Charles Levenberg, LLC

Form 5500

CHARLES LEVENBERG, LLC

4800 Baseline Rd STE E104, Boulder, Co 80303 (303) 664-5084 EIN:26-2658335 Plan Admin:Charles Levenberg

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCHARLES LEVENBERG, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,679,162 / $2,513,181	2022	CHARLES LEVENBERG, LLC DEFINED BENEFIT PLAN - Plan #002	2 / 2	$2,679,162 / $2,513,181
2022	Plan NameCHARLES LEVENBERG, LLC 401K PROFIT SHARING PLAN Plan #003 Participants BOY/EOY2 / 2 Assets BOY/EOY$910,818 / $899,611	2022	CHARLES LEVENBERG, LLC 401K PROFIT SHARING PLAN - Plan #003	2 / 2	$910,818 / $899,611
2021	Plan NameCHARLES LEVENBERG, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,638,334 / $2,679,162	2021	CHARLES LEVENBERG, LLC DEFINED BENEFIT PLAN - Plan #002	2 / 2	$2,638,334 / $2,679,162
2021	Plan NameCHARLES LEVENBERG, LLC PROFIT SHARING PLAN Plan #003 Participants BOY/EOY2 / 2 Assets BOY/EOY$597,751 / $910,818	2021	CHARLES LEVENBERG, LLC PROFIT SHARING PLAN - Plan #003	2 / 2	$597,751 / $910,818
2020	Plan NameCHARLES LEVENBERG, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,570,555 / $2,638,334	2020	CHARLES LEVENBERG, LLC DEFINED BENEFIT PLAN - Plan #002	2 / 2	$2,570,555 / $2,638,334
2020	Plan NameCHARLES LEVENBERG, LLC PROFIT SHARING PLAN Plan #003 Participants BOY/EOY2 / 2 Assets BOY/EOY$308,413 / $597,751	2020	CHARLES LEVENBERG, LLC PROFIT SHARING PLAN - Plan #003	2 / 2	$308,413 / $597,751
2019	Plan NameCHARLES LEVENBERG, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,476,137 / $2,570,555	2019	CHARLES LEVENBERG, LLC DEFINED BENEFIT PLAN - Plan #002	2 / 2	$2,476,137 / $2,570,555
2019	Plan NameCHARLES LEVENBERG, LLC PROFIT SHARING PLAN Plan #003 Participants BOY/EOY2 / 2 Assets BOY/EOY$48,504 / $308,413	2019	CHARLES LEVENBERG, LLC PROFIT SHARING PLAN - Plan #003	2 / 2	$48,504 / $308,413