How big is David Levin's plan?

David Levin's plan reported $1.5M in assets and 2 participants for 2025.

Original filing (PDF)20260305125807NAL0006638752001

David Levin

Name: David Levin — David Levin Cash Balance Plan, Form 5500 (2025)
Creator: David Levin
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Levin Cash Balance Plan

Defined-benefit pension plan · David Levin's David Levin Cash Balance Plan held $1.5M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

David Levin signed David Levin's 2025 Form 5500 as plan administrator.

David 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

David Levin's EIN is 82-5343493.

EIN 82-5343493

Plan number 003

Plan year 2025

ACK ID 20260305125807NAL0006638752001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David Levin from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David Levin's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

DAVID LEVIN

EIN

all filings

Address

40 EAST 19TH STREET, #9 · NEW YORK, NY · 10003

Phone

(646) 766-2828

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-05

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

1I · Frozen plan — no new benefit accrual

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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