Levine and Wiss, PLLC

Form 5500

LEVINE AND WISS PLLC

510 Hempstead Turnpike Suite 206, West Hempstead, Ny 11552 (516) 747-3222 EIN:27-0951877 Plan Admin:Joel Levine

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameLEVINE AND WISS PLLC INCENTIVE SAVINGS PLAN & TRUST Plan #001 Participants BOY/EOY42 / 44 Assets BOY/EOY$3,056,983 / $3,843,731	2023	LEVINE AND WISS PLLC INCENTIVE SAVINGS PLAN & TRUST - Plan #001	42 / 44	$3,056,983 / $3,843,731
2022	Plan NameLEVINE AND WISS PLLC INCENTIVE SAVINGS PLAN & TRUST Plan #001 Participants BOY/EOY37 / 42 Assets BOY/EOY$3,436,672 / $3,056,983	2022	LEVINE AND WISS PLLC INCENTIVE SAVINGS PLAN & TRUST - Plan #001	37 / 42	$3,436,672 / $3,056,983
2022	Plan NameLEVINE AND WISS PLLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY11 / 11 Assets BOY/EOY$2,098,126 / $2,149,782	2022	LEVINE AND WISS PLLC CASH BALANCE PLAN - Plan #002	11 / 11	$2,098,126 / $2,149,782
2021	Plan NameLEVINE AND WISS PLLC INCENTIVE SAVINGS PLAN & TRUST Plan #001 Participants BOY/EOY34 / 33 Assets BOY/EOY$2,873,140 / $3,436,672	2021	LEVINE AND WISS PLLC INCENTIVE SAVINGS PLAN & TRUST - Plan #001	34 / 33	$2,873,140 / $3,436,672
2021	Plan NameLEVINE AND WISS PLLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,617,594 / $2,098,126	2021	LEVINE AND WISS PLLC CASH BALANCE PLAN - Plan #002	9 / 9	$1,617,594 / $2,098,126
2020	Plan NameLEVINE AND WISS PLLC INCENTIVE SAVINGS PLAN & TRUST Plan #001 Participants BOY/EOY30 / 34 Assets BOY/EOY$2,513,609 / $2,873,140	2020	LEVINE AND WISS PLLC INCENTIVE SAVINGS PLAN & TRUST - Plan #001	30 / 34	$2,513,609 / $2,873,140
2020	Plan NameLEVINE AND WISS PLLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,111,379 / $1,617,594	2020	LEVINE AND WISS PLLC CASH BALANCE PLAN - Plan #002	9 / 9	$1,111,379 / $1,617,594
2019	Plan NameLEVINE AND WISS PLLC INCENTIVE SAVINGS PLAN & TRUST Plan #001 Participants BOY/EOY25 / 30 Assets BOY/EOY$1,863,068 / $2,513,609	2019	LEVINE AND WISS PLLC INCENTIVE SAVINGS PLAN & TRUST - Plan #001	25 / 30	$1,863,068 / $2,513,609
2019	Plan NameLEVINE AND WISS PLLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 8 Assets BOY/EOY$685,879 / $1,111,379	2019	LEVINE AND WISS PLLC CASH BALANCE PLAN - Plan #002	7 / 8	$685,879 / $1,111,379