2023 Form 5500 filing — Lakeside Country Club Pension 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 20240802113905NAL0015945379001) for Lakeside Country Club Pension Plan, reported by Lakeside Country Club under EIN 74-1170526 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802113905NAL0015945379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeside Country Club
- EIN
- 74-1170526
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,846
- Net assets (EOY)
- $10,846
- Employer contributions
- $50,348
- Total income / additions
- $250,497
- Benefits paid
- $5,743,017
- Administrative expenses
- $62,855
- Total expenses
- $5,805,872
- Net increase / (decrease)
- -$5,555,375
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Definiti LLC | NONE | $35,225 | not reported in the loaded dataset |
| Neil Ronco | NONE | $30,000 | not reported in the loaded dataset |
| Principal | NONE | $15,150 | not reported in the loaded dataset |