Deming, Malone, Livesay & Ostroff — 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, Deming, Malone, Livesay & Ostroff (EIN 61-1064249) is a plan sponsor located in Louisville, 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
61-1064249
Location
Louisville, KY
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$22,145,560
Total reported net assets (EOY)
$22,145,560

Contributions & income

Employer contributions
$883,876
Participant contributions
$1,013,909
Total income / additions
$5,310,104

Expenses & distributions

Benefits paid / distributions
$831,059
Total expenses
$881,351
Net increase / (decrease)
$4,428,753

Coverage

Total reported participants
216
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

Deming, Malone, Livesay & Ostroff plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Dmlo 401k Retirement Plan001216$22,145,5602023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Deming, Malone, Livesay & Ostroff
YearPlanParticipantsSchedulesFiling
2023Dmlo 401k Retirement Plan216H, C20241003130620NAL0010580193001

Related Form 5500 pages