Lac Acquisition, LLC — 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, Lac Acquisition, LLC (EIN 83-2007393) is a plan sponsor located in South Bend, IN 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
83-2007393
Location
South Bend, IN
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$15,222,214
Total reported liabilities (EOY)
$12,462
Total reported net assets (EOY)
$15,209,752

Contributions & income

Employer contributions
$5,293
Participant contributions
$743,716
Total income / additions
$3,530,905

Expenses & distributions

Benefits paid / distributions
$2,916,961
Total expenses
$3,067,120
Net increase / (decrease)
$463,785

Coverage

Total reported participants
546
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

Lac Acquisition, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Valued Employee Retirement Savings Plan002546$15,222,2142023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lac Acquisition, LLC
YearPlanParticipantsSchedulesFiling
2023Valued Employee Retirement Savings Plan546H, C20241015090204NAL0027891633001

Related Form 5500 pages