2023 Form 5500 filing — Lago Mar Properties, Inc. 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 20240926054030NAL0000188035001) for Lago Mar Properties, Inc. 401(K) Plan, reported by Lago Mar Properties, Inc. under EIN 59-1156165 and plan number 001. It reports 181 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)$6.2MReported net assets$6,198,208
Participants181
Provider compensation$22.9K3 Schedule C row(s)$22,915
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926054030NAL0000188035001
Plan sponsor
Lago Mar Properties, Inc.
EIN
59-1156165
Plan number
001
Location
Fort Lauderdale, 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)$6.2M total assets
Net assets$6.2MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$736.1K
Benefits paid / distributions$678.3K
Contributions
Employer$130.6K
Participant$475.6K
Full reported line items
Total assets (EOY)
$6,198,208
Total liabilities (EOY)
$0
Net assets (EOY)
$6,198,208
Employer contributions
$130,626
Participant contributions
$475,617
Total income / additions
$1,218,110
Benefits paid
$678,340
Administrative expenses
$40,570
Total expenses
$736,115
Net increase / (decrease)
$481,995
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $17.7K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $5.3K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926054030NAL0000188035001 cover?
It is the 2023 Form 5500 filing for Lago Mar Properties, Inc. 401(K) Plan, reported by Lago Mar Properties, Inc. (EIN 59-1156165).
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