2023 Form 5500 filing — The Lakeland Group Retirement Savings 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 20241015152515NAL0014961571001) for The Lakeland Group Retirement Savings Plan, reported by Lakeland Tours, LLC under EIN 54-1902946 and plan number 001. It reports 2,028 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152515NAL0014961571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeland Tours, LLC
- EIN
- 54-1902946
- Plan number
- 001
- Location
- Charlottesville, VA
- Participants
- 2,028
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,502,202
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,502,202
- Employer contributions
- $2,019,889
- Participant contributions
- $6,023,982
- Total income / additions
- $21,029,110
- Benefits paid
- $15,920,773
- Administrative expenses
- $137,329
- Total expenses
- $16,067,158
- Net increase / (decrease)
- $4,961,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | RETAINED BY PLAN SPONSOR | $82,499 | $0 |
| Comperio Retirement Consulting, In | CONSULTANT | $40,518 | not reported in the loaded dataset |
| Hantzmon Wiebel, Llp | RETAINED BY EMPLOYER | $29,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $14,312 | $0 |