Civic Intelligence

David Levin

Plan context: David Levin Cash Balance Plan

EIN 82-5343493 • New York, NY • 12 filings • 2 plans

40 East 19th Street, #9New York, NY 10003
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,760,843

2025 Contributions

$2,559

Historical Graphs

Total Assets Over Time

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

$1,760,843$880,422$0202020232025YearValue
$1,760,843Latest year 2025

Participants Over Time

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

630202020232025YearValue
3Latest 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
202523$1,760,843$2,559$853iApproximate average salary by contribution assumption: employee only about $21,325 at 4% or $14,217 at 6%; with 50% employer match about $14,217 at 4% or $9,478 at 6%; with 100% employer match about $10,663 at 4% or $7,108 at 6%.
David Levin Cash Balance Plan-2$1,466,968$609$305iApproximate average salary by contribution assumption: employee only about $7,613 at 4% or $5,075 at 6%; with 50% employer match about $5,075 at 4% or $3,383 at 6%; with 100% employer match about $3,806 at 4% or $2,538 at 6%.
DAVID S LEVIN PROFIT SHARING PLAN-3$293,875$1,950$650iApproximate average salary by contribution assumption: employee only about $16,250 at 4% or $10,833 at 6%; with 50% employer match about $10,833 at 4% or $7,222 at 6%; with 100% employer match about $8,125 at 4% or $5,417 at 6%.
202423$1,650,531$264,808$88,269iApproximate average salary by contribution assumption: employee only about $2,206,733 at 4% or $1,471,156 at 6%; with 50% employer match about $1,471,156 at 4% or $980,770 at 6%; with 100% employer match about $1,103,367 at 4% or $735,578 at 6%.
David Levin Cash Balance Plan-2$1,411,873$255,056$127,528iApproximate average salary by contribution assumption: employee only about $3,188,200 at 4% or $2,125,467 at 6%; with 50% employer match about $2,125,467 at 4% or $1,416,978 at 6%; with 100% employer match about $1,594,100 at 4% or $1,062,733 at 6%.
DAVID S LEVIN PROFIT SHARING PLAN-3$238,658$9,752$3,251iApproximate average salary by contribution assumption: employee only about $81,267 at 4% or $54,178 at 6%; with 50% employer match about $54,178 at 4% or $36,119 at 6%; with 100% employer match about $40,633 at 4% or $27,089 at 6%.
202326$1,419,027$151,650$25,275iApproximate average salary by contribution assumption: employee only about $631,875 at 4% or $421,250 at 6%; with 50% employer match about $421,250 at 4% or $280,833 at 6%; with 100% employer match about $315,938 at 4% or $210,625 at 6%.
David Levin Cash Balance Plan-2$1,204,047$100,000$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%.
DAVID S LEVIN PROFIT SHARING PLAN-6$214,980$51,650$8,608iApproximate average salary by contribution assumption: employee only about $215,208 at 4% or $143,472 at 6%; with 50% employer match about $143,472 at 4% or $95,648 at 6%; with 100% employer match about $107,604 at 4% or $71,736 at 6%.
202226$923,358$428,543$71,424iApproximate average salary by contribution assumption: employee only about $1,785,596 at 4% or $1,190,397 at 6%; with 50% employer match about $1,190,397 at 4% or $793,598 at 6%; with 100% employer match about $892,798 at 4% or $595,199 at 6%.
David Levin Cash Balance Plan-2$796,873$357,000$178,500iApproximate average salary by contribution assumption: employee only about $4,462,500 at 4% or $2,975,000 at 6%; with 50% employer match about $2,975,000 at 4% or $1,983,333 at 6%; with 100% employer match about $2,231,250 at 4% or $1,487,500 at 6%.
DAVID S LEVIN PROFIT SHARING PLAN-6$126,485$71,543$11,924iApproximate average salary by contribution assumption: employee only about $298,096 at 4% or $198,731 at 6%; with 50% employer match about $198,731 at 4% or $132,487 at 6%; with 100% employer match about $149,048 at 4% or $99,365 at 6%.
202125$577,370$350,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
David Levin Cash Balance Plan-2$497,591$286,538$143,269iApproximate average salary by contribution assumption: employee only about $3,581,725 at 4% or $2,387,817 at 6%; with 50% employer match about $2,387,817 at 4% or $1,591,878 at 6%; with 100% employer match about $1,790,863 at 4% or $1,193,908 at 6%.
DAVID S LEVIN PROFIT SHARING PLAN-5$79,779$63,462$12,692iApproximate average salary by contribution assumption: employee only about $317,310 at 4% or $211,540 at 6%; with 50% employer match about $211,540 at 4% or $141,027 at 6%; with 100% employer match about $158,655 at 4% or $105,770 at 6%.
202023$277,580$277,580$92,527iApproximate average salary by contribution assumption: employee only about $2,313,167 at 4% or $1,542,111 at 6%; with 50% employer match about $1,542,111 at 4% or $1,028,074 at 6%; with 100% employer match about $1,156,583 at 4% or $771,056 at 6%.
David Levin Cash Balance Plan-2$253,000$253,000$126,500iApproximate average salary by contribution assumption: employee only about $3,162,500 at 4% or $2,108,333 at 6%; with 50% employer match about $2,108,333 at 4% or $1,405,556 at 6%; with 100% employer match about $1,581,250 at 4% or $1,054,167 at 6%.
DAVID S LEVIN PROFIT SHARING PLAN-3$24,580$24,580$8,193iApproximate average salary by contribution assumption: employee only about $204,833 at 4% or $136,556 at 6%; with 50% employer match about $136,556 at 4% or $91,037 at 6%; with 100% employer match about $102,417 at 4% or $68,278 at 6%.