Original filing (PDF)20240710151607NAL0017087457001

LEVENTIS LAW FIRM, LLC

Name: LEVENTIS LAW FIRM, LLC — LEIGH J. LEVENTIS PROFIT SHARING PLAN, Form 5500 (2023)
Creator: LEVENTIS LAW FIRM, LLC

Form 5500-SF

FILING_RECEIVED

LEIGH J. LEVENTIS PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEVENTIS LAW FIRM, LLC.

Plan sponsor

Name

LEVENTIS LAW FIRM, LLC

EIN

82-4923760

Address

P.O. BOX 11067 · COLUMBIA, SC · 29211

Phone

(803) 256-0113

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

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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