2023 Form 5500 filing — Lakeview Farms, LLC 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 20241004142717NAL0012319809001) for Lakeview Farms, LLC 401(K) Plan, reported by Lakeview Farms Holdings, Inc. under EIN 45-2870019 and plan number 001. It reports 819 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004142717NAL0012319809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeview Farms Holdings, Inc.
- EIN
- 45-2870019
- Plan number
- 001
- Location
- Delphos, OH
- Participants
- 819
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,779,041
- Total liabilities (EOY)
- $469
- Net assets (EOY)
- $23,778,572
- Employer contributions
- $966,796
- Participant contributions
- $1,936,538
- Total income / additions
- $6,852,029
- Benefits paid
- $4,264,844
- Administrative expenses
- $70,792
- Total expenses
- $4,335,636
- Net increase / (decrease)
- $2,516,393
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $50,792 | not reported in the loaded dataset |
| Oakstreet Wealth Management | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $8,709 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 |