Original filing (PDF)20230815140240NAL0001430754001

BRIAN J. LEVY & ASSOCIATES PC

Name: BRIAN J. LEVY & ASSOCIATES PC — BRIAN J. LEVY & ASSOCIATES PC 401(K) PLAN, Form 5500 (2022)
Creator: BRIAN J. LEVY & ASSOCIATES PC

Form 5500-SF

FILING_RECEIVED

BRIAN J. LEVY & ASSOCIATES PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

100

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIAN J. LEVY & ASSOCIATES PC.

Plan sponsor

Name

BRIAN J. LEVY & ASSOCIATES PC

EIN

83-0957085all filings

Address

303 JACKSON AVE. · SYOSSET, NY · 11791

Phone

(516) 496-1777

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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