How big is Carness and LEVY, P.C.'s plan?

Carness and LEVY, P.C.'s plan reported $2.1M in assets and 2 participants for 2023.

Original filing (PDF)20250709152618NAL0005857297001

Carness and LEVY, P.C.

Name: Carness and LEVY, P.C. — Carness & LEVY Profit, Form 5500 (2023)
Creator: Carness and LEVY, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carness & LEVY Profit Sharing Plan

Defined-contribution retirement plan · Carness and LEVY, P.C.'s Carness & LEVY Profit Sharing Plan held $2.1M in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Carness and LEVY, P.C.'s EIN is 13-3146936.

EIN 13-3146936

Plan number 001

Plan year 2023

ACK ID 20250709152618NAL0005857297001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Carness and LEVY, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Carness and LEVY, P.C.'s plan includes profit-sharing.

Decision-maker contacts

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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 (99th percentile).

Plan sponsor

Name

CARNESS AND LEVY, P.C.

EIN

all filings

Address

70 EAST 10TH STREET · NEW YORK, NY · 10003

Phone

(212) 477-2880

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator