Original filing (PDF)20250903093120NAL0015049633001

Gary Levine & Associates Ltd. DBA LG Planning Group

Name: Gary Levine & Associates Ltd. DBA LG Planning Group — Form 5500 Plan 001 (2024)
Creator: Gary Levine & Associates Ltd. DBA LG Planning Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LG Planning Group 401(k) Profit Sharing Plan

401(k) retirement plan · Gary Levine & Associates Ltd. DBA LG Planning Group's LG Planning Group 401(k) Profit Sharing Plan held $566K in plan assets for 9 participants in 2024.

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

11-3394589all filings

Address

445 BROADHOLLOW ROAD SUITE 119 · MELVILLE, NY · 11747

Phone

(631) 589-6960

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator