2023 Form 5500 filing — Lake Shore, Inc. Truck Drivers Pension 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 20250603132041NAL0007638387001) for Lake Shore, Inc. Truck Drivers Pension Plan, reported by Oldenburg Group Incorporated under EIN 39-0943085 and plan number 004. It reports 30 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250603132041NAL0007638387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oldenburg Group Incorporated
- EIN
- 39-0943085
- Plan number
- 004
- Location
- Glendale, WI
- Participants
- 30
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $312,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $312,126
- Employer contributions
- $8,220
- Participant contributions
- $0
- Total income / additions
- $54,713
- Benefits paid
- $54,986
- Administrative expenses
- $4,025
- Total expenses
- $62,203
- Net increase / (decrease)
- -$7,490
- Schedule source
- Schedule I