Original filing (PDF)20250903093120NAL0015049633001

GARY LEVINE & ASSOCIATES LTD. DBA LG PLANNING GROUP

Name: GARY LEVINE & ASSOCIATES LTD. DBA LG PLANNING GROUP — LG PLANNING GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GARY LEVINE & ASSOCIATES LTD. DBA LG PLANNING GROUP

Form 5500-SF

FILING_RECEIVED

LG PLANNING GROUP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$566K

Net assets (EOY)

$566K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GARY LEVINE & ASSOCIATES LTD. DBA LG PLANNING GROUP.

Plan sponsor

Name

GARY LEVINE & ASSOCIATES LTD. DBA LG PLANNING GROUP

EIN

11-3394589

Address

445 BROADHOLLOW ROAD SUITE 119 · MELVILLE, NY · 11747

Phone

(631) 589-6960

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator