Dressman, Benzinger & Lavelle, P.S.C. 401(K) Profit Sharing Plan — Form 5500 plan (Dressman, Benzinger & Lavelle, P.S.C.)
Plain-English plan 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. 401(K) Profit Sharing Plan is a benefit plan reported by Dressman, Benzinger & Lavelle, P.S.C. under EIN 61-0989197 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $26,008,208 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dressman, Benzinger & Lavelle, P.S.C.
- EIN
- 61-0989197
- Plan number
- 001
- Plan type
- 2
- Location
- Covington, KY
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $26,008,208
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241015101048NAL0047311904001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,008,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,008,208
- Net assets (BOY)
- $24,159,189
Income & contributions
- Employer contributions
- $751,506
- Participant contributions
- $798,924
- Total contributions
- $1,550,430
- Total income / additions
- $5,953,968
Expenses & distributions
- Benefits paid
- $4,037,508
- Administrative expenses
- $67,441
- Total expenses
- $4,104,949
- Net increase / (decrease)
- $1,849,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Huntington National Bank | INVESTMENT ADVISORY PLAN | $34,733 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors | RIA INVESTMENT ADVISORY | $26,020 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $1,950 | $0 | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $1,675 | $0 | 2023 |
| John Haccock Life Insurance Company | RECORDKEEPER | $500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dressman, Benzinger & Lavelle, P.S.C.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Covington, KY
- The Huntington National Bank — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation
- John Haccock Life Insurance Company — Schedule C compensation