Plan5500

Lakeside Manufacturing, Inc. Employees' Pension Plan — Form 5500 plan (Lakeside Manufacturing, 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, Lakeside Manufacturing, Inc. Employees' Pension Plan is a benefit plan reported by Lakeside Manufacturing, Inc under EIN 39-0861074 and plan number 002. The latest loaded filing year is 2023. The filing reports 120 participants and $3,290,361 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lakeside Manufacturing, Inc
EIN
39-0861074
Plan number
002
Plan type
2
Location
West Milwaukee, WI
Latest filing year
2023
Participants
120
End-of-year plan assets
$3,290,361

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023120H, C20240718160756NAL0010220592001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,290,361
Total liabilities (EOY)
$0
Net assets (EOY)
$3,290,361
Net assets (BOY)
$3,255,598

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$306,722

Expenses & distributions

Benefits paid
$265,959
Administrative expenses
$6,000
Total expenses
$271,959
Net increase / (decrease)
$34,763

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alpha Investment Consulting GroupNONE$6,000not reported in the loaded dataset2023
American United Life Insurance CoNONE$0$3,3182023

Related Form 5500 pages