2023 Form 5500 filing — Vonlehman & Co., Inc. Employee'S Savings 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 20241014094343NAL0026935553001) for Vonlehman & Co., Inc. Employee'S Savings Plan, reported by Vonlehman & Company, Inc. under EIN 31-0905417 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094343NAL0026935553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vonlehman & Company, Inc.
- EIN
- 31-0905417
- Plan number
- 001
- Location
- Fort Wright, KY
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,820,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,820,500
- Employer contributions
- $713,743
- Participant contributions
- $1,345,244
- Total income / additions
- $6,518,123
- Benefits paid
- $3,420,378
- Administrative expenses
- $83,456
- Total expenses
- $3,503,834
- Net increase / (decrease)
- $3,014,289
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pca Investment Advisory Services | NONE | $32,035 | not reported in the loaded dataset |
| Alphamark Advisors LLC | NONE | $28,022 | not reported in the loaded dataset |
| Pension Corporation Of America | NONE | $20,214 | $774 |
| Charles Schwab Trust Bank | NONE | $0 | $5,678 |