2023 Form 5500 filing — Lakeland Surgical And Diagnostic Center 401(K) 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 20240913101815NAL0009775041001) for Lakeland Surgical And Diagnostic Center 401(K) Plan, reported by Lakeland Surgical And Diagnostic under EIN 59-3346125 and plan number 002. It reports 194 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)$5.5MReported net assets$5,527,841
Participants194
Provider compensation$21K3 Schedule C row(s)$20,956
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240913101815NAL0009775041001
Plan sponsor
Lakeland Surgical And Diagnostic
EIN
59-3346125
Plan number
002
Location
Lakeland, 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)$5.5M total assets
Net assets$5.5MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$786.5K
Benefits paid / distributions$759.8K
Contributions
Employer$232.5K
Participant$448.5K
Full reported line items
Total assets (EOY)
$5,527,841
Total liabilities (EOY)
$0
Net assets (EOY)
$5,527,841
Employer contributions
$232,478
Participant contributions
$448,491
Total income / additions
$1,434,853
Benefits paid
$759,785
Administrative expenses
$20,957
Total expenses
$786,512
Net increase / (decrease)
$648,341
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $17K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $3.9K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913101815NAL0009775041001 cover?
It is the 2023 Form 5500 filing for Lakeland Surgical And Diagnostic Center 401(K) Plan, reported by Lakeland Surgical And Diagnostic (EIN 59-3346125).
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