Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan — Form 5500 plan (Lake Ridge Bancorp, 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, Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan is a benefit plan reported by Lake Ridge Bancorp, Inc. under EIN 39-1820222 and plan number 004. The latest loaded filing year is 2023. The filing reports 321 participants and $11,031,485 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lake Ridge Bancorp, Inc.
- EIN
- 39-1820222
- Plan number
- 004
- Plan type
- 2
- Location
- Waunakee, WI
- Latest filing year
- 2023
- Participants
- 321
- End-of-year plan assets
- $11,031,485
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 321 | H | 20241015085709NAL0014278371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,031,485
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,031,485
- Net assets (BOY)
- $11,189,844
Income & contributions
- Employer contributions
- $1,271,214
- Total contributions
- $1,271,214
- Total income / additions
- $462,080
Expenses & distributions
- Benefits paid
- $620,439
- Administrative expenses
- $0
- Total expenses
- $620,439
- Net increase / (decrease)
- -$158,359
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.