2023 Form 5500 filing — Dressman, Benzinger & Lavelle, P.S.C. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015101048NAL0047311904001) for Dressman, Benzinger & Lavelle, P.S.C. 401(K) Profit Sharing Plan, reported by Dressman, Benzinger & Lavelle, P.S.C. under EIN 61-0989197 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101048NAL0047311904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dressman, Benzinger & Lavelle, P.S.C.
- EIN
- 61-0989197
- Plan number
- 001
- Location
- Covington, KY
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,008,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,008,208
- Employer contributions
- $751,506
- Participant contributions
- $798,924
- Total income / additions
- $5,953,968
- Benefits paid
- $4,037,508
- Administrative expenses
- $67,441
- Total expenses
- $4,104,949
- Net increase / (decrease)
- $1,849,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Huntington National Bank | INVESTMENT ADVISORY PLAN | $34,733 | not reported in the loaded dataset |
| Onedigital Investment Advisors | RIA INVESTMENT ADVISORY | $26,020 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $1,950 | $0 |
| Newport Group, Inc. | RECORDKEEPER | $1,675 | $0 |
| John Haccock Life Insurance Company | RECORDKEEPER | $500 | not reported in the loaded dataset |