How big is Walters Levine, P.A.'s plan?

Walters Levine, P.A.'s plan reported $3.9M in assets for 2025.

Original filing (PDF)20260409093653NAL0014195443001

Walters Levine, P.A.

Name: Walters Levine, P.A. — Walters Levine, P.A. 401(k), Form 5500 (2025)
Creator: Walters Levine, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walters Levine, P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · Walters Levine, P.A.'s Walters Levine, P.A. 401(k) Profit Sharing Plan reported $3.9M in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Walters Levine, P.A.'s EIN is 65-0786055.

EIN 65-0786055

Plan number 002

Plan year 2025

ACK ID 20260409093653NAL0014195443001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Walters Levine, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Walters Levine, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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