Civic Intelligence

Levy, Levy & Levy

Plan context: Levy, Levy & Levy Profit Sharing Plan & Trust

EIN 94-1731257 • Larkspur, CA • 26 filings • 2 plans

900 Larkspur Landing Circle Ste 27Larkspur, CA 94939
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$4,798,151

2024 Contributions

$65,798

Historical Graphs

Total Assets Over Time

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

$4,798,151$2,399,076$0199920142024YearValue
$4,798,151Latest year 2024

Participants Over Time

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

950199920122024YearValue
7Latest 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
202417$4,798,151$65,798$9,400iApproximate average salary by contribution assumption: employee only about $234,993 at 4% or $156,662 at 6%; with 50% employer match about $156,662 at 4% or $104,441 at 6%; with 100% employer match about $117,496 at 4% or $78,331 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-7$4,798,151$65,798$9,400iApproximate average salary by contribution assumption: employee only about $234,993 at 4% or $156,662 at 6%; with 50% employer match about $156,662 at 4% or $104,441 at 6%; with 100% employer match about $117,496 at 4% or $78,331 at 6%.
202316$4,440,787$100,889$16,815iApproximate average salary by contribution assumption: employee only about $420,371 at 4% or $280,247 at 6%; with 50% employer match about $280,247 at 4% or $186,831 at 6%; with 100% employer match about $210,185 at 4% or $140,124 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-6$4,440,787$100,889$16,815iApproximate average salary by contribution assumption: employee only about $420,371 at 4% or $280,247 at 6%; with 50% employer match about $280,247 at 4% or $186,831 at 6%; with 100% employer match about $210,185 at 4% or $140,124 at 6%.
202216$3,746,878$110,629$18,438iApproximate average salary by contribution assumption: employee only about $460,954 at 4% or $307,303 at 6%; with 50% employer match about $307,303 at 4% or $204,869 at 6%; with 100% employer match about $230,477 at 4% or $153,651 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-6$3,746,878$110,629$18,438iApproximate average salary by contribution assumption: employee only about $460,954 at 4% or $307,303 at 6%; with 50% employer match about $307,303 at 4% or $204,869 at 6%; with 100% employer match about $230,477 at 4% or $153,651 at 6%.
202116$4,348,659$164,441$27,407iApproximate average salary by contribution assumption: employee only about $685,171 at 4% or $456,781 at 6%; with 50% employer match about $456,781 at 4% or $304,520 at 6%; with 100% employer match about $342,585 at 4% or $228,390 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-6$4,348,659$164,441$27,407iApproximate average salary by contribution assumption: employee only about $685,171 at 4% or $456,781 at 6%; with 50% employer match about $456,781 at 4% or $304,520 at 6%; with 100% employer match about $342,585 at 4% or $228,390 at 6%.
202016$3,690,722$194,158$32,360iApproximate average salary by contribution assumption: employee only about $808,992 at 4% or $539,328 at 6%; with 50% employer match about $539,328 at 4% or $359,552 at 6%; with 100% employer match about $404,496 at 4% or $269,664 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-6$3,690,722$194,158$32,360iApproximate average salary by contribution assumption: employee only about $808,992 at 4% or $539,328 at 6%; with 50% employer match about $539,328 at 4% or $359,552 at 6%; with 100% employer match about $404,496 at 4% or $269,664 at 6%.
201917$3,019,398$86,997$12,428iApproximate average salary by contribution assumption: employee only about $310,704 at 4% or $207,136 at 6%; with 50% employer match about $207,136 at 4% or $138,090 at 6%; with 100% employer match about $155,352 at 4% or $103,568 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-7$3,019,398$86,997$12,428iApproximate average salary by contribution assumption: employee only about $310,704 at 4% or $207,136 at 6%; with 50% employer match about $207,136 at 4% or $138,090 at 6%; with 100% employer match about $155,352 at 4% or $103,568 at 6%.
201818$2,577,624$131,248$16,406iApproximate average salary by contribution assumption: employee only about $410,150 at 4% or $273,433 at 6%; with 50% employer match about $273,433 at 4% or $182,289 at 6%; with 100% employer match about $205,075 at 4% or $136,717 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-8$2,577,624$131,248$16,406iApproximate average salary by contribution assumption: employee only about $410,150 at 4% or $273,433 at 6%; with 50% employer match about $273,433 at 4% or $182,289 at 6%; with 100% employer match about $205,075 at 4% or $136,717 at 6%.
201718$2,665,839$206,452$25,807iApproximate average salary by contribution assumption: employee only about $645,163 at 4% or $430,108 at 6%; with 50% employer match about $430,108 at 4% or $286,739 at 6%; with 100% employer match about $322,581 at 4% or $215,054 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-8$2,665,839$206,452$25,807iApproximate average salary by contribution assumption: employee only about $645,163 at 4% or $430,108 at 6%; with 50% employer match about $430,108 at 4% or $286,739 at 6%; with 100% employer match about $322,581 at 4% or $215,054 at 6%.
201619$2,223,426$107,724$11,969iApproximate average salary by contribution assumption: employee only about $299,233 at 4% or $199,489 at 6%; with 50% employer match about $199,489 at 4% or $132,993 at 6%; with 100% employer match about $149,617 at 4% or $99,744 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-9$2,223,426$107,724$11,969iApproximate average salary by contribution assumption: employee only about $299,233 at 4% or $199,489 at 6%; with 50% employer match about $199,489 at 4% or $132,993 at 6%; with 100% employer match about $149,617 at 4% or $99,744 at 6%.
201519$2,047,505$121,574$13,508iApproximate average salary by contribution assumption: employee only about $337,706 at 4% or $225,137 at 6%; with 50% employer match about $225,137 at 4% or $150,091 at 6%; with 100% employer match about $168,853 at 4% or $112,569 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-9$2,047,505$121,574$13,508iApproximate average salary by contribution assumption: employee only about $337,706 at 4% or $225,137 at 6%; with 50% employer match about $225,137 at 4% or $150,091 at 6%; with 100% employer match about $168,853 at 4% or $112,569 at 6%.
201418$1,914,385$108,814$13,602iApproximate average salary by contribution assumption: employee only about $340,044 at 4% or $226,696 at 6%; with 50% employer match about $226,696 at 4% or $151,131 at 6%; with 100% employer match about $170,022 at 4% or $113,348 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-8$1,914,385$108,814$13,602iApproximate average salary by contribution assumption: employee only about $340,044 at 4% or $226,696 at 6%; with 50% employer match about $226,696 at 4% or $151,131 at 6%; with 100% employer match about $170,022 at 4% or $113,348 at 6%.
201317$1,556,863$103,534$14,791iApproximate average salary by contribution assumption: employee only about $369,764 at 4% or $246,510 at 6%; with 50% employer match about $246,510 at 4% or $164,340 at 6%; with 100% employer match about $184,882 at 4% or $123,255 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-7$1,556,863$103,534$14,791iApproximate average salary by contribution assumption: employee only about $369,764 at 4% or $246,510 at 6%; with 50% employer match about $246,510 at 4% or $164,340 at 6%; with 100% employer match about $184,882 at 4% or $123,255 at 6%.
201217$1,255,249$101,032$14,433iApproximate average salary by contribution assumption: employee only about $360,829 at 4% or $240,552 at 6%; with 50% employer match about $240,552 at 4% or $160,368 at 6%; with 100% employer match about $180,414 at 4% or $120,276 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-7$1,255,249$101,032$14,433iApproximate average salary by contribution assumption: employee only about $360,829 at 4% or $240,552 at 6%; with 50% employer match about $240,552 at 4% or $160,368 at 6%; with 100% employer match about $180,414 at 4% or $120,276 at 6%.
201117$1,056,493$96,561$13,794iApproximate average salary by contribution assumption: employee only about $344,861 at 4% or $229,907 at 6%; with 50% employer match about $229,907 at 4% or $153,271 at 6%; with 100% employer match about $172,430 at 4% or $114,954 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-7$1,056,493$96,561$13,794iApproximate average salary by contribution assumption: employee only about $344,861 at 4% or $229,907 at 6%; with 50% employer match about $229,907 at 4% or $153,271 at 6%; with 100% employer match about $172,430 at 4% or $114,954 at 6%.
201017$1,021,151$97,071$13,867iApproximate average salary by contribution assumption: employee only about $346,682 at 4% or $231,121 at 6%; with 50% employer match about $231,121 at 4% or $154,081 at 6%; with 100% employer match about $173,341 at 4% or $115,561 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-7$1,021,151$97,071$13,867iApproximate average salary by contribution assumption: employee only about $346,682 at 4% or $231,121 at 6%; with 50% employer match about $231,121 at 4% or $154,081 at 6%; with 100% employer match about $173,341 at 4% or $115,561 at 6%.
200917$830,233$38,840$5,549iApproximate average salary by contribution assumption: employee only about $138,714 at 4% or $92,476 at 6%; with 50% employer match about $92,476 at 4% or $61,651 at 6%; with 100% employer match about $69,357 at 4% or $46,238 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-7$830,233$38,840$5,549iApproximate average salary by contribution assumption: employee only about $138,714 at 4% or $92,476 at 6%; with 50% employer match about $92,476 at 4% or $61,651 at 6%; with 100% employer match about $69,357 at 4% or $46,238 at 6%.
200816$717,392$141,341$23,557iApproximate average salary by contribution assumption: employee only about $588,921 at 4% or $392,614 at 6%; with 50% employer match about $392,614 at 4% or $261,743 at 6%; with 100% employer match about $294,460 at 4% or $196,307 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-6$717,392$141,341$23,557iApproximate average salary by contribution assumption: employee only about $588,921 at 4% or $392,614 at 6%; with 50% employer match about $392,614 at 4% or $261,743 at 6%; with 100% employer match about $294,460 at 4% or $196,307 at 6%.
200716$0$0-
Levy, Levy & Levy Profit Sharing Plan & Trust-6---
200616$880,094$55,000$9,167iApproximate average salary by contribution assumption: employee only about $229,167 at 4% or $152,778 at 6%; with 50% employer match about $152,778 at 4% or $101,852 at 6%; with 100% employer match about $114,583 at 4% or $76,389 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-6$880,094$55,000$9,167iApproximate average salary by contribution assumption: employee only about $229,167 at 4% or $152,778 at 6%; with 50% employer match about $152,778 at 4% or $101,852 at 6%; with 100% employer match about $114,583 at 4% or $76,389 at 6%.
200515$701,214$46,329$9,266iApproximate average salary by contribution assumption: employee only about $231,645 at 4% or $154,430 at 6%; with 50% employer match about $154,430 at 4% or $102,953 at 6%; with 100% employer match about $115,822 at 4% or $77,215 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-5$701,214$46,329$9,266iApproximate average salary by contribution assumption: employee only about $231,645 at 4% or $154,430 at 6%; with 50% employer match about $154,430 at 4% or $102,953 at 6%; with 100% employer match about $115,822 at 4% or $77,215 at 6%.
200415$613,865$65,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-5$613,865$65,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
200314$498,564$31,500$7,875iApproximate average salary by contribution assumption: employee only about $196,875 at 4% or $131,250 at 6%; with 50% employer match about $131,250 at 4% or $87,500 at 6%; with 100% employer match about $98,438 at 4% or $65,625 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-4$498,564$31,500$7,875iApproximate average salary by contribution assumption: employee only about $196,875 at 4% or $131,250 at 6%; with 50% employer match about $131,250 at 4% or $87,500 at 6%; with 100% employer match about $98,438 at 4% or $65,625 at 6%.
200214$0$0-
Levy, Levy & Levy Profit Sharing Plan & Trust-4---
200114$0$0-
Levy, Levy & Levy Profit Sharing Plan & Trust-4---
200014$0$0-
Levy, Levy & Levy Profit Sharing Plan & Trust-4---
199914$535,497$19,500$4,875iApproximate average salary by contribution assumption: employee only about $121,875 at 4% or $81,250 at 6%; with 50% employer match about $81,250 at 4% or $54,167 at 6%; with 100% employer match about $60,938 at 4% or $40,625 at 6%.
Levy, Levy & Levy Profit Sharing Plan & Trust-4$535,497$19,500$4,875iApproximate average salary by contribution assumption: employee only about $121,875 at 4% or $81,250 at 6%; with 50% employer match about $81,250 at 4% or $54,167 at 6%; with 100% employer match about $60,938 at 4% or $40,625 at 6%.