2023 Form 5500 filing — Lagoon Corp. & Affiliates 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 20241014151432NAL0027678049001) for Lagoon Corp. & Affiliates Profit Sharing Plan, reported by Lagoon Corporation And Affiliates under EIN 87-0201171 and plan number 001. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151432NAL0027678049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lagoon Corporation And Affiliates
- EIN
- 87-0201171
- Plan number
- 001
- Location
- Farmington, UT
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,704,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,704,562
- Employer contributions
- $477,045
- Participant contributions
- $565,840
- Total income / additions
- $10,665,077
- Benefits paid
- $1,706,330
- Administrative expenses
- $90,732
- Total expenses
- $1,824,802
- Net increase / (decrease)
- $8,840,275
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Wealth Management | N/A | $66,495 | not reported in the loaded dataset |
| Us Bank National Association | N/A | $18,236 | not reported in the loaded dataset |
| Usi Consulting Group | N/A | $6,001 | $0 |