Edward R Levin
Plan context: Edward R Levin CPA Self Employed Profit Sharing Plan
EIN 63-0883379 • Birmingham, AL • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$2,968,206
2024 Contributions
$64,098
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 | 3 | $2,968,206 | $64,098 | $21,366iApproximate average salary by contribution assumption: employee only about $534,150 at 4% or $356,100 at 6%; with 50% employer match about $356,100 at 4% or $237,400 at 6%; with 100% employer match about $267,075 at 4% or $178,050 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 3 | $2,968,206 | $64,098 | $21,366iApproximate average salary by contribution assumption: employee only about $534,150 at 4% or $356,100 at 6%; with 50% employer match about $356,100 at 4% or $237,400 at 6%; with 100% employer match about $267,075 at 4% or $178,050 at 6%. |
| 2023 | 1 | 3 | $2,549,324 | $83,988 | $27,996iApproximate average salary by contribution assumption: employee only about $699,900 at 4% or $466,600 at 6%; with 50% employer match about $466,600 at 4% or $311,067 at 6%; with 100% employer match about $349,950 at 4% or $233,300 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 3 | $2,549,324 | $83,988 | $27,996iApproximate average salary by contribution assumption: employee only about $699,900 at 4% or $466,600 at 6%; with 50% employer match about $466,600 at 4% or $311,067 at 6%; with 100% employer match about $349,950 at 4% or $233,300 at 6%. |
| 2022 | 1 | 3 | $2,202,582 | $62,742 | $20,914iApproximate average salary by contribution assumption: employee only about $522,850 at 4% or $348,567 at 6%; with 50% employer match about $348,567 at 4% or $232,378 at 6%; with 100% employer match about $261,425 at 4% or $174,283 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 3 | $2,202,582 | $62,742 | $20,914iApproximate average salary by contribution assumption: employee only about $522,850 at 4% or $348,567 at 6%; with 50% employer match about $348,567 at 4% or $232,378 at 6%; with 100% employer match about $261,425 at 4% or $174,283 at 6%. |
| 2021 | 1 | 3 | $2,279,473 | $73,751 | $24,584iApproximate average salary by contribution assumption: employee only about $614,592 at 4% or $409,728 at 6%; with 50% employer match about $409,728 at 4% or $273,152 at 6%; with 100% employer match about $307,296 at 4% or $204,864 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 3 | $2,279,473 | $73,751 | $24,584iApproximate average salary by contribution assumption: employee only about $614,592 at 4% or $409,728 at 6%; with 50% employer match about $409,728 at 4% or $273,152 at 6%; with 100% employer match about $307,296 at 4% or $204,864 at 6%. |
| 2020 | 1 | 3 | $2,007,038 | $72,457 | $24,152iApproximate average salary by contribution assumption: employee only about $603,808 at 4% or $402,539 at 6%; with 50% employer match about $402,539 at 4% or $268,359 at 6%; with 100% employer match about $301,904 at 4% or $201,269 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 3 | $2,007,038 | $72,457 | $24,152iApproximate average salary by contribution assumption: employee only about $603,808 at 4% or $402,539 at 6%; with 50% employer match about $402,539 at 4% or $268,359 at 6%; with 100% employer match about $301,904 at 4% or $201,269 at 6%. |
| 2019 | 1 | 3 | $1,823,558 | $71,076 | $23,692iApproximate average salary by contribution assumption: employee only about $592,300 at 4% or $394,867 at 6%; with 50% employer match about $394,867 at 4% or $263,244 at 6%; with 100% employer match about $296,150 at 4% or $197,433 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 3 | $1,823,558 | $71,076 | $23,692iApproximate average salary by contribution assumption: employee only about $592,300 at 4% or $394,867 at 6%; with 50% employer match about $394,867 at 4% or $263,244 at 6%; with 100% employer match about $296,150 at 4% or $197,433 at 6%. |
| 2018 | 1 | 3 | $1,569,875 | $69,299 | $23,100iApproximate average salary by contribution assumption: employee only about $577,492 at 4% or $384,994 at 6%; with 50% employer match about $384,994 at 4% or $256,663 at 6%; with 100% employer match about $288,746 at 4% or $192,497 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 3 | $1,569,875 | $69,299 | $23,100iApproximate average salary by contribution assumption: employee only about $577,492 at 4% or $384,994 at 6%; with 50% employer match about $384,994 at 4% or $256,663 at 6%; with 100% employer match about $288,746 at 4% or $192,497 at 6%. |
| 2017 | 1 | 3 | $1,515,538 | $67,661 | $22,554iApproximate average salary by contribution assumption: employee only about $563,842 at 4% or $375,894 at 6%; with 50% employer match about $375,894 at 4% or $250,596 at 6%; with 100% employer match about $281,921 at 4% or $187,947 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 3 | $1,515,538 | $67,661 | $22,554iApproximate average salary by contribution assumption: employee only about $563,842 at 4% or $375,894 at 6%; with 50% employer match about $375,894 at 4% or $250,596 at 6%; with 100% employer match about $281,921 at 4% or $187,947 at 6%. |
| 2016 | 1 | 3 | $1,274,737 | $66,249 | $22,083iApproximate average salary by contribution assumption: employee only about $552,075 at 4% or $368,050 at 6%; with 50% employer match about $368,050 at 4% or $245,367 at 6%; with 100% employer match about $276,038 at 4% or $184,025 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 3 | $1,274,737 | $66,249 | $22,083iApproximate average salary by contribution assumption: employee only about $552,075 at 4% or $368,050 at 6%; with 50% employer match about $368,050 at 4% or $245,367 at 6%; with 100% employer match about $276,038 at 4% or $184,025 at 6%. |
| 2015 | 1 | 3 | $1,128,948 | $66,010 | $22,003iApproximate average salary by contribution assumption: employee only about $550,083 at 4% or $366,722 at 6%; with 50% employer match about $366,722 at 4% or $244,481 at 6%; with 100% employer match about $275,042 at 4% or $183,361 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 3 | $1,128,948 | $66,010 | $22,003iApproximate average salary by contribution assumption: employee only about $550,083 at 4% or $366,722 at 6%; with 50% employer match about $366,722 at 4% or $244,481 at 6%; with 100% employer match about $275,042 at 4% or $183,361 at 6%. |
| 2014 | 1 | 3 | $1,050,229 | $64,418 | $21,473iApproximate average salary by contribution assumption: employee only about $536,817 at 4% or $357,878 at 6%; with 50% employer match about $357,878 at 4% or $238,585 at 6%; with 100% employer match about $268,408 at 4% or $178,939 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 3 | $1,050,229 | $64,418 | $21,473iApproximate average salary by contribution assumption: employee only about $536,817 at 4% or $357,878 at 6%; with 50% employer match about $357,878 at 4% or $238,585 at 6%; with 100% employer match about $268,408 at 4% or $178,939 at 6%. |
| 2013 | 1 | 2 | $953,655 | $60,600 | $30,300iApproximate average salary by contribution assumption: employee only about $757,500 at 4% or $505,000 at 6%; with 50% employer match about $505,000 at 4% or $336,667 at 6%; with 100% employer match about $378,750 at 4% or $252,500 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 2 | $953,655 | $60,600 | $30,300iApproximate average salary by contribution assumption: employee only about $757,500 at 4% or $505,000 at 6%; with 50% employer match about $505,000 at 4% or $336,667 at 6%; with 100% employer match about $378,750 at 4% or $252,500 at 6%. |
| 2012 | 1 | 2 | $874,085 | $59,246 | $29,623iApproximate average salary by contribution assumption: employee only about $740,575 at 4% or $493,717 at 6%; with 50% employer match about $493,717 at 4% or $329,144 at 6%; with 100% employer match about $370,288 at 4% or $246,858 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 2 | $874,085 | $59,246 | $29,623iApproximate average salary by contribution assumption: employee only about $740,575 at 4% or $493,717 at 6%; with 50% employer match about $493,717 at 4% or $329,144 at 6%; with 100% employer match about $370,288 at 4% or $246,858 at 6%. |
| 2011 | 1 | 2 | $806,210 | $52,862 | $26,431iApproximate average salary by contribution assumption: employee only about $660,775 at 4% or $440,517 at 6%; with 50% employer match about $440,517 at 4% or $293,678 at 6%; with 100% employer match about $330,388 at 4% or $220,258 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 2 | $806,210 | $52,862 | $26,431iApproximate average salary by contribution assumption: employee only about $660,775 at 4% or $440,517 at 6%; with 50% employer match about $440,517 at 4% or $293,678 at 6%; with 100% employer match about $330,388 at 4% or $220,258 at 6%. |
| 2010 | 1 | 2 | $751,827 | $54,872 | $27,436iApproximate average salary by contribution assumption: employee only about $685,900 at 4% or $457,267 at 6%; with 50% employer match about $457,267 at 4% or $304,844 at 6%; with 100% employer match about $342,950 at 4% or $228,633 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 2 | $751,827 | $54,872 | $27,436iApproximate average salary by contribution assumption: employee only about $685,900 at 4% or $457,267 at 6%; with 50% employer match about $457,267 at 4% or $304,844 at 6%; with 100% employer match about $342,950 at 4% or $228,633 at 6%. |
| 2009 | 1 | 2 | $660,414 | $57,167 | $28,584iApproximate average salary by contribution assumption: employee only about $714,588 at 4% or $476,392 at 6%; with 50% employer match about $476,392 at 4% or $317,594 at 6%; with 100% employer match about $357,294 at 4% or $238,196 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 2 | $660,414 | $57,167 | $28,584iApproximate average salary by contribution assumption: employee only about $714,588 at 4% or $476,392 at 6%; with 50% employer match about $476,392 at 4% or $317,594 at 6%; with 100% employer match about $357,294 at 4% or $238,196 at 6%. |
| 2008 | 1 | 2 | $515,278 | $54,087 | $27,044iApproximate average salary by contribution assumption: employee only about $676,088 at 4% or $450,725 at 6%; with 50% employer match about $450,725 at 4% or $300,483 at 6%; with 100% employer match about $338,044 at 4% or $225,363 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 2 | $515,278 | $54,087 | $27,044iApproximate average salary by contribution assumption: employee only about $676,088 at 4% or $450,725 at 6%; with 50% employer match about $450,725 at 4% or $300,483 at 6%; with 100% employer match about $338,044 at 4% or $225,363 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 3 | $628,663 | $51,949 | $17,316iApproximate average salary by contribution assumption: employee only about $432,908 at 4% or $288,606 at 6%; with 50% employer match about $288,606 at 4% or $192,404 at 6%; with 100% employer match about $216,454 at 4% or $144,303 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 3 | $628,663 | $51,949 | $17,316iApproximate average salary by contribution assumption: employee only about $432,908 at 4% or $288,606 at 6%; with 50% employer match about $288,606 at 4% or $192,404 at 6%; with 100% employer match about $216,454 at 4% or $144,303 at 6%. |
| 2005 | 1 | 2 | $510,888 | $47,711 | $23,856iApproximate average salary by contribution assumption: employee only about $596,388 at 4% or $397,592 at 6%; with 50% employer match about $397,592 at 4% or $265,061 at 6%; with 100% employer match about $298,194 at 4% or $198,796 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 2 | $510,888 | $47,711 | $23,856iApproximate average salary by contribution assumption: employee only about $596,388 at 4% or $397,592 at 6%; with 50% employer match about $397,592 at 4% or $265,061 at 6%; with 100% employer match about $298,194 at 4% or $198,796 at 6%. |
| 2004 | 1 | 3 | $475,159 | $46,475 | $15,492iApproximate average salary by contribution assumption: employee only about $387,292 at 4% or $258,194 at 6%; with 50% employer match about $258,194 at 4% or $172,130 at 6%; with 100% employer match about $193,646 at 4% or $129,097 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 3 | $475,159 | $46,475 | $15,492iApproximate average salary by contribution assumption: employee only about $387,292 at 4% or $258,194 at 6%; with 50% employer match about $258,194 at 4% or $172,130 at 6%; with 100% employer match about $193,646 at 4% or $129,097 at 6%. |
| 2003 | 1 | 3 | $383,002 | $38,607 | $12,869iApproximate average salary by contribution assumption: employee only about $321,725 at 4% or $214,483 at 6%; with 50% employer match about $214,483 at 4% or $142,989 at 6%; with 100% employer match about $160,863 at 4% or $107,242 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 3 | $383,002 | $38,607 | $12,869iApproximate average salary by contribution assumption: employee only about $321,725 at 4% or $214,483 at 6%; with 50% employer match about $214,483 at 4% or $142,989 at 6%; with 100% employer match about $160,863 at 4% or $107,242 at 6%. |
| 2002 | 1 | 4 | $287,257 | $39,837 | $9,959iApproximate average salary by contribution assumption: employee only about $248,981 at 4% or $165,988 at 6%; with 50% employer match about $165,988 at 4% or $110,658 at 6%; with 100% employer match about $124,491 at 4% or $82,994 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 4 | $287,257 | $39,837 | $9,959iApproximate average salary by contribution assumption: employee only about $248,981 at 4% or $165,988 at 6%; with 50% employer match about $165,988 at 4% or $110,658 at 6%; with 100% employer match about $124,491 at 4% or $82,994 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 4 | $573,417 | $34,256 | $8,564iApproximate average salary by contribution assumption: employee only about $214,100 at 4% or $142,733 at 6%; with 50% employer match about $142,733 at 4% or $95,156 at 6%; with 100% employer match about $107,050 at 4% or $71,367 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 4 | $573,417 | $34,256 | $8,564iApproximate average salary by contribution assumption: employee only about $214,100 at 4% or $142,733 at 6%; with 50% employer match about $142,733 at 4% or $95,156 at 6%; with 100% employer match about $107,050 at 4% or $71,367 at 6%. |
| 1999 | 1 | 4 | $567,874 | $32,196 | $8,049iApproximate average salary by contribution assumption: employee only about $201,225 at 4% or $134,150 at 6%; with 50% employer match about $134,150 at 4% or $89,433 at 6%; with 100% employer match about $100,613 at 4% or $67,075 at 6%. |
| Edward R Levin CPA Self Employed Profit Sharing Plan | - | 4 | $567,874 | $32,196 | $8,049iApproximate average salary by contribution assumption: employee only about $201,225 at 4% or $134,150 at 6%; with 50% employer match about $134,150 at 4% or $89,433 at 6%; with 100% employer match about $100,613 at 4% or $67,075 at 6%. |