Lake Forest Graduate School Of Management Retirement Savings Plan — Form 5500 plan (Lake Forest Graduate School Of Management)
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, Lake Forest Graduate School Of Management Retirement Savings Plan is a benefit plan reported by Lake Forest Graduate School Of Management under EIN 23-7013253 and plan number 001. The latest loaded filing year is 2023. The filing reports 320 participants and $13,228,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lake Forest Graduate School Of Management
- EIN
- 23-7013253
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Forest, IL
- Latest filing year
- 2023
- Participants
- 320
- End-of-year plan assets
- $13,228,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 320 | H, C | 20250415134217NAL0003380497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,228,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,228,360
- Net assets (BOY)
- $11,532,544
Income & contributions
- Employer contributions
- $103,245
- Participant contributions
- $266,897
- Total contributions
- $455,187
- Total income / additions
- $2,116,783
Expenses & distributions
- Benefits paid
- $402,319
- Administrative expenses
- $18,648
- Total expenses
- $420,967
- Net increase / (decrease)
- $1,695,816
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Howard Simon And Associates | NONE | $18,648 | not reported in the loaded dataset | 2023 |