Lakemary Center, Inc 401(K) Plan — Form 5500 plan (Lakemary Center, Inc Retirement Plan)
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, Lakemary Center, Inc 401(K) Plan is a benefit plan reported by Lakemary Center, Inc Retirement Plan under EIN 48-0732570 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $10,536,170 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakemary Center, Inc Retirement Plan
- EIN
- 48-0732570
- Plan number
- 001
- Plan type
- 2
- Location
- Paola, KS
- Latest filing year
- 2023
- Participants
- 229
- End-of-year plan assets
- $10,536,170
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H | 20241015232809NAL0050104208003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,536,170
- Net assets (EOY)
- $10,536,170
- Net assets (BOY)
- $9,593,509
Income & contributions
- Employer contributions
- $70,132
- Participant contributions
- $368,156
- Total contributions
- $438,288
- Total income / additions
- $1,936,142
Expenses & distributions
- Benefits paid
- $969,557
- Administrative expenses
- $1,670
- Total expenses
- $993,481
- Net increase / (decrease)
- $942,661
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.