I. Levy and Associates Inc.
Plan context: I. Levy and Associates Inc. 401K Profit Sharing Plan
EIN 43-1274402 • 8 filings • 4 plans
Current Snapshot
Latest Year
2008
2008 Participants
40
2008 Assets
$5,044,531
2008 Contributions
$646,309
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $0 | - |
| I. Levy and Associates Inc. 401K Profit Sharing Plan | - | 0 | - | - | - |
| 2006 | 1 | 40 | $5,044,531 | $646,309 | $16,158iApproximate average salary by contribution assumption: employee only about $403,943 at 4% or $269,295 at 6%; with 50% employer match about $269,295 at 4% or $179,530 at 6%; with 100% employer match about $201,972 at 4% or $134,648 at 6%. |
| I. Levy and Associates Inc. 401K Profit Sharing Plan | - | 40 | $5,044,531 | $646,309 | $16,158iApproximate average salary by contribution assumption: employee only about $403,943 at 4% or $269,295 at 6%; with 50% employer match about $269,295 at 4% or $179,530 at 6%; with 100% employer match about $201,972 at 4% or $134,648 at 6%. |
| 2005 | 1 | 40 | $3,918,563 | $493,542 | $12,339iApproximate average salary by contribution assumption: employee only about $308,464 at 4% or $205,643 at 6%; with 50% employer match about $205,643 at 4% or $137,095 at 6%; with 100% employer match about $154,232 at 4% or $102,821 at 6%. |
| I. Levy and Associates Inc. 401K Profit Sharing Plan | - | 40 | $3,918,563 | $493,542 | $12,339iApproximate average salary by contribution assumption: employee only about $308,464 at 4% or $205,643 at 6%; with 50% employer match about $205,643 at 4% or $137,095 at 6%; with 100% employer match about $154,232 at 4% or $102,821 at 6%. |
| 2004 | 1 | 39 | $3,214,494 | $455,531 | $11,680iApproximate average salary by contribution assumption: employee only about $292,007 at 4% or $194,671 at 6%; with 50% employer match about $194,671 at 4% or $129,781 at 6%; with 100% employer match about $146,004 at 4% or $97,336 at 6%. |
| I. Levy and Associates Inc. 401K Profit Sharing Plan | - | 39 | $3,214,494 | $455,531 | $11,680iApproximate average salary by contribution assumption: employee only about $292,007 at 4% or $194,671 at 6%; with 50% employer match about $194,671 at 4% or $129,781 at 6%; with 100% employer match about $146,004 at 4% or $97,336 at 6%. |
| 2003 | 1 | 36 | $2,444,836 | $402,409 | $11,178iApproximate average salary by contribution assumption: employee only about $279,451 at 4% or $186,300 at 6%; with 50% employer match about $186,300 at 4% or $124,200 at 6%; with 100% employer match about $139,725 at 4% or $93,150 at 6%. |
| I. Levy and Associates Inc. 401K Profit Sharing Plan | - | 36 | $2,444,836 | $402,409 | $11,178iApproximate average salary by contribution assumption: employee only about $279,451 at 4% or $186,300 at 6%; with 50% employer match about $186,300 at 4% or $124,200 at 6%; with 100% employer match about $139,725 at 4% or $93,150 at 6%. |
| 2002 | 1 | 36 | $1,615,148 | $348,364 | $9,677iApproximate average salary by contribution assumption: employee only about $241,919 at 4% or $161,280 at 6%; with 50% employer match about $161,280 at 4% or $107,520 at 6%; with 100% employer match about $120,960 at 4% or $80,640 at 6%. |
| I. Levy and Associates Inc. 401K Profit Sharing Plan | - | 36 | $1,615,148 | $348,364 | $9,677iApproximate average salary by contribution assumption: employee only about $241,919 at 4% or $161,280 at 6%; with 50% employer match about $161,280 at 4% or $107,520 at 6%; with 100% employer match about $120,960 at 4% or $80,640 at 6%. |
| 2000 | 1 | 34 | $1,474,900 | $263,089 | $7,738iApproximate average salary by contribution assumption: employee only about $193,448 at 4% or $128,965 at 6%; with 50% employer match about $128,965 at 4% or $85,977 at 6%; with 100% employer match about $96,724 at 4% or $64,483 at 6%. |
| I. Levy and Associates Inc. 401K Profit Sharing Plan | - | 34 | $1,474,900 | $263,089 | $7,738iApproximate average salary by contribution assumption: employee only about $193,448 at 4% or $128,965 at 6%; with 50% employer match about $128,965 at 4% or $85,977 at 6%; with 100% employer match about $96,724 at 4% or $64,483 at 6%. |
| 1999 | 1 | 29 | $1,340,266 | $234,884 | $8,099iApproximate average salary by contribution assumption: employee only about $202,486 at 4% or $134,991 at 6%; with 50% employer match about $134,991 at 4% or $89,994 at 6%; with 100% employer match about $101,243 at 4% or $67,495 at 6%. |
| I. Levy and Associates Inc. 401K Profit Sharing Plan | - | 29 | $1,340,266 | $234,884 | $8,099iApproximate average salary by contribution assumption: employee only about $202,486 at 4% or $134,991 at 6%; with 50% employer match about $134,991 at 4% or $89,994 at 6%; with 100% employer match about $101,243 at 4% or $67,495 at 6%. |