Dressman, Benzinger & Lavelle, P.S.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Dressman, Benzinger & Lavelle, P.S.C. (EIN 61-0989197) is a plan sponsor located in Covington, KY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
61-0989197
Location
Covington, KY
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$26,008,208
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$26,008,208

Contributions & income

Employer contributions
$751,506
Participant contributions
$798,924
Total income / additions
$5,953,968

Expenses & distributions

Benefits paid / distributions
$4,037,508
Total expenses
$4,104,949
Net increase / (decrease)
$1,849,019

Coverage

Total reported participants
156
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Dressman, Benzinger & Lavelle, P.S.C. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Dressman, Benzinger & Lavelle, P.S.C. 401(K) Profit Sharing Plan001156$26,008,2082023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Dressman, Benzinger & Lavelle, P.S.C.
YearPlanParticipantsSchedulesFiling
2023Dressman, Benzinger & Lavelle, P.S.C. 401(K) Profit Sharing Plan156H, C20241015101048NAL0047311904001

Related Form 5500 pages