 4% or $59,497 at 6%. |
| 2018 | 1 | 16 | $7,003,165 | $130,785 | $8,174iApproximate average salary by contribution assumption: employee only about $204,352 at 4% or $136,234 at 6%; with 50% employer match about $136,234 at 4% or $90,823 at 6%; with 100% employer match about $102,176 at 4% or $68,117 at 6%. |
| Levy & Levy Sc Profit Sharing Plan | - | 16 | $7,003,165 | $130,785 | $8,174iApproximate average salary by contribution assumption: employee only about $204,352 at 4% or $136,234 at 6%; with 50% employer match about $136,234 at 4% or $90,823 at 6%; with 100% employer match about $102,176 at 4% or $68,117 at 6%. |
| 2017 | 1 | 17 | $7,321,721 | $508,750 | $29,926iApproximate average salary by contribution assumption: employee only about $748,162 at 4% or $498,775 at 6%; with 50% employer match about $498,775 at 4% or $332,516 at 6%; with 100% employer match about $374,081 at 4% or $249,387 at 6%. |
| Levy & Levy Sc Profit Sharing Plan | - | 17 | $7,321,721 | $508,750 | $29,926iApproximate average salary by contribution assumption: employee only about $748,162 at 4% or $498,775 at 6%; with 50% employer match about $498,775 at 4% or $332,516 at 6%; with 100% employer match about $374,081 at 4% or $249,387 at 6%. |
| 2016 | 1 | 18 | $7,548,485 | $117,216 | $6,512iApproximate average salary by contribution assumption: employee only about $162,800 at 4% or $108,533 at 6%; with 50% employer match about $108,533 at 4% or $72,356 at 6%; with 100% employer match about $81,400 at 4% or $54,267 at 6%. |
| Levy & Levy Sc Profit Sharing Plan | - | 18 | $7,548,485 | $117,216 | $6,512iApproximate average salary by contribution assumption: employee only about $162,800 at 4% or $108,533 at 6%; with 50% employer match about $108,533 at 4% or $72,356 at 6%; with 100% employer match about $81,400 at 4% or $54,267 at 6%. |
| 2015 | 1 | 24 | $7,196,679 | $221,738 | $9,239iApproximate average salary by contribution assumption: employee only about $230,977 at 4% or $153,985 at 6%; with 50% employer match about $153,985 at 4% or $102,656 at 6%; with 100% employer match about $115,489 at 4% or $76,992 at 6%. |
| Levy & Levy Sc Profit Sharing Plan | - | 24 | $7,196,679 | $221,738 | $9,239iApproximate average salary by contribution assumption: employee only about $230,977 at 4% or $153,985 at 6%; with 50% employer match about $153,985 at 4% or $102,656 at 6%; with 100% employer match about $115,489 at 4% or $76,992 at 6%. |
| 2014 | 1 | 23 | $7,501,821 | $112,776 | $4,903iApproximate average salary by contribution assumption: employee only about $122,583 at 4% or $81,722 at 6%; with 50% employer match about $81,722 at 4% or $54,481 at 6%; with 100% employer match about $61,291 at 4% or $40,861 at 6%. |
| Levy & Levy Sc Profit Sharing Plan | - | 23 | $7,501,821 | $112,776 | $4,903iApproximate average salary by contribution assumption: employee only about $122,583 at 4% or $81,722 at 6%; with 50% employer match about $81,722 at 4% or $54,481 at 6%; with 100% employer match about $61,291 at 4% or $40,861 at 6%. |
| 2013 | 1 | 21 | $7,516,088 | $113,989 | $5,428iApproximate average salary by contribution assumption: employee only about $135,701 at 4% or $90,467 at 6%; with 50% employer match about $90,467 at 4% or $60,312 at 6%; with 100% employer match about $67,851 at 4% or $45,234 at 6%. |
| Levy & Levy Sc Profit Sharing Plan | - | 21 | $7,516,088 | $113,989 | $5,428iApproximate average salary by contribution assumption: employee only about $135,701 at 4% or $90,467 at 6%; with 50% employer match about $90,467 at 4% or $60,312 at 6%; with 100% employer match about $67,851 at 4% or $45,234 at 6%. |
| 2012 | 1 | 24 | $7,074,918 | $101,629 | $4,235iApproximate average salary by contribution assumption: employee only about $105,864 at 4% or $70,576 at 6%; with 50% employer match about $70,576 at 4% or $47,050 at 6%; with 100% employer match about $52,932 at 4% or $35,288 at 6%. |
| Levy & Levy Sc Profit Sharing Plan | - | 24 | $7,074,918 | $101,629 | $4,235iApproximate average salary by contribution assumption: employee only about $105,864 at 4% or $70,576 at 6%; with 50% employer match about $70,576 at 4% or $47,050 at 6%; with 100% employer match about $52,932 at 4% or $35,288 at 6%. |
| 2011 | 1 | 22 | $6,637,717 | $94,425 | $4,292iApproximate average salary by contribution assumption: employee only about $107,301 at 4% or $71,534 at 6%; with 50% employer match about $71,534 at 4% or $47,689 at 6%; with 100% employer match about $53,651 at 4% or $35,767 at 6%. |
| Levy & Levy Sc Profit Sharing Plan | - | 22 | $6,637,717 | $94,425 | $4,292iApproximate average salary by contribution assumption: employee only about $107,301 at 4% or $71,534 at 6%; with 50% employer match about $71,534 at 4% or $47,689 at 6%; with 100% employer match about $53,651 at 4% or $35,767 at 6%. |
| 2010 | 1 | 24 | $7,487,553 | $92,207 | $3,842iApproximate average salary by contribution assumption: employee only about $96,049 at 4% or $64,033 at 6%; with 50% employer match about $64,033 at 4% or $42,688 at 6%; with 100% employer match about $48,024 at 4% or $32,016 at 6%. |
| Levy & Levy Sc Profit Sharing Plan | - | 24 | $7,487,553 | $92,207 | $3,842iApproximate average salary by contribution assumption: employee only about $96,049 at 4% or $64,033 at 6%; with 50% employer match about $64,033 at 4% or $42,688 at 6%; with 100% employer match about $48,024 at 4% or $32,016 at 6%. |
| 2009 | 1 | 24 | $7,051,180 | $107,248 | $4,469iApproximate average salary by contribution assumption: employee only about $111,717 at 4% or $74,478 at 6%; with 50% employer match about $74,478 at 4% or $49,652 at 6%; with 100% employer match about $55,858 at 4% or $37,239 at 6%. |
| Levy & Levy Sc Profit Sharing Plan | - | 24 | $7,051,180 | $107,248 | $4,469iApproximate average salary by contribution assumption: employee only about $111,717 at 4% or $74,478 at 6%; with 50% employer match about $74,478 at 4% or $49,652 at 6%; with 100% employer match about $55,858 at 4% or $37,239 at 6%. |
| 2008 | 1 | 23 | $0 | $0 | - |
| Levy & Levy Sc Profit Sharing Plan | - | 23 | - | - | - |
| 2007 | 1 | 23 | $0 | $0 | - |
| Levy & Levy Sc Profit Sharing Plan | - | 23 | - | - | - |
| 2006 | 1 | 23 | $8,139,776 | $70,555 | $3,068iApproximate average salary by contribution assumption: employee only about $76,690 at 4% or $51,127 at 6%; with 50% employer match about $51,127 at 4% or $34,085 at 6%; with 100% employer match about $38,345 at 4% or $25,563 at 6%. |
| Levy & Levy Sc Profit Sharing Plan | - | 23 | $8,139,776 | $70,555 | $3,068iApproximate average salary by contribution assumption: employee only about $76,690 at 4% or $51,127 at 6%; with 50% employer match about $51,127 at 4% or $34,085 at 6%; with 100% employer match about $38,345 at 4% or $25,563 at 6%. |
| 2002 | 1 | 23 | $3,860,095 | $51,704 | $2,248iApproximate average salary by contribution assumption: employee only about $56,200 at 4% or $37,467 at 6%; with 50% employer match about $37,467 at 4% or $24,978 at 6%; with 100% employer match about $28,100 at 4% or $18,733 at 6%. |
| Levy & Levy Sc Pension Plan | - | 23 | $3,860,095 | $51,704 | $2,248iApproximate average salary by contribution assumption: employee only about $56,200 at 4% or $37,467 at 6%; with 50% employer match about $37,467 at 4% or $24,978 at 6%; with 100% employer match about $28,100 at 4% or $18,733 at 6%. |
| 2001 | 2 | 23 | $1,481,633 | $76,376 | $3,321iApproximate average salary by contribution assumption: employee only about $83,017 at 4% or $55,345 at 6%; with 50% employer match about $55,345 at 4% or $36,897 at 6%; with 100% employer match about $41,509 at 4% or $27,672 at 6%. |
| Levy & Levy Sc Profit Sharing Plan | - | 23 | $1,481,633 | $76,376 | $3,321iApproximate average salary by contribution assumption: employee only about $83,017 at 4% or $55,345 at 6%; with 50% employer match about $55,345 at 4% or $36,897 at 6%; with 100% employer match about $41,509 at 4% or $27,672 at 6%. |
| Levy & Levy Sc Pension Plan | - | 23 | - | - | - |
| 2000 | 2 | 23 | $0 | $0 | - |
| Levy & Levy Sc Profit Sharing Plan | - | 23 | - | - | - |
| Levy & Levy Sc Pension Plan | - | 23 | - | - | - |
| 1999 | 2 | 21 | $5,578,476 | $221,208 | $10,534iApproximate average salary by contribution assumption: employee only about $263,343 at 4% or $175,562 at 6%; with 50% employer match about $175,562 at 4% or $117,041 at 6%; with 100% employer match about $131,671 at 4% or $87,781 at 6%. |
| Levy & Levy Sc Pension Plan | - | 21 | $4,120,003 | $145,795 | $6,943iApproximate average salary by contribution assumption: employee only about $173,565 at 4% or $115,710 at 6%; with 50% employer match about $115,710 at 4% or $77,140 at 6%; with 100% employer match about $86,783 at 4% or $57,855 at 6%. |
| Levy & Levy Sc Profit Sharing Plan | - | 21 | $1,458,473 | $75,413 | $3,591iApproximate average salary by contribution assumption: employee only about $89,777 at 4% or $59,852 at 6%; with 50% employer match about $59,852 at 4% or $39,901 at 6%; with 100% employer match about $44,889 at 4% or $29,926 at 6%. |