Alan M. Levine, D.D.S.
Plan context: ALAN M. LEVINE, D.D.S., L.L.C. CASH BALANCE PLAN
EIN 52-1231052 • Bethesda, MD • 38 filings • 9 plans
Current Snapshot
Latest Year
2022
2022 Participants
10
2022 Assets
$3,608,110
2022 Contributions
$307,000
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 |
|---|---|---|---|---|---|
| 2022 | 2 | 0 | $0 | $307,000 | - |
| ALAN M. LEVINE, D.D.S., L.L.C. CASH BALANCE PLAN | - | 0 | $0 | $280,000 | - |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 0 | $0 | $27,000 | - |
| 2021 | 2 | 10 | $3,608,110 | $218,400 | $21,840iApproximate average salary by contribution assumption: employee only about $546,000 at 4% or $364,000 at 6%; with 50% employer match about $364,000 at 4% or $242,667 at 6%; with 100% employer match about $273,000 at 4% or $182,000 at 6%. |
| ALAN M. LEVINE, D.D.S., L.L.C. CASH BALANCE PLAN | - | 10 | $2,632,285 | $175,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 8 | $975,825 | $43,400 | $5,425iApproximate average salary by contribution assumption: employee only about $135,625 at 4% or $90,417 at 6%; with 50% employer match about $90,417 at 4% or $60,278 at 6%; with 100% employer match about $67,813 at 4% or $45,208 at 6%. |
| 2020 | 2 | 11 | $3,678,507 | $252,640 | $22,967iApproximate average salary by contribution assumption: employee only about $574,182 at 4% or $382,788 at 6%; with 50% employer match about $382,788 at 4% or $255,192 at 6%; with 100% employer match about $287,091 at 4% or $191,394 at 6%. |
| ALAN M. LEVINE, D.D.S., L.L.C. CASH BALANCE PLAN | - | 10 | $2,233,194 | $175,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 11 | $1,445,313 | $77,640 | $7,058iApproximate average salary by contribution assumption: employee only about $176,455 at 4% or $117,636 at 6%; with 50% employer match about $117,636 at 4% or $78,424 at 6%; with 100% employer match about $88,227 at 4% or $58,818 at 6%. |
| 2019 | 2 | 11 | $3,145,051 | $285,188 | $25,926iApproximate average salary by contribution assumption: employee only about $648,155 at 4% or $432,103 at 6%; with 50% employer match about $432,103 at 4% or $288,069 at 6%; with 100% employer match about $324,077 at 4% or $216,052 at 6%. |
| ALAN M. LEVINE, D.D.S., L.L.C. CASH BALANCE PLAN | - | 11 | $1,908,634 | $191,371 | $17,397iApproximate average salary by contribution assumption: employee only about $434,934 at 4% or $289,956 at 6%; with 50% employer match about $289,956 at 4% or $193,304 at 6%; with 100% employer match about $217,467 at 4% or $144,978 at 6%. |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 10 | $1,236,417 | $93,817 | $9,382iApproximate average salary by contribution assumption: employee only about $234,543 at 4% or $156,362 at 6%; with 50% employer match about $156,362 at 4% or $104,241 at 6%; with 100% employer match about $117,271 at 4% or $78,181 at 6%. |
| 2018 | 2 | 10 | $2,529,852 | $258,482 | $25,848iApproximate average salary by contribution assumption: employee only about $646,205 at 4% or $430,803 at 6%; with 50% employer match about $430,803 at 4% or $287,202 at 6%; with 100% employer match about $323,103 at 4% or $215,402 at 6%. |
| ALAN M. LEVINE, D.D.S., L.L.C. CASH BALANCE PLAN | - | 10 | $1,552,963 | $163,053 | $16,305iApproximate average salary by contribution assumption: employee only about $407,633 at 4% or $271,755 at 6%; with 50% employer match about $271,755 at 4% or $181,170 at 6%; with 100% employer match about $203,816 at 4% or $135,878 at 6%. |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 9 | $976,889 | $95,429 | $10,603iApproximate average salary by contribution assumption: employee only about $265,081 at 4% or $176,720 at 6%; with 50% employer match about $176,720 at 4% or $117,814 at 6%; with 100% employer match about $132,540 at 4% or $88,360 at 6%. |
| 2017 | 2 | 10 | $2,483,086 | $187,068 | $18,707iApproximate average salary by contribution assumption: employee only about $467,670 at 4% or $311,780 at 6%; with 50% employer match about $311,780 at 4% or $207,853 at 6%; with 100% employer match about $233,835 at 4% or $155,890 at 6%. |
| ALAN M. LEVINE, D.D.S., L.L.C. CASH BALANCE PLAN | - | 10 | $1,486,350 | $96,554 | $9,655iApproximate average salary by contribution assumption: employee only about $241,385 at 4% or $160,923 at 6%; with 50% employer match about $160,923 at 4% or $107,282 at 6%; with 100% employer match about $120,693 at 4% or $80,462 at 6%. |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 10 | $996,736 | $90,514 | $9,051iApproximate average salary by contribution assumption: employee only about $226,285 at 4% or $150,857 at 6%; with 50% employer match about $150,857 at 4% or $100,571 at 6%; with 100% employer match about $113,143 at 4% or $75,428 at 6%. |
| 2016 | 2 | 8 | $2,095,663 | $194,611 | $24,326iApproximate average salary by contribution assumption: employee only about $608,159 at 4% or $405,440 at 6%; with 50% employer match about $405,440 at 4% or $270,293 at 6%; with 100% employer match about $304,080 at 4% or $202,720 at 6%. |
| ALAN M. LEVINE, D.D.S., L.L.C. CASH BALANCE PLAN | - | 8 | $1,293,703 | $115,801 | $14,475iApproximate average salary by contribution assumption: employee only about $361,878 at 4% or $241,252 at 6%; with 50% employer match about $241,252 at 4% or $160,835 at 6%; with 100% employer match about $180,939 at 4% or $120,626 at 6%. |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 8 | $801,960 | $78,810 | $9,851iApproximate average salary by contribution assumption: employee only about $246,281 at 4% or $164,188 at 6%; with 50% employer match about $164,188 at 4% or $109,458 at 6%; with 100% employer match about $123,141 at 4% or $82,094 at 6%. |
| 2015 | 2 | 9 | $1,817,651 | $270,723 | $30,080iApproximate average salary by contribution assumption: employee only about $752,008 at 4% or $501,339 at 6%; with 50% employer match about $501,339 at 4% or $334,226 at 6%; with 100% employer match about $376,004 at 4% or $250,669 at 6%. |
| ALAN M. LEVINE, D.D.S., L.L.C. CASH BALANCE PLAN | - | 9 | $1,114,771 | $189,499 | $21,055iApproximate average salary by contribution assumption: employee only about $526,386 at 4% or $350,924 at 6%; with 50% employer match about $350,924 at 4% or $233,949 at 6%; with 100% employer match about $263,193 at 4% or $175,462 at 6%. |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 9 | $702,880 | $81,224 | $9,025iApproximate average salary by contribution assumption: employee only about $225,622 at 4% or $150,415 at 6%; with 50% employer match about $150,415 at 4% or $100,277 at 6%; with 100% employer match about $112,811 at 4% or $75,207 at 6%. |
| 2014 | 2 | 10 | $1,573,863 | $271,343 | $27,134iApproximate average salary by contribution assumption: employee only about $678,358 at 4% or $452,238 at 6%; with 50% employer match about $452,238 at 4% or $301,492 at 6%; with 100% employer match about $339,179 at 4% or $226,119 at 6%. |
| ALAN M. LEVINE, D.D.S., L.L.C. CASH BALANCE PLAN | - | 8 | $943,142 | $192,543 | $24,068iApproximate average salary by contribution assumption: employee only about $601,697 at 4% or $401,131 at 6%; with 50% employer match about $401,131 at 4% or $267,421 at 6%; with 100% employer match about $300,848 at 4% or $200,566 at 6%. |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 10 | $630,721 | $78,800 | $7,880iApproximate average salary by contribution assumption: employee only about $197,000 at 4% or $131,333 at 6%; with 50% employer match about $131,333 at 4% or $87,556 at 6%; with 100% employer match about $98,500 at 4% or $65,667 at 6%. |
| 2013 | 2 | 10 | $1,697,962 | $200,553 | $20,055iApproximate average salary by contribution assumption: employee only about $501,383 at 4% or $334,255 at 6%; with 50% employer match about $334,255 at 4% or $222,837 at 6%; with 100% employer match about $250,691 at 4% or $167,128 at 6%. |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 10 | $916,532 | $81,899 | $8,190iApproximate average salary by contribution assumption: employee only about $204,748 at 4% or $136,498 at 6%; with 50% employer match about $136,498 at 4% or $90,999 at 6%; with 100% employer match about $102,374 at 4% or $68,249 at 6%. |
| ALAN M. LEVINE, D.D.S., L.L.C. CASH BALANCE PLAN | - | 8 | $781,430 | $118,654 | $14,832iApproximate average salary by contribution assumption: employee only about $370,794 at 4% or $247,196 at 6%; with 50% employer match about $247,196 at 4% or $164,797 at 6%; with 100% employer match about $185,397 at 4% or $123,598 at 6%. |
| 2012 | 2 | 10 | $1,439,234 | $172,287 | $17,229iApproximate average salary by contribution assumption: employee only about $430,718 at 4% or $287,145 at 6%; with 50% employer match about $287,145 at 4% or $191,430 at 6%; with 100% employer match about $215,359 at 4% or $143,573 at 6%. |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 10 | $810,607 | $76,986 | $7,699iApproximate average salary by contribution assumption: employee only about $192,465 at 4% or $128,310 at 6%; with 50% employer match about $128,310 at 4% or $85,540 at 6%; with 100% employer match about $96,233 at 4% or $64,155 at 6%. |
| ALAN M. LEVINE, D.D.S., L.L.C. CASH BALANCE PLAN | - | 8 | $628,627 | $95,301 | $11,913iApproximate average salary by contribution assumption: employee only about $297,816 at 4% or $198,544 at 6%; with 50% employer match about $198,544 at 4% or $132,363 at 6%; with 100% employer match about $148,908 at 4% or $99,272 at 6%. |
| 2011 | 2 | 10 | $1,151,021 | $207,437 | $20,744iApproximate average salary by contribution assumption: employee only about $518,593 at 4% or $345,728 at 6%; with 50% employer match about $345,728 at 4% or $230,486 at 6%; with 100% employer match about $259,296 at 4% or $172,864 at 6%. |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 10 | $658,180 | $75,467 | $7,547iApproximate average salary by contribution assumption: employee only about $188,668 at 4% or $125,778 at 6%; with 50% employer match about $125,778 at 4% or $83,852 at 6%; with 100% employer match about $94,334 at 4% or $62,889 at 6%. |
| ALAN M. LEVINE, D.D.S., L.L.C. CASH BALANCE PLAN | - | 8 | $492,841 | $131,970 | $16,496iApproximate average salary by contribution assumption: employee only about $412,406 at 4% or $274,938 at 6%; with 50% employer match about $274,938 at 4% or $183,292 at 6%; with 100% employer match about $206,203 at 4% or $137,469 at 6%. |
| 2010 | 2 | 10 | $983,133 | $190,309 | $19,031iApproximate average salary by contribution assumption: employee only about $475,773 at 4% or $317,182 at 6%; with 50% employer match about $317,182 at 4% or $211,454 at 6%; with 100% employer match about $237,886 at 4% or $158,591 at 6%. |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 10 | $613,447 | $66,636 | $6,664iApproximate average salary by contribution assumption: employee only about $166,590 at 4% or $111,060 at 6%; with 50% employer match about $111,060 at 4% or $74,040 at 6%; with 100% employer match about $83,295 at 4% or $55,530 at 6%. |
| ALAN M. LEVINE, D.D.S., L.L.C. CASH BALANCE PLAN | - | 7 | $369,686 | $123,673 | $17,668iApproximate average salary by contribution assumption: employee only about $441,689 at 4% or $294,460 at 6%; with 50% employer match about $294,460 at 4% or $196,306 at 6%; with 100% employer match about $220,845 at 4% or $147,230 at 6%. |
| 2009 | 2 | 10 | $874,027 | $192,689 | $19,269iApproximate average salary by contribution assumption: employee only about $481,723 at 4% or $321,148 at 6%; with 50% employer match about $321,148 at 4% or $214,099 at 6%; with 100% employer match about $240,861 at 4% or $160,574 at 6%. |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 10 | $648,591 | $77,159 | $7,716iApproximate average salary by contribution assumption: employee only about $192,898 at 4% or $128,598 at 6%; with 50% employer match about $128,598 at 4% or $85,732 at 6%; with 100% employer match about $96,449 at 4% or $64,299 at 6%. |
| ALAN M. LEVINE, D.D.S., L.L.C. CASH BALANCE PLAN | - | 7 | $225,436 | $115,530 | $16,504iApproximate average salary by contribution assumption: employee only about $412,607 at 4% or $275,071 at 6%; with 50% employer match about $275,071 at 4% or $183,381 at 6%; with 100% employer match about $206,304 at 4% or $137,536 at 6%. |
| 2008 | 1 | 7 | $462,110 | $53,858 | $7,694iApproximate average salary by contribution assumption: employee only about $192,350 at 4% or $128,233 at 6%; with 50% employer match about $128,233 at 4% or $85,489 at 6%; with 100% employer match about $96,175 at 4% or $64,117 at 6%. |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 7 | $462,110 | $53,858 | $7,694iApproximate average salary by contribution assumption: employee only about $192,350 at 4% or $128,233 at 6%; with 50% employer match about $128,233 at 4% or $85,489 at 6%; with 100% employer match about $96,175 at 4% or $64,117 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 7 | - | - | - |
| 2006 | 1 | 7 | $543,195 | $65,982 | $9,426iApproximate average salary by contribution assumption: employee only about $235,650 at 4% or $157,100 at 6%; with 50% employer match about $157,100 at 4% or $104,733 at 6%; with 100% employer match about $117,825 at 4% or $78,550 at 6%. |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 7 | $543,195 | $65,982 | $9,426iApproximate average salary by contribution assumption: employee only about $235,650 at 4% or $157,100 at 6%; with 50% employer match about $157,100 at 4% or $104,733 at 6%; with 100% employer match about $117,825 at 4% or $78,550 at 6%. |
| 2005 | 1 | 7 | $432,601 | $64,528 | $9,218iApproximate average salary by contribution assumption: employee only about $230,457 at 4% or $153,638 at 6%; with 50% employer match about $153,638 at 4% or $102,425 at 6%; with 100% employer match about $115,229 at 4% or $76,819 at 6%. |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 7 | $432,601 | $64,528 | $9,218iApproximate average salary by contribution assumption: employee only about $230,457 at 4% or $153,638 at 6%; with 50% employer match about $153,638 at 4% or $102,425 at 6%; with 100% employer match about $115,229 at 4% or $76,819 at 6%. |
| 2004 | 1 | 7 | $351,459 | $75,377 | $10,768iApproximate average salary by contribution assumption: employee only about $269,204 at 4% or $179,469 at 6%; with 50% employer match about $179,469 at 4% or $119,646 at 6%; with 100% employer match about $134,602 at 4% or $89,735 at 6%. |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 7 | $351,459 | $75,377 | $10,768iApproximate average salary by contribution assumption: employee only about $269,204 at 4% or $179,469 at 6%; with 50% employer match about $179,469 at 4% or $119,646 at 6%; with 100% employer match about $134,602 at 4% or $89,735 at 6%. |
| 2003 | 1 | 7 | $289,162 | $62,702 | $8,957iApproximate average salary by contribution assumption: employee only about $223,936 at 4% or $149,290 at 6%; with 50% employer match about $149,290 at 4% or $99,527 at 6%; with 100% employer match about $111,968 at 4% or $74,645 at 6%. |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 7 | $289,162 | $62,702 | $8,957iApproximate average salary by contribution assumption: employee only about $223,936 at 4% or $149,290 at 6%; with 50% employer match about $149,290 at 4% or $99,527 at 6%; with 100% employer match about $111,968 at 4% or $74,645 at 6%. |
| 2002 | 1 | 5 | $0 | $0 | - |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 6 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 7 | - | - | - |
| 1999 | 1 | 5 | $78,295 | $40,306 | $8,061iApproximate average salary by contribution assumption: employee only about $201,530 at 4% or $134,353 at 6%; with 50% employer match about $134,353 at 4% or $89,569 at 6%; with 100% employer match about $100,765 at 4% or $67,177 at 6%. |
| Alan M. Levine, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust | - | 5 | $78,295 | $40,306 | $8,061iApproximate average salary by contribution assumption: employee only about $201,530 at 4% or $134,353 at 6%; with 50% employer match about $134,353 at 4% or $89,569 at 6%; with 100% employer match about $100,765 at 4% or $67,177 at 6%. |