Levine & Staller, P.A. 401(K) Safe Harbor Profit Sharing Plan — Form 5500 plan (Levine, Staller, Sklar, Chan & Brown, P.A.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Levine & Staller, P.A. 401(K) Safe Harbor Profit Sharing Plan is a benefit plan reported by Levine, Staller, Sklar, Chan & Brown, P.A. under EIN 22-2255958 and plan number 002. The latest loaded filing year is 2023. The filing reports 26 participants and $54,769,024 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Levine, Staller, Sklar, Chan & Brown, P.A.
- EIN
- 22-2255958
- Plan number
- 002
- Plan type
- 2
- Location
- Sanatoga, PA
- Latest filing year
- 2023
- Participants
- 26
- End-of-year plan assets
- $54,769,024
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26 | I | 20240708121426NAL0007245059001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $54,769,024
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,769,024
- Net assets (BOY)
- $46,780,680
Income & contributions
- Employer contributions
- $319,072
- Participant contributions
- $176,171
- Total income / additions
- $8,768,011
Expenses & distributions
- Benefits paid
- $727,323
- Administrative expenses
- $52,344
- Total expenses
- $779,667
- Net increase / (decrease)
- $7,988,344
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.