Original filing (PDF)20250808122809NAL0004409009001

BRIAN J. LEVY & ASSOCIATES, PC

Name: BRIAN J. LEVY & ASSOCIATES, PC — BRIAN J. LEVY & ASSOCIATES, P.C. INCENTIVE SAVINGS PLAN, Form 5500 (2024)
Creator: BRIAN J. LEVY & ASSOCIATES, PC

Form 5500-SF

FILING_RECEIVED

BRIAN J. LEVY & ASSOCIATES, P.C. INCENTIVE SAVINGS PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIAN J. LEVY & ASSOCIATES, PC.

Plan sponsor

Name

BRIAN J. LEVY & ASSOCIATES, PC

EIN

83-0957085

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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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