How big is Walter H Levie Jr. DDS' plan?

Walter H Levie Jr. DDS' plan reported $481K in assets and 10 participants for 2024.

Original filing (PDF)20250528112830NAL0012810368001

Walter H Levie Jr. DDS

Name: Walter H Levie Jr. DDS — Walter H. Levie, Jr. DDS, Form 5500 (2024)
Creator: Walter H Levie Jr. DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walter H. Levie, Jr. DDS 401(k) Plan

401(k) retirement plan · Walter H Levie Jr. DDS' Walter H. Levie, Jr. DDS 401(k) Plan held $481K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$481K

Net assets (EOY)

$481K

People on this filing

Stephanie Cooper signed Walter H Levie Jr. DDS' 2024 Form 5500 as plan administrator.

Stephanie Cooper — 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

Walter H Levie Jr. DDS' EIN is 58-1722072.

EIN 58-1722072

Plan number 001

Plan year 2024

ACK ID 20250528112830NAL0012810368001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walter H Levie Jr. DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walter H Levie Jr. DDS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALTER H LEVIE JR DDS.

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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