Lakeside Software 401(K) Plan — Form 5500 plan (Lakeside Software, LLC)
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 Software 401(K) Plan is a benefit plan reported by Lakeside Software, LLC under EIN 38-3374036 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $9,824,942 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakeside Software, LLC
- EIN
- 38-3374036
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $9,824,942
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20241011122435NAL0038697408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,824,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,824,942
- Net assets (BOY)
- $6,234,177
Income & contributions
- Employer contributions
- $328,857
- Participant contributions
- $1,886,547
- Total contributions
- $2,982,884
- Total income / additions
- $4,356,172
Expenses & distributions
- Benefits paid
- $722,243
- Administrative expenses
- $30,573
- Total expenses
- $765,407
- Net increase / (decrease)
- $3,590,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $14,729 | $0 | 2023 |
| Resources Investment Advisors LLC | ADVISOR | $10,167 | not reported in the loaded dataset | 2023 |
| Coastal Capital Group | ADVISOR | $5,169 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lakeside Software, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Fidelity Investments Institutional — Schedule C compensation
- Resources Investment Advisors LLC — Schedule C compensation
- Coastal Capital Group — Schedule C compensation