Civic Intelligence

The Levy Group PC.

Plan context: Levy Group 401(K) Plan

EIN 76-0313404 • Bellaire, TX • 20 filings • 3 plans

4923 Welford DriveBellaire, TX 77401
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$4,115,122

2025 Contributions

$93,230

Historical Graphs

Total Assets Over Time

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

$4,502,125$2,251,063$0200620162025YearValue
$4,115,122Latest year 2025

Participants Over Time

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

740200620162025YearValue
2Latest year 2025

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
202512$4,115,122$93,230$46,615iApproximate average salary by contribution assumption: employee only about $1,165,375 at 4% or $776,917 at 6%; with 50% employer match about $776,917 at 4% or $517,944 at 6%; with 100% employer match about $582,688 at 4% or $388,458 at 6%.
Levy Group 401(K) Plan-2$4,115,122$93,230$46,615iApproximate average salary by contribution assumption: employee only about $1,165,375 at 4% or $776,917 at 6%; with 50% employer match about $776,917 at 4% or $517,944 at 6%; with 100% employer match about $582,688 at 4% or $388,458 at 6%.
202415$4,502,125$96,061$19,212iApproximate average salary by contribution assumption: employee only about $480,305 at 4% or $320,203 at 6%; with 50% employer match about $320,203 at 4% or $213,469 at 6%; with 100% employer match about $240,153 at 4% or $160,102 at 6%.
Levy Group 401(K) Plan-5$4,502,125$96,061$19,212iApproximate average salary by contribution assumption: employee only about $480,305 at 4% or $320,203 at 6%; with 50% employer match about $320,203 at 4% or $213,469 at 6%; with 100% employer match about $240,153 at 4% or $160,102 at 6%.
202315$3,538,503$93,100$18,620iApproximate average salary by contribution assumption: employee only about $465,500 at 4% or $310,333 at 6%; with 50% employer match about $310,333 at 4% or $206,889 at 6%; with 100% employer match about $232,750 at 4% or $155,167 at 6%.
Levy Group 401(K) Plan-5$3,538,503$93,100$18,620iApproximate average salary by contribution assumption: employee only about $465,500 at 4% or $310,333 at 6%; with 50% employer match about $310,333 at 4% or $206,889 at 6%; with 100% employer match about $232,750 at 4% or $155,167 at 6%.
202215$2,734,229$84,106$16,821iApproximate average salary by contribution assumption: employee only about $420,530 at 4% or $280,353 at 6%; with 50% employer match about $280,353 at 4% or $186,902 at 6%; with 100% employer match about $210,265 at 4% or $140,177 at 6%.
Levy Group 401(K) Plan-5$2,734,229$84,106$16,821iApproximate average salary by contribution assumption: employee only about $420,530 at 4% or $280,353 at 6%; with 50% employer match about $280,353 at 4% or $186,902 at 6%; with 100% employer match about $210,265 at 4% or $140,177 at 6%.
202115$3,282,718$81,933$16,387iApproximate average salary by contribution assumption: employee only about $409,665 at 4% or $273,110 at 6%; with 50% employer match about $273,110 at 4% or $182,073 at 6%; with 100% employer match about $204,832 at 4% or $136,555 at 6%.
Levy Group 401(K) Plan-5$3,282,718$81,933$16,387iApproximate average salary by contribution assumption: employee only about $409,665 at 4% or $273,110 at 6%; with 50% employer match about $273,110 at 4% or $182,073 at 6%; with 100% employer match about $204,832 at 4% or $136,555 at 6%.
202015$2,526,189$91,041$18,208iApproximate average salary by contribution assumption: employee only about $455,205 at 4% or $303,470 at 6%; with 50% employer match about $303,470 at 4% or $202,313 at 6%; with 100% employer match about $227,603 at 4% or $151,735 at 6%.
Levy Group 401(K) Plan-5$2,526,189$91,041$18,208iApproximate average salary by contribution assumption: employee only about $455,205 at 4% or $303,470 at 6%; with 50% employer match about $303,470 at 4% or $202,313 at 6%; with 100% employer match about $227,603 at 4% or $151,735 at 6%.
201916$2,863,950$97,594$16,266iApproximate average salary by contribution assumption: employee only about $406,642 at 4% or $271,094 at 6%; with 50% employer match about $271,094 at 4% or $180,730 at 6%; with 100% employer match about $203,321 at 4% or $135,547 at 6%.
Levy Group 401(K) Plan-6$2,863,950$97,594$16,266iApproximate average salary by contribution assumption: employee only about $406,642 at 4% or $271,094 at 6%; with 50% employer match about $271,094 at 4% or $180,730 at 6%; with 100% employer match about $203,321 at 4% or $135,547 at 6%.
201815$2,077,880$97,355$19,471iApproximate average salary by contribution assumption: employee only about $486,775 at 4% or $324,517 at 6%; with 50% employer match about $324,517 at 4% or $216,344 at 6%; with 100% employer match about $243,388 at 4% or $162,258 at 6%.
Levy Group 401(K) Plan-5$2,077,880$97,355$19,471iApproximate average salary by contribution assumption: employee only about $486,775 at 4% or $324,517 at 6%; with 50% employer match about $324,517 at 4% or $216,344 at 6%; with 100% employer match about $243,388 at 4% or $162,258 at 6%.
201715$2,081,261$95,011$19,002iApproximate average salary by contribution assumption: employee only about $475,055 at 4% or $316,703 at 6%; with 50% employer match about $316,703 at 4% or $211,136 at 6%; with 100% employer match about $237,528 at 4% or $158,352 at 6%.
Levy Group 401(K) Plan-5$2,081,261$95,011$19,002iApproximate average salary by contribution assumption: employee only about $475,055 at 4% or $316,703 at 6%; with 50% employer match about $316,703 at 4% or $211,136 at 6%; with 100% employer match about $237,528 at 4% or $158,352 at 6%.
201615$1,600,610$97,787$19,557iApproximate average salary by contribution assumption: employee only about $488,935 at 4% or $325,957 at 6%; with 50% employer match about $325,957 at 4% or $217,304 at 6%; with 100% employer match about $244,468 at 4% or $162,978 at 6%.
Levy Group 401(K) Plan-5$1,600,610$97,787$19,557iApproximate average salary by contribution assumption: employee only about $488,935 at 4% or $325,957 at 6%; with 50% employer match about $325,957 at 4% or $217,304 at 6%; with 100% employer match about $244,468 at 4% or $162,978 at 6%.
201516$1,403,099$103,349$17,225iApproximate average salary by contribution assumption: employee only about $430,621 at 4% or $287,081 at 6%; with 50% employer match about $287,081 at 4% or $191,387 at 6%; with 100% employer match about $215,310 at 4% or $143,540 at 6%.
Levy Group 401(K) Plan-6$1,403,099$103,349$17,225iApproximate average salary by contribution assumption: employee only about $430,621 at 4% or $287,081 at 6%; with 50% employer match about $287,081 at 4% or $191,387 at 6%; with 100% employer match about $215,310 at 4% or $143,540 at 6%.
201416$1,287,540$91,072$15,179iApproximate average salary by contribution assumption: employee only about $379,467 at 4% or $252,978 at 6%; with 50% employer match about $252,978 at 4% or $168,652 at 6%; with 100% employer match about $189,733 at 4% or $126,489 at 6%.
Levy Group 401(K) Plan-6$1,287,540$91,072$15,179iApproximate average salary by contribution assumption: employee only about $379,467 at 4% or $252,978 at 6%; with 50% employer match about $252,978 at 4% or $168,652 at 6%; with 100% employer match about $189,733 at 4% or $126,489 at 6%.
201316$1,074,494$91,428$15,238iApproximate average salary by contribution assumption: employee only about $380,950 at 4% or $253,967 at 6%; with 50% employer match about $253,967 at 4% or $169,311 at 6%; with 100% employer match about $190,475 at 4% or $126,983 at 6%.
Levy Group 401(K) Plan-6$1,074,494$91,428$15,238iApproximate average salary by contribution assumption: employee only about $380,950 at 4% or $253,967 at 6%; with 50% employer match about $253,967 at 4% or $169,311 at 6%; with 100% employer match about $190,475 at 4% or $126,983 at 6%.
201216$729,481$94,439$15,740iApproximate average salary by contribution assumption: employee only about $393,496 at 4% or $262,331 at 6%; with 50% employer match about $262,331 at 4% or $174,887 at 6%; with 100% employer match about $196,748 at 4% or $131,165 at 6%.
Levy Group 401(K) Plan-6$729,481$94,439$15,740iApproximate average salary by contribution assumption: employee only about $393,496 at 4% or $262,331 at 6%; with 50% employer match about $262,331 at 4% or $174,887 at 6%; with 100% employer match about $196,748 at 4% or $131,165 at 6%.
201116$541,803$80,963$13,494iApproximate average salary by contribution assumption: employee only about $337,346 at 4% or $224,897 at 6%; with 50% employer match about $224,897 at 4% or $149,931 at 6%; with 100% employer match about $168,673 at 4% or $112,449 at 6%.
Levy Group 401(K) Plan-6$541,803$80,963$13,494iApproximate average salary by contribution assumption: employee only about $337,346 at 4% or $224,897 at 6%; with 50% employer match about $224,897 at 4% or $149,931 at 6%; with 100% employer match about $168,673 at 4% or $112,449 at 6%.
201016$467,197$81,554$13,592iApproximate average salary by contribution assumption: employee only about $339,808 at 4% or $226,539 at 6%; with 50% employer match about $226,539 at 4% or $151,026 at 6%; with 100% employer match about $169,904 at 4% or $113,269 at 6%.
Levy Group 401(K) Plan-6$467,197$81,554$13,592iApproximate average salary by contribution assumption: employee only about $339,808 at 4% or $226,539 at 6%; with 50% employer match about $226,539 at 4% or $151,026 at 6%; with 100% employer match about $169,904 at 4% or $113,269 at 6%.
200916$325,533$75,939$12,657iApproximate average salary by contribution assumption: employee only about $316,413 at 4% or $210,942 at 6%; with 50% employer match about $210,942 at 4% or $140,628 at 6%; with 100% employer match about $158,206 at 4% or $105,471 at 6%.
Levy Group 401(K) Plan-6$325,533$75,939$12,657iApproximate average salary by contribution assumption: employee only about $316,413 at 4% or $210,942 at 6%; with 50% employer match about $210,942 at 4% or $140,628 at 6%; with 100% employer match about $158,206 at 4% or $105,471 at 6%.
200817$171,663$70,809$10,116iApproximate average salary by contribution assumption: employee only about $252,889 at 4% or $168,593 at 6%; with 50% employer match about $168,593 at 4% or $112,395 at 6%; with 100% employer match about $126,445 at 4% or $84,296 at 6%.
Levy Group 401(K) Plan-7$171,663$70,809$10,116iApproximate average salary by contribution assumption: employee only about $252,889 at 4% or $168,593 at 6%; with 50% employer match about $168,593 at 4% or $112,395 at 6%; with 100% employer match about $126,445 at 4% or $84,296 at 6%.
200717$182,257$107,633$15,376iApproximate average salary by contribution assumption: employee only about $384,404 at 4% or $256,269 at 6%; with 50% employer match about $256,269 at 4% or $170,846 at 6%; with 100% employer match about $192,202 at 4% or $128,135 at 6%.
Levy Group 401(K) Plan-7$182,257$107,633$15,376iApproximate average salary by contribution assumption: employee only about $384,404 at 4% or $256,269 at 6%; with 50% employer match about $256,269 at 4% or $170,846 at 6%; with 100% employer match about $192,202 at 4% or $128,135 at 6%.
200617$100,464$93,730$13,390iApproximate average salary by contribution assumption: employee only about $334,750 at 4% or $223,167 at 6%; with 50% employer match about $223,167 at 4% or $148,778 at 6%; with 100% employer match about $167,375 at 4% or $111,583 at 6%.
Levy Group 401(K) Plan-7$100,464$93,730$13,390iApproximate average salary by contribution assumption: employee only about $334,750 at 4% or $223,167 at 6%; with 50% employer match about $223,167 at 4% or $148,778 at 6%; with 100% employer match about $167,375 at 4% or $111,583 at 6%.