Adam Levin and Associates, Inc.

Ohio

Registered In

04/04/1991

Incorp. Date

Company Summary

Adam Levin and Associates, Inc. in Ohio lists David M Wise as the associate.

Irv Berliner Registered Agent	200 PUBLIC SQ STE 3500, CLEVELAND, OH 44114
David M Wise

Form 5500

3659 Green Rd STE 315, Beachwood, Oh 44122 (216) 595-9828 EIN:34-1729770 Plan Admin:Adam Levin

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameADAM LEVIN & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY15 / 13 Assets BOY/EOY$3,060,236 / $2,902,701	2023	ADAM LEVIN & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	15 / 13	$3,060,236 / $2,902,701
2022	Plan NameADAM LEVIN & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY15 / 13 Assets BOY/EOY$4,347,300 / $3,060,236	2022	ADAM LEVIN & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	15 / 13	$4,347,300 / $3,060,236
2021	Plan NameADAM LEVIN & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 14 Assets BOY/EOY$0 / $0	2021	ADAM LEVIN & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	10 / 14	$0 / $0
2020	Plan NameADAM LEVIN & ASSOCIATES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY20 / 18 Assets BOY/EOY$5,973,213 / $5,608,032	2020	ADAM LEVIN & ASSOCIATES, INC. 401(K) PLAN - Plan #001	20 / 18	$5,973,213 / $5,608,032
2019	Plan NameADAM LEVIN & ASSOCIATES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY22 / 19 Assets BOY/EOY$5,508,675 / $5,973,213	2019	ADAM LEVIN & ASSOCIATES, INC. 401(K) PLAN - Plan #001	22 / 19	$5,508,675 / $5,973,213

Benefit & Retirement Plans based on Form 5500.

PPP Loans

3659 Green Rd Ste 315, Beachwood, OH 44122-5715 Industry:Other Computer Related Services Ethnicity:Not Hispanic or Latino Race:White

Loan Date	Approved	Forgiven	Lender	Jobs
02/17/2021	Approved$147,602 Forgiven$149,531 LenderJPMorgan Chase Bank, National Association Jobs9	02/17/2021	$147,602	$149,531	JPMorgan Chase Bank, National Association	9
04/11/2020	Approved$178,305 Forgiven$180,416 LenderJPMorgan Chase Bank, National Association Jobs10	04/11/2020	$178,305	$180,416	JPMorgan Chase Bank, National Association	10

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Adam Levin and Associates, Inc. Registered in California	Beachwood, OH Irvine, CA		View Report
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The following government agencies have contributed data:

Ohio Secretary of State U.S. Department of Labor U.S. Small Business Administration

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