· 2022–2024 · DOL EFAST2

LEVY & Chopra CPAS PLLC — LEVY & Chopra CPAS PLLC, Form 5500 (2024)

Original filing (PDF)20250925141503NAL0019633154001

LEVY & Chopra CPAS PLLC

Form 5500-SF

FILING_RECEIVED

LEVY & Chopra CPAS PLLC 401(k) Pension Plan

401(k) retirement plan · LEVY & Chopra CPAS PLLC's LEVY & Chopra CPAS PLLC 401(k) Pension Plan held $4.1M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

7

Accounts w/ balance

7

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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

76

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEVY & CHOPRA CPAS PLLC.

Plan sponsor

Name

LEVY & CHOPRA CPAS PLLC

EIN

88-4223779all filings

Address

485 UNDERHILL BLVD SUITE 104 · SYOSSET, NY · 11791

Phone

(516) 682-0025

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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