How many benefit plans does Lake Trust Credit Union report on Form 5500?

Lake Trust Credit Union (EIN 38-1250516) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Lake Trust Credit Union?

The Employer Identification Number (EIN) reported for Lake Trust Credit Union is 38-1250516.

What is the latest Form 5500 filing year for Lake Trust Credit Union?

The latest loaded Form 5500 filing year for Lake Trust Credit Union is 2023.

Lake Trust Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Lake Trust Credit Union (EIN 38-1250516) is a plan sponsor located in Brighton, MI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 38-1250516
Location: Brighton, MI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $47,585,402
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $47,585,402

Contributions & income

Employer contributions: $1,425,542
Participant contributions: $2,178,289
Total income / additions: $10,786,946

Expenses & distributions

Benefits paid / distributions: $2,224,923
Total expenses: $2,340,957
Net increase / (decrease): $8,445,989

Coverage

Total reported participants: 1,203
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Lake Trust Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Lake Trust Credit Union 401(K) Plan	002	714	$47,585,402	2023
Lake Trust Credit Union Section 125 Plan	501	489	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lake Trust Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Lake Trust Credit Union Section 125 Plan	489	—	20240715163502NAL0002950976001
2023	Lake Trust Credit Union 401(K) Plan	714	H, C	20241015102312NAL0014394403001