Plan5500

Lakeside Country Club Pension Plan — Form 5500 plan (Lakeside Country Club)

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 Country Club Pension Plan is a benefit plan reported by Lakeside Country Club under EIN 74-1170526 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $10,846 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lakeside Country Club
EIN
74-1170526
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
130
End-of-year plan assets
$10,846

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20240802113905NAL0015945379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,846
Net assets (EOY)
$10,846
Net assets (BOY)
$5,566,221

Income & contributions

Employer contributions
$50,348
Total contributions
$50,348
Total income / additions
$250,497

Expenses & distributions

Benefits paid
$5,743,017
Administrative expenses
$62,855
Total expenses
$5,805,872
Net increase / (decrease)
-$5,555,375

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Definiti LLCNONE$35,225not reported in the loaded dataset2023
Neil RoncoNONE$30,000not reported in the loaded dataset2023
PrincipalNONE$15,150not reported in the loaded dataset2023

Related Form 5500 pages