2023 Form 5500 filing — Lake Shore, Inc. Steelworkers 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 20250804160152NAL0000812243001) for Lake Shore, Inc. Steelworkers Pension Plan, reported by Oldenburg Group Incorporated under EIN 39-0943085 and plan number 003. It reports 193 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)$3.2MReported net assets$3,151,480
Participants193
Provider compensation$32.4K3 Schedule C row(s)$32,380
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250804160152NAL0000812243001
Plan sponsor
Oldenburg Group Incorporated
EIN
39-0943085
Plan number
003
Location
Glendale, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$3.2M total assets
Net assets$3.2MLiabilities$0
Money in vs. money out
Total income / additions$547.2K
Total expenses$387.6K
Benefits paid / distributions$328.2K
Contributions
Employer$87.5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$3,151,480
Total liabilities (EOY)
$0
Net assets (EOY)
$3,151,480
Employer contributions
$87,472
Total income / additions
$547,170
Benefits paid
$328,156
Administrative expenses
$59,452
Total expenses
$387,608
Net increase / (decrease)
$159,562
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $13.8K
  2. 2
    Us Bank$9.3K
    NONE · Direct $9.3K
  3. 3
    NONE · Direct $9.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250804160152NAL0000812243001 cover?
It is the 2023 Form 5500 filing for Lake Shore, Inc. Steelworkers Pension Plan, reported by Oldenburg Group Incorporated (EIN 39-0943085).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages