Original filing (PDF)20251007125246NAL0008168704001

LEVENSON KATZIN & BALLOTTA, PA

Name: LEVENSON KATZIN & BALLOTTA, PA — LEVENSON KATZIN & BALLOTTA, PA 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LEVENSON KATZIN & BALLOTTA, PA

Form 5500-SF

FILING_RECEIVED

LEVENSON KATZIN & BALLOTTA, PA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEVENSON KATZIN & BALLOTTA, PA.

Plan sponsor

Name

LEVENSON KATZIN & BALLOTTA, PA

EIN

65-0680306

Address

7901 SW 6TH COURT #140 · PLANTATION, FL · 33324

Phone

(954) 961-7940

Industry