2023 Form 5500 filing — Lakeside International Trucks, Inc. Retirement 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 20241014082704NAL0014646227001) for Lakeside International Trucks, Inc. Retirement Plan, reported by Lakeside International Trucks, Inc. under EIN 39-1487198 and plan number 001. It reports 440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082704NAL0014646227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeside International Trucks, Inc.
- EIN
- 39-1487198
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,902,481
- Net assets (EOY)
- $25,902,481
- Employer contributions
- $913,466
- Participant contributions
- $1,966,049
- Total income / additions
- $7,692,371
- Benefits paid
- $1,551,954
- Administrative expenses
- $105,212
- Total expenses
- $1,657,166
- Net increase / (decrease)
- $6,035,205
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectrum Investment Advisors | NONE | $63,682 | $0 |
| Associated Trust Company, N.A. | NONE | $41,530 | $0 |