How many benefit plans does Lakemary Center, Inc Retirement Plan report on Form 5500?

Lakemary Center, Inc Retirement Plan (EIN 48-0732570) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Lakemary Center, Inc Retirement Plan?

The Employer Identification Number (EIN) reported for Lakemary Center, Inc Retirement Plan is 48-0732570.

What is the latest Form 5500 filing year for Lakemary Center, Inc Retirement Plan?

The latest loaded Form 5500 filing year for Lakemary Center, Inc Retirement Plan is 2023.

Lakemary Center, Inc Retirement Plan — 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, Lakemary Center, Inc Retirement Plan (EIN 48-0732570) is a plan sponsor located in Paola, KS with 1 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: 48-0732570
Location: Paola, KS
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $10,536,170
Total reported net assets (EOY): $10,536,170

Contributions & income

Employer contributions: $70,132
Participant contributions: $368,156
Total income / additions: $1,936,142

Expenses & distributions

Benefits paid / distributions: $969,557
Total expenses: $993,481
Net increase / (decrease): $942,661

Coverage

Total reported participants: 804
Plans with financial statements: 1
Plans with provider compensation: 0

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

Lakemary Center, Inc Retirement Plan plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Lakemary Center, Inc 401(K) Plan	001	229	$10,536,170	2023
Lakemary Center, Inc Welfare Benefits Plan	555	349	not reported in the loaded dataset	2023
Lakemary Center, Inc. Section 125 Custom Benefit Plan	501	226	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lakemary Center, Inc Retirement Plan
Year	Plan	Participants	Schedules	Filing
2023	Lakemary Center, Inc. Section 125 Custom Benefit Plan	226	—	20240620200006NAL0002941392001
2023	Lakemary Center, Inc Welfare Benefits Plan	349	—	20240620200006NAL0002941392002
2023	Lakemary Center, Inc 401(K) Plan	229	H	20241015232809NAL0050104208003