Lake Ridge Academy Tax Deferred Annuity And Defined Contribution Plan — Form 5500 plan (Lake Ridge Academy)
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 Ridge Academy Tax Deferred Annuity And Defined Contribution Plan is a benefit plan reported by Lake Ridge Academy under EIN 34-6519833 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $17,785,306 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lake Ridge Academy
- EIN
- 34-6519833
- Plan number
- 001
- Plan type
- 2
- Location
- North Ridgeville, OH
- Latest filing year
- 2023
- Participants
- 230
- End-of-year plan assets
- $17,785,306
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20250415163610NAL0006061888001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,785,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,785,306
- Net assets (BOY)
- $16,391,491
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $294,226
- Total contributions
- $878,651
- Total income / additions
- $2,952,285
Expenses & distributions
- Benefits paid
- $1,546,430
- Administrative expenses
- $12,040
- Total expenses
- $1,558,470
- Net increase / (decrease)
- $1,393,815
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Maloney & Novotny LLC | AUDITOR | $9,900 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group | CONSULTANT | $2,140 | not reported in the loaded dataset | 2023 |