How big is David Levine, B.B.A., Inc.'s plan?

David Levine, B.B.A., Inc.'s plan reported $2.7M in assets and 9 participants for 2024.

Original filing (PDF)20251009164757NAL0003767315001

David Levine, B.B.A., Inc.

Name: David Levine, B.B.A., Inc. — David Levine, B.B.A., Form 5500 (2024)
Creator: David Levine, B.B.A., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Levine, B.B.A., Inc. 401(k) Plan

401(k) retirement plan · David Levine, B.B.A., Inc.'s David Levine, B.B.A., Inc. 401(k) Plan held $2.7M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

David Levine, B.B.A., Inc.'s EIN is 06-1310640.

EIN 06-1310640

Plan number 001

Plan year 2024

ACK ID 20251009164757NAL0003767315001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Levine, B.B.A., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Levine, B.B.A., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID LEVINE, B.B.A., INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

DAVID LEVINE, B.B.A., INC.

EIN

all filings

Address

1834 ROUTE 6 · CARMEL, NY · 10512

Phone

(845) 225-5539

Industry

Professional & Technical Services

Plan administrator