2023 Form 5500 filing — The Lake Doctors, Inc. Retirement Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627162635NAL0006503107001) for The Lake Doctors, Inc. Retirement Savings Plan, reported by The Lake Doctors, Inc. under EIN 85-4157613 and plan number 001. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8MReported net assets$7,998,103
Participants203
Provider compensation$45.2K5 Schedule C row(s)$45,221
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240627162635NAL0006503107001
Plan sponsor
The Lake Doctors, Inc.
EIN
85-4157613
Plan number
001
Location
Jacksonville, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8M total assets
Net assets$8MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$400.6K
Benefits paid / distributions$357.4K
Contributions
Employer$253K
Participant$600.9K
Full reported line items
Total assets (EOY)
$7,998,103
Total liabilities (EOY)
$0
Net assets (EOY)
$7,998,103
Employer contributions
$252,997
Participant contributions
$600,889
Total income / additions
$2,453,050
Benefits paid
$357,415
Administrative expenses
$43,220
Total expenses
$400,635
Net increase / (decrease)
$2,052,415
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $26.1K
  2. 2
    RECORDKEEPER · Direct $7.8K · Indirect $0
  3. 3
    CONTRACT ADMIN · Direct $6.9K
  4. 4
    INVESTMENT MGMT · Direct $4.2K
  5. 5
    CONTRACT ADMIN · Direct $295

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240627162635NAL0006503107001 cover?
It is the 2023 Form 5500 filing for The Lake Doctors, Inc. Retirement Savings Plan, reported by The Lake Doctors, Inc. (EIN 85-4157613).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages