Original filing (PDF)20230920092634NAL0000994451002

KENNETH LEVY CPA PLLC

Name: KENNETH LEVY CPA PLLC — KENNETH LEVY CPA 401K PENSION PLAN, Form 5500 (2022)
Creator: KENNETH LEVY CPA PLLC

Form 5500-SF

FILING_RECEIVED

KENNETH LEVY CPA 401K PENSION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENNETH LEVY CPA PLLC.

Plan sponsor

Name

KENNETH LEVY CPA PLLC

EIN

20-0190585

Address

485 UNDERHILL BLVD SUITE 104 · SYOSSET, NY · 11791

Phone

(516) 682-0025

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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