2023 Form 5500 filing — Lakeside Educational Network 403(B) Retirement 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 20251111184929NAL0008294706001) for Lakeside Educational Network 403(B) Retirement Plan, reported by Lakeside Educational Network under EIN 23-6050758 and plan number 001. It reports 386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251111184929NAL0008294706001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeside Educational Network
- EIN
- 23-6050758
- Plan number
- 001
- Location
- North Wales, PA
- Participants
- 386
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,115,349
- Net assets (EOY)
- $8,115,349
- Employer contributions
- $241,293
- Participant contributions
- $754,659
- Total income / additions
- $2,263,215
- Benefits paid
- $322,809
- Administrative expenses
- $81,949
- Total expenses
- $404,758
- Net increase / (decrease)
- $1,858,457
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Asset Management LLC | INVESTMENT ADVISOR | $50,920 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $20,905 | $0 |
| Nova 401(K) Associates | CONTRACT ADMIN | $10,124 | $0 |