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Sponsor portfolio

DAVID S. LEVIN

EIN 82-5343493-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
5
40 EAST 19TH STREET-#9 - NEW YORK, NY 10003646-812-4940LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#003CashBalance-$1.5M - 2 part#002401k-$294K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • CASH BALANCE PLAN (#003)83%
  • PROFIT SHARING PLAN (#002)17%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)3
  • CASH BALANCE PLAN (#003)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

DAVID LEVIN CASH BALANCE PLAN

CashBalance

Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAVID S LEVIN PROFIT SHARING PLAN

401k

Assets$294K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003DAVID LEVIN CASH BALANCE PLANCashBalance$1.5M22025
002DAVID S LEVIN PROFIT SHARING PLAN401k$294K32025
Retirement plans
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