How big is Kenneth LEVY CPA PLLC's plan?

Kenneth LEVY CPA PLLC's plan reported $3.2M in assets and 5 participants for 2022.

Original filing (PDF)20230920092634NAL0000994451002

Kenneth LEVY CPA PLLC

Name: Kenneth LEVY CPA PLLC — Kenneth LEVY CPA 401(k), Form 5500 (2022)
Creator: Kenneth LEVY CPA PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kenneth LEVY CPA 401(k) Pension Plan

401(k) retirement plan · Kenneth LEVY CPA PLLC's Kenneth LEVY CPA 401(k) Pension Plan held $3.2M in plan assets for 5 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Kenneth LEVY signed Kenneth LEVY CPA PLLC's 2022 Form 5500 as plan administrator.

Kenneth LEVY — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kenneth LEVY CPA PLLC's EIN is 20-0190585.

EIN 20-0190585

Plan number 001

Plan year 2022

ACK ID 20230920092634NAL0000994451002

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Kenneth LEVY CPA PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Kenneth LEVY CPA PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KENNETH LEVY CPA PLLC.

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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