Plan5500

Lakeshore Community Services, Inc. Tsa Retirement Savings Plan — Form 5500 plan (Lakeshore Community Services, Inc.)

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, Lakeshore Community Services, Inc. Tsa Retirement Savings Plan is a benefit plan reported by Lakeshore Community Services, Inc. under EIN 25-1577930 and plan number 001. The latest loaded filing year is 2023. The filing reports 331 participants and $11,098,860 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.1MPlan net assets, end of year$11,098,860
Participants331Covered participants reported
Assets / participant$33.5KComputed: assets ÷ participants$33,531 (computed)
Provider compensation$23.6K1 Schedule C provider row(s)$23,575
Plan sponsor
Lakeshore Community Services, Inc.
EIN
25-1577930
Plan number
001
Plan type
2
Location
Erie, PA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    331 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.1M total assets
Net assets$11.1MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$703.4K
Benefits paid / distributions$701.3K
Contributions
Employer$326.4K
Participant$465K
Full reported line items

Net assets

Total assets (EOY)
$11,098,860
Total liabilities (EOY)
$0
Net assets (EOY)
$11,098,860
Net assets (BOY)
$9,282,505

Income & contributions

Employer contributions
$326,374
Participant contributions
$465,015
Total contributions
$815,651
Total income / additions
$2,519,792

Expenses & distributions

Benefits paid
$701,292
Administrative expenses
$2,145
Total expenses
$703,437
Net increase / (decrease)
$1,816,355
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 41%Participant 59%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Thomas Bean/Raymond James Financial$23.6K
    INVESTMENT ADVISOR · Direct $23.6K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Lakeshore Community Services, Inc. Tsa Retirement Savings Plan?
Lakeshore Community Services, Inc. Tsa Retirement Savings Plan is reported as sponsored by Lakeshore Community Services, Inc. (EIN 25-1577930, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Lakeshore Community Services, Inc. Tsa Retirement Savings Plan?
The latest Form 5500 filing year loaded for Lakeshore Community Services, Inc. Tsa Retirement Savings Plan is 2023.
How many participants does Lakeshore Community Services, Inc. Tsa Retirement Savings Plan report?
Lakeshore Community Services, Inc. Tsa Retirement Savings Plan reports 331 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Lakeshore Community Services, Inc. Tsa Retirement Savings Plan?
Lakeshore Community Services, Inc. Tsa Retirement Savings Plan reports $11,098,860 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages