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).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$26MReported net assets$26,008,208
Participants156
Provider compensation$64.9K5 Schedule C row(s)$64,878
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015101048NAL0047311904001
- Plan sponsor
- Dressman, Benzinger & Lavelle, P.S.C.
- EIN
- 61-0989197
- Plan number
- 001
- Location
- Covington, KY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$26M total assets
Net assets$26MLiabilities$0
Full reported line items
- 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
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 |