Lakeside Educational Network 403(B) Retirement Plan — Form 5500 plan (Lakeside Educational Network)
Plain-English plan 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, Lakeside Educational Network 403(B) Retirement Plan is a benefit plan reported by Lakeside Educational Network under EIN 23-6050758 and plan number 001. The latest loaded filing year is 2023. The filing reports 386 participants and $8,115,349 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakeside Educational Network
- EIN
- 23-6050758
- Plan number
- 001
- Plan type
- 2
- Location
- North Wales, PA
- Latest filing year
- 2023
- Participants
- 386
- End-of-year plan assets
- $8,115,349
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 386 | H, C | 20251111184929NAL0008294706001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,115,349
- Net assets (EOY)
- $8,115,349
- Net assets (BOY)
- $6,256,892
Income & contributions
- Employer contributions
- $241,293
- Participant contributions
- $754,659
- Total contributions
- $1,088,152
- Total income / additions
- $2,263,215
Expenses & distributions
- Benefits paid
- $322,809
- Administrative expenses
- $81,949
- Total expenses
- $404,758
- Net increase / (decrease)
- $1,858,457
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fisher Asset Management LLC | INVESTMENT ADVISOR | $50,920 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $20,905 | $0 | 2023 |
| Nova 401(K) Associates | CONTRACT ADMIN | $10,124 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lakeside Educational Network
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in North Wales, PA
- Fisher Asset Management LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation