2023 Form 5500 filing — Lakeside Country Club 401(K) 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 20250611101829NAL0015849937001) for Lakeside Country Club 401(K) Plan, reported by Lakeside Country Club under EIN 74-1170526 and plan number 002. It reports 218 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)$5.4MReported net assets$5,429,074
Participants218
Provider compensation$48.3K3 Schedule C row(s)$48,264
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250611101829NAL0015849937001
- Plan sponsor
- Lakeside Country Club
- EIN
- 74-1170526
- Plan number
- 002
- Location
- Houston, TX
- 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)$5.4M total assets
Net assets$5.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,429,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,429,074
- Employer contributions
- $299,633
- Participant contributions
- $716,032
- Total income / additions
- $2,010,331
- Benefits paid
- $810,811
- Administrative expenses
- $48,264
- Total expenses
- $859,138
- Net increase / (decrease)
- $1,151,193
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $33,265 | not reported in the loaded dataset |
| Kestra Advisory Services, LLC | NONE | $12,432 | not reported in the loaded dataset |
| Assuredpartners Investment Advisors | NONE | $2,567 | not reported in the loaded dataset |