Plan5500

Lake Shore, Inc. Steelworkers Pension Plan — Form 5500 plan (Oldenburg Group Incorporated)

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 Shore, Inc. Steelworkers Pension Plan is a benefit plan reported by Oldenburg Group Incorporated under EIN 39-0943085 and plan number 003. The latest loaded filing year is 2023. The filing reports 193 participants and $3,151,480 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oldenburg Group Incorporated
EIN
39-0943085
Plan number
003
Plan type
2
Location
Glendale, WI
Latest filing year
2023
Participants
193
End-of-year plan assets
$3,151,480

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023193H, C20250804160152NAL0000812243001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,151,480
Total liabilities (EOY)
$0
Net assets (EOY)
$3,151,480
Net assets (BOY)
$2,991,918

Income & contributions

Employer contributions
$87,472
Total contributions
$87,472
Total income / additions
$547,170

Expenses & distributions

Benefits paid
$328,156
Administrative expenses
$59,452
Total expenses
$387,608
Net increase / (decrease)
$159,562

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Egps, Inc.NONE$13,800not reported in the loaded dataset2023
Us BankNONE$9,340not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$9,240not reported in the loaded dataset2023

Related Form 5500 pages