Civic Intelligence

Geoff Levy, Esq.

Plan context: Geoff Levy, Esq. 401(K) Profit Sharing Plan

EIN 57-1131522 • 17 filings • 2 plans

Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$178,843

2017 Contributions

$64,805

Historical Graphs

Total Assets Over Time

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

$706,460$353,230$0200220102017YearValue
$178,843Latest year 2017

Participants Over Time

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

320200120092017YearValue
1Latest year 2017

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
201711$178,843$0-
Geoff Levy, Esq. 401(K) Profit Sharing Plan-1$178,843--
201611$178,549$0-
Geoff Levy, Esq. 401(K) Profit Sharing Plan-1$178,549--
201512$207,076$64,805$32,403iApproximate average salary by contribution assumption: employee only about $810,063 at 4% or $540,042 at 6%; with 50% employer match about $540,042 at 4% or $360,028 at 6%; with 100% employer match about $405,031 at 4% or $270,021 at 6%.
Geoff Levy, Esq. 401(K) Profit Sharing Plan-2$207,076$64,805$32,403iApproximate average salary by contribution assumption: employee only about $810,063 at 4% or $540,042 at 6%; with 50% employer match about $540,042 at 4% or $360,028 at 6%; with 100% employer match about $405,031 at 4% or $270,021 at 6%.
201412$142,472$61,100$30,550iApproximate average salary by contribution assumption: employee only about $763,750 at 4% or $509,167 at 6%; with 50% employer match about $509,167 at 4% or $339,444 at 6%; with 100% employer match about $381,875 at 4% or $254,583 at 6%.
Geoff Levy, Esq. 401(K) Profit Sharing Plan-2$142,472$61,100$30,550iApproximate average salary by contribution assumption: employee only about $763,750 at 4% or $509,167 at 6%; with 50% employer match about $509,167 at 4% or $339,444 at 6%; with 100% employer match about $381,875 at 4% or $254,583 at 6%.
201312$706,460$67,049$33,525iApproximate average salary by contribution assumption: employee only about $838,113 at 4% or $558,742 at 6%; with 50% employer match about $558,742 at 4% or $372,494 at 6%; with 100% employer match about $419,056 at 4% or $279,371 at 6%.
Geoff Levy, Esq. 401(K) Profit Sharing Plan-2$706,460$67,049$33,525iApproximate average salary by contribution assumption: employee only about $838,113 at 4% or $558,742 at 6%; with 50% employer match about $558,742 at 4% or $372,494 at 6%; with 100% employer match about $419,056 at 4% or $279,371 at 6%.
201213$678,104$72,393$24,131iApproximate average salary by contribution assumption: employee only about $603,275 at 4% or $402,183 at 6%; with 50% employer match about $402,183 at 4% or $268,122 at 6%; with 100% employer match about $301,638 at 4% or $201,092 at 6%.
Geoff Levy, Esq. 401(K) Profit Sharing Plan-3$678,104$72,393$24,131iApproximate average salary by contribution assumption: employee only about $603,275 at 4% or $402,183 at 6%; with 50% employer match about $402,183 at 4% or $268,122 at 6%; with 100% employer match about $301,638 at 4% or $201,092 at 6%.
201113$595,800$73,372$24,457iApproximate average salary by contribution assumption: employee only about $611,433 at 4% or $407,622 at 6%; with 50% employer match about $407,622 at 4% or $271,748 at 6%; with 100% employer match about $305,717 at 4% or $203,811 at 6%.
Geoff Levy, Esq. 401(K) Profit Sharing Plan-3$595,800$73,372$24,457iApproximate average salary by contribution assumption: employee only about $611,433 at 4% or $407,622 at 6%; with 50% employer match about $407,622 at 4% or $271,748 at 6%; with 100% employer match about $305,717 at 4% or $203,811 at 6%.
201013$524,908$66,817$22,272iApproximate average salary by contribution assumption: employee only about $556,808 at 4% or $371,206 at 6%; with 50% employer match about $371,206 at 4% or $247,470 at 6%; with 100% employer match about $278,404 at 4% or $185,603 at 6%.
Geoff Levy, Esq. 401(K) Profit Sharing Plan-3$524,908$66,817$22,272iApproximate average salary by contribution assumption: employee only about $556,808 at 4% or $371,206 at 6%; with 50% employer match about $371,206 at 4% or $247,470 at 6%; with 100% employer match about $278,404 at 4% or $185,603 at 6%.
200912$452,010$60,422$30,211iApproximate average salary by contribution assumption: employee only about $755,275 at 4% or $503,517 at 6%; with 50% employer match about $503,517 at 4% or $335,678 at 6%; with 100% employer match about $377,638 at 4% or $251,758 at 6%.
Geoff Levy, Esq. 401(K) Profit Sharing Plan-2$452,010$60,422$30,211iApproximate average salary by contribution assumption: employee only about $755,275 at 4% or $503,517 at 6%; with 50% employer match about $503,517 at 4% or $335,678 at 6%; with 100% employer match about $377,638 at 4% or $251,758 at 6%.
200812$397,491$55,897$27,949iApproximate average salary by contribution assumption: employee only about $698,713 at 4% or $465,808 at 6%; with 50% employer match about $465,808 at 4% or $310,539 at 6%; with 100% employer match about $349,356 at 4% or $232,904 at 6%.
Geoff Levy, Esq. 401(K) Profit Sharing Plan-2$397,491$55,897$27,949iApproximate average salary by contribution assumption: employee only about $698,713 at 4% or $465,808 at 6%; with 50% employer match about $465,808 at 4% or $310,539 at 6%; with 100% employer match about $349,356 at 4% or $232,904 at 6%.
200712$0$0-
Geoff Levy, Esq. 401(K) Profit Sharing Plan-2---
200612$298,015$49,364$24,682iApproximate average salary by contribution assumption: employee only about $617,050 at 4% or $411,367 at 6%; with 50% employer match about $411,367 at 4% or $274,244 at 6%; with 100% employer match about $308,525 at 4% or $205,683 at 6%.
Geoff Levy, Esq. 401(K) Profit Sharing Plan-2$298,015$49,364$24,682iApproximate average salary by contribution assumption: employee only about $617,050 at 4% or $411,367 at 6%; with 50% employer match about $411,367 at 4% or $274,244 at 6%; with 100% employer match about $308,525 at 4% or $205,683 at 6%.
200512$250,747$53,938$26,969iApproximate average salary by contribution assumption: employee only about $674,225 at 4% or $449,483 at 6%; with 50% employer match about $449,483 at 4% or $299,656 at 6%; with 100% employer match about $337,113 at 4% or $224,742 at 6%.
Geoff Levy, Esq. 401(K) Profit Sharing Plan-2$250,747$53,938$26,969iApproximate average salary by contribution assumption: employee only about $674,225 at 4% or $449,483 at 6%; with 50% employer match about $449,483 at 4% or $299,656 at 6%; with 100% employer match about $337,113 at 4% or $224,742 at 6%.
200413$188,594$54,486$18,162iApproximate average salary by contribution assumption: employee only about $454,050 at 4% or $302,700 at 6%; with 50% employer match about $302,700 at 4% or $201,800 at 6%; with 100% employer match about $227,025 at 4% or $151,350 at 6%.
Geoff Levy, Esq. 401(K) Profit Sharing Plan-3$188,594$54,486$18,162iApproximate average salary by contribution assumption: employee only about $454,050 at 4% or $302,700 at 6%; with 50% employer match about $302,700 at 4% or $201,800 at 6%; with 100% employer match about $227,025 at 4% or $151,350 at 6%.
200313$125,043$52,364$17,455iApproximate average salary by contribution assumption: employee only about $436,367 at 4% or $290,911 at 6%; with 50% employer match about $290,911 at 4% or $193,941 at 6%; with 100% employer match about $218,183 at 4% or $145,456 at 6%.
Geoff Levy, Esq. 401(K) Profit Sharing Plan-3$125,043$52,364$17,455iApproximate average salary by contribution assumption: employee only about $436,367 at 4% or $290,911 at 6%; with 50% employer match about $290,911 at 4% or $193,941 at 6%; with 100% employer match about $218,183 at 4% or $145,456 at 6%.
200213$62,731$51,739$17,246iApproximate average salary by contribution assumption: employee only about $431,158 at 4% or $287,439 at 6%; with 50% employer match about $287,439 at 4% or $191,626 at 6%; with 100% employer match about $215,579 at 4% or $143,719 at 6%.
Geoff Levy, Esq. 401(K) Profit Sharing Plan-3$62,731$51,739$17,246iApproximate average salary by contribution assumption: employee only about $431,158 at 4% or $287,439 at 6%; with 50% employer match about $287,439 at 4% or $191,626 at 6%; with 100% employer match about $215,579 at 4% or $143,719 at 6%.
200113$0$0-
Geoff Levy, Esq. 401(K) Profit Sharing Plan-3---