How big is DRS. Lee, Bonfiglio, Vesely and Associates, P.A.'s plan?

DRS. Lee, Bonfiglio, Vesely and Associates, P.A.'s plan reported $2.4M in assets and 18 participants for 2024.

Original filing (PDF)20250929143636NAL0015341123001

DRS. Lee, Bonfiglio, Vesely and Associates, P.A.

Name: DRS. Lee, Bonfiglio, Vesely and Associates, P.A. — Form 5500 Plan 002 (2024)
Creator: DRS. Lee, Bonfiglio, Vesely and Associates, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DRS. Lee, Bonfiglio, Vesely and Associates, P.A. Cash Balance Plan

Defined-benefit pension plan · DRS. Lee, Bonfiglio, Vesely and Associates, P.A.'s DRS. Lee, Bonfiglio, Vesely and Associates, P.A. Cash Balance Plan held $2.4M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Edward W. Vesely, III, D.D.S. signed DRS. Lee, Bonfiglio, Vesely and Associates, P.A.'s 2024 Form 5500 as plan administrator.

Edward W. Vesely, III, D.D.S. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

DRS. Lee, Bonfiglio, Vesely and Associates, P.A.'s EIN is 52-2101049.

EIN 52-2101049

Plan number 002

Plan year 2024

ACK ID 20250929143636NAL0015341123001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DRS. Lee, Bonfiglio, Vesely and Associates, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

DRS. Lee, Bonfiglio, Vesely and Associates, P.A.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DRS. LEE, BONFIGLIO, VESELY AND ASSOCIATES, P.A..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score