Civic Intelligence

Daniel J. Levy Inc.

Plan context: Daniel J. Levy Inc. Profit Sharing Plan

EIN 94-2776057 • Moraga, CA • 25 filings • 2 plans

42 Merrill CircleMoraga, CA 94556
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$489,604

2023 Contributions

$57,000

Historical Graphs

Total Assets Over Time

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

$608,571$304,286$0199920132022YearValue
$489,604Latest year 2022

Participants Over Time

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

530199920112022YearValue
4Latest year 2022

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
202310$0$0-
Daniel J. Levy Inc. Profit Sharing Plan-0---
202214$489,604$57,000$14,250iApproximate average salary by contribution assumption: employee only about $356,250 at 4% or $237,500 at 6%; with 50% employer match about $237,500 at 4% or $158,333 at 6%; with 100% employer match about $178,125 at 4% or $118,750 at 6%.
Daniel J. Levy Inc. Profit Sharing Plan-4$489,604$57,000$14,250iApproximate average salary by contribution assumption: employee only about $356,250 at 4% or $237,500 at 6%; with 50% employer match about $237,500 at 4% or $158,333 at 6%; with 100% employer match about $178,125 at 4% or $118,750 at 6%.
202114$608,571$68,433$17,108iApproximate average salary by contribution assumption: employee only about $427,706 at 4% or $285,138 at 6%; with 50% employer match about $285,138 at 4% or $190,092 at 6%; with 100% employer match about $213,853 at 4% or $142,569 at 6%.
Daniel J. Levy Inc. Profit Sharing Plan-4$608,571$68,433$17,108iApproximate average salary by contribution assumption: employee only about $427,706 at 4% or $285,138 at 6%; with 50% employer match about $285,138 at 4% or $190,092 at 6%; with 100% employer match about $213,853 at 4% or $142,569 at 6%.
202015$564,659$62,706$12,541iApproximate average salary by contribution assumption: employee only about $313,530 at 4% or $209,020 at 6%; with 50% employer match about $209,020 at 4% or $139,347 at 6%; with 100% employer match about $156,765 at 4% or $104,510 at 6%.
Daniel J. Levy Inc. Profit Sharing Plan-5$564,659$62,706$12,541iApproximate average salary by contribution assumption: employee only about $313,530 at 4% or $209,020 at 6%; with 50% employer match about $209,020 at 4% or $139,347 at 6%; with 100% employer match about $156,765 at 4% or $104,510 at 6%.
201915$461,166$34,588$6,918iApproximate average salary by contribution assumption: employee only about $172,940 at 4% or $115,293 at 6%; with 50% employer match about $115,293 at 4% or $76,862 at 6%; with 100% employer match about $86,470 at 4% or $57,647 at 6%.
Daniel J. Levy Inc. Profit Sharing Plan-5$461,166$34,588$6,918iApproximate average salary by contribution assumption: employee only about $172,940 at 4% or $115,293 at 6%; with 50% employer match about $115,293 at 4% or $76,862 at 6%; with 100% employer match about $86,470 at 4% or $57,647 at 6%.
201814$360,905$26,619$6,655iApproximate average salary by contribution assumption: employee only about $166,369 at 4% or $110,913 at 6%; with 50% employer match about $110,913 at 4% or $73,942 at 6%; with 100% employer match about $83,184 at 4% or $55,456 at 6%.
Daniel J. Levy Inc. Profit Sharing Plan-4$360,905$26,619$6,655iApproximate average salary by contribution assumption: employee only about $166,369 at 4% or $110,913 at 6%; with 50% employer match about $110,913 at 4% or $73,942 at 6%; with 100% employer match about $83,184 at 4% or $55,456 at 6%.
201714$351,236$25,303$6,326iApproximate average salary by contribution assumption: employee only about $158,144 at 4% or $105,429 at 6%; with 50% employer match about $105,429 at 4% or $70,286 at 6%; with 100% employer match about $79,072 at 4% or $52,715 at 6%.
Daniel J. Levy Inc. Profit Sharing Plan-4$351,236$25,303$6,326iApproximate average salary by contribution assumption: employee only about $158,144 at 4% or $105,429 at 6%; with 50% employer match about $105,429 at 4% or $70,286 at 6%; with 100% employer match about $79,072 at 4% or $52,715 at 6%.
201614$297,175$26,571$6,643iApproximate average salary by contribution assumption: employee only about $166,069 at 4% or $110,713 at 6%; with 50% employer match about $110,713 at 4% or $73,808 at 6%; with 100% employer match about $83,034 at 4% or $55,356 at 6%.
Daniel J. Levy Inc. Profit Sharing Plan-4$297,175$26,571$6,643iApproximate average salary by contribution assumption: employee only about $166,069 at 4% or $110,713 at 6%; with 50% employer match about $110,713 at 4% or $73,808 at 6%; with 100% employer match about $83,034 at 4% or $55,356 at 6%.
201515$265,048$29,037$5,807iApproximate average salary by contribution assumption: employee only about $145,185 at 4% or $96,790 at 6%; with 50% employer match about $96,790 at 4% or $64,527 at 6%; with 100% employer match about $72,593 at 4% or $48,395 at 6%.
Daniel J. Levy Inc. Profit Sharing Plan-5$265,048$29,037$5,807iApproximate average salary by contribution assumption: employee only about $145,185 at 4% or $96,790 at 6%; with 50% employer match about $96,790 at 4% or $64,527 at 6%; with 100% employer match about $72,593 at 4% or $48,395 at 6%.
201415$242,369$26,585$5,317iApproximate average salary by contribution assumption: employee only about $132,925 at 4% or $88,617 at 6%; with 50% employer match about $88,617 at 4% or $59,078 at 6%; with 100% employer match about $66,463 at 4% or $44,308 at 6%.
Daniel J. Levy Inc. Profit Sharing Plan-5$242,369$26,585$5,317iApproximate average salary by contribution assumption: employee only about $132,925 at 4% or $88,617 at 6%; with 50% employer match about $88,617 at 4% or $59,078 at 6%; with 100% employer match about $66,463 at 4% or $44,308 at 6%.
201315$213,631$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Daniel J. Levy Inc. Profit Sharing Plan-5$213,631$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
201213$188,924$18,551$6,184iApproximate average salary by contribution assumption: employee only about $154,592 at 4% or $103,061 at 6%; with 50% employer match about $103,061 at 4% or $68,707 at 6%; with 100% employer match about $77,296 at 4% or $51,531 at 6%.
Daniel J. Levy Inc. Profit Sharing Plan-3$188,924$18,551$6,184iApproximate average salary by contribution assumption: employee only about $154,592 at 4% or $103,061 at 6%; with 50% employer match about $103,061 at 4% or $68,707 at 6%; with 100% employer match about $77,296 at 4% or $51,531 at 6%.
201113$168,535$22,306$7,435iApproximate average salary by contribution assumption: employee only about $185,883 at 4% or $123,922 at 6%; with 50% employer match about $123,922 at 4% or $82,615 at 6%; with 100% employer match about $92,942 at 4% or $61,961 at 6%.
Daniel J. Levy Inc. Profit Sharing Plan-3$168,535$22,306$7,435iApproximate average salary by contribution assumption: employee only about $185,883 at 4% or $123,922 at 6%; with 50% employer match about $123,922 at 4% or $82,615 at 6%; with 100% employer match about $92,942 at 4% or $61,961 at 6%.
201013$150,167$23,605$7,868iApproximate average salary by contribution assumption: employee only about $196,708 at 4% or $131,139 at 6%; with 50% employer match about $131,139 at 4% or $87,426 at 6%; with 100% employer match about $98,354 at 4% or $65,569 at 6%.
Daniel J. Levy Inc. Profit Sharing Plan-3$150,167$23,605$7,868iApproximate average salary by contribution assumption: employee only about $196,708 at 4% or $131,139 at 6%; with 50% employer match about $131,139 at 4% or $87,426 at 6%; with 100% employer match about $98,354 at 4% or $65,569 at 6%.
200913$162,301$27,801$9,267iApproximate average salary by contribution assumption: employee only about $231,675 at 4% or $154,450 at 6%; with 50% employer match about $154,450 at 4% or $102,967 at 6%; with 100% employer match about $115,838 at 4% or $77,225 at 6%.
Daniel J. Levy Inc. Profit Sharing Plan-3$162,301$27,801$9,267iApproximate average salary by contribution assumption: employee only about $231,675 at 4% or $154,450 at 6%; with 50% employer match about $154,450 at 4% or $102,967 at 6%; with 100% employer match about $115,838 at 4% or $77,225 at 6%.
200814$0$0-
Daniel J. Levy Inc. Profit Sharing Plan-4---
200713$0$0-
Daniel J. Levy Inc. Profit Sharing Plan-3---
200614$333,500$72,054$18,014iApproximate average salary by contribution assumption: employee only about $450,338 at 4% or $300,225 at 6%; with 50% employer match about $300,225 at 4% or $200,150 at 6%; with 100% employer match about $225,169 at 4% or $150,113 at 6%.
Daniel J. Levy Inc. Profit Sharing Plan-4$333,500$72,054$18,014iApproximate average salary by contribution assumption: employee only about $450,338 at 4% or $300,225 at 6%; with 50% employer match about $300,225 at 4% or $200,150 at 6%; with 100% employer match about $225,169 at 4% or $150,113 at 6%.
200514$251,559$68,688$17,172iApproximate average salary by contribution assumption: employee only about $429,300 at 4% or $286,200 at 6%; with 50% employer match about $286,200 at 4% or $190,800 at 6%; with 100% employer match about $214,650 at 4% or $143,100 at 6%.
Daniel J. Levy Inc. Profit Sharing Plan-4$251,559$68,688$17,172iApproximate average salary by contribution assumption: employee only about $429,300 at 4% or $286,200 at 6%; with 50% employer match about $286,200 at 4% or $190,800 at 6%; with 100% employer match about $214,650 at 4% or $143,100 at 6%.
200414$178,507$57,103$14,276iApproximate average salary by contribution assumption: employee only about $356,894 at 4% or $237,929 at 6%; with 50% employer match about $237,929 at 4% or $158,619 at 6%; with 100% employer match about $178,447 at 4% or $118,965 at 6%.
Daniel J. Levy Inc. Profit Sharing Plan-4$178,507$57,103$14,276iApproximate average salary by contribution assumption: employee only about $356,894 at 4% or $237,929 at 6%; with 50% employer match about $237,929 at 4% or $158,619 at 6%; with 100% employer match about $178,447 at 4% or $118,965 at 6%.
200312$119,670$30,339$15,170iApproximate average salary by contribution assumption: employee only about $379,238 at 4% or $252,825 at 6%; with 50% employer match about $252,825 at 4% or $168,550 at 6%; with 100% employer match about $189,619 at 4% or $126,413 at 6%.
Daniel J. Levy Inc. Profit Sharing Plan-2$119,670$30,339$15,170iApproximate average salary by contribution assumption: employee only about $379,238 at 4% or $252,825 at 6%; with 50% employer match about $252,825 at 4% or $168,550 at 6%; with 100% employer match about $189,619 at 4% or $126,413 at 6%.
200213$133,124$31,701$10,567iApproximate average salary by contribution assumption: employee only about $264,175 at 4% or $176,117 at 6%; with 50% employer match about $176,117 at 4% or $117,411 at 6%; with 100% employer match about $132,088 at 4% or $88,058 at 6%.
Daniel J. Levy Inc. Profit Sharing Plan-3$133,124$31,701$10,567iApproximate average salary by contribution assumption: employee only about $264,175 at 4% or $176,117 at 6%; with 50% employer match about $176,117 at 4% or $117,411 at 6%; with 100% employer match about $132,088 at 4% or $88,058 at 6%.
200113$0$0-
Daniel J. Levy Inc. Profit Sharing Plan-3---
200013$0$0-
Daniel J. Levy Inc. Profit Sharing Plan-3---
199911$17,950$12,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Daniel J. Levy Inc. Profit Sharing Plan-1$17,950$12,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.