2023 Form 5500 filing — Lakeside Software 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 20241011122435NAL0038697408001) for Lakeside Software 401(K) Plan, reported by Lakeside Software, LLC under EIN 38-3374036 and plan number 001. It reports 190 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)$9.8MReported net assets$9,824,942
Participants190
Provider compensation$30.1K3 Schedule C row(s)$30,065
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011122435NAL0038697408001
- Plan sponsor
- Lakeside Software, LLC
- EIN
- 38-3374036
- Plan number
- 001
- Location
- Boston, MA
- Received date
- not reported in the loaded dataset
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)$9.8M total assets
Net assets$9.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,824,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,824,942
- Employer contributions
- $328,857
- Participant contributions
- $1,886,547
- Total income / additions
- $4,356,172
- Benefits paid
- $722,243
- Administrative expenses
- $30,573
- Total expenses
- $765,407
- Net increase / (decrease)
- $3,590,765
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $14,729 | $0 |
| Resources Investment Advisors LLC | ADVISOR | $10,167 | not reported in the loaded dataset |
| Coastal Capital Group | ADVISOR | $5,169 | not reported in the loaded dataset |