Civic Intelligence

Bruce W. Levin, DMD & Joel Klasfeld, Dds PLLC

Plan context: Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust

EIN 86-1083510 • New York, NY • 26 filings • 7 plans

630 5th Ave Ste 1870New York, NY 10111-1860
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$5,692,475

2024 Contributions

$405,377

Historical Graphs

Total Assets Over Time

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

$5,692,475$2,846,238$0200320152024YearValue
$5,692,475Latest year 2024

Participants Over Time

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

1890200320142024YearValue
17Latest year 2024

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
2024217$5,692,475$405,377$23,846iApproximate average salary by contribution assumption: employee only about $596,143 at 4% or $397,428 at 6%; with 50% employer match about $397,428 at 4% or $264,952 at 6%; with 100% employer match about $298,071 at 4% or $198,714 at 6%.
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-17$5,024,867$255,377$15,022iApproximate average salary by contribution assumption: employee only about $375,554 at 4% or $250,370 at 6%; with 50% employer match about $250,370 at 4% or $166,913 at 6%; with 100% employer match about $187,777 at 4% or $125,185 at 6%.
Rockefeller Dental Group Cash Balance Plan-10$667,608$150,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
2023217$4,868,377$352,924$20,760iApproximate average salary by contribution assumption: employee only about $519,006 at 4% or $346,004 at 6%; with 50% employer match about $346,004 at 4% or $230,669 at 6%; with 100% employer match about $259,503 at 4% or $173,002 at 6%.
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-17$4,381,297$202,321$11,901iApproximate average salary by contribution assumption: employee only about $297,531 at 4% or $198,354 at 6%; with 50% employer match about $198,354 at 4% or $132,236 at 6%; with 100% employer match about $148,765 at 4% or $99,177 at 6%.
Rockefeller Dental Group Cash Balance Plan-8$487,080$150,603$18,825iApproximate average salary by contribution assumption: employee only about $470,634 at 4% or $313,756 at 6%; with 50% employer match about $313,756 at 4% or $209,171 at 6%; with 100% employer match about $235,317 at 4% or $156,878 at 6%.
2022215$4,061,183$278,949$18,597iApproximate average salary by contribution assumption: employee only about $464,915 at 4% or $309,943 at 6%; with 50% employer match about $309,943 at 4% or $206,629 at 6%; with 100% employer match about $232,457 at 4% or $154,972 at 6%.
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-15$3,754,377$146,351$9,757iApproximate average salary by contribution assumption: employee only about $243,918 at 4% or $162,612 at 6%; with 50% employer match about $162,612 at 4% or $108,408 at 6%; with 100% employer match about $121,959 at 4% or $81,306 at 6%.
Rockefeller Dental Group Cash Balance Plan-8$306,806$132,598$16,575iApproximate average salary by contribution assumption: employee only about $414,369 at 4% or $276,246 at 6%; with 50% employer match about $276,246 at 4% or $184,164 at 6%; with 100% employer match about $207,184 at 4% or $138,123 at 6%.
2021218$4,365,385$292,782$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%.
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-18$4,175,246$203,950$11,331iApproximate average salary by contribution assumption: employee only about $283,264 at 4% or $188,843 at 6%; with 50% employer match about $188,843 at 4% or $125,895 at 6%; with 100% employer match about $141,632 at 4% or $94,421 at 6%.
Rockefeller Dental Group Cash Balance Plan-6$190,139$88,832$14,805iApproximate average salary by contribution assumption: employee only about $370,133 at 4% or $246,756 at 6%; with 50% employer match about $246,756 at 4% or $164,504 at 6%; with 100% employer match about $185,067 at 4% or $123,378 at 6%.
2020217$3,671,537$281,779$16,575iApproximate average salary by contribution assumption: employee only about $414,381 at 4% or $276,254 at 6%; with 50% employer match about $276,254 at 4% or $184,169 at 6%; with 100% employer match about $207,190 at 4% or $138,127 at 6%.
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-17$3,575,387$185,629$10,919iApproximate average salary by contribution assumption: employee only about $272,984 at 4% or $181,989 at 6%; with 50% employer match about $181,989 at 4% or $121,326 at 6%; with 100% employer match about $136,492 at 4% or $90,995 at 6%.
Rockefeller Dental Group Cash Balance Plan-6$96,150$96,150$16,025iApproximate average salary by contribution assumption: employee only about $400,625 at 4% or $267,083 at 6%; with 50% employer match about $267,083 at 4% or $178,056 at 6%; with 100% employer match about $200,313 at 4% or $133,542 at 6%.
2019113$3,130,716$176,124$13,548iApproximate average salary by contribution assumption: employee only about $338,700 at 4% or $225,800 at 6%; with 50% employer match about $225,800 at 4% or $150,533 at 6%; with 100% employer match about $169,350 at 4% or $112,900 at 6%.
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-13$3,130,716$176,124$13,548iApproximate average salary by contribution assumption: employee only about $338,700 at 4% or $225,800 at 6%; with 50% employer match about $225,800 at 4% or $150,533 at 6%; with 100% employer match about $169,350 at 4% or $112,900 at 6%.
2018112$2,462,531$161,853$13,488iApproximate average salary by contribution assumption: employee only about $337,194 at 4% or $224,796 at 6%; with 50% employer match about $224,796 at 4% or $149,864 at 6%; with 100% employer match about $168,597 at 4% or $112,398 at 6%.
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-12$2,462,531$161,853$13,488iApproximate average salary by contribution assumption: employee only about $337,194 at 4% or $224,796 at 6%; with 50% employer match about $224,796 at 4% or $149,864 at 6%; with 100% employer match about $168,597 at 4% or $112,398 at 6%.
2017112$2,504,671$153,149$12,762iApproximate average salary by contribution assumption: employee only about $319,060 at 4% or $212,707 at 6%; with 50% employer match about $212,707 at 4% or $141,805 at 6%; with 100% employer match about $159,530 at 4% or $106,353 at 6%.
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-12$2,504,671$153,149$12,762iApproximate average salary by contribution assumption: employee only about $319,060 at 4% or $212,707 at 6%; with 50% employer match about $212,707 at 4% or $141,805 at 6%; with 100% employer match about $159,530 at 4% or $106,353 at 6%.
2016112$2,027,854$141,789$11,816iApproximate average salary by contribution assumption: employee only about $295,394 at 4% or $196,929 at 6%; with 50% employer match about $196,929 at 4% or $131,286 at 6%; with 100% employer match about $147,697 at 4% or $98,465 at 6%.
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-12$2,027,854$141,789$11,816iApproximate average salary by contribution assumption: employee only about $295,394 at 4% or $196,929 at 6%; with 50% employer match about $196,929 at 4% or $131,286 at 6%; with 100% employer match about $147,697 at 4% or $98,465 at 6%.
2015112$1,711,585$139,422$11,619iApproximate average salary by contribution assumption: employee only about $290,463 at 4% or $193,642 at 6%; with 50% employer match about $193,642 at 4% or $129,094 at 6%; with 100% employer match about $145,231 at 4% or $96,821 at 6%.
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-12$1,711,585$139,422$11,619iApproximate average salary by contribution assumption: employee only about $290,463 at 4% or $193,642 at 6%; with 50% employer match about $193,642 at 4% or $129,094 at 6%; with 100% employer match about $145,231 at 4% or $96,821 at 6%.
2014112$1,620,876$135,321$11,277iApproximate average salary by contribution assumption: employee only about $281,919 at 4% or $187,946 at 6%; with 50% employer match about $187,946 at 4% or $125,297 at 6%; with 100% employer match about $140,959 at 4% or $93,973 at 6%.
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-12$1,620,876$135,321$11,277iApproximate average salary by contribution assumption: employee only about $281,919 at 4% or $187,946 at 6%; with 50% employer match about $187,946 at 4% or $125,297 at 6%; with 100% employer match about $140,959 at 4% or $93,973 at 6%.
2013111$1,422,257$127,794$11,618iApproximate average salary by contribution assumption: employee only about $290,441 at 4% or $193,627 at 6%; with 50% employer match about $193,627 at 4% or $129,085 at 6%; with 100% employer match about $145,220 at 4% or $96,814 at 6%.
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-11$1,422,257$127,794$11,618iApproximate average salary by contribution assumption: employee only about $290,441 at 4% or $193,627 at 6%; with 50% employer match about $193,627 at 4% or $129,085 at 6%; with 100% employer match about $145,220 at 4% or $96,814 at 6%.
2012111$1,103,629$120,893$10,990iApproximate average salary by contribution assumption: employee only about $274,757 at 4% or $183,171 at 6%; with 50% employer match about $183,171 at 4% or $122,114 at 6%; with 100% employer match about $137,378 at 4% or $91,586 at 6%.
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-11$1,103,629$120,893$10,990iApproximate average salary by contribution assumption: employee only about $274,757 at 4% or $183,171 at 6%; with 50% employer match about $183,171 at 4% or $122,114 at 6%; with 100% employer match about $137,378 at 4% or $91,586 at 6%.
2011113$901,286$92,170$7,090iApproximate average salary by contribution assumption: employee only about $177,250 at 4% or $118,167 at 6%; with 50% employer match about $118,167 at 4% or $78,778 at 6%; with 100% employer match about $88,625 at 4% or $59,083 at 6%.
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-13$901,286$92,170$7,090iApproximate average salary by contribution assumption: employee only about $177,250 at 4% or $118,167 at 6%; with 50% employer match about $118,167 at 4% or $78,778 at 6%; with 100% employer match about $88,625 at 4% or $59,083 at 6%.
2010110$897,865$68,579$6,858iApproximate average salary by contribution assumption: employee only about $171,448 at 4% or $114,298 at 6%; with 50% employer match about $114,298 at 4% or $76,199 at 6%; with 100% employer match about $85,724 at 4% or $57,149 at 6%.
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-10$897,865$68,579$6,858iApproximate average salary by contribution assumption: employee only about $171,448 at 4% or $114,298 at 6%; with 50% employer match about $114,298 at 4% or $76,199 at 6%; with 100% employer match about $85,724 at 4% or $57,149 at 6%.
200918$1,082,345$56,580$7,073iApproximate average salary by contribution assumption: employee only about $176,813 at 4% or $117,875 at 6%; with 50% employer match about $117,875 at 4% or $78,583 at 6%; with 100% employer match about $88,406 at 4% or $58,938 at 6%.
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-8$1,082,345$56,580$7,073iApproximate average salary by contribution assumption: employee only about $176,813 at 4% or $117,875 at 6%; with 50% employer match about $117,875 at 4% or $78,583 at 6%; with 100% employer match about $88,406 at 4% or $58,938 at 6%.
2008112$0$0-
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-12---
200613$755,130$257,842$85,947iApproximate average salary by contribution assumption: employee only about $2,148,683 at 4% or $1,432,456 at 6%; with 50% employer match about $1,432,456 at 4% or $954,970 at 6%; with 100% employer match about $1,074,342 at 4% or $716,228 at 6%.
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-3$755,130$257,842$85,947iApproximate average salary by contribution assumption: employee only about $2,148,683 at 4% or $1,432,456 at 6%; with 50% employer match about $1,432,456 at 4% or $954,970 at 6%; with 100% employer match about $1,074,342 at 4% or $716,228 at 6%.
200513$605,920$73,755$24,585iApproximate average salary by contribution assumption: employee only about $614,625 at 4% or $409,750 at 6%; with 50% employer match about $409,750 at 4% or $273,167 at 6%; with 100% employer match about $307,313 at 4% or $204,875 at 6%.
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-3$605,920$73,755$24,585iApproximate average salary by contribution assumption: employee only about $614,625 at 4% or $409,750 at 6%; with 50% employer match about $409,750 at 4% or $273,167 at 6%; with 100% employer match about $307,313 at 4% or $204,875 at 6%.
200415$502,594$384,025$76,805iApproximate average salary by contribution assumption: employee only about $1,920,125 at 4% or $1,280,083 at 6%; with 50% employer match about $1,280,083 at 4% or $853,389 at 6%; with 100% employer match about $960,063 at 4% or $640,042 at 6%.
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-5$502,594$384,025$76,805iApproximate average salary by contribution assumption: employee only about $1,920,125 at 4% or $1,280,083 at 6%; with 50% employer match about $1,280,083 at 4% or $853,389 at 6%; with 100% employer match about $960,063 at 4% or $640,042 at 6%.
200315$66,663$66,663$13,333iApproximate average salary by contribution assumption: employee only about $333,315 at 4% or $222,210 at 6%; with 50% employer match about $222,210 at 4% or $148,140 at 6%; with 100% employer match about $166,658 at 4% or $111,105 at 6%.
Bruce W Levin DMD & Joel Klasf 401(K) Profit Sharing Plan & Trust-5$66,663$66,663$13,333iApproximate average salary by contribution assumption: employee only about $333,315 at 4% or $222,210 at 6%; with 50% employer match about $222,210 at 4% or $148,140 at 6%; with 100% employer match about $166,658 at 4% or $111,105 at 6%.