2023 Form 5500 filing — Lake Ridge Academy Tax Deferred Annuity And Defined Contribution 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 20250415163610NAL0006061888001) for Lake Ridge Academy Tax Deferred Annuity And Defined Contribution Plan, reported by Lake Ridge Academy under EIN 34-6519833 and plan number 001. It reports 230 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)$17.8MReported net assets$17,785,306
Participants230
Provider compensation$12K2 Schedule C row(s)$12,040
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250415163610NAL0006061888001
- Plan sponsor
- Lake Ridge Academy
- EIN
- 34-6519833
- Plan number
- 001
- Location
- North Ridgeville, OH
- 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)$17.8M total assets
Net assets$17.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $17,785,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,785,306
- Employer contributions
- $0
- Participant contributions
- $294,226
- Total income / additions
- $2,952,285
- Benefits paid
- $1,546,430
- Administrative expenses
- $12,040
- Total expenses
- $1,558,470
- Net increase / (decrease)
- $1,393,815
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Maloney & Novotny LLC | AUDITOR | $9,900 | not reported in the loaded dataset |
| New Pinnacle Consulting Group | CONSULTANT | $2,140 | not reported in the loaded dataset |