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Filing

Harb, Levy & Weiland 401K Profit Sharing Plan

Harb, Levy & Weiland LLP • EIN 94-2173794 • Plan year 2007

Company ProfileSource Archive
Filing Insights

Participants

Down

78 → 55

-23 • -29.49%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context
Pension payor EIN
31-4156830

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201410$0$12,966-
HARB, LEVY & WEILAND, LLP PENSION PLAN-0$0$12,966-
2013115$3,906,061$13,105$874iApproximate average salary by contribution assumption: employee only about $21,842 at 4% or $14,561 at 6%; with 50% employer match about $14,561 at 4% or $9,707 at 6%; with 100% employer match about $10,921 at 4% or $7,281 at 6%.
HARB, LEVY & WEILAND, LLP PENSION PLAN-15$3,906,061$13,105$874iApproximate average salary by contribution assumption: employee only about $21,842 at 4% or $14,561 at 6%; with 50% employer match about $14,561 at 4% or $9,707 at 6%; with 100% employer match about $10,921 at 4% or $7,281 at 6%.
2012351$5,843,740$140,964$2,764iApproximate average salary by contribution assumption: employee only about $69,100 at 4% or $46,067 at 6%; with 50% employer match about $46,067 at 4% or $30,711 at 6%; with 100% employer match about $34,550 at 4% or $23,033 at 6%.
HARB, LEVY & WEILAND, LLP PENSION PLAN-51$5,843,740$0-
Harb, Levy & Weiland 401K Profit Sharing Plan-0$0$140,964-
HARB, LEVY & WEILAND LLP PROFIT SHARING PLAN-0$0$0-
2011367$17,786,579$5,113,811$76,326iApproximate average salary by contribution assumption: employee only about $1,908,138 at 4% or $1,272,092 at 6%; with 50% employer match about $1,272,092 at 4% or $848,062 at 6%; with 100% employer match about $954,069 at 4% or $636,046 at 6%.
Harb, Levy & Weiland 401K Profit Sharing Plan-67$10,882,838$3,028,519$45,202iApproximate average salary by contribution assumption: employee only about $1,130,044 at 4% or $753,363 at 6%; with 50% employer match about $753,363 at 4% or $502,242 at 6%; with 100% employer match about $565,022 at 4% or $376,681 at 6%.
HARB LEVY & WEILAND, LLP PENSION PLAN-55$5,503,711$1,800,643$32,739iApproximate average salary by contribution assumption: employee only about $818,474 at 4% or $545,649 at 6%; with 50% employer match about $545,649 at 4% or $363,766 at 6%; with 100% employer match about $409,237 at 4% or $272,825 at 6%.
HARB, LEVY & WEILAND LLP PROFIT SHARING PLAN-32$1,400,030$284,649$8,895iApproximate average salary by contribution assumption: employee only about $222,382 at 4% or $148,255 at 6%; with 50% employer match about $148,255 at 4% or $98,836 at 6%; with 100% employer match about $111,191 at 4% or $74,127 at 6%.
2010377$12,978,643$1,784,572$23,176iApproximate average salary by contribution assumption: employee only about $579,406 at 4% or $386,271 at 6%; with 50% employer match about $386,271 at 4% or $257,514 at 6%; with 100% employer match about $289,703 at 4% or $193,135 at 6%.
Harb, Levy & Weiland 401K Profit Sharing Plan-77$8,183,617$949,983$12,337iApproximate average salary by contribution assumption: employee only about $308,436 at 4% or $205,624 at 6%; with 50% employer match about $205,624 at 4% or $137,083 at 6%; with 100% employer match about $154,218 at 4% or $102,812 at 6%.
HARB LEVY & WEILAND LLP PENSION PLAN-53$3,630,484$634,801$11,977iApproximate average salary by contribution assumption: employee only about $299,434 at 4% or $199,623 at 6%; with 50% employer match about $199,623 at 4% or $133,082 at 6%; with 100% employer match about $149,717 at 4% or $99,811 at 6%.
HARB, LEVY & WEILAND LLP PROFIT SHARING PLAN-29$1,164,542$199,788$6,889iApproximate average salary by contribution assumption: employee only about $172,231 at 4% or $114,821 at 6%; with 50% employer match about $114,821 at 4% or $76,547 at 6%; with 100% employer match about $86,116 at 4% or $57,410 at 6%.
2009386$11,467,501$1,751,319$20,364iApproximate average salary by contribution assumption: employee only about $509,104 at 4% or $339,403 at 6%; with 50% employer match about $339,403 at 4% or $226,269 at 6%; with 100% employer match about $254,552 at 4% or $169,701 at 6%.
Harb, Levy & Weiland 401K Profit Sharing Plan-86$7,685,273$939,138$10,920iApproximate average salary by contribution assumption: employee only about $273,005 at 4% or $182,003 at 6%; with 50% employer match about $182,003 at 4% or $121,336 at 6%; with 100% employer match about $136,503 at 4% or $91,002 at 6%.
HARB LEVY & WEILAND LLP PENSION PLAN-39$2,806,521$636,512$16,321iApproximate average salary by contribution assumption: employee only about $408,021 at 4% or $272,014 at 6%; with 50% employer match about $272,014 at 4% or $181,342 at 6%; with 100% employer match about $204,010 at 4% or $136,007 at 6%.
HARB, LEVY & WEILAND LLP PROFIT SHARING PLAN-35$975,707$175,669$5,019iApproximate average salary by contribution assumption: employee only about $125,478 at 4% or $83,652 at 6%; with 50% employer match about $83,652 at 4% or $55,768 at 6%; with 100% employer match about $62,739 at 4% or $41,826 at 6%.
2008364$7,075,941$1,163,595$18,181iApproximate average salary by contribution assumption: employee only about $454,529 at 4% or $303,020 at 6%; with 50% employer match about $303,020 at 4% or $202,013 at 6%; with 100% employer match about $227,265 at 4% or $151,510 at 6%.
Harb, Levy & Weiland 401K Profit Sharing Plan-64$6,308,484$824,628$12,885iApproximate average salary by contribution assumption: employee only about $322,120 at 4% or $214,747 at 6%; with 50% employer match about $214,747 at 4% or $143,165 at 6%; with 100% employer match about $161,060 at 4% or $107,373 at 6%.
HARB, LEVY & WEILAND LLP PROFIT SHARING PLAN-34$767,457$338,967$9,970iApproximate average salary by contribution assumption: employee only about $249,240 at 4% or $166,160 at 6%; with 50% employer match about $166,160 at 4% or $110,774 at 6%; with 100% employer match about $124,620 at 4% or $83,080 at 6%.
HARB LEVY & WEILAND LLP PENSION PLAN-28---
2007355$0$0-
HARB LEVY & WEILAND LLP PENSION PLAN-26---
Harb, Levy & Weiland 401K Profit Sharing PlanCurrent55---
HARB, LEVY & WEILAND LLP PROFIT SHARING PLAN-26---
2006250$7,792,556$1,477,974$29,559iApproximate average salary by contribution assumption: employee only about $738,987 at 4% or $492,658 at 6%; with 50% employer match about $492,658 at 4% or $328,439 at 6%; with 100% employer match about $369,494 at 4% or $246,329 at 6%.
Harb, Levy & Weiland 401K Profit Sharing Plan-50$7,018,695$704,113$14,082iApproximate average salary by contribution assumption: employee only about $352,057 at 4% or $234,704 at 6%; with 50% employer match about $234,704 at 4% or $156,470 at 6%; with 100% employer match about $176,028 at 4% or $117,352 at 6%.
HARB LEVY & WEILAND LLP PENSION PLAN-26$773,861$773,861$29,764iApproximate average salary by contribution assumption: employee only about $744,097 at 4% or $496,065 at 6%; with 50% employer match about $496,065 at 4% or $330,710 at 6%; with 100% employer match about $372,049 at 4% or $248,032 at 6%.
2005145$5,939,359$826,479$18,366iApproximate average salary by contribution assumption: employee only about $459,155 at 4% or $306,103 at 6%; with 50% employer match about $306,103 at 4% or $204,069 at 6%; with 100% employer match about $229,578 at 4% or $153,052 at 6%.
Harb, Levy & Weiland 401K Profit Sharing Plan-45$5,939,359$826,479$18,366iApproximate average salary by contribution assumption: employee only about $459,155 at 4% or $306,103 at 6%; with 50% employer match about $306,103 at 4% or $204,069 at 6%; with 100% employer match about $229,578 at 4% or $153,052 at 6%.
2004143$4,975,937$773,192$17,981iApproximate average salary by contribution assumption: employee only about $449,530 at 4% or $299,687 at 6%; with 50% employer match about $299,687 at 4% or $199,791 at 6%; with 100% employer match about $224,765 at 4% or $149,843 at 6%.
Harb, Levy & Weiland 401K Profit Sharing Plan-43$4,975,937$773,192$17,981iApproximate average salary by contribution assumption: employee only about $449,530 at 4% or $299,687 at 6%; with 50% employer match about $299,687 at 4% or $199,791 at 6%; with 100% employer match about $224,765 at 4% or $149,843 at 6%.
2003149$3,756,795$741,868$15,140iApproximate average salary by contribution assumption: employee only about $378,504 at 4% or $252,336 at 6%; with 50% employer match about $252,336 at 4% or $168,224 at 6%; with 100% employer match about $189,252 at 4% or $126,168 at 6%.
Harb, Levy & Weiland 401K Profit Sharing Plan-49$3,756,795$741,868$15,140iApproximate average salary by contribution assumption: employee only about $378,504 at 4% or $252,336 at 6%; with 50% employer match about $252,336 at 4% or $168,224 at 6%; with 100% employer match about $189,252 at 4% or $126,168 at 6%.
2002153$6,264,245$636,120$12,002iApproximate average salary by contribution assumption: employee only about $300,057 at 4% or $200,038 at 6%; with 50% employer match about $200,038 at 4% or $133,358 at 6%; with 100% employer match about $150,028 at 4% or $100,019 at 6%.
Harb, Levy & Weiland 401K Profit Sharing Plan-53$6,264,245$636,120$12,002iApproximate average salary by contribution assumption: employee only about $300,057 at 4% or $200,038 at 6%; with 50% employer match about $200,038 at 4% or $133,358 at 6%; with 100% employer match about $150,028 at 4% or $100,019 at 6%.
2001149$0$0-
Harb, Levy & Weiland 401K Profit Sharing Plan-49---
2000143$0$0-
Harb, Levy & Weiland 401K Profit Sharing Plan-43---
1999143$6,694,270$520,681$12,109iApproximate average salary by contribution assumption: employee only about $302,722 at 4% or $201,814 at 6%; with 50% employer match about $201,814 at 4% or $134,543 at 6%; with 100% employer match about $151,361 at 4% or $100,907 at 6%.
Harb, Levy & Weiland 401K Profit Sharing Plan-43$6,694,270$520,681$12,109iApproximate average salary by contribution assumption: employee only about $302,722 at 4% or $201,814 at 6%; with 50% employer match about $201,814 at 4% or $134,543 at 6%; with 100% employer match about $151,361 at 4% or $100,907 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
86037288009878
Form Id
91448561
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7550378288009870001
Ins Broker 01 Name
ROYAL ALLIANCE ASSOC, INC
Ins Broker 01 Street Addr
ONE WORLD FINANCIAL CENTER, 14TH FL
Ins Broker 01 City
NEW YORK
Ins Broker 01 State
NY
Ins Broker 01 ZIP Code
10281
Ins Broker Comm Pd 01 Amount
$942
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: NATIONWIDE LIFE INSURANCE COMPANY
Filing Id
86037288009878
Form Id
91448561
Schedule A EIN
94-2173794
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2007-01-01
Schedule A Tax Period
20071231
Ins Carrier Name
NATIONWIDE LIFE INSURANCE COMPANY
Ins Carrier EIN
31-4156830
Ins Carrier Naic Code
66869
Ins Contract Num
27280195
Ins Prsn Covered End of year Count
80
Ins Policy From Date
2007-01-01
Ins Policy To Date
2007-12-31
Ins Broker Comm Total Amount
$942
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$1,070,443
Pension Contribution Dep Amount
$343,113
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$41,667
Pension Transfer From Amount
$23,014
Pension Other Amount
$43,875
Pension Other Text
LOAN REPAYMENT, TRANSFER
Pension Total Additions Amount
$451,669
Pension Total Bal Addn Amount
$1,522,112
Pension Bnfts Dsbrsd Amount
$51,274
Pension Admin Chrg Amount
$1,036
Pension Transfer To Amount
$240,689
Pension Oth Ded Amount
$13,000
Pension Oth Ded Text
LOAN WITHDRAWAL
Pension Total Ded Amount
$305,999
Pension End of year Bal Amount
$1,216,113
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN31-4156830

Transfers

Distributed property value$0
Schedule R source fields
Payor 31-4156830
Filing Id
86037288009878
Schedule R EIN
94-2173794
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2007-01-01
Schedule R Tax Period
20071231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
31-4156830
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
2