1st Lake Properties, Inc Retirement Plan — Form 5500 plan (1st Lake Properties, 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, 1st Lake Properties, Inc Retirement Plan is a benefit plan reported by 1st Lake Properties, Inc. under EIN 72-1142677 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $12,329,990 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
1st Lake Properties, Inc.
EIN
72-1142677
Plan number
001
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
Participants
277
End-of-year plan assets
$12,329,990

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023277H, C20240923102713NAL0015280800001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,329,990
Total liabilities (EOY)
$0
Net assets (EOY)
$12,329,990
Net assets (BOY)
$10,733,076

Income & contributions

Employer contributions
$261,401
Participant contributions
$708,883
Total contributions
$972,182
Total income / additions
$2,732,932

Expenses & distributions

Benefits paid
$1,053,944
Administrative expenses
$52,407
Total expenses
$1,136,018
Net increase / (decrease)
$1,596,914

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bank Of America NaINVESTMENT ADVISORY PLAN$21,376not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$20,280$02023
The Haslauer Group IncTPA$10,750$1012023

Related Form 5500 pages