Original filing (PDF)20240415122637NAL0001757201001

ROBERT I LEVINE

Name: ROBERT I LEVINE — ROBERT I. LEVINE-SELF EMPLOYED PROFIT SHARING RETIREMENT PLAN-MLPF&S, Form 5500 (2023)
Creator: ROBERT I LEVINE

Form 5500-SF

FILING_RECEIVED

ROBERT I. LEVINE-SELF EMPLOYED PROFIT SHARING RETIREMENT PLAN-MLPF&S

Defined-contribution retirement plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$338

Net assets (EOY)

$338

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT I LEVINE.

Plan sponsor

Name

ROBERT I LEVINE

EIN

22-2799500all filings

Address

98 LORRAINE AVENUE · UPPER MONTCLAIR, NJ · 070432305

Phone

(973) 744-6244

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-15

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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