Levy, Stern & Ford
Plan context: Levy, Stern & Ford Inc. 401K Plan
EIN 95-4536532 • Los Angeles, CA • 32 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
32
2024 Assets
$3,184,766
2024 Contributions
$372,343
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 32 | $3,184,766 | $372,343 | $11,636iApproximate average salary by contribution assumption: employee only about $290,893 at 4% or $193,929 at 6%; with 50% employer match about $193,929 at 4% or $129,286 at 6%; with 100% employer match about $145,446 at 4% or $96,964 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 32 | $3,184,766 | $372,343 | $11,636iApproximate average salary by contribution assumption: employee only about $290,893 at 4% or $193,929 at 6%; with 50% employer match about $193,929 at 4% or $129,286 at 6%; with 100% employer match about $145,446 at 4% or $96,964 at 6%. |
| 2023 | 1 | 41 | $2,576,208 | $250,480 | $6,109iApproximate average salary by contribution assumption: employee only about $152,732 at 4% or $101,821 at 6%; with 50% employer match about $101,821 at 4% or $67,881 at 6%; with 100% employer match about $76,366 at 4% or $50,911 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 41 | $2,576,208 | $250,480 | $6,109iApproximate average salary by contribution assumption: employee only about $152,732 at 4% or $101,821 at 6%; with 50% employer match about $101,821 at 4% or $67,881 at 6%; with 100% employer match about $76,366 at 4% or $50,911 at 6%. |
| 2022 | 1 | 39 | $2,149,397 | $231,746 | $5,942iApproximate average salary by contribution assumption: employee only about $148,555 at 4% or $99,037 at 6%; with 50% employer match about $99,037 at 4% or $66,025 at 6%; with 100% employer match about $74,278 at 4% or $49,518 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 39 | $2,149,397 | $231,746 | $5,942iApproximate average salary by contribution assumption: employee only about $148,555 at 4% or $99,037 at 6%; with 50% employer match about $99,037 at 4% or $66,025 at 6%; with 100% employer match about $74,278 at 4% or $49,518 at 6%. |
| 2021 | 1 | 36 | $2,311,950 | $330,554 | $9,182iApproximate average salary by contribution assumption: employee only about $229,551 at 4% or $153,034 at 6%; with 50% employer match about $153,034 at 4% or $102,023 at 6%; with 100% employer match about $114,776 at 4% or $76,517 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 36 | $2,311,950 | $330,554 | $9,182iApproximate average salary by contribution assumption: employee only about $229,551 at 4% or $153,034 at 6%; with 50% employer match about $153,034 at 4% or $102,023 at 6%; with 100% employer match about $114,776 at 4% or $76,517 at 6%. |
| 2020 | 1 | 27 | $1,753,302 | $135,866 | $5,032iApproximate average salary by contribution assumption: employee only about $125,802 at 4% or $83,868 at 6%; with 50% employer match about $83,868 at 4% or $55,912 at 6%; with 100% employer match about $62,901 at 4% or $41,934 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 27 | $1,753,302 | $135,866 | $5,032iApproximate average salary by contribution assumption: employee only about $125,802 at 4% or $83,868 at 6%; with 50% employer match about $83,868 at 4% or $55,912 at 6%; with 100% employer match about $62,901 at 4% or $41,934 at 6%. |
| 2019 | 1 | 25 | $1,474,699 | $72,274 | $2,891iApproximate average salary by contribution assumption: employee only about $72,274 at 4% or $48,183 at 6%; with 50% employer match about $48,183 at 4% or $32,122 at 6%; with 100% employer match about $36,137 at 4% or $24,091 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 25 | $1,474,699 | $72,274 | $2,891iApproximate average salary by contribution assumption: employee only about $72,274 at 4% or $48,183 at 6%; with 50% employer match about $48,183 at 4% or $32,122 at 6%; with 100% employer match about $36,137 at 4% or $24,091 at 6%. |
| 2018 | 1 | 34 | $1,173,984 | $126,718 | $3,727iApproximate average salary by contribution assumption: employee only about $93,175 at 4% or $62,117 at 6%; with 50% employer match about $62,117 at 4% or $41,411 at 6%; with 100% employer match about $46,588 at 4% or $31,058 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 34 | $1,173,984 | $126,718 | $3,727iApproximate average salary by contribution assumption: employee only about $93,175 at 4% or $62,117 at 6%; with 50% employer match about $62,117 at 4% or $41,411 at 6%; with 100% employer match about $46,588 at 4% or $31,058 at 6%. |
| 2017 | 2 | 32 | $1,135,251 | $52,875 | $1,652iApproximate average salary by contribution assumption: employee only about $41,309 at 4% or $27,539 at 6%; with 50% employer match about $27,539 at 4% or $18,359 at 6%; with 100% employer match about $20,654 at 4% or $13,770 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 32 | $1,135,251 | $52,875 | $1,652iApproximate average salary by contribution assumption: employee only about $41,309 at 4% or $27,539 at 6%; with 50% employer match about $27,539 at 4% or $18,359 at 6%; with 100% employer match about $20,654 at 4% or $13,770 at 6%. |
| LEVY FORD & WALLACH, A PROFESSIONAL CORPORATION CASH BALANCE ACCOUNT PLAN | - | 0 | $0 | $0 | - |
| 2016 | 2 | 31 | $1,695,249 | $43,238 | $1,395iApproximate average salary by contribution assumption: employee only about $34,869 at 4% or $23,246 at 6%; with 50% employer match about $23,246 at 4% or $15,497 at 6%; with 100% employer match about $17,435 at 4% or $11,623 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 31 | $949,563 | $43,238 | $1,395iApproximate average salary by contribution assumption: employee only about $34,869 at 4% or $23,246 at 6%; with 50% employer match about $23,246 at 4% or $15,497 at 6%; with 100% employer match about $17,435 at 4% or $11,623 at 6%. |
| LEVY FORD & WALLACH, A PROFESSIONAL CORPORATION CASH BALANCE ACCOUNT PLAN | - | 10 | $745,686 | $0 | - |
| 2015 | 2 | 33 | $1,682,866 | $54,322 | $1,646iApproximate average salary by contribution assumption: employee only about $41,153 at 4% or $27,435 at 6%; with 50% employer match about $27,435 at 4% or $18,290 at 6%; with 100% employer match about $20,577 at 4% or $13,718 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 33 | $1,001,603 | $48,606 | $1,473iApproximate average salary by contribution assumption: employee only about $36,823 at 4% or $24,548 at 6%; with 50% employer match about $24,548 at 4% or $16,366 at 6%; with 100% employer match about $18,411 at 4% or $12,274 at 6%. |
| LEVY FORD & WALLACH, A PROFESSIONAL CORPORATION CASH BALANCE ACCOUNT PLAN | - | 10 | $681,263 | $5,716 | $572iApproximate average salary by contribution assumption: employee only about $14,290 at 4% or $9,527 at 6%; with 50% employer match about $9,527 at 4% or $6,351 at 6%; with 100% employer match about $7,145 at 4% or $4,763 at 6%. |
| 2014 | 2 | 33 | $1,986,289 | $282,839 | $8,571iApproximate average salary by contribution assumption: employee only about $214,272 at 4% or $142,848 at 6%; with 50% employer match about $142,848 at 4% or $95,232 at 6%; with 100% employer match about $107,136 at 4% or $71,424 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 33 | $1,291,864 | $57,629 | $1,746iApproximate average salary by contribution assumption: employee only about $43,658 at 4% or $29,106 at 6%; with 50% employer match about $29,106 at 4% or $19,404 at 6%; with 100% employer match about $21,829 at 4% or $14,553 at 6%. |
| LEVY FORD & WALLACH, A PROFESSIONAL CORPORATION CASH BALANCE ACCOUNT PLAN | - | 4 | $694,425 | $225,210 | $56,303iApproximate average salary by contribution assumption: employee only about $1,407,563 at 4% or $938,375 at 6%; with 50% employer match about $938,375 at 4% or $625,583 at 6%; with 100% employer match about $703,781 at 4% or $469,188 at 6%. |
| 2013 | 2 | 31 | $2,001,551 | $258,601 | $8,342iApproximate average salary by contribution assumption: employee only about $208,549 at 4% or $139,033 at 6%; with 50% employer match about $139,033 at 4% or $92,689 at 6%; with 100% employer match about $104,275 at 4% or $69,516 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 31 | $1,547,629 | $53,601 | $1,729iApproximate average salary by contribution assumption: employee only about $43,227 at 4% or $28,818 at 6%; with 50% employer match about $28,818 at 4% or $19,212 at 6%; with 100% employer match about $21,613 at 4% or $14,409 at 6%. |
| LEVY FORD & WALLACH, A PROFESSIONAL CORPORATION CASH BALANCE ACCOUNT PLAN | - | 4 | $453,922 | $205,000 | $51,250iApproximate average salary by contribution assumption: employee only about $1,281,250 at 4% or $854,167 at 6%; with 50% employer match about $854,167 at 4% or $569,444 at 6%; with 100% employer match about $640,625 at 4% or $427,083 at 6%. |
| 2012 | 2 | 27 | $1,559,487 | $341,315 | $12,641iApproximate average salary by contribution assumption: employee only about $316,032 at 4% or $210,688 at 6%; with 50% employer match about $210,688 at 4% or $140,459 at 6%; with 100% employer match about $158,016 at 4% or $105,344 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 27 | $1,319,487 | $101,315 | $3,752iApproximate average salary by contribution assumption: employee only about $93,810 at 4% or $62,540 at 6%; with 50% employer match about $62,540 at 4% or $41,693 at 6%; with 100% employer match about $46,905 at 4% or $31,270 at 6%. |
| LEVY FORD & WALLACH, A PROFESSIONAL CORPORATION CASH BALANCE ACCOUNT PLAN | - | 3 | $240,000 | $240,000 | $80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%. |
| 2011 | 1 | 16 | $1,086,136 | $112,757 | $7,047iApproximate average salary by contribution assumption: employee only about $176,183 at 4% or $117,455 at 6%; with 50% employer match about $117,455 at 4% or $78,303 at 6%; with 100% employer match about $88,091 at 4% or $58,728 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 16 | $1,086,136 | $112,757 | $7,047iApproximate average salary by contribution assumption: employee only about $176,183 at 4% or $117,455 at 6%; with 50% employer match about $117,455 at 4% or $78,303 at 6%; with 100% employer match about $88,091 at 4% or $58,728 at 6%. |
| 2010 | 1 | 14 | $1,164,001 | $109,107 | $7,793iApproximate average salary by contribution assumption: employee only about $194,834 at 4% or $129,889 at 6%; with 50% employer match about $129,889 at 4% or $86,593 at 6%; with 100% employer match about $97,417 at 4% or $64,945 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 14 | $1,164,001 | $109,107 | $7,793iApproximate average salary by contribution assumption: employee only about $194,834 at 4% or $129,889 at 6%; with 50% employer match about $129,889 at 4% or $86,593 at 6%; with 100% employer match about $97,417 at 4% or $64,945 at 6%. |
| 2009 | 1 | 22 | $931,883 | $117,553 | $5,343iApproximate average salary by contribution assumption: employee only about $133,583 at 4% or $89,055 at 6%; with 50% employer match about $89,055 at 4% or $59,370 at 6%; with 100% employer match about $66,791 at 4% or $44,528 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 22 | $931,883 | $117,553 | $5,343iApproximate average salary by contribution assumption: employee only about $133,583 at 4% or $89,055 at 6%; with 50% employer match about $89,055 at 4% or $59,370 at 6%; with 100% employer match about $66,791 at 4% or $44,528 at 6%. |
| 2008 | 1 | 23 | $629,838 | $143,056 | $6,220iApproximate average salary by contribution assumption: employee only about $155,496 at 4% or $103,664 at 6%; with 50% employer match about $103,664 at 4% or $69,109 at 6%; with 100% employer match about $77,748 at 4% or $51,832 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 23 | $629,838 | $143,056 | $6,220iApproximate average salary by contribution assumption: employee only about $155,496 at 4% or $103,664 at 6%; with 50% employer match about $103,664 at 4% or $69,109 at 6%; with 100% employer match about $77,748 at 4% or $51,832 at 6%. |
| 2007 | 1 | 22 | $891,596 | $121,045 | $5,502iApproximate average salary by contribution assumption: employee only about $137,551 at 4% or $91,701 at 6%; with 50% employer match about $91,701 at 4% or $61,134 at 6%; with 100% employer match about $68,776 at 4% or $45,850 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 22 | $891,596 | $121,045 | $5,502iApproximate average salary by contribution assumption: employee only about $137,551 at 4% or $91,701 at 6%; with 50% employer match about $91,701 at 4% or $61,134 at 6%; with 100% employer match about $68,776 at 4% or $45,850 at 6%. |
| 2006 | 1 | 23 | $755,217 | $126,776 | $5,512iApproximate average salary by contribution assumption: employee only about $137,800 at 4% or $91,867 at 6%; with 50% employer match about $91,867 at 4% or $61,244 at 6%; with 100% employer match about $68,900 at 4% or $45,933 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 23 | $755,217 | $126,776 | $5,512iApproximate average salary by contribution assumption: employee only about $137,800 at 4% or $91,867 at 6%; with 50% employer match about $91,867 at 4% or $61,244 at 6%; with 100% employer match about $68,900 at 4% or $45,933 at 6%. |
| 2005 | 1 | 21 | $588,020 | $130,514 | $6,215iApproximate average salary by contribution assumption: employee only about $155,374 at 4% or $103,583 at 6%; with 50% employer match about $103,583 at 4% or $69,055 at 6%; with 100% employer match about $77,687 at 4% or $51,791 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 21 | $588,020 | $130,514 | $6,215iApproximate average salary by contribution assumption: employee only about $155,374 at 4% or $103,583 at 6%; with 50% employer match about $103,583 at 4% or $69,055 at 6%; with 100% employer match about $77,687 at 4% or $51,791 at 6%. |
| 2004 | 1 | 21 | $453,553 | $111,765 | $5,322iApproximate average salary by contribution assumption: employee only about $133,054 at 4% or $88,702 at 6%; with 50% employer match about $88,702 at 4% or $59,135 at 6%; with 100% employer match about $66,527 at 4% or $44,351 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 21 | $453,553 | $111,765 | $5,322iApproximate average salary by contribution assumption: employee only about $133,054 at 4% or $88,702 at 6%; with 50% employer match about $88,702 at 4% or $59,135 at 6%; with 100% employer match about $66,527 at 4% or $44,351 at 6%. |
| 2003 | 1 | 20 | $309,316 | $83,969 | $4,198iApproximate average salary by contribution assumption: employee only about $104,961 at 4% or $69,974 at 6%; with 50% employer match about $69,974 at 4% or $46,649 at 6%; with 100% employer match about $52,481 at 4% or $34,987 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 20 | $309,316 | $83,969 | $4,198iApproximate average salary by contribution assumption: employee only about $104,961 at 4% or $69,974 at 6%; with 50% employer match about $69,974 at 4% or $46,649 at 6%; with 100% employer match about $52,481 at 4% or $34,987 at 6%. |
| 2002 | 1 | 21 | $181,306 | $79,247 | $3,774iApproximate average salary by contribution assumption: employee only about $94,342 at 4% or $62,894 at 6%; with 50% employer match about $62,894 at 4% or $41,930 at 6%; with 100% employer match about $47,171 at 4% or $31,447 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 21 | $181,306 | $79,247 | $3,774iApproximate average salary by contribution assumption: employee only about $94,342 at 4% or $62,894 at 6%; with 50% employer match about $62,894 at 4% or $41,930 at 6%; with 100% employer match about $47,171 at 4% or $31,447 at 6%. |
| 2001 | 1 | 18 | $140,757 | $55,425 | $3,079iApproximate average salary by contribution assumption: employee only about $76,979 at 4% or $51,319 at 6%; with 50% employer match about $51,319 at 4% or $34,213 at 6%; with 100% employer match about $38,490 at 4% or $25,660 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 18 | $140,757 | $55,425 | $3,079iApproximate average salary by contribution assumption: employee only about $76,979 at 4% or $51,319 at 6%; with 50% employer match about $51,319 at 4% or $34,213 at 6%; with 100% employer match about $38,490 at 4% or $25,660 at 6%. |
| 2000 | 1 | 17 | $108,813 | $65,570 | $3,857iApproximate average salary by contribution assumption: employee only about $96,426 at 4% or $64,284 at 6%; with 50% employer match about $64,284 at 4% or $42,856 at 6%; with 100% employer match about $48,213 at 4% or $32,142 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 17 | $108,813 | $65,570 | $3,857iApproximate average salary by contribution assumption: employee only about $96,426 at 4% or $64,284 at 6%; with 50% employer match about $64,284 at 4% or $42,856 at 6%; with 100% employer match about $48,213 at 4% or $32,142 at 6%. |
| 1999 | 1 | 19 | $70,869 | $57,381 | $3,020iApproximate average salary by contribution assumption: employee only about $75,501 at 4% or $50,334 at 6%; with 50% employer match about $50,334 at 4% or $33,556 at 6%; with 100% employer match about $37,751 at 4% or $25,167 at 6%. |
| Levy, Stern & Ford Inc. 401K Plan | - | 19 | $70,869 | $57,381 | $3,020iApproximate average salary by contribution assumption: employee only about $75,501 at 4% or $50,334 at 6%; with 50% employer match about $50,334 at 4% or $33,556 at 6%; with 100% employer match about $37,751 at 4% or $25,167 at 6%. |