Civic Intelligence

Levy & Mcclellan LLC

Plan context: Levy & Mcclellan LLC Defined Benefit Plan & Trust

EIN 43-2102899 • St. Helena, CA • 24 filings • 3 plans

PO Box 524St. Helena, CA 94574
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,448,908

2024 Contributions

$975

Historical Graphs

Total Assets Over Time

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

$3,448,908$1,724,454$0201320192024YearValue
$3,448,908Latest year 2024

Participants Over Time

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

740201320192024YearValue
7Latest 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
202427$3,448,908$975$139iApproximate average salary by contribution assumption: employee only about $3,482 at 4% or $2,321 at 6%; with 50% employer match about $2,321 at 4% or $1,548 at 6%; with 100% employer match about $1,741 at 4% or $1,161 at 6%.
Levy & Mcclellan LLC Defined Benefit Plan & Trust-4$3,070,303$0-
LEVY & MCCLELLAN, LLC 401(K) PLAN & TRUST-7$378,605$975$139iApproximate average salary by contribution assumption: employee only about $3,482 at 4% or $2,321 at 6%; with 50% employer match about $2,321 at 4% or $1,548 at 6%; with 100% employer match about $1,741 at 4% or $1,161 at 6%.
202327$3,099,400$4,754$679iApproximate average salary by contribution assumption: employee only about $16,979 at 4% or $11,319 at 6%; with 50% employer match about $11,319 at 4% or $7,546 at 6%; with 100% employer match about $8,489 at 4% or $5,660 at 6%.
Levy & Mcclellan LLC Defined Benefit Plan & Trust-4$2,758,818$3,724$931iApproximate average salary by contribution assumption: employee only about $23,275 at 4% or $15,517 at 6%; with 50% employer match about $15,517 at 4% or $10,344 at 6%; with 100% employer match about $11,638 at 4% or $7,758 at 6%.
LEVY & MCCLELLAN, LLC 401(K) PLAN & TRUST-7$340,582$1,030$147iApproximate average salary by contribution assumption: employee only about $3,679 at 4% or $2,452 at 6%; with 50% employer match about $2,452 at 4% or $1,635 at 6%; with 100% employer match about $1,839 at 4% or $1,226 at 6%.
202226$2,723,018$15,186$2,531iApproximate average salary by contribution assumption: employee only about $63,275 at 4% or $42,183 at 6%; with 50% employer match about $42,183 at 4% or $28,122 at 6%; with 100% employer match about $31,638 at 4% or $21,092 at 6%.
Levy & Mcclellan LLC Defined Benefit Plan & Trust-4$2,427,753$14,341$3,585iApproximate average salary by contribution assumption: employee only about $89,631 at 4% or $59,754 at 6%; with 50% employer match about $59,754 at 4% or $39,836 at 6%; with 100% employer match about $44,816 at 4% or $29,877 at 6%.
LEVY & MCCLELLAN, LLC 401(K) PLAN & TRUST-6$295,265$845$141iApproximate average salary by contribution assumption: employee only about $3,521 at 4% or $2,347 at 6%; with 50% employer match about $2,347 at 4% or $1,565 at 6%; with 100% employer match about $1,760 at 4% or $1,174 at 6%.
202126$3,218,318$740$123iApproximate average salary by contribution assumption: employee only about $3,083 at 4% or $2,056 at 6%; with 50% employer match about $2,056 at 4% or $1,370 at 6%; with 100% employer match about $1,542 at 4% or $1,028 at 6%.
Levy & Mcclellan LLC Defined Benefit Plan & Trust-4$2,861,154$0-
LEVY & MCCLELLAN, LLC 401(K) PLAN & TRUST-6$357,164$740$123iApproximate average salary by contribution assumption: employee only about $3,083 at 4% or $2,056 at 6%; with 50% employer match about $2,056 at 4% or $1,370 at 6%; with 100% employer match about $1,542 at 4% or $1,028 at 6%.
202026$2,803,889$200,663$33,444iApproximate average salary by contribution assumption: employee only about $836,096 at 4% or $557,397 at 6%; with 50% employer match about $557,397 at 4% or $371,598 at 6%; with 100% employer match about $418,048 at 4% or $278,699 at 6%.
Levy & Mcclellan LLC Defined Benefit Plan & Trust-4$2,488,553$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
LEVY & MCCLELLAN, LLC 401(K) PLAN & TRUST-6$315,336$663$111iApproximate average salary by contribution assumption: employee only about $2,763 at 4% or $1,842 at 6%; with 50% employer match about $1,842 at 4% or $1,228 at 6%; with 100% employer match about $1,381 at 4% or $921 at 6%.
201926$2,416,864$274,148$45,691iApproximate average salary by contribution assumption: employee only about $1,142,283 at 4% or $761,522 at 6%; with 50% employer match about $761,522 at 4% or $507,681 at 6%; with 100% employer match about $571,142 at 4% or $380,761 at 6%.
Levy & Mcclellan LLC Defined Benefit Plan & Trust-4$2,107,252$265,000$66,250iApproximate average salary by contribution assumption: employee only about $1,656,250 at 4% or $1,104,167 at 6%; with 50% employer match about $1,104,167 at 4% or $736,111 at 6%; with 100% employer match about $828,125 at 4% or $552,083 at 6%.
LEVY & MCCLELLAN, LLC 401(K) PLAN & TRUST-6$309,612$9,148$1,525iApproximate average salary by contribution assumption: employee only about $38,117 at 4% or $25,411 at 6%; with 50% employer match about $25,411 at 4% or $16,941 at 6%; with 100% employer match about $19,058 at 4% or $12,706 at 6%.
201826$1,803,601$311,793$51,966iApproximate average salary by contribution assumption: employee only about $1,299,138 at 4% or $866,092 at 6%; with 50% employer match about $866,092 at 4% or $577,394 at 6%; with 100% employer match about $649,569 at 4% or $433,046 at 6%.
Levy & Mcclellan LLC Defined Benefit Plan & Trust-4$1,544,731$255,344$63,836iApproximate average salary by contribution assumption: employee only about $1,595,900 at 4% or $1,063,933 at 6%; with 50% employer match about $1,063,933 at 4% or $709,289 at 6%; with 100% employer match about $797,950 at 4% or $531,967 at 6%.
LEVY & MCCLELLAN, LLC 401(K) PLAN & TRUST-6$258,870$56,449$9,408iApproximate average salary by contribution assumption: employee only about $235,204 at 4% or $156,803 at 6%; with 50% employer match about $156,803 at 4% or $104,535 at 6%; with 100% employer match about $117,602 at 4% or $78,401 at 6%.
201726$1,574,754$184,168$30,695iApproximate average salary by contribution assumption: employee only about $767,367 at 4% or $511,578 at 6%; with 50% employer match about $511,578 at 4% or $341,052 at 6%; with 100% employer match about $383,683 at 4% or $255,789 at 6%.
Levy & Mcclellan LLC Defined Benefit Plan & Trust-4$1,354,532$178,745$44,686iApproximate average salary by contribution assumption: employee only about $1,117,156 at 4% or $744,771 at 6%; with 50% employer match about $744,771 at 4% or $496,514 at 6%; with 100% employer match about $558,578 at 4% or $372,385 at 6%.
LEVY & MCCLELLAN, LLC 401(K) PLAN & TRUST-6$220,222$5,423$904iApproximate average salary by contribution assumption: employee only about $22,596 at 4% or $15,064 at 6%; with 50% employer match about $15,064 at 4% or $10,043 at 6%; with 100% employer match about $11,298 at 4% or $7,532 at 6%.
201625$1,254,451$401,599$80,320iApproximate average salary by contribution assumption: employee only about $2,007,995 at 4% or $1,338,663 at 6%; with 50% employer match about $1,338,663 at 4% or $892,442 at 6%; with 100% employer match about $1,003,998 at 4% or $669,332 at 6%.
Levy & Mcclellan LLC Defined Benefit Plan & Trust-4$1,061,217$390,805$97,701iApproximate average salary by contribution assumption: employee only about $2,442,531 at 4% or $1,628,354 at 6%; with 50% employer match about $1,628,354 at 4% or $1,085,569 at 6%; with 100% employer match about $1,221,266 at 4% or $814,177 at 6%.
LEVY & MCCLELLAN, LLC 401(K) PLAN & TRUST-5$193,234$10,794$2,159iApproximate average salary by contribution assumption: employee only about $53,970 at 4% or $35,980 at 6%; with 50% employer match about $35,980 at 4% or $23,987 at 6%; with 100% employer match about $26,985 at 4% or $17,990 at 6%.
201524$805,286$274,080$68,520iApproximate average salary by contribution assumption: employee only about $1,713,000 at 4% or $1,142,000 at 6%; with 50% employer match about $1,142,000 at 4% or $761,333 at 6%; with 100% employer match about $856,500 at 4% or $571,000 at 6%.
Levy & Mcclellan LLC Defined Benefit Plan & Trust-3$650,572$215,598$71,866iApproximate average salary by contribution assumption: employee only about $1,796,650 at 4% or $1,197,767 at 6%; with 50% employer match about $1,197,767 at 4% or $798,511 at 6%; with 100% employer match about $898,325 at 4% or $598,883 at 6%.
LEVY & MCCLELLAN, LLC 401(K) PLAN & TRUST-4$154,714$58,482$14,621iApproximate average salary by contribution assumption: employee only about $365,513 at 4% or $243,675 at 6%; with 50% employer match about $243,675 at 4% or $162,450 at 6%; with 100% employer match about $182,756 at 4% or $121,838 at 6%.
201424$533,254$342,308$85,577iApproximate average salary by contribution assumption: employee only about $2,139,425 at 4% or $1,426,283 at 6%; with 50% employer match about $1,426,283 at 4% or $950,856 at 6%; with 100% employer match about $1,069,713 at 4% or $713,142 at 6%.
Levy & Mcclellan LLC Defined Benefit Plan & Trust-3$437,249$278,000$92,667iApproximate average salary by contribution assumption: employee only about $2,316,667 at 4% or $1,544,444 at 6%; with 50% employer match about $1,544,444 at 4% or $1,029,630 at 6%; with 100% employer match about $1,158,333 at 4% or $772,222 at 6%.
LEVY & MCCLELLAN, LLC 401(K) PLAN & TRUST-4$96,005$64,308$16,077iApproximate average salary by contribution assumption: employee only about $401,925 at 4% or $267,950 at 6%; with 50% employer match about $267,950 at 4% or $178,633 at 6%; with 100% employer match about $200,963 at 4% or $133,975 at 6%.
201325$190,220$190,220$38,044iApproximate average salary by contribution assumption: employee only about $951,100 at 4% or $634,067 at 6%; with 50% employer match about $634,067 at 4% or $422,711 at 6%; with 100% employer match about $475,550 at 4% or $317,033 at 6%.
Levy & Mcclellan LLC Defined Benefit Plan & Trust-5$159,399$159,399$31,880iApproximate average salary by contribution assumption: employee only about $796,995 at 4% or $531,330 at 6%; with 50% employer match about $531,330 at 4% or $354,220 at 6%; with 100% employer match about $398,498 at 4% or $265,665 at 6%.
LEVY & MCCLELLAN, LLC PROFIT SHARING PLAN & TRUST-4$30,821$30,821$7,705iApproximate average salary by contribution assumption: employee only about $192,631 at 4% or $128,421 at 6%; with 50% employer match about $128,421 at 4% or $85,614 at 6%; with 100% employer match about $96,316 at 4% or $64,210 at 6%.