Original filing (PDF)20250827140729NAL0009632529001

VAN LEEUWEN & ASSOCIATES, P.S.C.

Name: VAN LEEUWEN & ASSOCIATES, P.S.C. — VAN LEEUWEN & ASSOCIATES, P.S.C. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: VAN LEEUWEN & ASSOCIATES, P.S.C.

Form 5500-SF

FILING_RECEIVED

VAN LEEUWEN & ASSOCIATES, P.S.C. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VAN LEEUWEN & ASSOCIATES, P.S.C..

Plan sponsor

Name

VAN LEEUWEN & ASSOCIATES, P.S.C.

EIN

61-1338634

Address

808 W. MAIN STREET · RICHMOND, KY · 40475

Phone

(859) 626-3400

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-07-31

Filed

2025-08-27

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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