How big is Levin Simes LLP's plan?

Levin Simes LLP's plan reported $5.2M in assets and 26 participants for 2024.

Original filing (PDF)20250926123837NAL0013770178001

Levin Simes LLP

Name: Levin Simes LLP — Levin Simes LLP Cash Balance Plan, Form 5500 (2024)
Creator: Levin Simes LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Levin Simes LLP Cash Balance Plan

Defined-benefit pension plan · Levin Simes LLP's Levin Simes LLP Cash Balance Plan held $5.2M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

William a Levin signed Levin Simes LLP's 2024 Form 5500 as plan administrator.

William a Levin — 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

Levin Simes LLP's EIN is 45-4169197.

EIN 45-4169197

Plan number 002

Plan year 2024

ACK ID 20250926123837NAL0013770178001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Levin Simes LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Levin Simes LLP's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEVIN SIMES LLP.

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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 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