Levine, Staller, Sklar, Chan & Brown, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Levine, Staller, Sklar, Chan & Brown, P.A.
  • Sponsor EIN: 222255958
  • Sponsor Address: 2081 E. HIGH STREET, SUITE 200, SANATOGA, PA, 19464
  • Plan Type: 401(k)
  • Total Participants: 25
  • Total Assets: $62.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202425$62.2M$349,008$216,420
202322$54.8M$319,072$176,171
202224$46.8M$289,280$132,500

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