Plan5500

Lake State Railway Company — 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 State Railway Company (EIN 38-3023096) is a plan sponsor located in Saginaw, MI with 3 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
38-3023096
Location
Saginaw, MI
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lake State Railway Company

  • 3 loaded plans hold $7.6M in reported assets.
  • The largest, Lake State Railway Company 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 424 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.6MSummed across loaded plans$7,579,337
Total reported assets$7.6M$7,579,337
Total reported participants424
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.6M total assets
Net assets$7.6MLiabilities$0
Contributions & income
Employer contributions$191.4K
Participant contributions$518.2K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$169.8K
Total expenses$211.8K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Lake State Railway Company 401(K) Profit Sharing Plan
Participants per plan141Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Lake State Railway Company 401(K) Profit Sharing Plan$7.6M
    Plan #001 · 140 participants · 2023
  2. 2
    Lake State Railway Health Protection Plannot reported in the loaded dataset
    Plan #501 · 142 participants · 2023
  3. 3
    Principal Life Insurance Companynot reported in the loaded dataset
    Plan #502 · 142 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lake State Railway Company. Open one for its full reported snapshot.

  1. 2023
    Lake State Railway Health Protection Plan142 participants · 2No schedules
    View filing →
  2. 2023
    Lake State Railway Company 401(K) Profit Sharing Plan140 participants · 2Sch HSch C
    View filing →
  3. 2023
    Principal Life Insurance Company142 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lake State Railway Company report on Form 5500?
Lake State Railway Company (EIN 38-3023096) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lake State Railway Company?
The Employer Identification Number (EIN) reported for Lake State Railway Company is 38-3023096.
What is the latest Form 5500 filing year for Lake State Railway Company?
The latest loaded Form 5500 filing year for Lake State Railway Company is 2023.

Related Form 5500 pages