Lakeshore Foods Corporation Retirement Savings — Form 5500 plan (Lakeshore Foods Corporation)
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 Foods Corporation Retirement Savings is a benefit plan reported by Lakeshore Foods Corporation under EIN 35-1308171 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $5,473,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakeshore Foods Corporation
- EIN
- 35-1308171
- Plan number
- 001
- Plan type
- 2
- Location
- Michigan City, IN
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $5,473,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20240909134628NAL0002807507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,473,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,473,694
- Net assets (BOY)
- $5,084,359
Income & contributions
- Employer contributions
- $38,826
- Participant contributions
- $344,481
- Total contributions
- $383,872
- Total income / additions
- $891,186
Expenses & distributions
- Benefits paid
- $483,807
- Administrative expenses
- $17,891
- Total expenses
- $501,851
- Net increase / (decrease)
- $389,335
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $17,891 | not reported in the loaded dataset | 2023 |
| First Merchants Bank | SERVICE PROVIDER | $0 | $13,045 | 2023 |