2023 Form 5500 filing — Lakeside School Defined Contribution Retirement 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 20240725161816NAL0022993280001) for Lakeside School Defined Contribution Retirement Plan, reported by Lakeside School under EIN 91-0564971 and plan number 001. It reports 583 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725161816NAL0022993280001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeside School
- EIN
- 91-0564971
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 583
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,815,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,815,483
- Employer contributions
- $1,572,618
- Participant contributions
- $2,070,774
- Total income / additions
- $16,447,230
- Benefits paid
- $5,349,633
- Administrative expenses
- $74,146
- Total expenses
- $5,424,897
- Net increase / (decrease)
- $11,022,333
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets, LLC; Scott Mer | NONE | $40,950 | not reported in the loaded dataset |
| Clark Nuber | NONE | $20,000 | not reported in the loaded dataset |
| Davis Wright Tremaine Llp | NONE | $7,111 | not reported in the loaded dataset |
| Tiaa | NONE | $3,883 | $0 |