2023 Form 5500 filing — Lake Shore 401(K) Profit Sharing 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 20241001143042NAL0007289969001) for Lake Shore 401(K) Profit Sharing Plan, reported by Lake Shore Iii Corporation under EIN 36-4712785 and plan number 001. It reports 138 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)$6MReported net assets$5,996,143
Participants138
Provider compensation$9.2K1 Schedule C row(s)$9,222
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001143042NAL0007289969001
Plan sponsor
Lake Shore Iii Corporation
EIN
36-4712785
Plan number
001
Location
Glenwood City, WI
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)$6M total assets
Net assets$6MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$164.2K
Benefits paid / distributions$131.8K
Contributions
Employer$131K
Participant$500.3K
Full reported line items
Total assets (EOY)
$5,996,143
Total liabilities (EOY)
$0
Net assets (EOY)
$5,996,143
Employer contributions
$131,008
Participant contributions
$500,250
Total income / additions
$1,481,236
Benefits paid
$131,829
Administrative expenses
$9,222
Total expenses
$164,193
Net increase / (decrease)
$1,317,043
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $9.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001143042NAL0007289969001 cover?
It is the 2023 Form 5500 filing for Lake Shore 401(K) Profit Sharing Plan, reported by Lake Shore Iii Corporation (EIN 36-4712785).
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