Vonlehman & Co., Inc. Employee'S Savings Plan — Form 5500 plan (Vonlehman & Company, Inc.)
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, Vonlehman & Co., Inc. Employee'S Savings Plan is a benefit plan reported by Vonlehman & Company, Inc. under EIN 31-0905417 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $28,820,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vonlehman & Company, Inc.
- EIN
- 31-0905417
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Wright, KY
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $28,820,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241014094343NAL0026935553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,820,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,820,500
- Net assets (BOY)
- $25,806,211
Income & contributions
- Employer contributions
- $713,743
- Participant contributions
- $1,345,244
- Total contributions
- $2,450,125
- Total income / additions
- $6,518,123
Expenses & distributions
- Benefits paid
- $3,420,378
- Administrative expenses
- $83,456
- Total expenses
- $3,503,834
- Net increase / (decrease)
- $3,014,289
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pca Investment Advisory Services | NONE | $32,035 | not reported in the loaded dataset | 2023 |
| Alphamark Advisors LLC | NONE | $28,022 | not reported in the loaded dataset | 2023 |
| Pension Corporation Of America | NONE | $20,214 | $774 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $5,678 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vonlehman & Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Fort Wright, KY
- Pca Investment Advisory Services — Schedule C compensation
- Alphamark Advisors LLC — Schedule C compensation
- Pension Corporation Of America — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation