How big is Lonich Patton Ehrlich Policastri, PC's plan?

Lonich Patton Ehrlich Policastri, PC's plan reported $2.1M in assets and 27 participants for 2024.

Original filing (PDF)20250508175342NAL0028138386001

Lonich Patton Ehrlich Policastri, PC

Name: Lonich Patton Ehrlich Policastri, PC — Lonich Patton, Form 5500 (2024)
Creator: Lonich Patton Ehrlich Policastri, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lonich Patton Ehrlich Policastri, PC Cash Balance Plan

Defined-benefit pension plan · Lonich Patton Ehrlich Policastri, PC's Lonich Patton Ehrlich Policastri, PC Cash Balance Plan held $2.1M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Michael Lonich signed Lonich Patton Ehrlich Policastri, PC's 2024 Form 5500 as plan administrator.

Michael Lonich — 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

Lonich Patton Ehrlich Policastri, PC's EIN is 83-0583683.

EIN 83-0583683

Plan number 002

Plan year 2024

ACK ID 20250508175342NAL0028138386001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lonich Patton Ehrlich Policastri, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lonich Patton Ehrlich Policastri, PC'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 LONICH PATTON EHRLICH POLICASTRI, PC.

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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